Palo Alto Investors LP PYXS — PYXIS ONCOLOGY INC

Ownership history in Palo Alto Investors LP  ·  8 quarters on record

AI Ownership Summary

Palo Alto Investors LP reported PYXIS ONCOLOGY INC (PYXS) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows PYXS at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palo Alto Investors LP's position in PYXIS ONCOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PYXS was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYXS stock page Palo Alto Investors LP fund profile Palo Alto Investors LP full holdings
How Palo Alto Investors LP held PYXS — position size vs. price
% of Fund (quarterly)    PYXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 864,277 -146,233 -14.5% 0.36% $2.6M 2026-08-17 $3.02
2026 Q1 REDUCED — — — 1,010,510 -26,911 -2.6% 0.23% $1.5M 2026-05-15 $2.28
2025 Q4 UNCHANGED — — — 1,037,421 — 0% 0.17% $1.2M 2026-02-17 $1.33
2025 Q3 UNCHANGED — — — 1,037,421 — 0% 0.43% $2.3M 2025-11-14 $4.36
2025 Q2 UNCHANGED — — — 1,037,421 — 0% 0.24% $1.1M 2025-08-14 $1.13
2025 Q1 UNCHANGED — — — 1,037,421 — 0% 0.19% $1.0M 2025-05-15 $1.11
2024 Q4 ADDED — — — 1,037,421 +867,421 +510.2% 0.25% $1.6M 2025-02-14 $1.32
2024 Q3 INITIATED — — — 170,000 — — 0.08% $624K 2024-11-14 $4.28

🏢 Other funds also holding PYXS

As of 2026 Q2 — sorted by position size

GordonMD Global Investments LP 14.6% PFIZER INC 11.43% Atle Fund Management AB 3Y 7Y 0.78% Laurion Capital Management LP 3Y 7Y 0.38% DIADEMA PARTNERS LP 0.15% Decheng Capital LLC 0.13% Verdad Advisers, LP 3Y 0.13% 683 Capital Management, LLC 3Y 7Y 0.07% UNIVERSITY OF CHICAGO 3Y 7Y 0.03% J. Derek Lewis & Associates Inc. 0.02%

FAQ About Palo Alto Investors LP and PYXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palo Alto Investors LP reported owning PYXS?

Palo Alto Investors LP reported PYXS across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PYXS position in Palo Alto Investors LP's portfolio?

The largest reported portfolio weight for PYXS was 0.43% in 2025 Q3.

What is the latest reported PYXS position on this page?

The most recent filing on this page is 2026 Q2, when Palo Alto Investors LP reported 864,277 shares, equal to 0.36% of portfolio, with an estimated market value of $2.6M.

What does the chart on this PYXS ownership page compare?

The chart compares Palo Alto Investors LP's quarterly PYXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Palo Alto Investors LP time their PYXS position?

Based on 13F filing dates vs. subsequent PYXS price moves, Palo Alto Investors LP correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on PYXS relative to SPY over the holding period was -30.3%.

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