AVTXNasdaqPharmaceutical PreparationsFiscal year ends December 31
Avalo Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$11.59+0.32 (+2.84%)
Close on Oct 19, 2026
- Market cap
- $505.35M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
73M of 54M shares
Institutional holders
126
56 new, 27 sold out
Net institutional buying
41M
In Q2 2026
Insider trades, 12 months
0 buys · 43 sales
Net sold $8.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Timothy Opler | 58,346 | 5.60% | 13G (passive) | Mar 27, 2024 |
| Abigail P. Johnson | 5,737,966 | 10.80% | 13G (passive) amendment | Jul 31, 2026 |
| Robert Egen Atkinson | 5,721,109 | 9.90% | 13G (passive) | Jun 11, 2026 |
| FMR LLC | 5,100,216 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
| Deep Track Biotechnology Master Fund, Ltd. | 3,610,000 | 6.87% | 13G (passive) amendment | Jun 30, 2026 |
| Peter Kolchinsky | 3,483,099 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 3,415,731 | 6.50% | 13G (passive) | Jun 30, 2026 |
| David Johnson | 3,163,866 | 5.90% | 13G (passive) amendment | Jun 30, 2026 |
| David Kroin | 3,055,027 | 5.81% | 13G (passive) | May 22, 2026 |
| TCG Crossover GP II, LLC | 3,017,120 | 7.90% | 13G (passive) | May 5, 2026 |
| Michael Cho | 2,900,000 | 5.50% | 13G (passive) amendment | Jun 30, 2026 |
| State Street Corporation | 2,889,287 | 5.50% | 13G (passive) | Jun 30, 2026 |
| Lampert Mark N | 2,801,545 | 5.30% | 13G (passive) amendment | Jun 30, 2026 |
| Steven A. Cohen | 2,710,817 | 5.20% | 13G (passive) | May 22, 2026 |
| Rajeev Shah | 2,455,655 | 9.90% | 13G (passive) amendment | Mar 31, 2026 |
| Bvf Partners L P/Il | 1,904,257 | 9.99% | 13G (passive) amendment | Dec 31, 2025 |
| Bvf Inc/Il | 1,458,151 | 9.99% | 13G (passive) amendment | Sep 30, 2025 |
| Avoro Capital Advisors LLC | 1,410,000 | 5.75% | 13G (passive) | Mar 31, 2026 |
| RA Capital Management, L.P. | 1,386,167 | 9.90% | 13G (passive) amendment | Sep 30, 2025 |
| Logos Global Management GP LLC | 1,285,000 | 5.60% | 13G (passive) | Mar 26, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVTX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 5,100,216 | 9.51% | $94.25M | +2,220,735 | 0.00% |
| BlackRock, Inc. | 4,365,553 | 8.14% | $80.68M | +4,038,471 | 0.00% |
| Nantahala Capital Management, LLC | 3,724,500 | 6.94% | $68.83M | +2,489,500 | 1.14% |
| Deep Track Capital, LP | 3,610,000 | 6.73% | $66.71M | New | 0.97% |
| Caligan Partners LP | 3,163,866 | 5.90% | $58.47M | +1,528,843 | 2.75% |
| TCG Crossover Management, LLC | 3,017,120 | 5.63% | $55.76M | +2,278,737 | 1.34% |
| Affinity Asset Advisors, LLC | 2,900,000 | 5.41% | $53.59M | +1,559,160 | 2.42% |
| State Street Corp | 2,889,287 | 5.39% | $53.39M | +2,817,633 | 0.00% |
| Farallon Capital Management LLC | 2,498,000 | 4.66% | $46.16M | +1,582,000 | 0.21% |
| Point72 Asset Management, L.P. | 2,387,026 | 4.45% | $44.11M | +1,470,884 | 0.05% |
| Avoro Capital Advisors LLC | 2,333,333 | 4.35% | $43.12M | +923,333 | 0.39% |
| Vanguard Capital Management LLC | 2,264,246 | 4.22% | $41.84M | +1,544,552 | 0.00% |
| Bvf Inc/Il | 2,075,545 | 3.87% | $38.36M | +442,700 | 0.98% |
| Bank Of America Corp /De/ | 1,913,829 | 3.57% | $35.37M | +1,270,829 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 1,729,000 | 3.22% | $31.95M | +875,000 | 0.04% |
| Soleus Capital Management, L.P. | 1,654,978 | 3.09% | $30.58M | +1,213,000 | 1.05% |
| Braidwell LP | 1,629,182 | 3.04% | $30.11M | New | 1.11% |
| Price T Rowe Associates Inc /Md/ | 1,311,715 | 2.45% | $24.24K | New | 0.00% |
| Alliancebernstein L.P. | 1,260,689 | 2.35% | $23.30M | New | 0.01% |
| UBS Group AG | 1,209,059 | 2.25% | $22.34M | +67,079 | 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 | 126 | 73M | 100.0% | 56 / 47 | 15 / 27 | 50M | 8M |
