The institutional accumulation is broad-based and active-manager-led, but the 45-day 13F lag means these positions are already stale. Monitor for a catalyst (pipeline data readout, partnership, or financing) that could have driven Q2 buying and may still be pending. The absence of insider buying weakens the signal — treat this as a modest positive data point, not a conviction call.
Executive Summary
7 institutional buyers accumulated $7.9M in ALLO during 2026-Q2, led by Aberdeen Group doubling its stake to $10.4M and Erste Asset Management adding 710% to $847K. Two sellers trimmed $732K. The cluster is dominated by active asset managers, suggesting a shared thesis on Allogene's CAR-T pipeline, but the 45-day reporting lag and absence of insider buying (confluence score 33/100, institutions-only) temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.9M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Aberdeen Group | DOUBLED | +242.1% | $10.4M | $6.8M |
| Erste Asset Management | DOUBLED | +709.8% | $847.0K | $777.0K |
| Citigroup | ADD | +45.9% | $1.1M | $210.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Asset Management | TRIM | -29.2% | $1.6M | -$630.9K |
| Wealth Enhancement Advisory Services | TRIM | -28.7% | $238.0K | -$101.3K |
Key Facts
- 7 institutional buyers vs 2 sellers in 2026-Q2
- Aggregate buying: $7.9M net inflow into ALLO
- Aberdeen Group doubled its stake to $10.4M (242% increase)
- Erste Asset Management added 710% to its position ($70K → $847K)
- Citigroup added 46% to its position ($862K → $1.1M)
- Two sellers trimmed a combined $732K
- No insider open-market buying detected in the same window
- Allogene is a clinical-stage CAR-T biotech with $673M market cap
Financial Impact
7 institutional buyers accumulated $12.6M in ALLO positions (net change +$7.9M) while 2 sellers reduced holdings by $732K
Risk Factors
- 45-day reporting lag — positions may have been unwound since quarter-end
- No insider buying to corroborate institutional thesis
- Clinical-stage biotech binary risk (pipeline failure could erase value)
- Low absolute dollar amounts relative to market cap ($7.9M net buying vs $673M market cap = ~1.2% of float)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ALLO-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 144 | $1.25 $1.25 | · 0.00% | ▲ +0.52% | — |
Sep 2, 2026 7w ago | 8-K | $1.98 $1.98 | · 0.00% | ▼ −1.05% | — |
Aug 21, 2026 9w ago | 144 | $2.03 $2.17 | ▲ +6.90% | ▲ +6.58% | — |
Aug 21, 2026 9w ago | EFFECT | $2.09 $2.03 | ▲ +2.87% | ▲ +2.58% | — |
Aug 6, 2026 11w ago | Institutional Cluster | $1.97 $2.01 | ▲ +2.03% | ▲ +1.42% | — |
Jun 22, 2026 18w ago | 8-K | $2.07 $2.05 | ▲ +0.97% | ▲ +0.92% | — |
Jun 22, 2026 18w ago | 424B5 | $2.07 $2.05 | ▲ +0.97% | ▲ +0.92% | — |
May 28, 2026 21w ago | DEFA14A | $2.17 $2.15 | ▼ −0.92% | ▼ −1.18% | — |
May 28, 2026 21w ago | 8-K | $2.17 $2.15 | ▼ −0.92% | ▼ −1.18% | — |
May 28, 2026 21w ago | Press Release | $2.17 $2.15 | ▼ −0.92% | ▼ −1.20% | — |
US Market Status
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