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PALI · Palisade Bio, Inc. · Holdings

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$1.27 -0.06 (-4.51%)
Russell 2000 member Rebalance outlook locked
Market Cap
$231.78M
Shares
174.27M
Volume · Oct 26 879.18K Avg daily vol (3M) 2.42M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of PALI: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 125
Total Value: $362,311,328
Total Shares: 173,379,196
Showing 1–100 of 125 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 124 13F filers
Top Holder
7.5%
Sep 2023 → Jun 2026 · range 7.5% – 74.5%
of institutional value
Top 5
32.7%
Sep 2023 → Jun 2026 · range 32.7% – 99.8%
of institutional value
Top 10
54.0%
Sep 2023 → Jun 2026 · range 54.0% – 100.0%
of institutional value
HHI
378
Sep 2023 → Jun 2026 · range 378 – 5,660
Broadly held

Who Holds PALI

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 124 filers, like-for-like change +16.0%; actively managed books +8.2%; index-like books +76.3%.

Holder type Share Filers Change
Registered adviser 46.0% 58 +0.1%
Exempt adviser 1.6% 3 -47.1%
Adviser 11.6% 4 -1.7%
Bank 3.0% 10 +119.5%
Insurer 0.0% 1 new
Broker-dealer 0.1% 1 +29.1%
Benefit plan 0.0% 2 -62.9%
Non-US 0.5% 4 +126.8%
Holding company 12.8% 8 +43.2%
Unknown 24.5% 33 +64.2%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

124 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
1
0.806% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
1
median weight 0.001%
Mar 31, 2026: 1
Crowding
51.4%
of shares outstanding, 98th percentile
Mar 31, 2026: 49.9%
Private-fund advisers
43.4%
of shares outstanding
Institutional ownership
99.9%
102.0% of the estimated free float above 100%: filers can report lent or client shares more than once
Top 10 holders
54.0%
of 13F shares, Herfindahl 0.038
Active holders
+8.2%
like-for-like share change of active filers
5% stakes on record
9
0 13D, 9 13G (6 institutional, 3 passive, 0 exempt)
How long holders have held it value-weighted 3.0 quarters
Under 1 year 95.7% 1 to 3 years 2.40% 3 years or more 1.85% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$1.91
estimated per share
Mar 31, 2026: $1.89
Quarter-end price
$2.09
implied by 13F values
Estimated gain or loss
+9.3%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 94.2% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies PALI's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 DRUG Bright Minds Biosciences Inc. 9
2 PMN ProMIS Neurosciences Inc. 6
3 CTNM Contineum Therapeutics, Inc. 9
4 RLMD Relmada Therapeutics, Inc. 9
5 AVTX Avalo Therapeutics, Inc. 11
6 SLDB Solid Biosciences Inc. 8
7 CRVS Corvus Pharmaceuticals, Inc. 9
8 ELVN Enliven Therapeutics, Inc. 12
9 DFTX Definium Therapeutics, Inc. 14
10 COGT Cogent Biosciences, Inc. 13

Shareholder Targets

13F filers that own its peers but not PALI, quarter ended Jun 30, 2026

Found through its holder-overlap peers: DRUG, PMN, CTNM, RLMD, AVTX, SLDB, CRVS, ELVN, DFTX, COGT, ABVX, GPCR, CCCC, TENX, RZLT, ASMB, SLN, LPCN, EWTX, XENE. 715 filers in all.

# Filer In peers
1 Avoro Capital Advisors LLC Registered adviser, Concentrated $1,081,868,539 4 held
2 TCG Crossover Management, LLC Unknown, Diversified active $1,077,535,496 4 held
3 Driehaus Capital Management LLC Registered adviser, Diversified active $914,995,467 8 held
4 Polar Capital Holdings Plc Registered adviser, Diversified active $773,184,702 5 held
5 Deep Track Capital, LP Adviser, Diversified active $623,132,970 8 held
6 Darwin Global Management, Ltd. Exempt adviser, Concentrated $482,612,150 1 held
7 Paradigm Biocapital Advisors LP Registered adviser, Concentrated $457,750,931 2 held
8 Commodore Capital LP Registered adviser, Concentrated $445,884,985 6 held
9 Helikon Investments Ltd Unknown, Concentrated $371,413,077 1 held
10 DEERFIELD MANAGEMENT COMPANY, L.P. Registered adviser, Diversified active $369,411,854 4 held

