AVLNNasdaqPharmaceutical PreparationsFiscal year ends December 31
Avalyn Pharma Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$23.33−0.33 (-1.39%)
Close on Oct 19, 2026
- Market cap
- $691.75M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.3%
44M of 44M shares
Institutional holders
92
92 new, 0 sold out
Net institutional buying
44M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $25.00M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 5,835,259 | 13.20% | 13G (passive) amendment | Jun 30, 2026 |
| Novo Holdings A/S | 3,883,289 | 8.80% | 13G (passive) | Jun 30, 2026 |
| Simeon George | 3,308,649 | 7.50% | 13D (active) | May 1, 2026 |
| Perceptive Advisors LLC | 2,675,296 | 6.00% | 13G (passive) | Apr 30, 2026 |
| Aaron Cowen | 2,503,109 | 5.60% | 13D (active) | May 1, 2026 |
| Genesis VC Partners XV, LLC | 2,268,404 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVLN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 5,835,259 | 13.16% | $192.10M | New | 0.01% |
| Novo Holdings A/S | 3,883,289 | 8.76% | $127.84M | New | 7.42% |
| Sr One Capital Management, LP | 3,308,649 | 7.46% | $108.92M | New | 10.48% |
| Perceptive Advisors LLC | 2,675,296 | 6.03% | $88.07M | New | 1.32% |
| Suvretta Capital Management, LLC | 2,503,109 | 5.65% | $82.40M | New | 1.51% |
| NVP Associates, LLC | 2,268,404 | 5.12% | $74.68M | New | 22.75% |
| Wellington Management Group Llp | 2,201,986 | 4.97% | $72.49M | New | 0.01% |
| Price T Rowe Associates Inc /Md/ | 1,735,231 | 3.91% | $57.12K | New | 0.01% |
| Catalio Capital Management, LP | 1,675,830 | 3.78% | $55.17M | New | 10.37% |
| T. Rowe Price Investment Management, Inc. | 1,602,745 | 3.62% | $52.76K | New | 0.03% |
| Eventide Asset Management, LLC | 1,375,486 | 3.10% | $45.28M | New | 0.61% |
| Bellevue Group AG | 1,350,000 | 3.05% | $44.44M | New | 0.94% |
| BlackRock, Inc. | 977,264 | 2.20% | $32.17M | New | 0.00% |
| Pivotal bioVenture Partners Investment Advisor LLC | 966,792 | 2.18% | $31.83M | New | 10.34% |
| Citadel Advisors LLC | 959,098 | 2.16% | $31.57M | New | 0.00% |
| Andera Partners | 929,824 | 2.10% | $30.61M | New | 14.82% |
| Jennison Associates LLC | 812,749 | 1.83% | $26.76M | New | 0.02% |
| Braidwell LP | 801,395 | 1.81% | $26.38M | New | 0.98% |
| Tpg Gp A, LLC | 773,069 | 1.74% | $25.45M | New | 0.51% |
| Vanguard Capital Management LLC | 739,770 | 1.67% | $24.35M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | 44M | 99.3% | 92 / 0 | 0 / 0 | 44M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVLN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Fund | 1,231,620 | 2.78% | $35.46M | 0.40% | Jul 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 627,190 | 1.41% | $18.06M | 0.39% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 534,440 | 1.21% | $17.59M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 415,610 | 0.94% | $13.68M | 0.15% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 396,069 | 0.89% | $13.04M | 0.11% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 385,805 | 0.87% | $12.70M | 0.13% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 342,106 | 0.77% | $11.26M | 0.11% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 333,852 | 0.75% | $10.99M | 0.01% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 332,412 | 0.75% | $10.94M | 0.07% | Jun 30, 2026 |
