AC
PVLA

Aaron Cowen’s Palvella Therapeutics PVLA Stock Holding History

Aaron Cowen’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174M Sell
1,135,406
-18,090
-2% -$2.2M 3.17% 5
2026
Q1 		$144M Buy
1,153,496
+261,096
+29% +$27.2M 3.67% 4
2025
Q4 		$93.4M Buy
892,400
+70,000
+9% +$5.97M 1.91% 16
2025
Q3 		$51.6M Buy
822,400
+107,937
+15% +$4.81M 1.32% 27
2025
Q2 		$16.1M Hold
714,463
– – 0.49% 48
2025
Q1 		$20M Hold
714,463
– – 0.74% 38
2024
Q4 		$8.57M Buy
+714,463
New +$11.2M 0.29% 58

Other funds holding PVLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Aaron Cowen's PVLA Position: Q2 2026 in Review

Aaron Cowen reduced its Palvella Therapeutics (PVLA) stake by 1.6% in Q2 2026, selling an estimated $2.2M and leaving 1,135,406 shares worth $174M. The position accounts for 3.17% of the portfolio, ranked #5.

Aaron Cowen first reported a position in PVLA in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Aaron Cowen held 1,135,406 shares of Palvella Therapeutics worth $174M as of Q2 2026.
  • Aaron Cowen sold 18,090 Palvella Therapeutics shares in Q2 2026, an estimated $2.2M.
  • Palvella Therapeutics made up 3.17% of Aaron Cowen's portfolio in Q2 2026, its #5 holding.
  • Aaron Cowen first reported a position in Palvella Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.