| Q1 2026 | 97 | 31M | 58.2% | 33 / 31 | 19 / 19 | 16M | 4M |
| Q4 2025 | 84 | 20M | 37.1% | 33 / 28 | 13 / 15 | 7M | 2M |
| Q3 2025 | 66 | 15M | 28.6% | 32 / 15 | 8 / 2 | 8M | 1M |
| Q2 2025 | 36 | 8M | 14.6% | 4 / 9 | 12 / 2 | 1M | 1M |
| Q1 2025 | 34 | 8M | 15.4% | 5 / 11 | 4 / 4 | 2M | 1M |
| Q4 2024 | 33 | 8M | 14.0% | 9 / 8 | 4 / 5 | 2M | 1M |
| Q3 2024 | 29 | 7M | 12.4% | 11 / 3 | 1 / 2 | 6M | 0M |
| Q2 2024 | 21 | 1M | 1.4% | 7 / 4 | 4 / 4 | 1M | 0M |
| Q1 2024 | 18 | 0M | 0.2% | 8 / 4 | 3 / 2 | 0M | 0M |
| Q4 2023 | 12 | 0M | 0.0% | 12 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVTX | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,029,492 | 3.78% | $37.51M | 0.35% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,675,498 | 3.12% | $30.96M | 0.00% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 1,211,600 | 2.26% | $22.11M | 0.30% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,093,326 | 2.04% | $20.20M | 0.02% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 695,600 | 1.30% | $12.69M | 0.27% | Jul 31, 2026 |
| Fidelity Advisor Biotechnology Fund | 639,700 | 1.19% | $11.67M | 0.53% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 537,241 | 1.00% | $9.93M | 0.01% | Jun 30, 2026 |
| AB Small Cap Growth Portfolio | 486,556 | 0.91% | $8.99M | 0.29% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 471,822 | 0.88% | $8.72M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 457,313 | 0.85% | $8.35M | 0.02% | Jul 31, 2026 |
| Fidelity Small Cap Discovery Fund | 384,671 | 0.72% | $7.02M | 0.31% | Jul 31, 2026 |
| Fidelity Series Small Cap Discovery Fund | 330,470 | 0.62% | $6.03M | 0.31% | Jul 31, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 299,585 | 0.56% | $4.78M | 0.08% | May 29, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 287,663 | 0.54% | $5.32M | 0.04% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 212,200 | 0.40% | $3.87M | 0.25% | 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 |
|---|---|---|---|---|
| Garry Arthur Neil | Chief Executive Officer, Director | 190,314 | 0.35% | May 26, 2026 |
| Christopher Ryan Sullivan | Chief Financial Officer | 39,900 | 0.07% | Sep 18, 2026 |
| Mittie Doyle | Chief Medical Officer | 51,776 | 0.10% | Sep 1, 2026 |
| Jennifer Riley | Chief Strategy Officer | 37,041 | 0.07% | Aug 12, 2026 |
| Paul Varki | Chief Legal Officer | 32,576 | 0.06% | Jun 12, 2026 |
| Taylor Boyd | Chief Business Officer | – | – | Mar 2, 2026 |
| Rita Jain | Director | – | – | Jul 2, 2026 |
| Ron M. Philip | Director | – | – | Jul 2, 2026 |
| Kevin Robert Lind | Director | – | – | Jul 2, 2026 |
| Samantha Truex | Director | 6,333 | 0.01% | Jun 4, 2026 |
| Gilla Kaplan | Director | 6,333 | 0.01% | Jun 4, 2026 |
| Aaron Kantoff | Director | 6,333 | 0.01% | Jun 4, 2026 |
| Michael Thomas Heffernan | Director | – | – | Jun 4, 2026 |
| Mitchell Chan | Director | 3,166 | 0.01% | May 7, 2026 |
| Jonathan Goldman | Director | 3,166 | 0.01% | Mar 31, 2026 |
| June Sherie Almenoff | Director | 4,167 | 0.01% | Jun 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher Ryan Sullivan Chief Financial Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −12,394 | $16.33 | $202.39K | 39,900 |
| Christopher Ryan Sullivan Chief Financial Officer | Sep 16, 2026 | Option exercise | +12,394 | $9.88 | $122.45K | 52,294 |
| Christopher Ryan Sullivan Chief Financial Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −10,185 | $17.62 | $179.46K | 39,900 |
| Christopher Ryan Sullivan Chief Financial Officer | Sep 10, 2026 | Option exercise | +10,185 | $8.04 | $81.89K | 50,085 |
| Mittie Doyle Chief Medical Officer | Aug 28, 2026 | Sale(10b5-1 plan) | −679 | $20.00 | $13.58K | 51,776 |
