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Caligan Partners’s Avalo Therapeutics AVTX Stock Holding History

Caligan Partners’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4M Buy
1,635,023
+753,490
+85% +$11.8M 1.62% 19
2025
Q4 		$16M Buy
881,533
+48,200
+6% +$814K 1.32% 16
2025
Q3 		$10.6M Buy
+833,333
New +$7.17M 1.39% 13

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Caligan Partners's AVTX Position: Q1 2026 in Review

Caligan Partners increased its Avalo Therapeutics (AVTX) stake by 85% in Q1 2026, buying an estimated $11.8M and bringing the position to 1,635,023 shares worth $24.4M. The position accounts for 1.62% of the portfolio, ranked #19.

Caligan Partners first reported a position in AVTX in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Caligan Partners held 1,635,023 shares of Avalo Therapeutics worth $24.4M as of Q1 2026.
  • Caligan Partners bought 753,490 Avalo Therapeutics shares in Q1 2026, an estimated $11.8M.
  • Avalo Therapeutics made up 1.62% of Caligan Partners's portfolio in Q1 2026, its #19 holding.
  • Caligan Partners first reported a position in Avalo Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Caligan Partners's 13F filing for Q1 2026, filed 15 May 2026.