Vault-13

AVALYN PHARMACEUTICALS INC AVLN

COM SHS · Common Stock · CUSIP 05348Y105

92 institutional holders
44,006,91244.0m shares reported held*
99.3% of all shares outstanding*
$1.4bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 44.3m as of 2026-06-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.92.

Biggest buyers

FMR LLC New +5,835,259+5.8m
NOVO HOLDINGS A/S New +3,883,289+3.9m
SR One Capital Management, LP New +3,308,649+3.3m
PERCEPTIVE ADVISORS LLC New +2,675,296+2.7m
MONTANOVA CAPITAL, LLC New +2,503,109+2.5m
NVP ASSOCIATES, LLC New +2,268,404+2.3m
WELLINGTON MANAGEMENT GROUP LLP New +2,201,986+2.2m
PRICE T ROWE ASSOCIATES INC /MD/ New +1,735,231+1.7m
Catalio Capital Management, LP New +1,675,830+1.7m
T. Rowe Price Investment Management, Inc. New +1,602,745+1.6m

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · passive investor +1.7 pts · filed 2026-08-06 13.2% +1.7 pts 5.8m≈ $192.1m 2026-08-06
Novo Holdings A/S 13G · exempt (held before listing) new · filed 2026-08-14 8.8% new 3.9m≈ $127.8m 2026-08-14
SR ONE CAPITAL MANAGEMENT, LLC 13D · may seek influence new · filed 2026-05-08
Stated purposeThe Funds acquired their respective shares for investment purposes. Depending on market conditions, its continuing evaluation of the business and prospects of the Issuer and other factors, the Funds and other Reporting Persons may dispose of or acquire additional shares of the Issuer. Except as set forth above, none of the Reporting Persons has any present plans which relate to or would result in: (a) The acquisition by any person of additional securities of the Issuer, or the disposition of securities of the Issuer; (b) An extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the Issuer or any of its subsidiaries; (c) A sale or transfer of a material amount of assets of the Issuer or any of its subsidiaries; (d) Any change in the present board… Full filing
7.5% new 3.3m≈ $108.9m 2026-05-08
PERCEPTIVE ADVISORS LLC 13G · passive investor new · filed 2026-05-07 6.0% new 2.7m≈ $88.1m 2026-05-07
SUVRETTA CAPITAL MANAGEMENT, LLC 13D · may seek influence new · filed 2026-05-08
Stated purposeThe disclosure in Item 3 above is incorporated herein by reference. The Funds hold securities of the Issuer for investment purposes. The Reporting Persons or their affiliates may purchase additional securities or dispose of securities in varying amounts and at varying times depending upon the Reporting Persons' continuing assessments of pertinent factors, including the availability of shares of Common Stock or other securities for purchase at particular price levels, the business prospects of the Issuer, other business investment opportunities, economic conditions, stock market conditions, the attitudes and actions of the board of directors of the Issuer (the "Board") and management of the Issuer, and the availability and nature of opportunities to dispose of securities of the Issuer. … Full filing
5.6% new 2.5m≈ $82.4m 2026-05-08
Norwest Venture Partners XV, LP 13G · exempt (held before listing) new · filed 2026-08-11 5.1% new 2.3m≈ $74.7m 2026-08-11

