Vault-13

BIOVIE INC BIVI

COM CL A NEW · Common Stock · CUSIP 09074F504

36 institutional holders +2 vs Q1 2026
1,485,6891.5m shares reported held*
19.7% of all shares outstanding*
$2.9mreported value*
5 new 9 added 11 reduced 3 sold out net bought ≈ $882.2k (+454.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 7.5m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.94.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 25: 1Q3 25: 32Q4 25: 35Q1 26: 34Q2 26: 3636Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20251
Q3 202532
Q4 202535
Q1 202634
Q2 202636

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 25: 31 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 12 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 12 cut or sold outQ1 26Q2 26: 14 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025311
Q4 20251214
Q1 20261112
Q2 20261414

Biggest buyers

MORGAN STANLEY Added +530,250+530.2k
RENAISSANCE TECHNOLOGIES LLC Added +60,000+60.0k
CITADEL ADVISORS LLC Added +50,660+50.7k
Cambridge Investment Research Advisors, Inc. New +27,632+27.6k
Persistent Asset Partners Ltd New +14,996+15.0k
JANE STREET GROUP, LLC Added +13,069+13.1k
Caprock Group, LLC New +11,300+11.3k
NORTHERN TRUST CORP Added +7,631+7.6k
UBS Group AG Added +2,169+2.2k
SBI Securities Co., Ltd. Added +636+636

Biggest sellers

Diametric Capital, LP Reduced -113,364-113.4k
PRELUDE CAPITAL MANAGEMENT, LLC Reduced -59,480-59.5k
PHILADELPHIA TRUST CO Reduced -25,000-25.0k
HRT FINANCIAL LP Sold out -23,482-23.5k
GEODE CAPITAL MANAGEMENT, LLC Reduced -13,451-13.5k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -13,161-13.2k
XTX Topco Ltd Reduced -6,998-7.0k
Tower Research Capital LLC (TRC) Reduced -5,476-5.5k
CITIGROUP INC Sold out -3,164-3.2k
Vanguard Global Advisers, LLC Sold out -57-57

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution +3.9 pts · filed 2026-08-07 11.9% +3.9 pts 896.8k≈ $1.7m 2026-08-07
Alta Partners LLC 13G · passive investor new · filed 2026-08-19 8.4% new 687.3k≈ $1.3m 2026-08-19
JANE STREET GROUP, LLC 13G · passive investor new · filed 2026-09-03 5.2% new 441.8k≈ $837.0k 2026-09-03
DO CUONG V 13D · may seek influence new · filed 2026-03-25
Stated purposeThe Reporting Persons acquired all their securities for investment purposes only and the securities are being held as a long-term investment. The Reporting Persons intend to continuously review their investment in the Issuer and may in the future determine to acquire additional securities of the Issuer or dispose of the securities of the Issuer owned by them or take any other available course of action, including surrendering or selling shares back to the Issuer for tax withholding obligations. Notwithstanding anything contained herein, the Reporting Persons specifically reserve the right to change their intention with respect to any or all of such matters. Mr. Do is the President and Chief Executive Officer of the Issuer and acquired his securities in that capacity. As a result, Mr. Do m… Full filing
5.0% new 399.0k≈ $774.1k 2026-03-25

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 4 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20264$49.1k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-28 Palumbo Joseph M Chief Medical Officer Bought 4,843 $2.16 $10.5k4.8k shares +406%
2026-08-28 KIM JOANNE WENDY Chief Financial Officer Bought 2,500 $2.18 $5.5k2.5k shares +266%
2026-08-28 Chappell Amy Suzon Director Bought 727 $2.16 $1.6k727 shares new
2026-08-27 DO CUONG V President & CEO, director Bought 15,210 $2.08 $31.6k15.2k shares +1677%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 605,471605.5k $1.2m $1.2m 0.00% Added +530.2k +530,250
2 Diametric Capital, LP 0.05% of their portfolio BOSTON, MA 256,636256.6k $497.9k $497.9k 0.05% Reduced -113.4k -113,364
3 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 127,918127.9k $248.2k $248.2k 0.00% Added +60.0k +60,000
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 95,95296.0k $186.1k $186.1k 0.00% Added +50.7k +50,660
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 70,90670.9k $137.6k $137.6k 0.00% Reduced -13.2k -13,161
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 70,75270.8k $137.3k $137.3k 0.00% Reduced -13.5k -13,451
7 PHILADELPHIA TRUST CO 0.01% of their portfolio PHILADELPHIA, PA 50,01050.0k $97.0k $97.0k 0.01% Reduced -25.0k -25,000
8 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 37,55737.6k $72.9k $72.9k 0.00% Unchanged
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,86035.9k $69.6k $69.6k 0.00% Added +13.1k +13,069
10 PRELUDE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 32,58332.6k $63.2k $63.2k 0.00% Reduced -59.5k -59,480
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,63227.6k $54.0k $54.0k 0.00% New
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 21,82021.8k $42.3k $42.3k 0.00% Added +7.6k +7,631
13 Persistent Asset Partners Ltd 0.01% of their portfolio HONG KONG, K3 14,99615.0k $29.1k $29.1k 0.01% New
14 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 14,22814.2k $27.6k $27.6k 0.00% Reduced -7.0k -6,998
15 Caprock Group, LLC 0.00% of their portfolio BOISE, ID 11,30011.3k $21.9k $21.9k 0.00% New
16 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,6005.6k $10.9k $10.9k 0.00% Unchanged
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1752.2k $4.2k $4.2k 0.00% Added +2.2k +2,169
18 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,0642.1k $4.0k $4.0k 0.00% Reduced -5.5k -5,476
19 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0001.0k $1.9k $1.9k 0.00% Unchanged
20 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 867867 $1.7k $1.7k 0.00% Added +636 +636
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 200200 $0 $0 0.00% Reduced -5 -5
22 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8686 $166 $166 0.00% New
23 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1414 $27 $27 0.00% Added +11 +11
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1010 $19 $19 0.00% Reduced -17 -17
25 Tradewinds Capital Management, LLC 0.00% of their portfolio BELLINGHAM, WA 1010 $20 $20 0.00% Unchanged
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1010 $19 $19 0.00% Unchanged
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 88 $15 $15 0.00% Reduced -48 -48
28 Financial Perspectives, Inc 0.00% of their portfolio MINNEAPOLIS, MN 66 $12 $12 0.00% Unchanged
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55 $10 $10 0.00% Unchanged
30 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 44 $8 $8 0.00% New
31 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 33 $6 $6 0.00% Unchanged
32 GILL CAPITAL PARTNERS, LLC 0.00% of their portfolio DENVER, CO 22 $4 $4 0.00% Unchanged
33 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $2 $2 0.00% Added +1 +1
34 DANSKE BANK A/S 0.00% of their portfolio COPENHAGEN V, G7 11 $2 $2 0.00% Unchanged
35 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 11 $2 $2 0.00% Unchanged
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 11 $2 $2 0.00% Reduced -1 -1