Institutional Ownership

PALVELLA THERAPEUTICS INC NE (PVLA) — Institutional Holders & Hedge Fund Ownership

PALVELLA THERAPEUTICS INC NE (PVLA) institutional ownership: 2 hedge funds and institutional investors, holding 952K shares ($119.0M), as of Q1 2026, per SEC Form 13F-HR filings.

Quarterly 13F filings reveal which hedge funds, family offices, and institutional investors hold PALVELLA THERAPEUTICS INC NE (PVLA) — and how their positions changed versus the prior quarter. Pactolio aggregates these SEC Form 13F-HR filings into one view: top institutional holders, biggest QoQ buyers and sellers, and consolidated ownership changes for PVLA.

The top PVLA shareholders by portfolio weight are Frazier Life Sciences (2.83%) and Avidity (2.03%). In Q1 2026, Avidity made the largest position increase (+1.45%).

Top 2 Institutional Holders of PALVELLA THERAPEUTICS INC NE (PVLA) — Q1 2026

Ranked by portfolio weight.
# Fund Shares Market Value Portfolio Weight
1 Frazier Life Sciences 882,400 $110.0M 2.83%
2 Avidity 70,000 $9.0M 2.03%
Latest
  • 2
    Hedge funds holding
  • 952,400
    Shares held (disclosed)
  • $119.0M
    13F market value
  • 2.43%
    Median portfolio weight

Ownership History

Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of PVLA. Sourced from 13F filings; reflects long equity positions only.

Quarter-over-Quarter ActivityQ1 2026

The biggest weight-increase and weight-decrease changes among funds that hold PVLA. Deltas compare the selected filing to the previous reporting quarter.

Top buyers

Top sellers

No notable sellers this quarter.

Ownership Statistics

Funds holding
2
Median weight
2.43%
Largest holder
Frazier Life Sciences · 2.83%
Smallest holder
Avidity · 2.03%
Shares held
952,400 (+210,700)

All Institutional HoldersSortable · searchable

All institutional investors (Max 50) holding PVLA in the selected quarter. Click a fund name to drill into its full 13F portfolio.

2 of 2 institutional holders
1Frazier Life Sciences882,400$110.0M2.83%
2Avidity70,000$9.0M2.03%

Methodology & FAQ

Methodology: How We Track PVLA Institutional Holdings

Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).

  • Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
  • What is Included (Data Scope): We capture long positions in Section 13(f) securities for PALVELLA THERAPEUTICS INC NE (PVLA). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
  • Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to PVLA on the specific reporting date.
  • How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in PVLA?

We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Frazier Life Sciences and Avidity as of Q1 2026 change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.

Does the PVLA ownership data include short interest or options?

SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.

Are family offices and university endowments included in this PVLA data?

Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds PVLA stock, their allocation is systematically aggregated alongside traditional fund data.

When is the institutional ownership data updated, and is there a reporting lag?

Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for PVLA as of each filing date.