Theravance Biopharma, Inc. (TBPH) — Who's Buying and Selling (13F, Q2 2026)

TBPH ranks #3226 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TBPH is a top-conviction position for Newtyn Management, LLC — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TBPH belongs to Madison Avenue Partners, LP, but the position matters far more to Newtyn Management, LLC, who has 7.3% 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.

California State Teachers Retirement System has added to its TBPH position for two straight quarters, increasing it by $39.5M to reach $39.6M today.

Newtyn Management, LLC has trimmed its TBPH position for two straight quarters, cutting it by $22.1M while still holding $58.4M.

TBPH is up 0.1% today, and institutions have been net buyers of $13.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TBPH posted net income of $53.8M over the trailing twelve months, and currently trades at a P/E of 16.3.

• Profitable — net income of $53.8M over the trailing twelve months
• Revenue grew 35.1% year over year
• Net income improved year over year, from $13.0M to $53.8M
• Generated $238.5M in positive operating cash flow
• Current ratio of 10.93x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.64x equity — within a conventional range