Dmitry Balyasny’s Palvella Therapeutics PVLA Stock Holding History

Dmitry Balyasny’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	$6.81M	Sell	44,536 -52,190	-54%	-$6.33M	0.01%	1234
2026 Q1	$12.1M	Sell	96,726 -12,154	-11%	-$1.27M	0.02%	952
2025 Q4	$11.4M	Sell	108,880 -57,655	-35%	-$4.92M	0.01%	964
2025 Q3	$10.4M	Buy	+166,535	New	+$7.43M	0.01%	1032
2025 Q2	–	Sell	-8,176	Closed	-$229K	–	3481
2025 Q1	$229K	Buy	+8,176	New	+$158K	﹤0.01%	2541
2022 Q1	–	Sell	-720	Closed	-$218K	–	2922
2021 Q4	$218K	Buy	+720	New	+$231K	﹤0.01%	1822
2018 Q3	–	Sell	-210	Closed	-$85K	–	2099
2018 Q2	$85K	Buy	+210	New	+$99.9K	﹤0.01%	1715
2017 Q4	–	Sell	-150	Closed	-$69K	–	2373
2017 Q3	$69K	Buy	+150	New	+$64.1K	﹤0.01%	1801

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Dmitry Balyasny's PVLA Position: Q2 2026 in Review

Dmitry Balyasny reduced its Palvella Therapeutics (PVLA) stake by 54% in Q2 2026, selling an estimated $6.33M and leaving 44,536 shares worth $6.81M. The position accounts for 0.01% of the portfolio, ranked #1234.

Dmitry Balyasny first reported a position in PVLA in Q3 2017 and has held it in 8 quarters since. The position peaked at $12.1M in Q1 2026. 196 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

Dmitry Balyasny held 44,536 shares of Palvella Therapeutics worth $6.81M as of Q2 2026.
Dmitry Balyasny sold 52,190 Palvella Therapeutics shares in Q2 2026, an estimated $6.33M.
Palvella Therapeutics made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1234 holding.
Dmitry Balyasny first reported a position in Palvella Therapeutics in Q3 2017 and has held it in 8 quarters since.
Dmitry Balyasny's Palvella Therapeutics position peaked at $12.1M in Q1 2026.
196 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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