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Avalyn Pharma Inc (AVLN)

CUSIP: 05348Y105 | NYSE | 106 institutional holders

Quarters

Q3 2026Q2 2026
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
13GNorwest Venture Partners XV, LP2,268,4045.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13DSR One Capital Management, LLC
with SR One Capital Partners II, LP, SR One Capital Fund II Aggregator, LP, SR One Capital SMA Partners, LP, +1 more

Institutional Holders — Q3 2026

Andera Partners929,824
15.1% of portfolio›$26.5M
Bank of New York Mellon Corp44,040
0.0% of portfolio›$1.3M
Profund Advisors LLC23,433
0.0% of portfolio›$667.6K
Citigroup Inc10,965
0.0% of portfolio›$312.4K
Lewis Asset Management, LLC8,000
0.1% of portfolio›$227.9K
Strs Ohio3,100
0.0% of portfolio›$88.3K
Manchester Capital Management LLC1,261
0.0% of portfolio›$35.9K
China Universal Asset Management Co., Ltd.1,080
0.0% of portfolio›$29.3K
Nisa Investment Advisors, LLC582
0.0% of portfolio›$16.6K
Sterling Capital Management LLC501
0.0% of portfolio›$14.3K
Parallel Advisors, LLC244
0.0% of portfolio›$6.9K
State of Wyoming229
0.0% of portfolio›$6.5K
Farther Finance Advisors, LLC32
0.0% of portfolio›$912
Fortitude Family Office, LLC16
0.0% of portfolio›$456
Root Financial Partners, LLC11
0.0% of portfolio›$313
US Bancorp \de\10
0.0% of portfolio›$285
Covestor Ltd9
0.0% of portfolio›$0
SJS Investment Consulting Inc.1
0.0% of portfolio›$29
Essential Partners LLC1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Andera Partners
929,824$26.5M15.1%Deep ValueVery LowParis, India2026-10-16
Bank of New York Mellon Corp
44,040$1.3M0.0%CoreLowNew York, NY2026-11-05
Profund Advisors LLC
23,433$667.6K0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
10,965$312.4K0.0%CoreMediumNew York, NY2026-11-04
Lewis Asset Management, LLC
8,000$227.9K0.1%GrowthLowLafayette, CA2026-10-14
Strs Ohio
3,100$88.3K0.0%CoreMediumColumbus, OH2026-10-30
Manchester Capital Management LLC
1,261$35.9K0.0%CoreLowManchester, VT2026-10-22
China Universal Asset Management Co., Ltd.
1,080$29.3K0.0%GrowthMediumShanghai, France2026-10-28
Nisa Investment Advisors, LLC
582$16.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
501$14.3K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
244$6.9K0.0%IndexLowSan Francisco, CA2026-11-03
State of Wyoming
229$6.5K0.0%ValueHighCheyenne, WY2026-10-28
Farther Finance Advisors, LLC
32$9120.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
16$4560.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
11$3130.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
10$2850.0%IndexLowMinneapolis, MN2026-11-05
Covestor Ltd
9$00.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
1$290.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
1$280.0%ValueMediumRancho Santa Fe, CA2026-10-14
3,308,649
7.5%
New 5%+ stake
May 1, 2026
No 13F filer matched
13GNorwest Venture Partners XV, LP2,268,404
5.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13DSR One Capital Management, LLC3,308,649
7.5% of class · May 1, 2026New 5%+ stake
with SR One Capital Partners II, LP, SR One Capital Fund II Aggregator, LP, SR One Capital SMA Partners, LP, +1 more
No 13F filer matched