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Palvella Therapeutics Inc (PVLA)

CUSIP: 697947109 | NYSE | Healthcare · Biotechnology | Small Cap | 266 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AJennison Associates LLC1,101,6527.7%+141,033Sep 30, 2026960,619 sh (Jun 30, 2026)
13G/AFirst Light Asset Management, LLC769,1175.3%

Institutional Holders — Q3 2026

Clio Asset Management LLC86,012
10.0% of portfolio›$11.9M
NAN Fung Trinity (HK) Ltd52,630
0.7% of portfolio›$7.3M
Lisanti Capital Growth, LLC41,990
1.6% of portfolio›$5.8M
Bank of New York Mellon Corp33,172
0.0% of portfolio›$4.6M
Mutual of America Capital Management LLC31,074
0.0% of portfolio›$4.3M
Fifth Third Bancorp19,211
0.0% of portfolio›$2.6M
Alps Advisors Inc19,099
0.0% of portfolio›$2.6M
iA Global Asset Management Inc.15,224
0.0% of portfolio›$2.1K
Calamos Advisors LLC13,361
0.0% of portfolio›$1.8M
OAK Ridge Investments LLC12,454
0.1% of portfolio›$1.7M
Mitsubishi UFJ Asset Management (UK) Ltd.10,500
0.0% of portfolio›$1.4K
Knights of Columbus Asset Advisors LLC10,078
0.1% of portfolio›$1.4M
Citigroup Inc8,745
0.0% of portfolio›$1.2M
Creative Planning6,913
0.0% of portfolio›$953.5K
Aspiriant, LLC5,852
0.0% of portfolio›$807.2K
Profund Advisors LLC5,564
0.0% of portfolio›$767.4K
Penn Capital Management Company, LLC5,506
0.1% of portfolio›$759.4K
Barclays PLC4,707
0.0% of portfolio›$649.2K
Keybank National Association3,898
0.0% of portfolio›$537.7K
State of New Jersey Common Pension Fund D3,358
0.0% of portfolio›$463.2K
Certuity, LLC3,000
0.0% of portfolio›$413.8K
Arizona State Retirement System2,930
0.0% of portfolio›$404.1K
Deltec Asset Management LLC2,400
0.1% of portfolio›$331.0K
Ethic Inc.2,233
0.0% of portfolio›$308.0K
China Universal Asset Management Co., Ltd.1,783
0.0% of portfolio›$247.8K
Avior Wealth Management, LLC1,538
0.0% of portfolio›$212.1K
ProShare Advisors LLC1,494
0.0% of portfolio›$206.1K
Spire Wealth Management1,000
0.0% of portfolio›$137.9K
Archer Investment Corp449
0.0% of portfolio›$61.9K
Sterling Capital Management LLC393
0.0% of portfolio›$54.2K
KBC Group NV224
0.0% of portfolio›$31
Nykredit A/S139
0.0% of portfolio›$19.2K
Nisa Investment Advisors, LLC130
0.0% of portfolio›$17.9K
Gamma Investing LLC102
0.0% of portfolio›$14.1K
Larson Financial Group LLC73
0.0% of portfolio›$10.1K
Eastern Bank52
0.0% of portfolio›$7.2K
Private Trust Co NA50
0.0% of portfolio›$6.9K
Parkside Financial Bank & Trust46
0.0% of portfolio›$6.3K
PNC Financial Services Group, Inc.41
0.0% of portfolio›$5.7K
Signaturefd, LLC26
0.0% of portfolio›$3.6K
US Bancorp \de\17
0.0% of portfolio›$2.3K
EverSource Wealth Advisors, LLC14
0.0% of portfolio›$1.9K
Farther Finance Advisors, LLC12
0.0% of portfolio›$1.7K
CoreCap Advisors, LLC11
0.0% of portfolio›$1.5K
WPG Advisers, LLC8
0.0% of portfolio›$1.1K
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$1.1K
Physician Wealth Advisors, Inc.6
0.0% of portfolio›$828
Financial Consulate, Inc5
0.0% of portfolio›$690
Fortitude Family Office, LLC5
0.0% of portfolio›$690
Hughes Financial Services, LLC4
0.0% of portfolio›$606
IFP Advisors, Inc2
0.0% of portfolio›$276
SJS Investment Consulting Inc.2
0.0% of portfolio›$276
Covestor Ltd2
0.0% of portfolio›$0
Root Financial Partners, LLC2
0.0% of portfolio›$276
Nfsg Corp1
0.0% of portfolio›$103
Essential Partners LLC1
0.0% of portfolio›$138
Assetmark, Inc1
0.0% of portfolio›$138
TFC Financial Management, Inc.1
0.0% of portfolio›$138
StyleTurnoverLocationFiled
Clio Asset Management LLC
86,012$11.9M10.0%CoreMediumCharlottesville, VA2026-10-13
NAN Fung Trinity (HK) Ltd
52,630$7.3M0.7%ValueHighCentral, Hong Kong, South Korea2026-11-06
Lisanti Capital Growth, LLC
41,990$5.8M1.6%GrowthVery HighNew York, NY2026-11-05
Bank of New York Mellon Corp
33,172$4.6M0.0%CoreLowNew York, NY2026-11-05
Mutual of America Capital Management LLC
31,074$4.3M0.0%IndexLowNew York, NY2026-10-23
Fifth Third Bancorp
19,211$2.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Alps Advisors Inc
19,099$2.6M0.0%YieldLowDenver, CO2026-11-03
iA Global Asset Management Inc.
15,224$2.1K0.0%GrowthMediumQuebec, Austria2026-10-29
