CAM
PVLA

Clio Asset Management’s Palvella Therapeutics PVLA Stock Holding History

Clio Asset Management’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 		$13.2M Sell
86,343
-4,414
-5% -$536K 10.49% 2
2026
Q1 		$11.3M Sell
90,757
-885
-1% -$92.3K 9.48% 3
2025
Q4 		$9.59M Buy
91,642
+1
+0% +$85 7.45% 6
2025
Q3 		$5.74M Buy
91,641
+133
+0.1% +$5.93K 4.26% 11
2025
Q2 		$2.06M Buy
+91,508
New +$2.15M 1.62% 12

Other funds holding PVLA

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Clio Asset Management's PVLA Position: Q2 2026 in Review

Clio Asset Management reduced its Palvella Therapeutics (PVLA) stake by 4.9% in Q2 2026, selling an estimated $536K and leaving 86,343 shares worth $13.2M. The position accounts for 10.49% of the portfolio, ranked #2.

Clio Asset Management first reported a position in PVLA in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Clio Asset Management held 86,343 shares of Palvella Therapeutics worth $13.2M as of Q2 2026.
  • Clio Asset Management sold 4,414 Palvella Therapeutics shares in Q2 2026, an estimated $536K.
  • Palvella Therapeutics made up 10.49% of Clio Asset Management's portfolio in Q2 2026, its #2 holding.
  • Clio Asset Management first reported a position in Palvella Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Clio Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.