PVLA · Palvella Therapeutics, Inc.

$149.97 -0.36 (-0.24%) At close · Aug 28

Russell 2000 member Rebalance outlook locked

Market Cap

$2.18B

14.41M

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.

Quarter:

Holders: 199

Total Value: $2,226,744,061

Total Shares: 14,571,030

Showing 1–100 of 206 holdings by value · page 1 of 3

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 199 13F filers · Δ vs Mar 31, 2026

Top Holder

7.8%

−0.6 pts

Top 5

32.0%

−1.9 pts

Top 10

52.3%

+0.8 pts

HHI

350

Broadly held−6

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +16

Institutional value: +30.1%

Shares held: +6.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JENNISON ASSOCIATES LLC	+320,008	960,619
Mega PRICE T ROWE ASSOCIATES INC /MD/	+236,304	638,868
Mega BlackRock, Inc.	+231,504	918,357
Mega STATE STREET CORP	+194,173	653,172
Mid ORBIMED ADVISORS LLC	+147,760	332,360

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid BVF INC/IL	−288,200	672,789
Mid First Light Asset Management, LLC	−208,857	771,901
Large Alyeska Investment Group, L.P.	−177,699	2,223
Large Caption Management, LLC	−67,100	170,000
Large Balyasny Asset Management L.P.	−52,190	44,536

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Bellevue Group AG	155,000	$23,687,100
Mega HSBC HOLDINGS PLC	50,001	$7,641,152
Large SILVERCREST ASSET MANAGEMENT GROUP LLC	39,865	$6,092,169
Mid MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	31,318	$4,786,016
Small ACT CAPITAL MANAGEMENT, LLC	22,500	$3,438,450

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Artisan Partners Limited Partnership	193,796	$24,156,671
Large Point72 Asset Management, L.P.	88,160	$10,989,144
Small Ikarian Capital, LLC	64,626	$8,055,630
Mid SAMSARA BIOCAPITAL, LLC	38,432	$4,790,548
Mid BlueCrest Capital Management Ltd	20,000	$2,493,000

Filter: New 38 Increased 89 Reduced 43 Sold out 22 Unchanged 29

Showing 100 of 206

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

SUVRETTA CAPITAL MANAGEMENT, LLC

$173,512,744

7.79%

1,135,406

JENNISON ASSOCIATES LLC

$146,801,794

6.59%

960,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prudential Financial Inc	816,523	$124,781,044	85.0%	Defined
Prudential Trust Company	144,096	$22,020,750	15.0%	Other

BlackRock, Inc.

$140,343,308

6.30%

918,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	12,728	$1,945,092	1.4%	Sole
BlackRock Asset Management Canada Ltd	64	$9,780	0.0%	Sole
BlackRock Investment Management, LLC	33,539	$5,125,429	3.7%	Sole
BLACKROCK ADVISORS LLC	103,955	$15,886,403	11.3%	Sole
BlackRock Fund Advisors	413,489	$63,189,388	45.0%	Sole
BlackRock Institutional Trust Company, N.A.	323,692	$49,466,611	35.2%	Sole
BlackRock Fund Managers Ltd.	1,556	$237,787	0.2%	Sole
BlackRock Investment Management (UK) Ltd.	8,641	$1,320,517	0.9%	Sole
BlackRock (Netherlands) B.V.	410	$62,656	0.0%	Sole
BlackRock Asset Management Ireland Ltd	12,706	$1,941,730	1.4%	Sole
BlackRock (Luxembourg) S.A.	345	$52,722	0.0%	Sole
BlackRock Asset Management Schweiz AG	1,285	$196,373	0.1%	Sole
Aperio Group, LLC	5,947	$908,820	0.6%	Sole

Frazier Life Sciences Management, L.P.

