Palvella TherapeuticsPVLA

13F holders, Q2 2025 (June 30)
65holders +24
26new positions
2sold out
2famous investors
$22.54avg. 13F price*

At the end of Q2 2025, 65 institutions reported holding Palvella Therapeutics Inc. (PVLA) in their 13F filings, up 24 from Q1 2025. 26 opened new positions and 2 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($16.3M), Montanova Capital, LLC ($16.1M) and BVF Inc. ($15.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Palvella Therapeutics Inc.
CUSIP
697947109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q4 2024: 33Q4 2024Q1 2025: 41Q1 2025Q2 2025: 65Q2 2025Q3 2025: 100Q3 2025Q4 2025: 140Q4 2025Q1 2026: 180Q1 2026Q2 2026: 196Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$8.0M
Exits2$5.1M

All 13F filers, Q1 2025 → Q2 2025: 1,549,983 shares bought and 763,670 shares sold, net +786,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Frazier Life Sciences Management, L.P. 0.65% Add +4.7% 722,400 $16.3M
Montanova Capital, LLC 0.61% No change 714,463 $16.1M
BVF Inc. 0.56% No change 696,555 $15.7M
Woodline Partners LP 0.05% Add +129.5% 445,615 $10.0M
BlackRock, Inc. 0.00% Add +301.8% 445,052 $10.0M
Samsara Biocapital, LLC 1.57% Reduce -50.0% 339,743 $7.7M
Millennium Management 0.01% Add +16.7% 314,989 $7.1M
Adams Street Partners LLC 4.75% Reduce -27.0% 298,986 $6.7M
Nantahala Capital Management, LLC 0.40% No change 250,062 $5.6M
Geode Capital Management, LLC 0.00% Add +84.7% 173,986 $3.9M
Vanguard Group Inc. 0.00% Add +18.3% 163,809 $3.7M
Morgan Stanley 0.00% Add +1270.3% 135,754 $3.1M
Blue Owl Capital Holdings LP 0.92% Reduce -10.7% 125,259 $2.8M
Sectoral Asset Management Inc. 1.42% New 95,615 $2.2M
Clio Asset Management LLC 1.62% New 91,508 $2.1M
Goldman Sachs Group Inc. 0.00% Add +347.9% 85,329 $1.9M
State Street Corp. 0.00% Add +579.9% 82,011 $1.8M
Royce & Associates LP 0.02% Add +4.2% 74,516 $1.7M
AWM Investment Company, Inc. 0.18% No change 69,416 $1.6M
Renaissance Technologies 0.00% Add +338.2% 66,858 $1.5M
J. Goldman & Co LP 0.04% New 56,290 $1.3M
Northern Trust Corp. 0.00% Add +227.6% 54,503 $1.2M
Marshall Wace, LLP 0.00% Add +61.7% 49,077 $1.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% Reduce -9.6% 43,994 $992K
DAFNA Capital Management LLC 0.27% No change 43,348 $977K
UBS Group AG 0.00% Add +329.2% 43,149 $973K
Charles Schwab Investment Management Inc. 0.00% New 21,013 $474K
Cresset Asset Management, LLC 0.00% No change 20,911 $471K
Strid Group, LLC 0.06% Reduce -37.8% 18,166 $409K
XTX Topco Ltd 0.02% New 17,701 $399K
Toronto Dominion Bank 0.00% Reduce -7.3% 17,500 $394K
Susquehanna International Group, LLP 0.00% Reduce -84.8% 17,384 $392K
Bank of New York Mellon Corp 0.00% New 13,662 $308K
Fred Alger Management, LLC 0.00% New 13,542 $305K
Deltec Asset Management LLC 0.05% No change 12,500 $282K
Barclays PLC 0.00% Add +19231.8% 12,179 $275K
Rhumbline Advisers 0.00% New 9,956 $224K
Nuveen, LLC 0.00% New 8,905 $201K
Deutsche Bank AG 0.00% New 6,066 $137K
New York State Common Retirement Fund 0.00% New 4,900 $110K
BNP Paribas Financial Markets 0.00% New 4,630 $104K
MetLife Investment Management, LLC 0.00% New 4,260 $96K
Bank of America Corp. 0.00% Reduce -45.1% 4,174 $94K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 3,750 $85K
Wells Fargo & Company 0.00% Add +7230.0% 3,665 $83K
JPMorgan Chase & Co. 0.00% Add +108066.7% 3,245 $73K
Spire Wealth Management 0.00% No change 2,516 $57K
Citigroup Inc. 0.00% Add +8.0% 2,426 $55K
Police & Firemen's Retirement System of New Jersey 0.00% New 1,639 $37K
Legal & General Group Plc 0.00% New 755 $17K
Ameritas Investment Partners, Inc. 0.00% New 700 $16K
California State Teachers Retirement System 0.00% New 428 $10K
Amalgamated Bank 0.00% New 234 $5K
Tower Research Capital LLC (TRC) 0.00% New 192 $4K
Group One Trading LLC 0.00% Reduce -57.7% 132 $3K
FMR LLC 0.00% New 102 $2K
Vermillion & White Wealth Management Group, LLC 0.00% New 88 $2K
Royal Bank of Canada 0.00% Add +1750.0% 37 $1K
Sterling Capital Management LLC 0.00% New 27 $609
Truvestments Capital LLC 0.00% No change 14 $316
SBI Securities Co., Ltd. 0.00% New 12 $270
Raymond James Financial Inc. 0.00% New 5 $113
Allworth Financial LP 0.00% No change 5 $113
Jones Financial Companies LLLP 0.00% No change 3 $66
Acadian Asset Management LLC 0.00% New 1 $0

"% of holder's portfolio" is PVLA's weight in each manager's 13F, not the share of Palvella Therapeutics Inc. the manager owns.