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Security record · archived quarter

PVLA

Palvella Therapeutics, Inc. · Healthcare · Biotechnology

148.24 +1.7% mkt cap $2.13B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
82Tracked holders
+9Δ holders
6.93MShares held
$1.05BReported value
+11New positions
−2Exits
Strongly Rising Conviction score 69/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.3% · share flow +14.5% · net new positions +11.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 82 +9 6.93M $1.05B +11 −2
Q1 2026 76 +14 6.06M $750.08M +17 −3
Q4 2025 62 +2 4.35M $454.99M +2
Q3 2025 14 +3 2.25M $140.88M +4 −1
Q2 2025 8 0 1.30M $29.21M
Q1 2025 5 +2 421.70K $11.80M +3 −1
Q4 2024 3 +3 46.05K $552,635 +3
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Jennison Associates Llc 960.62K +50.0% $146.80M 0.1% ▲ Add 3 SEC ↗
2 Jennison Associates Llc 960.62K +50.0% $146.80M 0.1% ▲ Add 3 SEC ↗
3 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 918.36K +33.7% $140.34M 0.0% ▲ Add 5 SEC ↗
16 State Street Global Advisors (passive) 653.17K +42.3% $99.82M 0.0% ▲ Add 6 SEC ↗
17 T. Rowe Price 638.87K +58.7% $97.63M 0.0% ▲ Add 4 SEC ↗
18 T. Rowe Price 638.87K +58.7% $97.63M 0.0% ▲ Add 4 SEC ↗
19 Vanguard Capital Management Llc 513.79K +7.7% $78.52M 0.0% ▲ Add 2 SEC ↗
20 Federated Hermes, Inc. 433.01K 0.0% $66.17M 0.1% Held 3 SEC ↗
21 Geode Capital Management (passive) 276.16K +34.3% $42.21M 0.0% ▲ Add 7 SEC ↗
22 Geode Capital Management (passive) 276.16K +34.3% $42.21M 0.0% ▲ Add 7 SEC ↗
23 PRIMECAP Management 256.18K +31.4% $39.15M 0.0% ▲ Add 2 SEC ↗
24 Fidelity (FMR) 214.84K -0.5% $32.83M 0.0% ▼ Trim 5 SEC ↗
25 Fidelity (FMR) 214.84K -0.5% $32.83M 0.0% ▼ Trim 5 SEC ↗
26 Fidelity (FMR) 214.84K -0.5% $32.83M 0.0% ▼ Trim 5 SEC ↗
27 Alliancebernstein L.P. 253.17K -3.7% $31.56M 0.0% ▼ Trim 3 SEC ↗
28 Goldman Sachs Group 201.51K +3.8% $30.80M 0.0% ▲ Add 4 SEC ↗
29 Goldman Sachs Group 201.51K +3.8% $30.80M 0.0% ▲ Add 4 SEC ↗
30 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
31 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
32 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
33 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
35 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 181.43K +41.8% $27.73M 0.0% ▲ Add 4 SEC ↗
37 Aberdeen Group plc 120.24K +48.3% $18.37M 0.0% ▲ Add 2 SEC ↗
38 Northern Trust Corp 97.19K +51.0% $14.85M 0.0% ▲ Add 3 SEC ↗
39 Northern Trust Corp 97.19K +51.0% $14.85M 0.0% ▲ Add 3 SEC ↗
40 Northern Trust Corp 97.19K +51.0% $14.85M 0.0% ▲ Add 3 SEC ↗
41 Northern Trust Corp 97.19K +51.0% $14.85M 0.0% ▲ Add 3 SEC ↗
42 Northern Trust Corp 97.19K +51.0% $14.85M 0.0% ▲ Add 3 SEC ↗
43 Neuberger Berman Group LLC 83.11K +69.2% $12.70M 0.0% ▲ Add 3 SEC ↗
44 Neuberger Berman Group LLC 83.11K +69.2% $12.70M 0.0% ▲ Add 3 SEC ↗
45 UBS Group AG 72.53K -30.6% $11.08M 0.0% ▼ Trim 3 SEC ↗
46 UBS Group AG 72.53K -30.6% $11.08M 0.0% ▼ Trim 3 SEC ↗
47 UBS Group AG 72.53K -30.6% $11.08M 0.0% ▼ Trim 3 SEC ↗
48 UBS Group AG 72.53K -30.6% $11.08M 0.0% ▼ Trim 3 SEC ↗
49 UBS AM, a distinct business unit of… 67.47K -3.5% $10.31M 0.0% ▼ Trim 3 SEC ↗
50 UBS AM, a distinct business unit of… 67.47K -3.5% $10.31M 0.0% ▼ Trim 3 SEC ↗
51 Clearbridge Investments, LLC 59.34K -0.1% $9.07M 0.0% ▼ Trim 3 SEC ↗
52 Bank Of America Corp /De/ 54.55K +43.7% $8.34M 0.0% ▲ Add 3 SEC ↗
53 Bank Of America Corp /De/ 54.55K +43.7% $8.34M 0.0% ▲ Add 3 SEC ↗
54 Bank Of America Corp /De/ 54.55K +43.7% $8.34M 0.0% ▲ Add 3 SEC ↗
55 Renaissance Technologies 53.27K +196.4% $8.14M 0.0% ▲ Add 7 SEC ↗
56 Millennium Management 52.21K -44.2% $7.98M 0.0% ▼ Trim 6 SEC ↗
57 Ensign Peak Advisors, Inc 51.66K +31.7% $7.89M 0.0% ▲ Add 2 SEC ↗