Calamos Advisors LLC
13,361$1.8M0.0%GrowthMediumNaperville, IL2026-11-02
OAK Ridge Investments LLC
12,454$1.7M0.1%MomentumMediumChicago, IL2026-10-30
Mitsubishi UFJ Asset Management (UK) Ltd.
10,500$1.4K0.0%CoreHighLondon, United Kingdom2026-10-22
Knights of Columbus Asset Advisors LLC
10,078$1.4M0.1%CoreMediumNew Haven, CT2026-11-05
Citigroup Inc
8,745$1.2M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
6,913$953.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Aspiriant, LLC
5,852$807.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Profund Advisors LLC
5,564$767.4K0.0%GrowthLowBethesda, MD2026-10-29
Penn Capital Management Company, LLC
5,506$759.4K0.1%ValueHighPhiladelphia, PA2026-11-04
Barclays PLC
4,707$649.2K0.0%CoreMediumLondon, United Kingdom2026-11-06
Keybank National Association
3,898$537.7K0.0%CoreLowBrooklyn, OH2026-11-04
State of New Jersey Common Pension Fund D
3,358$463.2K0.0%CoreLowTrenton, NJ2026-11-05
Certuity, LLC
3,000$413.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Arizona State Retirement System
2,930$404.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Deltec Asset Management LLC
2,400$331.0K0.1%CoreMediumNew York, NY2026-10-26
Ethic Inc.
2,233$308.0K0.0%CoreLowNew York, NY2026-11-03
China Universal Asset Management Co., Ltd.
1,783$247.8K0.0%GrowthMediumShanghai, France2026-10-28
Avior Wealth Management, LLC
1,538$212.1K0.0%ETFMediumOmaha, NE2026-10-13
ProShare Advisors LLC
1,494$206.1K0.0%GrowthLowBethesda, MD2026-10-29
Spire Wealth Management
1,000$137.9K0.0%GrowthMediumMclean, VA2026-10-30
Archer Investment Corp
449$61.9K0.0%CoreMediumCarmel, IN2026-11-05
Sterling Capital Management LLC
393$54.2K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
224$310.0%CoreMediumBrussels, Czech Republic2026-10-22
Nykredit A/S
139$19.2K0.0%CoreN/ANordhavn, Greece2026-11-06
Nisa Investment Advisors, LLC
130$17.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
102$14.1K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
73$10.1K0.0%GrowthLowSt Louis, MO2026-11-05
Eastern Bank
52$7.2K0.0%GrowthMediumBoston, MA2026-10-05
Private Trust Co NA
50$6.9K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
46$6.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
PNC Financial Services Group, Inc.
41$5.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Signaturefd, LLC
26$3.6K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
17$2.3K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
14$1.9K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
12$1.7K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
11$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
WPG Advisers, LLC
8$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Silver Grove Financial Group, Inc.
8$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Physician Wealth Advisors, Inc.
6$8280.0%ETFMediumMidvale, UT2026-10-20
Financial Consulate, Inc
5$6900.0%ETFLowHunt Valley, MD2026-10-23
Fortitude Family Office, LLC
5$6900.0%ETFMediumScottsdale, AZ2026-10-14
Hughes Financial Services, LLC
4$6060.0%ETFLowHerndon, VA2026-10-30
IFP Advisors, Inc
2$2760.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
2$2760.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
2$2760.0%ETFMediumEncinitas, CA2026-10-21
Nfsg Corp
1$1030.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Essential Partners LLC
1$1380.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
1$1380.0%ETFLowConcord, CA2026-10-21
TFC Financial Management, Inc.
1$1380.0%ETFVery LowBoston, MA2026-10-26
New 5%+ stake
Jun 30, 2026
No 13F filer matched
13G/ABVF Inc
with BVF GP Holdings LLC, Biotechnology Value Fund L P, BVF I GP LLC, +4 more
672,7894.7%Newly reportedJun 30, 2026No 13F filer matched
13G/AJennison Associates LLC1,101,652
7.7% of class · Sep 30, 2026+141,033
960,619 sh (Jun 30, 2026)
13G/AFirst Light Asset Management, LLC769,117
5.3% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ABVF Inc672,789
4.7% of class · Jun 30, 2026Newly reported
with BVF GP Holdings LLC, Biotechnology Value Fund L P, BVF I GP LLC, +4 more
No 13F filer matched