$134,848,368

6.06%

882,400

First Light Asset Management, LLC

$117,961,910

5.30%

771,901

BVF INC/IL

$102,815,614

4.62%

672,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BVF PARTNERS L P/IL	672,789	$102,815,614	100.0%	Defined

STATE STREET CORP

$99,817,745

4.48%

653,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	653,172	$99,817,745	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$97,631,807

4.38%

638,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	16,522	$2,524,892	2.6%	Defined
Held directly	622,346	$95,106,915	97.4%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$78,517,999

3.53%

513,794

FRONTIER CAPITAL MANAGEMENT CO LLC

$73,175,259

3.29%

478,833

FEDERATED HERMES, INC.

$66,173,352

2.97%

433,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	433,015	$66,173,352	100.0%	Defined

Woodline Partners LP

$48,522,947

2.18%

317,517

ORBIMED ADVISORS LLC

$44,678,455

2.01%

292,360

GEODE CAPITAL MANAGEMENT, LLC

$42,203,382

1.90%

276,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	38,133	$5,827,485	13.8%	Defined
Held directly	238,031	$36,375,897	86.2%	Defined

Siren, L.L.C.

$39,348,857

1.77%

257,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invus Group, LLC	257,485	$39,348,857	100.0%	Defined

PRIMECAP MANAGEMENT CO/CA/

$39,149,733

1.76%

256,182

ALLIANCEBERNSTEIN L.P.

$38,689,133

1.74%

253,168

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	253,168	$38,689,133	100.0%	Defined

EVENTIDE ASSET MANAGEMENT, LLC

$35,375,384

1.59%

231,484

EMERALD ADVISERS, LLC

$35,070,050

1.57%

229,486

FMR LLC

$32,832,000

1.47%

214,841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	214,728	$32,814,732	99.9%	Defined
STRATEGIC ADVISERS LLC	58	$8,863	0.0%	Defined
FIAM LLC	55	$8,405	0.0%	Defined

MPM BIOIMPACT LLC

$31,179,406

1.40%

204,027

GOLDMAN SACHS GROUP INC

$30,795,368

1.38%

201,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	189,723	$28,993,468	94.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	11,791	$1,801,900	5.9%	Defined

MORGAN STANLEY

$27,725,825

1.25%

181,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	569	$86,954	0.3%	Defined
MORGAN STANLEY & CO. LLC	10,477	$1,601,095	5.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	58,854	$8,994,068	32.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	99,883	$15,264,120	55.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	445	$68,004	0.2%	Defined
EATON VANCE MANAGEMENT	11,200	$1,711,584	6.2%	Defined

First Turn Management, LLC

$23,908,689

1.07%

156,450

Bellevue Group AG

$23,687,100

1.06%

155,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BB Biotech AG joint	155,000	$23,687,100	100.0%	Defined

Caption Management, LLC

$21,394,800

0.96%

140,000

EMERALD MUTUAL FUND ADVISERS TRUST

$19,843,218

0.89%

129,847

VANGUARD PORTFOLIO MANAGEMENT LLC

$19,707,972

0.89%

128,962

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$18,430,092

0.83%

120,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	120,600	$18,430,092	100.0%	Other

Aberdeen Group plc

$18,374,771

0.83%

120,238

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Inc.	120,238	$18,374,771	100.0%	Defined

NORTHERN TRUST CORP

$14,853,032

0.67%

97,193

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	89,407	$13,663,177	92.0%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	6,099	$932,048	6.3%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,687	$257,807	1.7%	Other

NEXTBio Capital Management LP

$13,739,893

0.62%

89,909

Clio Asset Management LLC

$13,194,937

0.59%

86,343

NEUBERGER BERMAN GROUP LLC

$12,700,411

0.57%

83,107

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$11,706,012

0.53%

76,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	76,600	$11,706,012	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$11,307,915

0.51%

73,995

UBS Group AG

$11,083,421

0.50%

72,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	291	$44,470	0.4%	Defined
UBS AG	69,490	$10,619,461	95.8%	Defined
UBS Switzerland AG	2,177	$332,689	3.0%	Defined
UBS Securities LLC	568	$86,801	0.8%	Defined

Avidity Partners Management LP

$10,697,400

0.48%

70,000

AWM Investment Company, Inc.

