PMV PHARMACEUTICALS INC PMVP
COM · Common Stock · CUSIP 69353Y103
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersPrinceton, NJ
- FilingsSEC EDGAR
* 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: 53.5m as of 2026-08-14, 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 ≈ $1.34. Options: 4 managers hold calls ($369.8k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 120 |
| Q4 2022 | 115 |
| Q1 2023 | 113 |
| Q2 2023 | 107 |
| Q3 2023 | 106 |
| Q4 2023 | 99 |
| Q1 2024 | 100 |
| Q2 2024 | 94 |
| Q3 2024 | 75 |
| Q4 2024 | 71 |
| Q1 2025 | 56 |
| Q2 2025 | 55 |
| Q3 2025 | 64 |
| Q4 2025 | 63 |
| Q1 2026 | 69 |
| Q2 2026 | 64 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 27 | 53 |
| Q4 2024 | 19 | 41 |
| Q1 2025 | 10 | 46 |
| Q2 2025 | 20 | 28 |
| Q3 2025 | 33 | 27 |
| Q4 2025 | 32 | 27 |
| Q1 2026 | 28 | 30 |
| Q2 2026 | 19 | 30 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $57.7k | $0 | 0.00 |
| Q4 2025 | $66.8k | $0 | 0.00 |
| Q1 2026 | $108.3k | $0 | 0.00 |
| Q2 2026 | $369.8k | $0 | 0.00 |
Biggest buyers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +500.0k |
| Assenagon Asset Management S.A. | Added | +299.2k |
| BIT Capital GmbH | Added | +284.0k |
| Verdad Advisers, LP | Added | +182.2k |
| MAI Capital Management | New | +133.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +69.6k |
| HRT FINANCIAL LP | New | +50.5k |
| BlackRock, Inc. | Added | +45.4k |
| COOPER/HAIMS ADVISORS, LLC | New | +39.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +37.5k |
Biggest sellers
| ArrowMark Colorado Holdings LLC | Reduced | -913.2k |
| MORGAN STANLEY | Reduced | -822.6k |
| Longaeva Partners L.P. | Sold out | -552.0k |
| Eversept Partners, LP | Reduced | -457.5k |
| Sio Capital Management, LLC | Reduced | -442.4k |
| Stonepine Capital Management, LLC | Reduced | -172.0k |
| EVOKE WEALTH, LLC | Sold out | -133.1k |
| MARSHALL WACE, LLP | Reduced | -112.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -109.4k |
| JANE STREET GROUP, LLC | Reduced | -83.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $271.1k202.3k shares |
| SIMPLEX TRADING, LLC | Added | $68.3k51.0k shares |
| JANE STREET GROUP, LLC | New | $22.2k16.6k shares |
| GROUP ONE TRADING LLC | Added | $8.2k6.1k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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.
| Holder | Stake |
|---|---|
| Samsara BioCapital, L.P. 13G · passive investor new · filed 2026-09-15 | 9.9% |
| BML Investment Partners, L.P. 13G · passive investor +3.2 pts · filed 2026-02-09 | 9.9% |
| TANG CAPITAL MANAGEMENT LLC 13G · passive investor new · filed 2025-09-23 | 8.9% |
Fell to 5% or below in the last year: Sio Capital Management, LLC (4.9%, 2026-07-28), ArrowMark Colorado Holdings LLC (3.7%, 2026-07-10), Euclidean Capital LLC (4.9%, 2026-05-15), ORBIMED ADVISORS LLC (0.0%, 2026-03-04)
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $151.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BML Capital Management, LLC 4.08% of their portfolio | 5.3m $7.1m | Added +10.0k |
| TANG CAPITAL MANAGEMENT LLC 0.26% of their portfolio | 4.2m $5.7m | Unchanged |
| Sio Capital Management, LLC 0.60% of their portfolio | 2.6m $3.5m | Reduced -442.4k |
| Euclidean Capital LLC 0.80% of their portfolio | 2.6m $3.5m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 2.4m $3.2m | Added +500.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.2m $3.0m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $2.7m | Added +37.1k |
| ArrowMark Colorado Holdings LLC 0.11% of their portfolio | 2.0m $2.6m | Reduced -913.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 2.0m $2.6m | Added +69.6k |
| Eversept Partners, LP 0.14% of their portfolio | 1.9m $2.5m | Reduced -457.5k |
| BlackRock, Inc. 0.00% of their portfolio | 919.8k $1.2m | Added +45.4k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 660.0k $884.4k | Added +299.2k |
