PVLA — PALVELLA THERAPEUTICS INC NE

Ownership history in BVF INC/IL · 5 quarters on record

This page tracks every 13F SEC filing in which BVF INC/IL reported a position in PALVELLA THERAPEUTICS INC NE (PVLA). 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

3.1% (2025 Q4)

Avg. % of fund

1.54%

First filed

2024 Q4

Last filed

2025 Q4

Quarters held

5

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	879,009	-282,240	-24.3%	3.10%	$92.0M	$104.67
2025 Q3	ADDED	1,161,249	+464,694	+66.7%	2.95%	$72.8M	$62.69
2025 Q2	UNCHANGED	696,555	—	0%	0.56%	$15.7M	$22.54
2025 Q1	UNCHANGED	696,555	—	0%	0.79%	$19.5M	$27.99

% of Fund (quarterly) PVLA price (monthly, adj. close)

Other funds also holding PVLA

As of 2025 Q4 — sorted by position size

Clio Asset Management LLC 7.45% First Light Asset Management, LLC 3Y 7Y 5.67% MPM BioImpact LLC 3Y 2.46% Frazier Life Sciences Management, L.P. 3Y 2.03% SUVRETTA CAPITAL MANAGEMENT, LLC 3Y 7Y 1.91% SUPERSTRING CAPITAL MANAGEMENT LP 1.43% Samsara BioCapital, LLC 3Y 7Y 1.13% Lisanti Capital Growth, LLC 3Y 7Y 1.03% Artia Global Partners LP 3Y 0.88% SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3Y 7Y 0.85%

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