| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $43.0M | 2.9M | ▲13× Added · +2.7M sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 3 | Caligan Partners LP | $24.4M | 1.6M | ▲+85% Added · +753K sh | Q1 2026 | |
| 4 | BVF INC/IL | $24.4M | 1.6M | ▲+20% Added · +278K sh | Q1 2026 | |
| 5 | Avoro Capital Advisors LLC | $21.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 6 | Affinity Asset Advisors, LLC | $20.0M | 1.3M | ▲+28% Added · +290K sh | Q1 2026 | |
| 7 | Nantahala Capital Management, LLC | $18.4M | 1.2M | —Held | Q1 2026 | |
| 8 | UBS Group AG | $17.0M | 1.1M | ▲+139% Added · +664K sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | $13.7M | 916K | ▲+46% Added · +289K sh | Q1 2026 | |
| 10 | FARALLON CAPITAL MANAGEMENT LLC | $13.7M | 916K | ▲New +916K sh | Q1 2026 | |
| 11 | RTW INVESTMENTS, LP | $12.8M | 857K | ▲New +857K sh | Q1 2026 | |
| 12 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $12.8M | 854K | ▲+55% Added · +304K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $12.5M | 835K | ▲+27% Added · +176K sh | Q1 2026 | |
| 14 | TCG Crossover Management, LLC | $11.0M | 738K | ▲+53% Added · +255K sh | Q1 2026 | |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | $10.9M | 732K | ▲+67% Added · +292K sh | Q1 2026 | |
| 16 | VANGUARD CAPITAL MANAGEMENT LLC | $10.7M | 720K | ▲New +720K sh | Q1 2026 | |
| 17 | RA CAPITAL MANAGEMENT, L.P. | $9.9M | 663K | —Held | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $9.6M | 643K | ▲+3.5% Added · +22K sh | Q1 2026 | |
| 19 | Commodore Capital LP | $7.2M | 483K | —Held | Q1 2026 | |
| 20 | ORBIMED ADVISORS LLC | $7.1M | 475K | ▼−60% Reduced · −712K sh | Q1 2026 | |
| 21 | JENNISON ASSOCIATES LLC | $7.0M | 471K | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 22 | Caption Management, LLC | $6.8M | 455K | ▲+764% Added · +402K sh | Q1 2026 | |
| 23 | Soleus Capital Management, L.P. | $6.6M | 442K | —Held | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $6.3M | 423K | ▲+114% Added · +225K sh | Q1 2026 | |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | $5.8M | 388K | ▲New +388K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| REVOLUTION MEDICINES INCRVMD | 15 funds | $1.1B |
| COGENT BIOSCIENCES INCCOGT | 15 funds | $680.0M |
| RAPT THERAPEUTICS INCRAPT | 15 funds | $0 |
| ELI LILLY & COLLY | 14 funds | $1.7B |
| INTUITIVE SURGICAL INCISRG | 14 funds | $1.3B |
| ABIVAX SA-ADRABVX | 14 funds | $1.3B |
| BOSTON SCIENTIFIC CORPBSX | 14 funds | $1.0B |
| NATERA INCNTRA | 14 funds | $647.2M |
| MIRUM PHARMACEUTICALS INCMIRM | 14 funds | $461.9M |
| DISC MEDICINE INCIRON | 14 funds | $439.8M |
| JANUX THERAPEUTICS INCJANX | 14 funds | $248.5M |
| AMAZON.COM INCAMZN | 13 funds | $5.2B |
Ranked by how many of AVTX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 5K | $93K |
| Jun 23, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 1K | $26K |
| May 28, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 679 | $11K |
| May 15, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 3K | $56K |
| May 7, 2026 | Sullivan Christopher Ryan | Chief Financial Officer | Sell (S) | 19K | $449K |
| May 6, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 10K | $230K |
| May 6, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 19K | $426K |
| May 6, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 45K | $953K |
| May 6, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 5K | $98K |
| May 6, 2026 | Doyle Mittie | Chief Medical Officer | Sell (S) | 28K | $496K |
| May 6, 2026 | Sullivan Christopher Ryan | Chief Financial Officer | Sell (S) | 9K | $201K |
| May 6, 2026 | Sullivan Christopher Ryan | Chief Financial Officer | Sell (S) | 9K | $197K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVTX/capital-change-brief"
Use Arkolith's capital_change_brief for AVTX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.