Caption Management 13F: Adds $7.4M to AVTX Stake

Caption Management filed a Form 13F showing a major increase in its holdings of Avalo Therapeutics, Inc. shares.

Reviewed by automated data checks against the source filing. How we make and check alerts

Caption Management added 402,359 shares to its stake in Avalo Therapeutics, Inc. ($AVTX), a 764.35% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 455,000 shares worth $8.41 million at the end of the quarter.

Since the filing, $AVTX is down 7.8% after 1 week, down 17.7% after 1 month and down 36.5% to date (from the $17.74 close on May 15, 2026).

Find the original: Caption Management 13F filings on SEC EDGAR

AVTX Avalo Therapeutics, Inc.
$11.27 -33.78% year to date
Daily close · Oct 16, 2026

Key Points

  • Caption Management boosted its stake in Avalo Therapeutics, Inc. (AVTX) by 764.3% during the period, adding 402,359 shares to hold a total of 455,000 shares valued at approximately $8.41 million.
  • Avalo Therapeutics shares trade near $18.48, positioned between its 52-week low of $10.70 and high of $24.27, while the company maintains a strong current ratio of 19.31.
  • Recent insider activity includes Chief Medical Officer Mittie Doyle purchasing 1,450 shares on June 23, 2026, alongside another insider purchase by Ron Philip on the same date.

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Caption Management Expands Avalo Holdings

Caption Management significantly grew its investment in Avalo Therapeutics, Inc. (AVTX) on NasdaqCM, according to a recent Form 13F filing with the SEC for the period ending May 15, 2026. The fund added 402,359 shares, which translates to a 764.3% increase from its previous holding of 52,641 shares. This expansion brings the total position to 455,000 shares with an estimated reported value of $8.41 million. Because 13F filings look backward at past quarters, this snapshot reflects holdings at that specific date and may not represent the fund's current position today.

Avalo Therapeutics Stock Performance

Avalo Therapeutics shares trade around $18.48, sitting comfortably between its 52-week low of $10.70 and its 52-week high of $24.27. The stock's 50-day moving average rests at $18.70, while its 200-day moving average sits at $16.87. The company holds a market capitalization of $867.20 million and features a current ratio of 19.31 alongside a debt-to-equity ratio of 0.05, pointing to a liquid balance sheet.

Recent Insider Activity at Avalo

Insiders have also been active in company stock recently. On June 23, 2026, Chief Medical Officer Mittie Doyle purchased 1,450 shares at an average price of $8.04, totaling $11,658. On that same date, Ron Philip also acquired 40,200 shares in a transaction valued at zero dollars.

Analysts Set New Price Targets

Wall Street analysts maintain a generally positive outlook on the stock. On August 7, 2026, Guggenheim maintained its Buy rating while lowering its price target from $50.00 to $48.00. On the same day, HC Wainwright & Co. also kept a Buy rating while trimming its target from $35.00 to $30.00. Earlier, on July 6, 2026, Leerink Partners initiated coverage with an Outperform rating and a $38.00 price target. Overall, the company carries a consensus recommendation key of strong_buy with a mean target price of $44.08 across 12 analyst opinions.

About Avalo Therapeutics

Avalo Therapeutics is a clinical-stage biotechnology company headquartered in Wayne, Pennsylvania. The firm focuses on developing interleukin-1 beta-based treatments for immune-mediated inflammatory diseases in the United States. Its primary candidate is AVTX-009, a humanized monoclonal antibody currently evaluated in phase 2 clinical trials. The company employs a lean team of 33 people to advance its pipeline.

What to Watch at Avalo Therapeutics, Inc.

Investors tracking Avalo Therapeutics should keep an eye on upcoming pipeline updates and clinical trial results for its lead antibody candidate. The company's next scheduled earnings report is expected around November 12, 2026. As always, institutional filing data remains historical and subject to change in subsequent quarterly reports.

Source: Caption Management's 13F filing on $AVTX (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Caption Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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