Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PALVELLA THERAPEUTICS INC NEW COM (PVLA)

140 + Investors. Track Smart Money conviction in PVLA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
5Q ▲
Buyers last Q
71%

Smart Money Signals — PVLA

Based on 138 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PVLA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
138 hedge funds hold PVLA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +318% more funds vs a year ago

fund count last 6Q
+105 new funds entered over the past year (+318% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

96 buying40 selling
Last quarter: 96 funds were net buyers (53 opened a brand new position + 43 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new PVLA position: 14 → 25 → 40 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 74% entered in last year

■ 3% conviction (2yr+) ■ 23% medium ■ 74% new
Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +18%, value -84%

Value
-83%
Shares
+17%
Last quarter: funds added +18% more shares while total portfolio value only changed -84%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

33 → 14 → 25 → 40 → 53 new funds/Q
New funds entering each quarter: 14 → 25 → 40 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 140 current holders: 132 (94%) entered in the past year, only 8 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
30 of 138 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PVLA

In 2025 Q4, 96 hedge funds were net buyers of PVLA (53 opened a new position, 43 added to an existing one), while 40 reduced or exited (29 trimmed, 11 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in PVLA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 138.

Hedge Fund Ownership: PVLA

How many hedge funds hold PVLA — quarterly history vs. share price
Quarterly hedge fund ownership of PVLA vs. share price

Market Analysis: PVLA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PVLA

Healthcare Biotechnology

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PVLA
2026 Q1 Stats Unlock in 8 days 140 + Investors

Track Smart Money conviction in PVLA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 140 98 42.86%
13F Shares 10M 9M 17.58%
Total Value $1.05B $6.50B -83.83%
New Positions 54 40 +14
Increased Positions 45 23 +22
Closed Positions 11 7 +4
Reduced Positions 29 24 +5
Total Calls 5 1 400.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.4 1.0 Bullish

Statistics: PVLA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

140 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PVLA. Verified SEC 13F-HR filings.

Top 25 institutional holders of PVLA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clio Asset Management LLC 9.48% 90,757 $11.3M
2 Lisanti Capital Growth, LLC 1.30% 41,445 $5.2M
3 EMERALD MUTUAL FUND ADVISERS TRUST 0.64% 105,820 $13.2M
4 EMERALD ADVISERS, LLC 0.64% 161,500 $20.1M
5 SEVEN GRAND MANAGERS, LLC 0.50% 60,000 $7.5M
6 Chung Wu Investment Group, LLC 0.25% 2,300 $287K
7 F/m Investments LLC 0.11% 13,839 $1.7M
8 FEDERATED HERMES, INC. 0.09% 433,015 $54.0M
9 JENNISON ASSOCIATES LLC 0.05% 640,611 $79.9M
10 DELTEC ASSET MANAGEMENT LLC 0.05% 2,400 $299K
11 Knights of Columbus Asset Advisors LLC 0.05% 7,758 $967K
12 ROYCE & ASSOCIATES LP 0.04% 31,507 $3.9M
13 PROFUND ADVISORS LLC 0.03% 6,498 $810K
14 CERTUITY, LLC 0.02% 3,000 $374K
15 PRIMECAP MANAGEMENT CO/CA/ 0.02% 195,030 $24.3M
16 HighMark Wealth Management LLC 0.02% 322 $40K
17 Aberdeen Group plc 0.02% 81,081 $10.1M
18 AlphaQuest LLC 0.02% 2,754 $288K
19 Archer Investment Corp 0.01% 449 $56K
20 WCM INVESTMENT MANAGEMENT, LLC 0.01% 39,964 $4.4M
21 China Universal Asset Management Co., Ltd. 0.01% 1,000 $125K
22 E Fund Management Co., Ltd. 0.01% 1,835 $229K
23 ALPS ADVISORS INC 0.01% 11,132 $1.4M
24 FIFTH THIRD BANCORP 0.00% 19,947 $2.5M
25 Calamos Advisors LLC 0.00% 9,804 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PALVELLA THERAPEUTICS INC NEW COM (PVLA)

What does the Smart Money Trend signal show for PVLA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PVLA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PVLA?

More buyers than sellers — 71% buying: Last quarter: 96 funds were net buyers (53 opened a brand new position + 43 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PVLA holders?

Strong quality — 28% AUM from major funds: 30 of 138 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PVLA?

Mostly new holders — 74% entered in last year: Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.