IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avalo Therapeutics Inc (AVTX)

CUSIP: 05338F306 | NYSE | Healthcare · Biotechnology | Micro Cap | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GTrails Edge Biotechnology Master Fund, LP2,803,7615.2%New 5%+ stakeOct 22, 2026No 13F filer matched
13G/AFMR LLC5,737,96610.8%+637,750

Institutional Holders — Q3 2026

CenterBook Partners LP153,344
0.1% of portfolio›$2.4M
Moody Aldrich Partners LLC76,532
0.2% of portfolio›$1.2M
Citigroup Inc29,490
0.0% of portfolio›$452.1K
Profund Advisors LLC22,633
0.0% of portfolio›$347.0K
Arizona State Retirement System13,327
0.0% of portfolio›$204.3K
PFS Partners, LLC2,000
0.0% of portfolio›$30.7K
Sterling Capital Management LLC1,343
0.0% of portfolio›$20.6K
State of Wyoming360
0.0% of portfolio›$5.5K
J.Safra Asset Management Corp353
0.0% of portfolio›$5.4K
Nisa Investment Advisors, LLC261
0.0% of portfolio›$4.0K
Gamma Investing LLC189
0.0% of portfolio›$2.9K
Signaturefd, LLC82
0.0% of portfolio›$1.3K
Versant Capital Management, Inc51
0.0% of portfolio›$782
EverSource Wealth Advisors, LLC41
0.0% of portfolio›$629
Parkside Financial Bank & Trust30
0.0% of portfolio›$460
Fortitude Family Office, LLC30
0.0% of portfolio›$460
SJS Investment Consulting Inc.28
0.0% of portfolio›$430
Assetmark, Inc22
0.0% of portfolio›$337
CoreCap Advisors, LLC13
0.0% of portfolio›$199
Farther Finance Advisors, LLC12
0.0% of portfolio›$184
Ascentis Wealth Management, LLC3
0.0% of portfolio›$45
Parallel Advisors, LLC1
0.0% of portfolio›$15
Activest Wealth Management1
0.0% of portfolio›$15
Key FInancial Inc1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
CenterBook Partners LP
153,344$2.4M0.1%ValueVery HighGreenwich, CT2026-11-02
Moody Aldrich Partners LLC
76,532$1.2M0.2%ValueHighMarblehead, MA2026-10-27
Citigroup Inc
29,490$452.1K0.0%CoreMediumNew York, NY2026-11-04
Profund Advisors LLC
22,633$347.0K0.0%GrowthLowBethesda, MD2026-10-29
Arizona State Retirement System
13,327$204.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
PFS Partners, LLC
2,000$30.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Sterling Capital Management LLC
1,343$20.6K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
360$5.5K0.0%ValueHighCheyenne, WY2026-10-28
J.Safra Asset Management Corp
353$5.4K0.0%ETFLowNew York, NY2026-11-03
Nisa Investment Advisors, LLC
261$4.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
189$2.9K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
82$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
51$7820.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
41$6290.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
30$4600.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
30$4600.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
28$4300.0%ETFVery LowSylvania, OH2026-10-26
Assetmark, Inc
22$3370.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
13$1990.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
12$1840.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Wealth Management, LLC
3$450.0%Agg GrowthLowDallas, TX2026-11-03
Parallel Advisors, LLC
1$150.0%IndexLowSan Francisco, CA2026-11-03
Activest Wealth Management
1$150.0%ETFLowAventura, FL2026-10-15
Key FInancial Inc
1$150.0%ETFLowWest Chester, PA2026-11-02
Jul 31, 2026
31d ahead of 13F (5,100,216 sh) · +637,750
13G/ADeep Track Capital, LP3,610,0006.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ARA Capital Management, L.P.3,483,0996.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAffinity Asset Advisors, LLC2,900,0005.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABVF Partners L P
with BVF GP Holdings LLC, BVF I GP LLC, Biotechnology Value Fund L P, +4 more
2,801,5455.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAvoro Capital Advisors LLC2,333,3334.4%Newly reportedJun 30, 2026No 13F filer matched
13G/ANantahala Capital Management, LLC1,862,2503.5%Newly reportedJun 30, 2026No 13F filer matched
13G/AMillennium Management LLC9,8570.0%Newly reportedJun 30, 2026No 13F filer matched
13G/AT. Rowe Price Investment Management, Inc.3,6700.0%Newly reportedJun 30, 202691d ahead of 13F (2,162,684 sh) · −2,159,014
13GTrails Edge Biotechnology Master Fund, LP2,803,761
5.2% of class · Oct 22, 2026New 5%+ stake
No 13F filer matched
13G/AFMR LLC5,737,966
10.8% of class · Jul 31, 2026+637,750
31d ahead of 13F (5,100,216 sh) · +637,750
13G/ADeep Track Capital, LP3,610,000
6.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ARA Capital Management, L.P.3,483,099
6.3% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AAffinity Asset Advisors, LLC2,900,000
5.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ABVF Partners L P2,801,545
5.3% of class · Jun 30, 2026New 5%+ stake
with BVF GP Holdings LLC, BVF I GP LLC, Biotechnology Value Fund L P, +4 more
No 13F filer matched
13G/AAvoro Capital Advisors LLC2,333,333
4.4% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/ANantahala Capital Management, LLC1,862,250
3.5% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/AMillennium Management LLC9,857
0.0% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/AT. Rowe Price Investment Management, Inc.3,670
0.0% of class · Jun 30, 2026Newly reported
91d ahead of 13F (2,162,684 sh) · −2,159,014