| Mittie Doyle Chief Medical Officer | Aug 28, 2026 | Option exercise | +679 | $8.04 | $5.46K | 52,455 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 18, 2026 | Option exercise | +31,031 | $9.88 | $306.59K | 70,931 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −31,031 | $20.05 | $622.17K | 39,900 |
| Mittie Doyle Chief Medical Officer | Aug 17, 2026 | Option exercise | +1,000 | $12.65 | $12.65K | 52,776 |
| Mittie Doyle Chief Medical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −1,000 | $20.00 | $20.00K | 51,776 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 17, 2026 | Option exercise | +37,945 | $9.88 | $374.90K | 78,718 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 17, 2026 | Option exercise | +2,876 | $9.88 | $28.41K | 81,594 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −37,945 | $19.85 | $753.21K | 43,649 |
| Christopher Ryan Sullivan Chief Financial Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −3,749 | $19.94 | $74.76K | 39,900 |
| Jennifer Riley Chief Strategy Officer | Aug 11, 2026 | Sale | −2,655 | $19.59 | $52.01K | 37,041 |
| Mittie Doyle Chief Medical Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −679 | $20.00 | $13.58K | 51,776 |
| Mittie Doyle Chief Medical Officer | Aug 10, 2026 | Option exercise | +679 | $8.04 | $5.46K | 52,455 |
| Mittie Doyle Chief Medical Officer | Jul 27, 2026 | Option exercise | +1,000 | $12.65 | $12.65K | 52,776 |
| Mittie Doyle Chief Medical Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −1,000 | $20.00 | $20.00K | 51,776 |
| Mittie Doyle Chief Medical Officer | Jun 30, 2026 | Sale(10b5-1 plan) | −4,654 | $20.00 | $93.08K | 51,776 |
| Mittie Doyle Chief Medical Officer | Jun 30, 2026 | Option exercise | +1,779 | $8.04 | $14.30K | 56,430 |
| Mittie Doyle Chief Medical Officer | Jun 30, 2026 | Option exercise | +2,875 | $12.65 | $36.37K | 54,651 |
| Mittie Doyle Chief Medical Officer | Jun 23, 2026 | Option exercise | +1,450 | $8.04 | $11.66K | 53,226 |
| Mittie Doyle Chief Medical Officer | Jun 23, 2026 | Sale(10b5-1 plan) | −1,450 | $18.00 | $26.10K | 51,776 |
| Mittie Doyle Chief Medical Officer | Jun 10, 2026 | Tax withholding | −1,084 | $13.10 | $14.20K | 51,776 |
| Jennifer Riley Chief Strategy Officer | Jun 10, 2026 | Tax withholding | −588 | $13.10 | $7.70K | 39,696 |
| Paul Varki Chief Legal Officer | Jun 10, 2026 | Tax withholding | −1,081 | $13.10 | $14.16K | 32,576 |
| Christopher Ryan Sullivan Chief Financial Officer | Jun 10, 2026 | Tax withholding | −138 | $13.10 | $1.81K | 40,773 |
| Mittie Doyle Chief Medical Officer | May 28, 2026 | Sale(10b5-1 plan) | −679 | $16.00 | $10.86K | 47,122 |
| Mittie Doyle Chief Medical Officer | May 28, 2026 | Option exercise | +679 | $8.04 | $5.46K | 47,801 |
| Paul Varki Chief Legal Officer | May 21, 2026 | Award | +24,300 | – | – | 27,934 |
| Garry Arthur Neil Chief Executive Officer, Director | May 21, 2026 | Award | +100,200 | – | – | 190,314 |
| Jennifer Riley Chief Strategy Officer | May 21, 2026 | Award | +34,200 | – | – | 36,855 |
| Christopher Ryan Sullivan Chief Financial Officer | May 21, 2026 | Award | +39,900 | – | – | 40,323 |
| Mittie Doyle Chief Medical Officer | May 21, 2026 | Award | +43,500 | – | – | 47,122 |
| Mittie Doyle Chief Medical Officer | May 15, 2026 | Option exercise | +3,000 | $12.65 | $37.95K | 6,622 |
| Mittie Doyle Chief Medical Officer | May 15, 2026 | Sale(10b5-1 plan) | −3,000 | $18.76 | $56.28K | 3,622 |
| Christopher Ryan Sullivan Chief Financial Officer | May 7, 2026 | Option exercise | +18,606 | $9.88 | $183.83K | 19,029 |
