Jeff Yass’s Palvella Therapeutics PVLA Stock Holding History

Jeff Yass’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	$18.4M	Sell	120,600 -21,000	-15%	-$2.55M	﹤0.01%	2562
2026 Q1	$17.7M	Buy	141,600 +103,400	+271%	+$10.8M	﹤0.01%	2382
2025 Q4	$4M	Buy	38,200 +22,500	+143%	+$1.92M	﹤0.01%	4387
2025 Q3	$984K	Buy	15,700 +5,800	+59%	+$259K	﹤0.01%	7405
2025 Q2	$223K	Buy	+9,900	New	+$232K	﹤0.01%	10985
2022 Q4	–	Sell	-296	Closed	-$27K	–	13905
2022 Q3	$27K	Sell	296 -42	-12%	-$5.42K	﹤0.01%	12495
2022 Q2	$50K	Sell	338 -372	-52%	-$67.9K	﹤0.01%	11977
2022 Q1	$172K	Buy	710 +266	+60%	+$69.9K	﹤0.01%	11421
2021 Q4	$134K	Sell	444 -210	-32%	-$67.3K	﹤0.01%	11919
2021 Q3	$270K	Sell	654 -1,114	-63%	-$388K	﹤0.01%	10825
2021 Q2	$542K	Buy	+1,768	New	+$388K	﹤0.01%	9390
2020 Q4	–	Sell	-406	Closed	-$67K	–	11842
2020 Q3	$67K	Buy	+406	New	+$92.4K	﹤0.01%	10108
2019 Q4	–	Sell	-1,261	Closed	-$344K	–	10822
2019 Q3	$344K	Buy	+1,261	New	+$488K	﹤0.01%	8007
2018 Q2	–	Sell	-306	Closed	-$167K	–	10568
2018 Q1	$167K	Buy	+306	New	+$189K	﹤0.01%	8456

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

Jeff Yass's PVLA Position: Q2 2026 in Review

Jeff Yass reduced its Palvella Therapeutics (PVLA) stake by 7.5% in Q2 2026, selling an estimated $171K and leaving 17,397 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #5873.

Jeff Yass first reported a position in PVLA in Q2 2015 and has held it in 25 quarters since. The position peaked at $3.2M in Q1 2025. 196 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

Jeff Yass held 17,397 shares of Palvella Therapeutics worth $2.66M as of Q2 2026.
Jeff Yass sold 1,411 Palvella Therapeutics shares in Q2 2026, an estimated $171K.
Palvella Therapeutics made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5873 holding.
Jeff Yass first reported a position in Palvella Therapeutics in Q2 2015 and has held it in 25 quarters since.
Jeff Yass's Palvella Therapeutics position peaked at $3.2M in Q1 2025.
196 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.