Palvella Therapeutics Inc (PVLA) — Institutional Investor Activity (Q2 2026)

PVLA ranks #2986 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PVLA is a top-conviction position for Clio Asset Management LLC — at 10.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PVLA belongs to Montanova Capital, LLC, but the position matters far more to Clio Asset Management LLC, who has 10.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Jennison Associates LLC has added to its PVLA position for two straight quarters, increasing it by $106.2M to reach $146.8M today.

US Bancorp \de\ has trimmed its PVLA position for two straight quarters, cutting it by $32.5K while still holding $2.6K.

PVLA is up 1.6% today, and institutions have been net buyers of $415.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PVLA reported a net loss of $61.7M over the trailing twelve months.

• Not yet profitable — net loss of $61.7M over the trailing twelve months
• Revenue declined 97.1% year over year
• Net income declined year over year, from -$30.5M to -$61.7M
• Operating cash flow was negative, using $25.0M in cash
• Current ratio of 5.20x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.13x equity — within a conventional range