$10,608,153

0.48%

69,416

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$10,310,612

0.46%

67,469

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	159	$24,298	0.2%	Defined
UBS Asset Management Switzerland AG	67,310	$10,286,314	99.8%	Sole

SEVEN GRAND MANAGERS, LLC

$9,169,200

0.41%

60,000

Clearbridge Investments, LLC

$9,068,491

0.41%

59,341

BANK OF AMERICA CORP /DE/

$8,336,941

0.37%

54,554

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	29,952	$4,577,264	54.9%	Defined
BOFA SECURITIES, INC.	6,649	$1,016,100	12.2%	Defined
MANAGED ACCOUNT ADVISORS LLC	17,953	$2,743,577	32.9%	Defined

RENAISSANCE TECHNOLOGIES LLC

$8,140,721

0.37%

53,270

MILLENNIUM MANAGEMENT LLC

$7,979,037

0.36%

52,212

Ensign Peak Advisors, Inc

$7,894,681

0.35%

51,660

HSBC HOLDINGS PLC

$7,641,152

0.34%

50,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC GLOBAL ASSET MANAGEMENT (FRANCE)	50,000	$7,641,000	100.0%	Defined
HSBC BANK PLC	1	$152	0.0%	Defined

Nicholas Investment Partners, LP

$7,597,904

0.34%

49,718

Balyasny Asset Management L.P.

$6,805,991

0.31%

44,536

Lisanti Capital Growth, LLC

$6,567,439

0.29%

42,975

ROYCE & ASSOCIATES LP

$6,190,585

0.28%

40,509

WCM INVESTMENT MANAGEMENT, LLC

$6,134,194

0.28%

40,140

ORBIMED ADVISORS LLC

$6,112,800

0.27%

40,000

SILVERCREST ASSET MANAGEMENT GROUP LLC

$6,092,169

0.27%

39,865

Jump Financial, LLC

$6,023,094

0.27%

39,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	13	$1,986	0.0%	Defined
Leap GP LLC joint	39,400	$6,021,108	100.0%	Defined

Apis Capital Advisors, LLC

$5,959,980

0.27%

39,000

Blue Owl Capital Holdings LP

$5,541,100

0.25%

36,259

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Owl Healthcare Opportunities Advisors LLC	36,259	$5,541,100	100.0%	Defined

WELLINGTON MANAGEMENT GROUP LLP

$5,439,473

0.24%

35,594

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	18,079	$2,762,832	50.8%	Defined
Wellington Trust Company, NA joint	15,742	$2,405,692	44.2%	Defined
Wellington Management Australia Pty Ltd	1,773	$270,949	5.0%	Defined

FIFTH THIRD BANCORP

$5,438,099

0.24%

35,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	35,585	$5,438,099	100.0%	Defined

Invesco Ltd.

$5,142,696

0.23%

33,652

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	29,324	$4,481,292	87.1%	Defined
Invesco Trust Co joint	4,328	$661,404	12.9%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$4,979,334

0.22%

32,583

FRED ALGER MANAGEMENT, LLC

$4,802,215

0.22%

31,424

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

$4,786,016

0.21%

31,318

Bank of New York Mellon Corp

$4,674,303

0.21%

30,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	10,688	$1,633,340	34.9%	Defined
The Bank of New York Mellon	19,862	$3,035,310	64.9%	Defined
BNY Mellon, NA joint	37	$5,653	0.1%	Defined

CITADEL ADVISORS LLC

$4,645,728

0.21%

30,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	30,400	$4,645,728	100.0%	Defined

Caption Management, LLC

$4,584,600

0.21%

30,000

JANE STREET GROUP, LLC

$4,095,576

0.18%

26,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	26,800	$4,095,576	100.0%	Defined

Nuveen, LLC

$3,855,801

0.17%

25,231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	1,170	$178,799	4.6%	Defined
TEACHERS ADVISORS, LLC joint	24,061	$3,677,002	95.4%	Defined

ADAGE CAPITAL PARTNERS GP, L.L.C.

