Palvella TherapeuticsPVLA

13F holders, Q4 2025 (December 31)
140holders +40
51new positions
12sold out
4famous investors
$104.67avg. 13F price*

At the end of Q4 2025, 140 institutions reported holding Palvella Therapeutics Inc. (PVLA) in their 13F filings, up 40 from Q3 2025. 51 opened new positions and 12 sold out. The largest holders were Montanova Capital, LLC ($93.4M), BVF Inc. ($92.0M) and Frazier Life Sciences Management, L.P. ($75.6M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions51$116.7M
Exits12$32.8M

All 13F filers, Q3 2025 → Q4 2025: 2,902,785 shares bought and 1,756,396 shares sold, net +1,146,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

Montanova Capital, LLC 2.33% Add +8.5% 892,400 $93.4M
BVF Inc. 3.10% Reduce -24.3% 879,009 $92.0M
Frazier Life Sciences Management, L.P. 2.04% No change 722,400 $75.6M
First Light Asset Management, LLC 5.67% Add +30.9% 709,141 $74.2M
Vanguard Group Inc. 0.00% Add +13.3% 560,616 $58.7M
BlackRock, Inc. 0.00% Add +14.7% 559,065 $58.5M
State Street Corp. 0.00% Add +206.3% 420,462 $44.0M
Summit Partners Public Asset Management, LLC 1.15% Add +1016.0% 389,420 $40.8M
Jennison Associates LLC 0.02% Add +262.4% 387,483 $40.6M
Federated Hermes, Inc. 0.06% Add +8.6% 368,038 $38.5M
Woodline Partners LP 0.12% Reduce -13.1% 300,536 $31.5M
Alliancebernstein L.P. 0.01% New 269,027 $28.2M
Perceptive Advisors LLC 0.51% Reduce -32.6% 266,287 $27.9M
FMR LLC 0.00% Add +109.8% 231,760 $24.3M
Morgan Stanley 0.00% Add +59.3% 220,662 $23.1M
Artisan Partners Limited Partnership 0.03% New 211,553 $22.1M
MPM Bioimpact LLC 2.46% Add +205.2% 205,745 $21.5M
Geode Capital Management, LLC 0.00% Add +6.5% 178,992 $18.7M
Fred Alger Management, LLC 0.06% Reduce -19.7% 150,026 $15.7M
Balyasny Asset Management L.P. 0.02% Reduce -34.6% 108,880 $11.4M
Samsara Biocapital, LLC 1.13% Reduce -50.0% 104,817 $11.0M
Eventide Asset Management, LLC 0.17% New 101,748 $10.6M
Goldman Sachs Group Inc. 0.00% Reduce -58.2% 98,935 $10.4M
Clio Asset Management LLC 7.45% Add +0.0% 91,642 $9.6M
NEXTBio Capital Management LP 5.08% — 82,686 $8.7M
Point72 Asset Management 0.01% Reduce -75.6% 77,297 $8.1M
Siren, L.L.C. 0.23% New 75,000 $7.9M
AWM Investment Company, Inc. 0.70% No change 69,416 $7.3M
Clearbridge Investments, LLC 0.01% New 60,628 $6.3M
Artia Global Partners LP 1.00% New 59,200 $6.2M
Northern Trust Corp. 0.00% Add +0.9% 54,490 $5.7M
Invesco Ltd. 0.00% Add +11.7% 54,273 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 47,681 $5.0M
Neuberger Berman Group LLC 0.00% New 44,901 $4.7M
Lisanti Capital Growth, LLC 1.03% New 41,470 $4.3M
Blue Owl Capital Holdings LP 1.31% Reduce -57.7% 40,259 $4.2M
UBS Group AG 0.00% Add +78.6% 36,505 $3.8M
Bank of America Corp. 0.00% Add +545.6% 30,272 $3.2M
Royce & Associates LP 0.03% Reduce -39.4% 30,010 $3.1M
Superstring Capital Management LP 1.43% New 25,469 $2.7M
Barclays PLC 0.00% Add +157.1% 25,136 $2.6M
Renaissance Technologies 0.00% Reduce -74.9% 22,530 $2.4M
Wellington Management Group LLP 0.00% Reduce -5.5% 22,403 $2.3M
Raymond James Financial Inc. 0.00% Reduce -6.6% 22,264 $2.3M
Charles Schwab Investment Management Inc. 0.00% Add +3.0% 21,633 $2.3M
Nuveen, LLC 0.00% Add +54.1% 19,576 $2.0M
Avidity Partners Management LP 0.58% New 19,300 $2.0M
New York State Common Retirement Fund 0.00% Add +518.4% 17,315 $1.8M
Bank of New York Mellon Corp 0.00% Add +0.5% 16,264 $1.7M
Rafferty Asset Management, LLC 0.01% New 15,734 $1.6M
Swiss National Bank 0.00% New 14,200 $1.5M
Victory Capital Management Inc. 0.00% New 14,124 $1.5M
Verition Fund Management LLC 0.01% New 11,932 $1.2M
Sei Investments Co. 0.00% New 11,719 $1.2M
Mariner, LLC 0.00% Reduce -44.0% 11,615 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -34.4% 11,429 $1.2M
Legato Capital Management LLC 0.10% New 11,385 $1.2M
Wells Fargo & Company 0.00% Add +48.8% 10,928 $1.1M
Catalio Capital Management, LP 0.19% Reduce -13.0% 10,452 $1.1M
Alps Advisors Inc. 0.01% Add +77.1% 9,716 $1.0M
Marshall Wace, LLP 0.00% New 9,484 $993K
Cinctive Capital Management LP 0.05% New 8,707 $911K
