Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Palvella Therapeutics Inc Ne (PVLA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
6Q ▲
Buyers last Q
70%

Smart Money Signals — PVLA

Based on 181 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
181 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 — +352% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+352% 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new PVLA position: 26 → 42 → 55 → 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+) ■ 28% 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%
Shares
+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 → 55 → 64 new funds/Q
New funds entering each quarter: 26 → 42 → 55 → 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 188 current holders: 157 (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 — 24% AUM from major funds

24% from top-100 AUM funds
42 of 179 holders rank in the top 100 by AUM, accounting for 24% 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.

Institutional Sentiment Summary — PVLA

In 2026 Q1, 131 hedge funds were net buyers of PVLA (64 opened a new position, 67 added to an existing one), while 57 reduced or exited (32 trimmed, 25 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in PVLA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 181.

Hedge Fund Ownership: PVLA

How many hedge funds hold PVLA — quarterly history vs. share price
Quarterly hedge fund ownership of PVLA vs. share price

Market Analysis: PVLA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PVLA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Palvella Therapeutics Inc Ne (PVLA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PVLA has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PVLA
-9.6%
XLV
+2.8%

PVLA outperformed XLV by -12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PVLA
-1.4%
XLV
+3.9%

Since the filing became public, PVLA outperformed XLV by -5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 5 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: PVLA
181 + Investors

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

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

Statistics: PVLA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 PVLA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Light Asset Management, LLC 10.96% 980,758 $122.3M
2 Clio Asset Management LLC 9.48% 90,757 $11.3M
3 NEXTBio Capital Management LP 4.79% 82,686 $10.3M
4 Bvf Inc/Il 3.82% 960,989 $119.8M
5 Suvretta Capital Management, LLC 3.67% 1,153,496 $143.8M
6 Frazier Life Sciences Management, L.P. 2.83% 882,400 $110.0M
7 First Turn Management, LLC 2.06% 148,093 $18.5M
8 Avidity Partners Management LP 2.03% 70,000 $9.0M
9 MPM BioImpact LLC 1.99% 206,404 $25.7M
10 Apis Capital Advisors, LLC 1.71% 89,000 $11.1M
11 Lisanti Capital Growth, LLC 1.30% 41,445 $5.2M
12 Blue Owl Capital Holdings LP 1.05% 31,259 $3.9M
13 AWM Investment Company, Inc. 0.96% 69,416 $8.7M
14 Siren, L.L.C. 0.89% 257,485 $32.1M
15 Ikarian Capital, LLC 0.65% 64,626 $8.1M
16 Emerald Mutual Fund Advisers Trust 0.64% 105,820 $13.2M
17 Emerald Advisers, LLC 0.64% 161,500 $20.1M
18 Seven Grand Managers, LLC 0.50% 60,000 $7.5M
19 Eventide Asset Management, LLC 0.48% 233,248 $29.0M
20 Frontier Capital Management Co LLC 0.48% 374,035 $46.6M
21 Samsara BioCapital, LLC 0.47% 38,432 $4.8M
22 Informed Momentum Co LLC 0.42% 29,328 $3.7M
23 Orbimed Advisors LLC 0.33% 134,600 $16.8M
24 Nicholas Investment Partners, LP 0.25% 27,603 $3.4M
25 Chung Wu Investment Group, LLC 0.25% 2,300 $287K
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 — 24% AUM from major funds: 42 of 179 holders rank in the top 100 by AUM, accounting for 24% 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.

Is it too late to buy Palvella Therapeutics Inc Ne (PVLA) following the 2026 Q1 hedge fund 13F filings?

As of today, PVLA has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -5.3%. Since the quarter end (March 31, 2026), PVLA has gained -9.6% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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