Fund Ownership of PALI by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 5.76% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.35% 2,344,395
Index ETFs 4.41% 7,692,501
Active ETFs 0.26% 450,743
Active funds 4.40% 7,672,322
Unclassified 0.05% 80,446
All registered funds 10.47% 18,240,407
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 60 Exempt adviser 3 Adviser 4 Bank 10 Insurer 1 Broker-dealer 1 Benefit plan 2 Non-US 5 Holding company 8 Unknown 31
Showing 100 of 125
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Soleus Capital Management, L.P. $27,303,105 7.54% 13,063,687
B Group, Inc. $23,855,855 6.58% 11,414,285
AMERIPRISE FINANCIAL INC $23,160,197 6.39% 11,081,434
Jupiter Topco LLC $22,340,954 6.17% 10,689,452
BlackRock, Inc. $21,812,825 6.02% 10,436,760
Octagon Capital Advisors LP $21,477,502 5.93% 10,276,317
PERCEPTIVE ADVISORS LLC $17,608,385 4.86% 8,425,065
RA CAPITAL MANAGEMENT, L.P. $14,889,402 4.11% 7,124,116
FRANKLIN RESOURCES INC $12,091,045 3.34% 5,785,189
Point72 Asset Management, L.P. $10,979,612 3.03% 5,253,403
Boxer Capital Management, LLC $10,031,738 2.77% 4,799,875
ADAGE CAPITAL PARTNERS GP, L.L.C. $9,405,000 2.60% 4,500,000
Eversept Partners, LP $8,742,020 2.41% 4,182,785
GEODE CAPITAL MANAGEMENT, LLC $7,859,413 2.17% 3,760,485
WELLINGTON MANAGEMENT GROUP LLP $7,741,225 2.14% 3,703,936
GOLDMAN SACHS GROUP INC $7,478,060 2.06% 3,578,020
FEDERATED HERMES, INC. $6,555,508 1.81% 3,136,607
Squadron Capital Management LLC $6,270,000 1.73% 3,000,000
Propel Bio Management, LLC $5,397,190 1.49% 2,582,388
Vestal Point Capital, LP $5,225,000 1.44% 2,500,000
STATE STREET CORP $5,174,104 1.43% 2,475,648
MORGAN STANLEY $5,170,803 1.43% 2,474,069
ORBIMED ADVISORS LLC $4,875,970 1.35% 2,333,000
GREAT POINT PARTNERS LLC $4,775,271 1.32% 2,284,819
SPHERA FUNDS MANAGEMENT LTD. $4,717,351 1.30% 2,257,106
HighVista Strategies LLC $4,244,637 1.17% 2,030,927
Siren, L.L.C. $4,180,000 1.15% 2,000,000
Artia Global Partners LP $4,164,047 1.15% 1,992,367
Aberdeen Group plc $3,992,328 1.10% 1,910,205
Balyasny Asset Management L.P. $3,920,200 1.08% 1,875,694
PLATINUM INVESTMENT MANAGEMENT LTD $3,617,509 1.00% 1,730,866
ADAR1 Capital Management, LLC $3,608,723 1.00% 1,726,662
VANGUARD CAPITAL MANAGEMENT LLC $3,600,687 0.99% 1,722,817
Ally Bridge Group (NY) LLC $2,568,610 0.71% 1,229,000
NORTHERN TRUST CORP $2,503,024 0.69% 1,197,620
RENAISSANCE TECHNOLOGIES LLC $2,350,832 0.65% 1,124,800
CITADEL ADVISORS LLC $2,125,216 0.59% 1,016,850
VANGUARD PORTFOLIO MANAGEMENT LLC $2,077,658 0.57% 994,095
Nuveen, LLC $2,026,165 0.56% 969,457
MILLENNIUM MANAGEMENT LLC $1,952,383 0.54% 934,155
VANGUARD FIDUCIARY TRUST CO $1,851,556 0.51% 885,912
Ikarian Capital, LLC $1,567,500 0.43% 750,000
UBS Group AG $1,540,971 0.43% 737,307
BIT Capital GmbH $1,199,660 0.33% 574,000
Simplify Asset Management Inc. $941,634 0.26% 450,543