| Christopher Ryan Sullivan Chief Financial Officer | May 7, 2026 | Sale(10b5-1 plan) | −18,606 | $24.12 | $448.78K | 423 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Sale(10b5-1 plan) | −22,839 | $21.22 | $484.64K | 13,287 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Option exercise | +62,500 | $13.43 | $839.38K | 66,134 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Sale(10b5-1 plan) | −400 | $23.71 | $9.48K | 3,634 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Sale(10b5-1 plan) | −9,253 | $22.70 | $210.04K | 4,034 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Sale(10b5-1 plan) | −5,196 | $19.78 | $102.78K | 36,126 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Sale(10b5-1 plan) | −37,375 | $18.91 | $706.76K | 41,322 |
| Paul Varki Chief Legal Officer | May 6, 2026 | Option exercise | +12,563 | $8.04 | $101.01K | 78,697 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Option exercise | +28,650 | $8.04 | $230.35K | 110,177 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Option exercise | +77,905 | $12.65 | $985.50K | 81,527 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Sale(10b5-1 plan) | −10,058 | $22.88 | $230.13K | 3,622 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Sale(10b5-1 plan) | −27,538 | $18.03 | $496.51K | 82,639 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Sale(10b5-1 plan) | −5,000 | $19.65 | $98.25K | 77,639 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Sale(10b5-1 plan) | −44,944 | $21.20 | $952.81K | 32,695 |
| Mittie Doyle Chief Medical Officer | May 6, 2026 | Sale(10b5-1 plan) | −19,015 | $22.41 | $426.13K | 13,680 |
| Mitchell Chan Director | May 6, 2026 | Sale(10b5-1 plan) | −3,167 | $22.88 | $72.46K | 3,166 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Option exercise | +47,000 | $8.04 | $377.88K | 47,423 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Sale(10b5-1 plan) | −13,834 | $18.55 | $256.62K | 33,589 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Sale(10b5-1 plan) | −8,900 | $22.57 | $200.87K | 423 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Sale(10b5-1 plan) | −12,347 | $19.28 | $238.05K | 21,242 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Sale(10b5-1 plan) | −2,700 | $20.76 | $56.05K | 18,542 |
| Christopher Ryan Sullivan Chief Financial Officer | May 6, 2026 | Sale(10b5-1 plan) | −9,219 | $21.37 | $197.01K | 9,323 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ryan Sullivan Christopher Officer | Aug 18, 2026 | 31,031 | $622.22K | Aug 18, 2026 | Exercise of Options Under a Registered Plan |
| Ryan Sullivan Christopher Officer | Aug 17, 2026 | 3,749 | $74.76K | Aug 17, 2026 | Exercise of Options Under a Registered Plan |
| Ryan Sullivan Christopher Officer | Aug 17, 2026 | 70,709 | $1.39M | Aug 17, 2026 | Exercise of Stock Options |
| Doyle Mittie Officer | Aug 17, 2026 | 5,037 | $98.67K | Aug 17, 2026 | Exercise of Stock Options |
| Riley Jennifer Officer | Aug 11, 2026 | 2,655 | $52.01K | Aug 11, 2026 | Shares Purchased Through Employee Stock Purchase Plan |
| Doyle Mittie Officer | Aug 10, 2026 | 679 | $12.44K | Aug 10, 2026 | Exercise of Stock Options |
| Goldman Jonathan Director | Jun 2, 2026 | 42,833 | $616.23K | Jun 2, 2026 | Exercise of options under a registered plan |
| Sullivan Christopher Officer | May 7, 2026 | 18,606 | $405.80K | May 7, 2026 | Exercise of Stock Options |
| Chan Mitchell Director | May 6, 2026 | 3,167 | $51.50K | May 6, 2026 | Restricted Stock Units |
| Varki Paul Officer | May 6, 2026 | 92,771 | $1.51M | May 6, 2026 | Exercise of Stock Options |
| Sullivan Christopher Officer | May 6, 2026 | 47,000 | $764.22K | May 6, 2026 | Exercise of Stock Options |
| Doyle Mittie Officer | May 6, 2026 | 54,508 | $886.30K | May 6, 2026 | Exercise of Stock Options |
| Sullivan Christopher Officer | Apr 29, 2026 | 16,915 | $217.53K | Apr 29, 2026 | Restricted Stock Units |
| Doyle Mittie Officer | Apr 6, 2026 | 65,800 | $1.17M | Apr 6, 2026 | Exercise of Stock Options |
| Sullivan Christopher Officer | Apr 1, 2026 | 15,959 | $238.27K | Apr 1, 2026 | Restricted Stock Units |