58 Hsbc Holdings Plc 50.00K New $7.64M 0.0% New 1 SEC ↗
59 Hsbc Holdings Plc 50.00K New $7.64M 0.0% New 1 SEC ↗
60 Balyasny Asset Management L.P. 44.54K -54.0% $6.81M 0.0% ▼ Trim 3 SEC ↗
61 Wcm Investment Management, Llc 40.14K +0.4% $6.22M 0.0% ▲ Add 2 SEC ↗
62 Wellington Management 35.59K +4.6% $5.44M 0.0% ▲ Add 4 SEC ↗
63 Wellington Management 35.59K +4.6% $5.44M 0.0% ▲ Add 4 SEC ↗
64 Wellington Management 35.59K +4.6% $5.44M 0.0% ▲ Add 4 SEC ↗
65 Fifth Third Bancorp 35.59K +78.4% $5.44M 0.0% ▲ Add 2 SEC ↗
66 Invesco Ltd. 33.65K -30.6% $5.14M 0.0% ▼ Trim 3 SEC ↗
67 Invesco Ltd. 33.65K -30.6% $5.14M 0.0% ▼ Trim 3 SEC ↗
68 Invesco Ltd. 33.65K -30.6% $5.14M 0.0% ▼ Trim 3 SEC ↗
69 Invesco Ltd. 33.65K -30.6% $5.14M 0.0% ▼ Trim 3 SEC ↗
70 Charles Schwab Investment… 32.58K +41.9% $4.98M 0.0% ▲ Add 3 SEC ↗
71 Bank of New York Mellon Corp 30.59K +69.5% $4.67M 0.0% ▲ Add 3 SEC ↗
72 Bank of New York Mellon Corp 30.59K +69.5% $4.67M 0.0% ▲ Add 3 SEC ↗
73 Bank of New York Mellon Corp 30.59K +69.5% $4.67M 0.0% ▲ Add 3 SEC ↗
74 Bank of New York Mellon Corp 30.59K +69.5% $4.67M 0.0% ▲ Add 3 SEC ↗
75 Nuveen, LLC 25.23K +21.1% $3.86M 0.0% ▲ Add 3 SEC ↗
76 Nuveen, LLC 25.23K +21.1% $3.86M 0.0% ▲ Add 3 SEC ↗
77 Adage Capital Partners 25.00K 0.0% $3.82M 0.0% Held 2 SEC ↗
78 Nomura Holdings Inc 23.96K -0.2% $3.66M 0.0% ▼ Trim 2 SEC ↗
79 Raymond James Financial Inc 23.66K -7.0% $3.62M 0.0% ▼ Trim 3 SEC ↗
80 Raymond James Financial Inc 23.66K -7.0% $3.62M 0.0% ▼ Trim 3 SEC ↗
81 Raymond James Financial Inc 23.66K -7.0% $3.62M 0.0% ▼ Trim 3 SEC ↗
82 Td Asset Management Inc 22.75K 0.0% $3.48M 0.0% Held 2 SEC ↗
83 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
84 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
85 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
86 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
87 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
88 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
89 Russell Investments Group, Ltd. 22.34K +65.2% $3.41M 0.0% ▲ Add 3 SEC ↗
90 Swiss National Bank 19.40K 0.0% $2.96M 0.0% Held 3 SEC ↗
91 Susquehanna International Group, Llp 17.40K -7.5% $2.66M 0.0% ▼ Trim 2 SEC ↗
92 Manufacturers Life Insurance… 15.54K -13.2% $2.38M 0.0% ▼ Trim 3 SEC ↗
93 Citigroup Inc 15.49K +518.7% $2.37M 0.0% ▲ Add 3 SEC ↗
94 Citigroup Inc 15.49K +518.7% $2.37M 0.0% ▲ Add 3 SEC ↗
95 Rhumbline Advisers 13.53K +48.2% $2.07M 0.0% ▲ Add 3 SEC ↗
96 Wells Fargo & Company/Mn 13.01K +123.3% $1.99M 0.0% ▲ Add 3 SEC ↗
97 Wells Fargo & Company/Mn 13.01K +123.3% $1.99M 0.0% ▲ Add 3 SEC ↗
98 Wells Fargo & Company/Mn 13.01K +123.3% $1.99M 0.0% ▲ Add 3 SEC ↗
99 Wells Fargo & Company/Mn 13.01K +123.3% $1.99M 0.0% ▲ Add 3 SEC ↗
100 Sei Investments Co 12.81K -23.1% $1.96M 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Hsbc Holdings Plc $7.64M 0.0%
Hsbc Holdings Plc $7.64M 0.0%

Exited

Artisan Partners Limited… $24.16M was 0.0%
Point72 Asset Management $10.99M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 181 holders, 13.20M shares, $1.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 Goin Kathleen

Officer · 1.50K sh · $227,085

Aug 19 Goin Kathleen

Officer · 2.00K sh · $303,292

Aug 19 Goin Kathleen

Officer · 400 sh · $61,199

Aug 19 Goin Kathleen

Officer · 102 sh · $15,870

Aug 19 Goin Kathleen

Officer · 302 sh · $47,345

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — First Light Asset Management, LLC

View original SEC filing ↗

Aug 14 SC 13G/A — BIOTECHNOLOGY VALUE FUND L P

View original SEC filing ↗

Aug 10 SC 13G — PRUDENTIAL FINANCIAL INC

View original SEC filing ↗

Aug 03 SC 13G — JENNISON ASSOCIATES LLC

View original SEC filing ↗

Jul 29 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API