PALVELLA THERAPEUTICS, INC. - Common Stock, $0.001 par value per share (PVLA) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / Common Stock, $0.001 par value per share
Symbol
PVLA on Nasdaq
Shares outstanding
11,823,764
Price per share
$104.67
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,525,488
Total reported value
$534,466,075
% of total 13F portfolios
0%
Share change
+2,619,008
Value change
+$183,107,977
Number of holders
100
Price from insider filings
$104.67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PALVELLA THERAPEUTICS, INC. - Common Stock, $0.001 par value per share (PVLA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Kaupinen Wes 15% $38,555,729 1,644,869 Kaupinen Wes 13 Dec 2024
BIOTECHNOLOGY VALUE FUND L P 10% $74,049,052 1,181,194 BVF PARTNERS L P/IL 30 Sep 2025
SUVRETTA CAPITAL MANAGEMENT, LLC 7.4% -13% $51,556,256 +$6,766,571 822,400 +15% SUVRETTA CAPITAL MANAGEMENT, LLC 30 Sep 2025
Frazier Life Sciences Public Fund, L.P. 4.9% -23% $14,434,036 -$3,823,682 545,504 -21% Frazier Life Sciences Public Fund, L.P. 30 Jun 2025
Samsara BioCapital, L.P. 3.1% -50% $8,989,600 -$8,989,600 339,743 -50% Samsara BioCapital, L.P. 30 Jun 2025
Dellora Investments LP 1.3% $3,306,892 141,079 Dellora Investments LP 13 Dec 2024

As of 30 Sep 2025, 100 institutional investors reported holding 8,525,488 shares of PALVELLA THERAPEUTICS, INC. - Common Stock, $0.001 par value per share (PVLA). This represents 72% of the company’s total 11,823,764 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PALVELLA THERAPEUTICS, INC. - Common Stock, $0.001 par value per share (PVLA) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BVF INC/IL 9.8% 1,161,249 +67% 3% $72,798,700
SUVRETTA CAPITAL MANAGEMENT, LLC 7% 822,400 +15% 1.6% $51,556,256
Frazier Life Sciences Management, L.P. 6.1% 722,400 0% 1.4% $45,287,256
First Light Asset Management, LLC 4.6% 541,544 3.2% $33,949,393
VANGUARD GROUP INC 4.2% 494,656 +202% 0% $31,009,985
BlackRock, Inc. 4.1% 487,616 +9.6% 0% $30,568,649
PERCEPTIVE ADVISORS LLC 3.3% 395,093 0.72% $24,768,380
Woodline Partners LP 2.9% 345,749 -22% 0.1% $21,675,005
FEDERATED HERMES, INC. 2.9% 339,047 0.04% $21,254,856
Point72 Asset Management, L.P. 2.7% 317,309 0.04% $19,892,125
Nantahala Capital Management, LLC 2.1% 250,062 0% 0.97% $15,676,387
GOLDMAN SACHS GROUP INC 2% 236,630 +177% 0% $14,834,334
SAMSARA BIOCAPITAL, LLC 1.8% 209,634 -38% 1.7% $13,141,955
FRED ALGER MANAGEMENT, LLC 1.6% 186,751 +1279% 0.05% $11,707,420
GEODE CAPITAL MANAGEMENT, LLC 1.4% 168,110 -3.4% 0% $10,541,344
Balyasny Asset Management L.P. 1.4% 166,535 0.02% $10,440,079
MORGAN STANLEY 1.2% 138,505 +2% 0% $8,682,877
STATE STREET CORP 1.2% 137,251 +67% 0% $8,604,265
FMR LLC 0.93% 110,446 +108180% 0% $6,923,860
JENNISON ASSOCIATES LLC 0.9% 106,910 0% $6,702,187
Blue Owl Capital Holdings LP 0.81% 95,259 -24% 1.9% $5,971,787
Clio Asset Management LLC 0.78% 91,641 +0.15% 4.3% $5,744,974
RENAISSANCE TECHNOLOGIES LLC 0.76% 89,697 +34% 0.01% $5,623,105
AWM Investment Company, Inc. 0.59% 69,416 0% 0.41% $4,351,689
MPM BIOIMPACT LLC 0.57% 67,423 0.69% $4,226,748

Institutional Holders of PALVELLA THERAPEUTICS, INC. - Common Stock, $0.001 par value per share (PVLA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 101,340 $10,606,801 -$2,918,863 $104.67 9
2025 Q3 8,525,488 $534,466,075 +$183,107,977 $62.69 100
2025 Q2 5,909,706 $133,205,244 +$16,635,084 $22.54 64
2025 Q1 5,123,397 $143,404,590 +$33,701,617 $27.99 40
2024 Q4 4,033,052 $48,417,227 +$48,417,227 $12.00 32