PVLA Hedge Fund Ownership (Q1 2026)

Palvella Therapeutics Inc Ne (PVLA)

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

Smart Money Signals — PVLA

Based on 182 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 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

182 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 — +355% more funds vs a year ago

fund count last 6Q

+142 new funds entered over the past year (+355% 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 — 70% buying

131 buying57 selling

Last quarter: 131 funds were net buyers (64 opened a brand new position + 67 added to an existing one). Only 57 were sellers (32 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new PVLA position: 26 → 42 → 56 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 70% entered in last year

■ 3% conviction (2yr+) ■ 27% medium ■ 70% new

Only 5 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.

💰

Value +57% but shares only +37% — price-driven

Value

+57%

+36%

Last quarter: the total dollar value of institutional holdings rose +57%, but actual share count only changed +37%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

14 → 26 → 42 → 56 → 64 new funds/Q

New funds entering each quarter: 26 → 42 → 56 → 64. 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 — 84% of holders entered in last year

■ 4% veterans ■ 12% 1-2yr ■ 84% new

Of 189 current holders: 158 (84%) entered in the past year, only 8 (4%) 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 — 29% AUM from major funds

29% from top-100 AUM funds

45 of 180 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.7

out of 10

Moderate Exit Risk

Exit risk score 6.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	181	142	27.46%
13F Shares	14M	10M	36.68%
Total Value	$1.65B	$1.05B	57.26%
New Positions	64	55	+9
Increased Positions	67	44	+23
Closed Positions	25	11	+14
Reduced Positions	29	29	-
Total Calls	5	5	-
Total Puts	4	2	100.0%
PUT/CALL Ratio	0.8	0.4	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

181

142

27.46%

13F Shares

14M

10M

36.68%

Total Value

$1.65B

$1.05B

57.26%

New Positions

Increased Positions

+23

Closed Positions

+14

Reduced Positions

Total Calls

Total Puts

100.0%

PUT/CALL Ratio

0.8

0.4

Neutral

Institutional Holders (2026 Q2)

181 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PVLA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Clio Asset Management LLC	10.49%	86,343	$13.2M
2	First Light Asset Management, LLC	7.17%	771,901	$118.0M
3	NEXTBio Capital Management LP	6.32%	89,909	$13.7M
4	Montanova Capital, LLC	3.17%	1,135,406	$173.5M
5	Frazier Life Sciences Management, L.P.	2.94%	882,400	$134.8M
6	Bvf Inc/Il	2.63%	672,789	$102.8M
7	First Turn Management, LLC	2.56%	156,450	$23.9M
8	Act Capital Management, LLC	2.25%	22,500	$3.4M
9	MPM BioImpact LLC	1.90%	204,027	$31.2M
10	Avidity Partners Management LP	1.71%	70,000	$10.7M
11	Lisanti Capital Growth, LLC	1.44%	42,975	$6.6M
12	AWM Investment Company, Inc.	0.92%	69,416	$10.6M
13	Blue Owl Capital Holdings LP	0.83%	36,259	$5.5M
14	Orbimed Advisors LLC	0.83%	292,360	$44.7M
15	Emerald Advisers, LLC	0.83%	229,486	$35.1M
16	Siren, L.L.C.	0.80%	257,485	$39.3M
17	Emerald Mutual Fund Advisers Trust	0.70%	129,847	$19.8M
18	Frontier Capital Management Co LLC	0.68%	478,833	$73.2M
19	Apis Capital Advisors, LLC	0.58%	39,000	$6.0M
20	Bellevue Group AG	0.50%	155,000	$23.7M
21	Eventide Asset Management, LLC	0.47%	231,484	$35.4M
22	Nicholas Investment Partners, LP	0.43%	49,718	$7.6M
23	Seven Grand Managers, LLC	0.37%	60,000	$9.2M
24	Legato Capital Management LLC	0.30%	23,490	$3.6M
25	Informed Momentum Co LLC	0.26%	18,849	$2.9M

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 Ne (PVLA)

What does the Smart Money Trend signal show for PVLA?

Buying streak — 6 quarters in a row: For 6 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 — 70% buying: Last quarter: 131 funds were net buyers (64 opened a brand new position + 67 added to an existing one). Only 57 were sellers (32 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PVLA holders?

Strong quality — 29% AUM from major funds: 45 of 180 holders rank in the top 100 by AUM, accounting for 29% 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 — 70% entered in last year: Only 5 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.

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Palvella Therapeutics Inc Ne (PVLA)

Smart Money Signals — PVLA

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +355% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 70% entered in last year

Value +57% but shares only +37% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 84% of holders entered in last year

Strong quality — 29% AUM from major funds

Institutional Sentiment Summary — PVLA

Hedge Fund Ownership: PVLA

Market Analysis: PVLA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PVLA

Hedge Fund Positioning: PVLA

Statistics: PVLA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Palvella Therapeutics Inc Ne (PVLA)

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