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Security record · archived quarter

AVTX

Avalo Therapeutics, Inc. · Healthcare · Biotechnology

20.55 +4.1% mkt cap $1.08B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
+7Δ holders
3.14MShares held
$39.85MReported value
+7New positions
−0Exits
Strongly Rising Conviction score 74/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 51 +13 31.74M $586.58M +19 −6
Q1 2026 38 +3 12.35M $184.22M +7 −4
Q4 2025 35 +2 8.20M $148.88M +2
Q3 2025 13 +7 3.14M $39.85M +7
Q2 2025 4 +1 446.19K $2.23M +1
Q1 2025 1 -1 107.81K $864,389 −1
Q4 2024 2 +1 120.18K $892,907 +1
Q3 2024 1 +1 10.11K $95,649 +1
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Point72 Asset Management 1.05M New $13.40M 0.0% New 1 SEC ↗
2 The Vanguard Group (passive) 692.64K +314.9% $8.80M 0.0% ▲ Add 2 SEC ↗
3 The Vanguard Group (passive) 692.64K +314.9% $8.80M 0.0% ▲ Add 2 SEC ↗
4 The Vanguard Group (passive) 692.64K +314.9% $8.80M 0.0% ▲ Add 2 SEC ↗
5 Citadel Advisors 481.67K New $6.12M 0.0% New 1 SEC ↗
6 Citadel Advisors 481.67K New $6.12M 0.0% New 1 SEC ↗
7 Adage Capital Partners 258.77K New $3.29M 0.0% New 1 SEC ↗
8 BlackRock (passive) 154.25K -1.1% $1.96M 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 154.25K -1.1% $1.96M 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 154.25K -1.1% $1.96M 0.0% ▼ Trim 2 SEC ↗
11 Millennium Management 137.43K New $1.75M 0.0% New 1 SEC ↗
12 Geode Capital Management (passive) 104.19K -5.7% $1.33M 0.0% ▼ Trim 5 SEC ↗
13 Geode Capital Management (passive) 104.19K -5.7% $1.33M 0.0% ▼ Trim 5 SEC ↗
14 Renaissance Technologies 98.70K New $1.25M 0.0% New 1 SEC ↗
15 Marshall Wace 56.01K New $711,874 0.0% New 1 SEC ↗
16 Marshall Wace 56.01K New $711,874 0.0% New 1 SEC ↗
17 Two Sigma Investments 49.24K +282.1% $625,866 0.0% ▲ Add 2 SEC ↗
18 State Street Global Advisors (passive) 45.45K New $577,720 0.0% New 1 SEC ↗
19 JPMorgan Chase 3.15K $39,984 0.0% n/c 1 SEC ↗
20 JPMorgan Chase 3.15K $39,984 0.0% n/c 1 SEC ↗
21 JPMorgan Chase 3.15K $39,984 0.0% n/c 1 SEC ↗
22 JPMorgan Chase 3.15K $39,984 0.0% n/c 1 SEC ↗
23 Morgan Stanley 10 $127 0.0% n/c 1 SEC ↗
24 Morgan Stanley 10 $127 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $13.40M 0.0%
Citadel Advisors $6.12M 0.0%
Citadel Advisors $6.12M 0.0%
Adage Capital Partners $3.29M 0.0%
Millennium Management $1.75M 0.0%
Renaissance Technologies $1.25M 0.0%
Marshall Wace $711,874 0.0%
Marshall Wace $711,874 0.0%
State Street Global Advisors $577,720 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 30.91M shares, $428.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 18 Sullivan Christopher Ryan

Officer · 31.03K sh · $622,324

Aug 17 Sullivan Christopher Ryan

Officer · 37.95K sh · $753,333

Aug 17 Sullivan Christopher Ryan

Officer · 3.75K sh · $74,762

Aug 17 Doyle Mittie

Officer · 1.00K sh · $20,000

Aug 11 Riley Jennifer

Officer · 2.65K sh · $52,012

Aug 10 Doyle Mittie

Officer · 679 sh · $13,580

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — T. Rowe Price Investment Management…

View original SEC filing ↗

Aug 14 SC 13G/A — Caligan Partners LP

View original SEC filing ↗

Aug 14 SC 13G/A — RA CAPITAL MANAGEMENT, L.P.

View original SEC filing ↗

Aug 14 SC 13G/A — Deep Track Capital, LP

View original SEC filing ↗

Aug 14 SC 13G/A — Nantahala Capital Management, LLC

View original SEC filing ↗

Aug 14 SC 13G/A — BIOTECHNOLOGY VALUE FUND L P

View original SEC filing ↗

Aug 14 SC 13G/A — Avoro Capital Advisors LLC

View original SEC filing ↗

Aug 13 SC 13G/A — Affinity Asset Advisors, LLC

View original SEC filing ↗

Aug 07 SC 13G/A — FMR LLC

View original SEC filing ↗

Aug 07 SC 13G — STATE STREET CORP

View original SEC filing ↗

Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Jul 27 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API