Rhumbline Advisers 0.00% Reduce -12.5% 8,636 $904K
California State Teachers Retirement System 0.00% Add +1512.8% 6,919 $724K
Deutsche Bank AG 0.00% Add +8.7% 6,594 $690K
Sigma Planning Corp 0.02% New 6,500 $680K
Brown Advisory Inc. 0.00% No change 6,379 $668K
Aspiriant, LLC 0.02% No change 5,852 $613K
Legal & General Group Plc 0.00% Add +674.7% 5,849 $612K
Profund Advisors LLC 0.02% New 5,813 $608K
Brevan Howard Capital Management LP 0.01% New 5,740 $585K
PSP Research LLC 0.47% — 5,084 $532K
JPMorgan Chase & Co. 0.00% Add +15.4% 5,006 $524K
Franklin Resources Inc. 0.00% No change 4,650 $487K
State of Wisconsin Investment Board 0.00% New 4,513 $472K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +35.7% 4,306 $446K
MetLife Investment Management, LLC 0.00% No change 4,260 $446K
XTX Topco Ltd 0.01% New 4,103 $429K
T. Rowe Price Associates Inc. 0.00% Add +11.8% 4,090 $429K
Two Sigma Investments, LP 0.00% No change 4,090 $428K
Janus Henderson Group PLC 0.00% New 3,600 $376K
Letko, Brosseau & Associates Inc. 0.01% Reduce -32.7% 3,500 $366K
Millennium Management 0.00% Reduce -87.0% 3,480 $364K
Intech Investment Management LLC 0.00% Reduce -16.0% 3,469 $363K
LPL Financial LLC 0.00% New 3,448 $361K
Baader Bank Aktiengesellschaft 0.03% New 3,131 $326K
Certuity, LLC 0.02% New 3,000 $314K
Peapack Gladstone Financial Corp. 0.00% New 3,000 $314K
Creative Planning 0.00% New 2,963 $310K
AlphaQuest LLC 0.02% Add +5.2% 2,754 $288K
Virtus Investment Advisers, LLC 0.08% New 2,698 $282K
SG Americas Securities, LLC 0.00% New 2,689 $281K
Citadel Advisors 0.00% New 2,636 $276K
Chung Wu Investment Group, LLC 0.22% Add +1200.0% 2,600 $272K
Deltec Asset Management LLC 0.04% Reduce -80.8% 2,400 $251K
Two Sigma Advisers, LP 0.00% New 2,300 $241K
Royal Bank of Canada 0.00% Reduce -17.4% 2,297 $240K
Manufacturers Life Insurance Company, The 0.00% New 2,270 $238K
Citigroup Inc. 0.00% Add +626.1% 2,004 $210K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,974 $207K
China Universal Asset Management Co., Ltd. 0.01% New 1,600 $167K
KLP Kapitalforvaltning As 0.00% New 1,500 $157K
Russell Investments Group, Ltd. 0.00% Add +116.4% 1,229 $129K
Spire Wealth Management 0.00% Reduce -1.6% 1,000 $105K
Ameritas Investment Partners, Inc. 0.00% Reduce -17.1% 580 $61K
BNP Paribas Financial Markets 0.00% Reduce -66.5% 470 $49K
Archer Investment Corp 0.01% No change 449 $47K
Tower Research Capital LLC (TRC) 0.00% Reduce -2.7% 437 $46K
US Bancorp \de 0.00% Add +6.0% 335 $35K
Group One Trading LLC 0.00% Add +151.5% 332 $35K
Amalgamated Bank 0.00% Reduce -3.0% 227 $24K
Caitong International Asset Management Co., Ltd 0.01% New 203 $21K
Vermillion & White Wealth Management Group, LLC 0.01% No change 88 $9K
Sterling Capital Management LLC 0.00% Add +55.3% 73 $8K
Nisa Investment Advisors, LLC 0.00% New 71 $7K
Comerica Bank 0.00% No change 57 $6K
Signaturefd, LLC 0.00% New 54 $6K
Private Trust Co. NA 0.00% Reduce -25.5% 38 $4K
PNC Financial Services Group, Inc. 0.00% Add +200.0% 30 $3K
Cwm, LLC 0.00% Add +52.9% 26 $3K
Global Retirement Partners, LLC 0.00% New 28 $3K
GAMMA Investing LLC 0.00% Add +23.5% 21 $2K
Steward Partners Investment Advisory, LLC 0.00% No change 20 $2K
Farther Finance Advisors, LLC 0.00% Add +171.4% 19 $2K
Federation des caisses Desjardins du Quebec 0.00% New 18 $2K
Truvestments Capital LLC 0.00% No change 14 $1K
Quadrant Capital Group LLC 0.00% No change 10 $1K
Physician Wealth Advisors, Inc. 0.00% New 8 $838
Optima Capital LLC 0.00% New 8 $837
WPG Advisers, LLC 0.00% New 7 $733
SageView Advisory Group, LLC 0.00% New 6 $629
Fortitude Family Office, LLC 0.00% New 6 $628
Jones Financial Companies LLLP 0.00% Add +50.0% 6 $628
Financial Consulate, Inc. 0.00% No change 5 $524
Allworth Financial LP 0.00% No change 5 $524
Rockefeller Capital Management L.P. 0.00% New 5 $523
Rothschild Investment LLC 0.00% New 2 $209
Osaic Holdings, Inc. 0.00% Reduce -85.7% 2 $209
Hughes Financial Services, LLC 0.00% New 1 $105
Smartleaf Asset Management LLC 0.00% New 1 $100

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