| Stonepine Capital Management, LLC 0.55% of their portfolio | 536.1k $718.4k | Reduced -172.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 473.2k $634.6k | Reduced -22.8k |
| Aldebaran Capital, LLC 0.47% of their portfolio | 467.4k $626.4k | Reduced -5.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 428.9k $574.7k | Unchanged |
| BIT Capital GmbH 0.02% of their portfolio | 407.6k $546.1k | Added +284.0k |
| Verdad Advisers, LP 0.47% of their portfolio | 362.4k $485.6k | Added +182.2k |
| Walleye Capital LLC 0.00% of their portfolio | 335.7k $449.8k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 321.6k $431.0k | Reduced -112.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 254.8k $341.4k | Reduced -43.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 240.1k $321.7k | Reduced -421 |
| ADAR1 Capital Management, LLC 0.01% of their portfolio | 201.0k $269.4k | Reduced -30.0k |
| STATE STREET CORP 0.00% of their portfolio | 183.2k $245.5k | Unchanged |
| RBF Capital, LLC 0.01% of their portfolio | 162.2k $217.3k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 137.0k $183.6k | Added +22.1k |
| MAI Capital Management 0.00% of their portfolio | 133.1k $178.4k | New |
| Rangeley Capital, LLC 0.12% of their portfolio | 99.2k $133.0k | Added +32.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 93.0k $124.7k | Reduced -22.4k |
| Ikarian Capital, LLC 0.02% of their portfolio | 89.1k $119.4k | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 70.5k $94.5k | Reduced -109.4k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 67.9k $91.0k | Reduced -354 |
| Quadrature Capital Ltd 0.00% of their portfolio | 62.1k $83.2k | Added +896 |
| Seven Fleet Capital Management LP 0.01% of their portfolio | 53.6k $71.8k | Reduced -9.9k |
| HRT FINANCIAL LP 0.00% of their portfolio | 50.5k $67.0k | New |
| Accurate Wealth Management, LLC 0.01% of their portfolio | 50.0k $62.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 47.3k $63.4k | Added +2.3k |
| MORGAN STANLEY 0.00% of their portfolio | 41.7k $55.9k | Reduced -822.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 40.2k $53.9k | Reduced -83.8k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 39.9k $53.4k | Reduced -1.7k |
| COOPER/HAIMS ADVISORS, LLC 0.02% of their portfolio | 39.0k $52.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 37.5k $50.3k | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 32.5k $43.5k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 31.8k $42.7k | Added +4.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 30.9k $40.8k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 27.8k $37.2k | Added +225 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 27.1k $36.3k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 21.6k $28.9k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 19.3k $25.9k | Unchanged |
| Pathstone Holdings, LLC 0.00% of their portfolio | 17.5k $23.4k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 15.0k $20.1k | Unchanged |
| Sand Hill Global Advisors, LLC 0.00% of their portfolio | 12.5k $16.8k | Unchanged |
| Independent Advisor Alliance 0.00% of their portfolio | 12.5k $16.8k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 10.2k $13.7k | Reduced -9.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.00% of their portfolio | 8.8k $11.8k | Unchanged |
| Silver Grove Financial Group, Inc. 0.00% of their portfolio | 5.1k $6.8k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $1.4k | Reduced -301 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.0k $1.2k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 518 $694 | Reduced -21 |
| UBS Group AG 0.00% of their portfolio | 361 $484 | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 214 $276 | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 90 $121 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76 $0 | Reduced -828 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 18 $24 | Added +15 |