PBYI — PUMA BIOTECHNOLOGY INC

Ownership history in Baron Wealth Management LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Baron Wealth Management LLC reported a position in PUMA BIOTECHNOLOGY INC (PBYI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q4)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 35,392 +13,625 +62.6% 0.06% $211K $5.95
2025 Q3 INITIATED 21,767 — — 0.04% $116K $5.31
% of Fund (quarterly)    PBYI price (monthly, adj. close)

Other funds also holding PBYI

As of 2025 Q4 — sorted by position size

ACORN CAPITAL ADVISORS, LLC 8.33% GLOBEFLEX CAPITAL L P 3Y 7Y 0.41% Verdad Advisers, LP 3Y 0.38% VIRTUS ADVISERS, LLC 3Y 7Y 0.13% C2C Wealth Management, LLC 3Y 0.12% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.11% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.1% Round Rock Advisors LLC 3Y 0.09% EntryPoint Capital, LLC 0.08% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.08%
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