$3,820,500

0.17%

25,000

NOMURA HOLDINGS INC

$3,662,025

0.16%

23,963

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA SECURITIES INTERNATIONAL INC	23,963	$3,662,025	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$3,616,179

0.16%

23,663

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	11	$1,681	0.0%	Defined
Raymond James Financial Services Advisors, Inc.	965	$147,471	4.1%	Defined
CHARTWELL INVESTMENT PARTNERS, LLC	22,687	$3,467,027	95.9%	Defined

Legato Capital Management LLC

$3,589,741

0.16%

23,490

TD Asset Management Inc

$3,476,043

0.16%

22,746

ACT CAPITAL MANAGEMENT, LLC

$3,438,450

0.15%

22,500

Russell Investments Group, Ltd.

$3,414,759

0.15%

22,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	5,090	$777,853	22.8%	Defined
Russell Investments Canada Limited	117	$17,879	0.5%	Defined
Russell Investments Capital, LLC	7,374	$1,126,894	33.0%	Defined
Russell Investments France SAS	3,498	$534,564	15.7%	Defined
Russell Investments Limited	223	$34,078	1.0%	Defined
Russell Investments Trust Company	6,043	$923,491	27.0%	Defined

Swiss National Bank

$2,964,708

0.13%

19,400

Informed Momentum Co LLC

$2,880,504

0.13%

18,849

F/m Investments LLC

$2,666,097

0.12%

17,446

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,658,609

0.12%

17,397

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	17,397	$2,658,609	100.0%	Other

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$2,375,586

0.11%

15,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	15,545	$2,375,586	100.0%	Defined

CITIGROUP INC

$2,367,640

0.11%

15,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	15,493	$2,367,640	100.0%	Defined

ALPS ADVISORS INC

$2,193,883

0.10%

14,356

Capricorn Fund Managers Ltd

$2,152,928

0.10%

14,088

RHUMBLINE ADVISERS

$2,067,348

0.09%

13,528

Trexquant Investment LP

$2,062,305

0.09%

13,495

CITADEL ADVISORS LLC

$2,032,506

0.09%

13,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	13,300	$2,032,506	100.0%	Defined

WELLS FARGO & COMPANY/MN

$1,987,881

0.09%

13,008

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	9,954	$1,521,170	76.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,000	$458,460	23.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$152	0.0%	Defined
Wells Fargo Securities, LLC	53	$8,099	0.4%	Defined

SEI INVESTMENTS CO

$1,957,165

0.09%

12,807

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	622	$95,054	4.9%	Sole
SEI TRUST CO	12,185	$1,862,111	95.1%	Sole

TWO SIGMA INVESTMENTS, LP

$1,878,769

0.08%

12,294

OAK RIDGE INVESTMENTS LLC

$1,839,647

0.08%

12,038

DEUTSCHE BANK AG\

$1,809,082

0.08%

11,838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	207	$31,633	1.7%	Defined
DWS Investments UK Ltd	11,631	$1,777,449	98.3%	Defined

Cresset Asset Management, LLC

$1,777,143

0.08%

11,629

VICTORY CAPITAL MANAGEMENT INC

$1,762,167

0.08%

11,531

Rafferty Asset Management, LLC

$1,736,188

0.08%

11,361

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,705,776

0.08%

11,162

Calamos Advisors LLC

$1,601,400

0.07%

10,479

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,571	$392,900	24.5%	Other
Held directly	7,908	$1,208,500	75.5%	Sole

NEW YORK STATE COMMON RETIREMENT FUND

$1,593,912

0.07%

10,430

Mariner, LLC

$1,583,368

0.07%

10,361

Knights of Columbus Asset Advisors LLC

$1,532,937

0.07%

10,031

XTX Topco Ltd

$1,354,138

0.06%

8,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	8,861	$1,354,138	100.0%	Defined

Key facts CIK 1583648 CUSIP 697947109 13F (30d) 175 filings 172 filers Visit website Investor relations