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Caption Management’s Avalo Therapeutics AVTX Stock Holding History

Caption Management’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 		$9.43M Buy
631,700
+531,700
+532% +$8.31M 0.06% 355
2025
Q4 		$1.82M Buy
+100,000
New +$1.69M 0.01% 870

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
CP
Caligan Partners New York $1.5B AUM 518.95% 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

Caption Management's AVTX Position: Q1 2026 in Review

Caption Management increased its Avalo Therapeutics (AVTX) stake by 764% in Q1 2026, buying an estimated $6.29M and bringing the position to 455,000 shares worth $6.79M. The position accounts for 0.04% of the portfolio, ranked #438.

Caption Management first reported a position in AVTX in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Caption Management held 455,000 shares of Avalo Therapeutics worth $6.79M as of Q1 2026.
  • Caption Management bought 402,359 Avalo Therapeutics shares in Q1 2026, an estimated $6.29M.
  • Avalo Therapeutics made up 0.04% of Caption Management's portfolio in Q1 2026, its #438 holding.
  • Caption Management first reported a position in Avalo Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.