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20261$5.0m0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-01 Novo Holdings A/S 10% owner Bought 555,555 $18.00 $10.0m555.6k shares +17%
2026-05-01 George Simeon +1 10% owner · See Note 2 Bought 277,778 $18.00 $5.0m277.8k shares +15%
2026-05-01 Carroll Jill Director · See Note 2 Bought 277,778 $18.00 $5.0m277.8k shares +15%
2026-05-01 George Simeon +1 10% owner · See Note 4 Bought 277,777 $18.00 $5.0m277.8k shares +33%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 5,835,2595.8m $192.1m $192.1m 0.01% New
2 NOVO HOLDINGS A/S 7.42% of their portfolio HELLERUP, G7 3,883,2893.9m $127.8m $127.8m 7.42% New
3 SR One Capital Management, LP 10.48% of their portfolio Redwood City, CA 3,308,6493.3m $108.9m $108.9m 10.48% New
4 PERCEPTIVE ADVISORS LLC 1.37% of their portfolio NEW YORK, NY 2,675,2962.7m $88.1m $88.1m 1.37% New
5 MONTANOVA CAPITAL, LLC 1.73% of their portfolio New York, NY 2,503,1092.5m $82.4m $82.4m 1.73% New
6 NVP ASSOCIATES, LLC 22.75% of their portfolio MENLO PARK, CA 2,268,4042.3m $74.7m $74.7m 22.75% New
7 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 2,201,9862.2m $72.5m $72.5m 0.01% New
8 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,735,2311.7m $57.1m $57.1m 0.01% New
9 Catalio Capital Management, LP 10.37% of their portfolio NEW YORK, NY 1,675,8301.7m $55.2m $55.2m 10.37% New
10 T. Rowe Price Investment Management, Inc. 0.03% of their portfolio BALTIMORE, MD 1,602,7451.6m $52.8m $52.8m 0.03% New
11 EVENTIDE ASSET MANAGEMENT, LLC 0.61% of their portfolio Boston, MA 1,375,4861.4m $45.3m $45.3m 0.61% New
12 Bellevue Group AG 0.94% of their portfolio ZURICH, V8 1,350,0001.4m $44.4m $44.4m 0.94% New
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 977,264977.3k $32.2m $32.2m 0.00% New
14 Pivotal bioVenture Partners Investment Advisor LLC 10.34% of their portfolio SAN FRANCISCO, CA 966,792966.8k $31.8m $31.8m 10.34% New
15 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 959,098959.1k $31.6m $31.6m 0.02% New
16 ANDERA PARTNERS 14.82% of their portfolio PARIS, I0 929,824929.8k $30.6m $30.6m 14.82% New
17 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 812,749812.7k $26.8m $26.8m 0.02% New
18 BRAIDWELL LP 0.98% of their portfolio STAMFORD, CT 801,395801.4k $26.4m $26.4m 0.98% New
19 TPG GP A, LLC 0.51% of their portfolio FORT WORTH, TX 773,069773.1k $25.4m $25.4m 0.51% New
20 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 739,770739.8k $24.4m $24.4m 0.00% New
21 DEERFIELD MANAGEMENT COMPANY, L.P. 0.25% of their portfolio New York, NY 731,000731.0k $24.1m $24.1m 0.25% New
22 Rock Springs Capital Management LP 1.07% of their portfolio Baltimore, MD 662,918662.9k $21.8m $21.8m 1.07% New
23 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 434,650434.6k $14.3m $14.3m 0.00% New
24 Soleus Capital Management, L.P. 0.48% of their portfolio GREENWICH, CT 419,000419.0k $13.8m $13.8m 0.48% New
25 INFINITUM ASSET MANAGEMENT, LLC 1.38% of their portfolio FORT LAUDERDALE, FL 411,378411.4k $13.5m $13.5m 1.38% New
26 BAKER BROS. ADVISORS LP 0.06% of their portfolio NEW YORK, NY 350,000350.0k $11.5m $11.5m 0.06% New
27 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 331,684331.7k $10.9m $10.9m 0.00% New
28 SILVERARC CAPITAL MANAGEMENT, LLC 1.21% of their portfolio BOSTON, MA 330,487330.5k $10.9m $10.9m 1.21% New
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 283,854283.9k $9.3m $9.3m 0.00% New
30 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 160,000160.0k $5.3m $5.3m 0.01% New
31 Woodline Partners LP 0.02% of their portfolio San Francisco, CA 150,999151.0k $5.0m $5.0m 0.02% New
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 146,992147.0k $4.8m $4.8m 0.00% New
33 ADAR1 Capital Management, LLC 0.23% of their portfolio AUSTIN, TX 146,447146.4k $4.8m $4.8m 0.23% New
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 136,394136.4k $4.5m $4.5m 0.00% New
35 STEMPOINT CAPITAL LP 0.67% of their portfolio NEW YORK, NY 118,000118.0k $3.9m $3.9m 0.67% New
36 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 117,338117.3k $3.9m $3.9m 0.00% New
37 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 116,763116.8k $3.8m $3.8m 0.00% New
38 ACUTA CAPITAL PARTNERS, LLC 2.64% of their portfolio REDWOOD CITY, CA 115,000115.0k $3.8m $3.8m 2.64% New
39 Burkehill Global Management, LP 0.14% of their portfolio NEW YORK, NY 115,000115.0k $3.8m $3.8m 0.14% New
40 MOORE CAPITAL MANAGEMENT, LP 0.08% of their portfolio NEW YORK, NY 110,451110.5k $3.6m $3.6m 0.08% New
41 Blackstone Inc. 0.01% of their portfolio NEW YORK, NY 97,98598.0k $3.2m $3.2m 0.01% Not comparable
42 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 94,63694.6k $3.1m $3.1m 0.00% New