| PGIM Jennison Health Sciences Fund | 318,463 | 0.72% | $9.17M | 0.66% | May 29, 2026 |
| Fidelity Blue Chip Growth Fund | 281,300 | 0.63% | $8.10M | 0.01% | Jul 31, 2026 |
| Fidelity Growth Company Fund | 267,600 | 0.60% | $7.70M | 0.01% | May 31, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 217,777 | 0.49% | $7.17M | 0.14% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 192,656 | 0.43% | $6.34M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 186,980 | 0.42% | $5.38M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Lyn Baranowski | Chief Executive Officer, Director | – | – | May 1, 2026 |
| Adam H. Golden | General Counsel | – | – | May 4, 2026 |
| Melissa Rhodes | Chief Operating Officer | – | – | May 1, 2026 |
| Douglas R. Carlson | Chief Financial Officer | – | – | May 1, 2026 |
| Howard Lazarus | Chief Medical Officer | – | – | May 1, 2026 |
| Robert J. Meyer | Director | – | – | Sep 17, 2026 |
| Heather D. Turner | Director | – | – | May 1, 2026 |
| Jon Congleton | Director | – | – | May 1, 2026 |
| Kate Haviland | Director | – | – | May 1, 2026 |
| Erin Lavelle | Director | – | – | May 1, 2026 |
| Jill Carroll | Director | 1,419,298 | 3.20% | May 1, 2026 |
| David Matthew Friedman | Director | – | – | Apr 29, 2026 |
| Holdings A/S Novo | 10% owner | 3,883,289 | 8.76% | May 5, 2026 |
| Llc Fmr | 10% owner | 727,585 | 1.64% | May 5, 2026 |
| Biomedical Innovation Master Investors (Cayman) II L.P. Wellington | 10% owner | 1,275,486 | 2.88% | May 1, 2026 |
| Sr One Capital Management, Llc | 10% owner | – | – | May 1, 2026 |
| Simeon George | 10% owner | 2,263,608 | 5.11% | May 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Holdings A/S Novo 10% owner | May 1, 2026 | Buy | +555,555 | $18.00 | $10.00M | 3,883,289 |
| Holdings A/S Novo 10% owner | May 1, 2026 | Conversion | +3,327,734 | – | – | 3,327,734 |
| Llc Fmr 10% owner | May 1, 2026 | Conversion | +727,585 | – | – | 727,585 |
| Llc Fmr 10% owner | May 1, 2026 | Conversion | +80,291 | – | – | 807,876 |
| Llc Fmr 10% owner | May 1, 2026 | Conversion | +872,868 | – | – | 1,680,744 |
| Llc Fmr 10% owner | May 1, 2026 | Conversion | +225,843 | – | – | 1,906,587 |
| Llc Fmr 10% owner | May 1, 2026 | Conversion | +377,948 | – | – | 2,284,535 |
| Simeon George 10% owner | May 1, 2026 | Conversion | +489,486 | – | – | 844,310 |
| Simeon George 10% owner | May 1, 2026 | Conversion | +1,419,298 | – | – | 1,419,298 |
| Simeon George 10% owner | May 1, 2026 | Conversion | +489,486 | – | – | 1,908,784 |
| Simeon George 10% owner | May 1, 2026 | Buy | +277,778 | $18.00 | $5.00M | 2,186,562 |
| Simeon George 10% owner | May 1, 2026 | Conversion | +354,824 | – | – | 354,824 |
| Simeon George 10% owner | May 1, 2026 | Buy | +277,777 | $18.00 | $5.00M | 1,122,087 |
| Jill Carroll Director | May 1, 2026 | Conversion | +1,419,298 | – | – | 1,419,298 |
| Jill Carroll Director | May 1, 2026 | Conversion | +489,486 | – | – | 1,908,784 |
| Jill Carroll Director | May 1, 2026 | Buy | +277,778 | $18.00 | $5.00M | 2,186,562 |
| Biomedical Innovation Master Investors (Cayman) II L.P. Wellington 10% owner | May 1, 2026 | Conversion | +1,275,486 | – | – | 1,275,486 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.