Creek Drive Management Group LLC $919,600 0.25% 440,000
BOOTHBAY FUND MANAGEMENT, LLC $913,616 0.25% 437,137
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $912,756 0.25% 436,726
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $909,114 0.25% 434,983
MARSHALL WACE, LLP $833,471 0.23% 398,790
Bank of New York Mellon Corp $728,299 0.20% 348,469
ACT CAPITAL MANAGEMENT, LLC $642,675 0.18% 307,500
Seven Fleet Capital Management LP $568,906 0.16% 272,204
BANK OF AMERICA CORP /DE/ $363,368 0.10% 173,861
Virtu Financial LLC $349,356 0.10% 167,156
RHUMBLINE ADVISERS $336,015 0.09% 160,773
DEUTSCHE BANK AG\ $300,960 0.08% 144,000
LPL Financial LLC $297,101 0.08% 142,154
XTX Topco Ltd $272,249 0.08% 130,263
TWO SIGMA INVESTMENTS, LP $264,598 0.07% 126,602
WELLS FARGO & COMPANY/MN $262,435 0.07% 125,567
AMERICAN CENTURY COMPANIES INC $260,604 0.07% 124,691
PRICE T ROWE ASSOCIATES INC /MD/ $253,207 0.07% 121,152
Pale Fire Capital SE $232,846 0.06% 111,410
Verdad Advisers, LP $208,289 0.06% 99,660
SECTORAL ASSET MANAGEMENT INC $183,920 0.05% 88,000
MetLife Investment Management, LLC $183,658 0.05% 87,875
Squarepoint Ops LLC $179,694 0.05% 85,978
EntryPoint Capital, LLC $164,060 0.05% 78,498
Invesco Ltd. $161,761 0.04% 77,398
CITIGROUP INC $143,239 0.04% 68,536
China Universal Asset Management Co., Ltd. $141,890 0.04% 67,890
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $141,438 0.04% 67,674
JPMORGAN CHASE & CO $135,253 0.04% 64,715
LOS ANGELES CAPITAL MANAGEMENT LLC $122,024 0.03% 58,385
Vanguard Global Advisers, LLC $109,290 0.03% 52,292
ALLIANCEBERNSTEIN L.P. $108,763 0.03% 52,040
Quinn Opportunity Partners LLC $104,500 0.03% 50,000
Police & Firemen's Retirement System of New Jersey $90,977 0.03% 43,530
Persistent Asset Partners Ltd $86,659 0.02% 41,464
PCG Wealth Advisors, LLC $85,899 0.02% 41,100
MANUFACTURERS LIFE INSURANCE COMPANY, THE $83,875 0.02% 40,132
BARCLAYS PLC $75,768 0.02% 36,253
NEW YORK STATE COMMON RETIREMENT FUND $69,179 0.02% 33,100
WINTON GROUP Ltd $67,354 0.02% 32,227
Total Clarity Wealth Management, Inc. $66,451 0.02% 31,795
INTECH INVESTMENT MANAGEMENT LLC $65,109 0.02% 31,153
SUSQUEHANNA INTERNATIONAL GROUP, LLP $64,591 0.02% 30,905
STRS OHIO $60,401 0.02% 28,900
VOYA INVESTMENT MANAGEMENT LLC $58,818 0.02% 28,143
TWO SIGMA SECURITIES, LLC $57,370 0.02% 27,450
GSA CAPITAL PARTNERS LLP $54,122 0.01% 25,896
ExodusPoint Capital Management, LP $51,332 0.01% 24,561
BNP PARIBAS ARBITRAGE, SA $47,129 0.01% 22,550
PRUDENTIAL FINANCIAL INC $46,533 0.01% 22,265
VICTORY CAPITAL MANAGEMENT INC $41,292 0.01% 19,757
ProShare Advisors LLC $40,389 0.01% 19,325
Voleon Capital Management LP $39,390 0.01% 18,847
CHOREO, LLC $32,902 0.01% 15,743
Cetera Investment Advisers $32,407 0.01% 15,506

Showing the top 100 of 125 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1357459 CUSIP 696389402 13F (30d) 8 filings 8 filers Visit website Investor relations