43 SEVEN GRAND MANAGERS, LLC 0.10% of their portfolio BRONXVILLE, NY 75,00075.0k $2.5m $2.5m 0.10% New
44 Ghisallo Capital Management LLC 0.05% of their portfolio BOSTON, MA 70,00070.0k $2.3m $2.3m 0.05% New
45 Atom Investors LP 0.20% of their portfolio AUSTIN, TX 68,25468.3k $2.2m $2.2m 0.20% New
46 Aberdeen Group plc 0.00% of their portfolio EDINBURGH, X0 67,17467.2k $2.2m $2.2m 0.00% New
47 Zimmer Partners, LP 0.05% of their portfolio NEW YORK, NY 62,50062.5k $2.1m $2.1m 0.05% New
48 Avidity Partners Management LP 0.32% of their portfolio DALLAS, TX 60,00060.0k $2.0m $2.0m 0.32% New
49 LMR Partners LLP 0.01% of their portfolio LONDON, X0 54,32354.3k $1.8m $1.8m 0.01% New
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 50,04550.0k $1.6m $1.6m 0.00% New
51 Freestone Grove Partners LP 0.01% of their portfolio San Francisco, CA 50,00050.0k $1.6m $1.6m 0.01% New
52 Brevan Howard Capital Management LP 0.02% of their portfolio ST. HELIER, Y9 43,00143.0k $1.4m $1.4m 0.02% New
53 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,14040.1k $1.3m $1.3m 0.00% New
54 Shay Capital LLC 0.15% of their portfolio NEW YORK, NY 40,00040.0k $1.3m $1.3m 0.15% New
55 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 33,97534.0k $1.1m $1.1m 0.00% New
56 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 29,67029.7k $976.7k $976.7k 0.00% New
57 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 23,00023.0k $757.2k $757.2k 0.00% New
58 Davidson Kempner Capital Management LP 0.01% of their portfolio New York, NY 23,00023.0k $757.2k $757.2k 0.01% Not comparable
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,50220.5k $674.9k $674.9k 0.00% New
60 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,93316.9k $557.4k $557.4k 0.00% New
61 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 16,90616.9k $556.5k $556.5k 0.00% New
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,22815.2k $501.3k $501.3k 0.00% New
63 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 14,18014.2k $466.8k $466.8k 0.00% New
64 Longaeva Partners L.P. 0.01% of their portfolio Chicago, IL 12,50012.5k $411.5k $411.5k 0.01% New
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,29612.3k $404.8k $404.8k 0.00% New
66 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,66811.7k $384.1k $384.1k 0.00% New
67 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 11,60711.6k $382.1k $382.1k 0.00% New
68 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,48311.5k $378.0k $378.0k 0.00% New
69 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 10,64010.6k $350.3k $350.3k 0.00% New
70 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 10,30810.3k $339.3k $339.3k 0.00% New
71 SOROS FUND MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $329.2k $329.2k 0.00% New
72 Virtu Financial LLC 0.01% of their portfolio New York, NY 8,7928.8k $289.0k $289.0k 0.01% New
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,0358.0k $264.5k $264.5k 0.00% New
74 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,8547.9k $258.6k $258.6k 0.00% New
75 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,4857.5k $246.4k $246.4k 0.00% New
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,1027.1k $220.2k $220.2k 0.00% New
77 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 6,6756.7k $219.7k $219.7k 0.00% New
78 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 6,5926.6k $217.0k $217.0k 0.00% New
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,0006.0k $197.5k $197.5k 0.00% New
80 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,0525.1k $166.3k $166.3k 0.00% New
81 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,3904.4k $144.5k $144.5k 0.00% New
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,9584.0k $130.3k $130.3k 0.00% New
83 Legal & General Group Plc 0.00% of their portfolio London, X0 3,5043.5k $115.3k $115.3k 0.00% New
84 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,4003.4k $111.9k $111.9k 0.00% New
85 Persistent Asset Partners Ltd 0.02% of their portfolio HONG KONG, K3 2,0642.1k $67.9k $67.9k 0.02% New
86 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5551.6k $51.2k $51.2k 0.00% New
87 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,3691.4k $45.1k $45.1k 0.00% New
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0551.1k $34.7k $34.7k 0.00% New
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 588588 $19.0k $19.0k 0.00% New
90 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 503503 $16.6k $16.6k 0.00% New
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 236236 $7.8k $7.8k 0.00% New
92 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 149149 $4.9k $4.9k 0.00% New