JO
PVLA

John Overdeck’s Palvella Therapeutics PVLA Stock Holding History

John Overdeck’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 		$1.88M Buy
12,294
+7,404
+151% +$899K ﹤0.01% 3044
2026
Q1 		$610K Buy
4,890
+800
+20% +$83.5K ﹤0.01% 3601
2025
Q4 		$428K Hold
4,090
– – ﹤0.01% 3399
2025
Q3 		$256K Buy
+4,090
New +$182K ﹤0.01% 3286
2024
Q1 		– Sell
-511
Closed -$7.45K – 3439
2023
Q4 		$7.45K Sell
511
-19
-4% -$348 ﹤0.01% 3093
2023
Q3 		$12.6K Buy
+530
New +$11.4K ﹤0.01% 2892
2023
Q1 		– Sell
-408
Closed -$34K – 3248
2022
Q4 		$34K Sell
408
-64
-14% -$5.14K ﹤0.01% 2635
2022
Q3 		$43K Buy
+472
New +$60.9K ﹤0.01% 2329
2022
Q2 		– Sell
-1,698
Closed -$412K – 3020
2022
Q1 		$412K Sell
1,698
-11,150
-87% -$2.93M ﹤0.01% 2104
2021
Q4 		$3.88M Sell
12,848
-1,746
-12% -$559K 0.01% 1355
2021
Q3 		$6.04M Buy
+14,594
New +$5.08M 0.01% 1101
2021
Q2 		– Sell
-443
Closed -$91K – 4663
2021
Q1 		$91K Sell
443
-244
-36% -$53.3K ﹤0.01% 3713
2020
Q4 		$137K Buy
687
+549
+398% +$114K ﹤0.01% 3177
2020
Q3 		$23K Sell
138
-880
-86% -$200K ﹤0.01% 2998
2020
Q2 		$253K Buy
1,018
+444
+77% +$104K ﹤0.01% 2493
2020
Q1 		$105K Sell
574
-845
-60% -$213K ﹤0.01% 2837
2019
Q4 		$411K Buy
+1,419
New +$393K ﹤0.01% 2950
2019
Q2 		– Sell
-364
Closed -$97K – 3729
2019
Q1 		$97K Sell
364
-385
-51% -$91.5K ﹤0.01% 2900
2018
Q4 		$159K Buy
+749
New +$232K ﹤0.01% 2760
2018
Q3 		– Sell
-298
Closed -$121K – 3672
2018
Q2 		$121K Buy
+298
New +$142K ﹤0.01% 3192
2018
Q1 		– Sell
-1,216
Closed -$734K – 3583
2017
Q4 		$734K Buy
+1,216
New +$565K ﹤0.01% 2174

Other funds holding PVLA

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

John Overdeck's PVLA Position: Q2 2026 in Review

John Overdeck increased its Palvella Therapeutics (PVLA) stake by 151% in Q2 2026, buying an estimated $899K and bringing the position to 12,294 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

John Overdeck first reported a position in PVLA in Q4 2017 and has held it in 21 quarters since. The position peaked at $6.04M in Q3 2021. 196 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • John Overdeck held 12,294 shares of Palvella Therapeutics worth $1.88M as of Q2 2026.
  • John Overdeck bought 7,404 Palvella Therapeutics shares in Q2 2026, an estimated $899K.
  • Palvella Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3044 holding.
  • John Overdeck first reported a position in Palvella Therapeutics in Q4 2017 and has held it in 21 quarters since.
  • John Overdeck's Palvella Therapeutics position peaked at $6.04M in Q3 2021.
  • 196 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.