Simplex Trading
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Simplex Trading’s Avalo Therapeutics AVTX Stock Holding History

Simplex Trading’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 		$742K Buy
49,700
+31,600
+175% +$494K ﹤0.01% 2816
2025
Q4 		$329K Buy
18,100
+12,700
+235% +$214K ﹤0.01% 3720
2025
Q3 		$68K Buy
5,400
+1,400
+35% +$12K ﹤0.01% 6138
2025
Q2 		$19K Buy
+4,000
New +$18.7K ﹤0.01% 6797
2023
Q1 		– Sell
-1
Closed -$1K – 8985
2022
Q4 		$1K Buy
+1
New +$1.3K ﹤0.01% 8751
2022
Q3 		– Sell
-4
Closed -$6K – 9864
2022
Q2 		$6K Buy
+4
New +$5.35K ﹤0.01% 8694
2022
Q1 		– Sell
-1
Closed -$5K – 10352
2021
Q4 		$5K Buy
+1
New +$6K ﹤0.01% 9489
2021
Q3 		– Sell
-6
Closed -$59K – 9754
2021
Q2 		$59K Buy
+6
New +$50.3K ﹤0.01% 7441
2021
Q1 		– Hold
0
– – – 7029
2019
Q1 		– Hold
0
– -$1K – 7110
2018
Q4 		– Hold
0
– – – 6701
2018
Q3 		– Hold
0
– -$4K – 7378
2018
Q2 		– Hold
0
– – – 6784

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

Simplex Trading's AVTX Position: Q4 2025 in Review

Simplex Trading sold out of Avalo Therapeutics (AVTX) in Q4 2025, closing a stake of 748 shares — an estimated $12.6K sold.

Simplex Trading first reported a position in AVTX in Q1 2021 and held it in 4 quarters. The position peaked at $94K in Q4 2021. 84 funds tracked by Wall St. Rank hold AVTX as of Q4 2025.

  • Simplex Trading reported no remaining Avalo Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 748 Avalo Therapeutics shares in Q4 2025, an estimated $12.6K.
  • Simplex Trading first reported a position in Avalo Therapeutics in Q1 2021 and held it in 4 quarters.
  • Simplex Trading's Avalo Therapeutics position peaked at $94K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.