Avalo Therapeutics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:AVTX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Nov 24	BuyUS$12,750	June Almenoff	Individual		1,000	US$13.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AVTX?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	58,346	0.444%
Individual Insiders	633,530	4.82%
General Public	2,443,802	18.6%
VC/PE Firms	2,544,640	19.3%
Hedge Funds	2,961,560	22.5%
Institutions	4,510,478	34.3%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 35.8%.

Top Shareholders

Top 25 shareholders own 80.79% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	BVF Partners L.P.	1,966,560	US$19.9m	-0.44%	0.58%
12.3%	OrbiMed Advisors LLC	1,611,667	US$16.3m	66.7%	0.26%
7.57%	Nantahala Capital Management, LLC	995,000	US$10.1m	10.6%	0.58%
7.09%	RA Capital Management, L.P.	932,973	US$9.5m	-3.52%	0.12%
4.62%	Affinity Asset Advisors, LLC	607,872	US$6.2m	-7.5%	0.88%
4.48%	Point72 Asset Management, L.P.	588,632	US$6.0m	0%	0.01%
4.31%	Deep Track Capital, LP	567,103	US$5.8m	-34%	0.14%
4.18%	Patrick Crutcher	549,467	US$5.6m	0%	no data
3.67%	Commodore Capital LP	483,000	US$4.9m	0%	0.3%
3.67%	TCG Crossover Management, LLC	483,000	US$4.9m	0%	0.31%
3.09%	Bank of America Corporation, Asset Management Arm	406,571	US$4.1m	7,070%	no data
1.98%	RWA Wealth Partners	261,016	US$2.6m	-16.6%	0.03%
1.27%	The Vanguard Group, Inc.	166,941	US$1.7m	0%	no data
1.19%	BlackRock, Inc.	155,899	US$1.6m	16.6%	no data
1.18%	Velan Capital Partners LP	154,972	US$1.6m	38.4%	1.34%
1.06%	Perceptive Advisors LLC	139,667	US$1.4m	-73.1%	0.04%
0.84%	Geode Capital Management, LLC	110,460	US$1.1m	2.46%	no data
0.8%	ADAR1 Capital Management, LLC	104,730	US$1.1m	947%	0.12%
0.64%	UBS Asset Management AG	83,724	US$849.0k	-15.4%	no data
0.55%	Sio Capital Management, LLC	72,173	US$731.8k	1%	0.25%
0.44%	Emerald Bioventures, Llc	58,346	US$591.6k	0%	no data
0.36%	Garry Neil	47,140	US$478.0k	0%	no data
0.27%	Ikarian Capital, LLC	35,300	US$357.9k	-64.7%	0.11%
0.17%	Northern Trust Global Investments	22,673	US$229.9k	0%	no data
0.16%	Walleye Capital LLC	20,613	US$209.0k	1.93%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/16 21:45
End of Day Share Price	2025/09/16 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Avalo Therapeutics, Inc. is covered by 12 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Julian Harrison	BTIG
Prakhar Agrawal	Cantor Fitzgerald & Co.
Raghuram Selvaraju	H.C. Wainwright & Co.