PMVPNasdaqPharmaceutical PreparationsFiscal year ends December 31
PMV Pharmaceuticals, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$1.25+0.04 (+3.72%)
Close on Oct 19, 2026
- Market cap
- $67.00M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.7%
35M of 53M shares
Institutional holders
64
4 new, 9 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Srinivas Akkaraju | 7,577,467 | 9.90% | 13G (passive) | Sep 2, 2026 |
| BML Investment Partners, L.P. | 5,292,000 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| Orbimed Advisors LLC | 4,975,291 | 9.40% | 13D (active) amendment | Oct 23, 2025 |
| Tang Capital Management, LLC | 4,720,357 | 8.90% | 13G (passive) | Sep 16, 2025 |
| Partner Asset Management, LLC | 3,301,942 | 6.40% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PMVP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BML Capital Management, LLC | 5,330,000 | 9.97% | $7.14M | +10,000 | 4.06% |
| Tang Capital Management LLC | 4,245,085 | 7.94% | $5.69M | – | 0.26% |
| Sio Capital Management, LLC | 2,634,137 | 4.93% | $3.53M | −442,443 | 0.58% |
| Euclidean Capital LLC | 2,627,643 | 4.92% | $3.52M | – | 0.80% |
| Adage Capital Partners Gp, L.L.C. | 2,360,000 | 4.41% | $3.16M | +500,000 | 0.00% |
| Acadian Asset Management LLC | 2,215,894 | 4.15% | $2.97K | – | 0.00% |
| Vanguard Capital Management LLC | 2,012,020 | 3.76% | $2.70M | +37,114 | 0.00% |
| ArrowMark Colorado Holdings LLC | 1,959,579 | 3.67% | $2.63M | −913,185 | 0.11% |
| Two Sigma Investments, LP | 1,954,136 | 3.66% | $2.62M | +69,606 | 0.00% |
| Eversept Partners, LP | 1,890,904 | 3.54% | $2.53M | −457,456 | 0.13% |
| BlackRock, Inc. | 919,818 | 1.72% | $1.23M | +45,444 | 0.00% |
| Assenagon Asset Management S.A. | 660,006 | 1.23% | $884.41K | +299,220 | 0.00% |
| Stonepine Capital Management, LLC | 536,086 | 1.00% | $718.36K | −172,016 | 0.41% |
| Geode Capital Management, LLC | 473,158 | 0.89% | $634.62K | −22,764 | 0.00% |
| Aldebaran Capital, LLC | 467,432 | 0.87% | $626.36K | −5,930 | 0.47% |
| Bridgeway Capital Management, LLC | 428,853 | 0.80% | $574.66K | – | 0.01% |
| BIT Capital GmbH | 407,555 | 0.76% | $546.12K | +284,000 | 0.02% |
| Verdad Advisers, LP | 362,361 | 0.68% | $485.56K | +182,200 | 0.47% |
| Walleye Capital LLC | 335,694 | 0.63% | $449.83K | – | 0.00% |
| Marshall Wace, Llp | 321,610 | 0.60% | $430.96K | −112,483 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 64 | 35M | 64.7% | 4 / 15 | 21 / 9 | 2M | 4M |
| Q1 2026 | 69 | 37M | 69.1% | 15 / 16 | 22 / 8 | 11M | 9M |
| Q4 2025 | 63 | 38M | 70.4% | 10 / 24 | 17 / 10 | 3M | 2M |
| Q3 2025 | 64 | 37M | 70.1% | 19 / 14 | 18 / 9 | 8M | 5M |
| Q2 2025 | 54 | 35M | 64.9% | 7 / 13 | 20 / 8 | 2M | 5M |
| Q1 2025 | 55 | 37M | 69.8% | 1 / 9 | 32 / 16 | 2M | 4M |
| Q4 2024 | 70 | 39M | 72.9% | 6 / 15 | 31 / 10 | 4M | 4M |
| Q3 2024 | 74 | 39M | 73.0% | 5 / 23 | 30 / 23 | 5M | 5M |
| Q2 2024 | 93 | 41M | 76.1% | 21 / 26 | 31 / 26 | 6M | 9M |
| Q1 2024 | 99 | 44M | 81.8% | 16 / 35 | 26 / 15 | 8M | 15M |
| Q4 2023 | 98 | 51M | 95.0% | 25 / 33 | 30 / 29 | 16M | 19M |
| Q3 2023 | 104 | 57M | 100.0% | 8 / 41 | 33 / 10 | 8M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PMVP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,487,065 | 2.78% | $1.99M | 0.00% | Jun 30, 2026 |
| Meridian Small Cap Growth Fund | 1,056,713 | 1.98% | $1.42M | 0.52% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 452,363 | 0.85% | $606.17K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 331,453 | 0.62% | $444.15K | 0.45% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 232,874 | 0.44% | $279.45K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 160,526 | 0.30% | $215.10K | 0.01% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 76,900 | 0.14% | $103.05K | 0.07% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 74,050 | 0.14% | $99.23K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 71,190 | 0.13% | $85.43K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 59,924 | 0.11% | $71.91K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 45,045 | 0.08% | $60.36K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 43,138 | 0.08% | $51.77K | 0.00% | May 31, 2026 |
| Tiff Multi-Asset Fund | 41,912 | 0.08% | $56.16K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 27,547 | 0.05% | $36.91K | 0.00% | Jun 30, 2026 |
| NVIT Small Cap Value Fund | 14,496 | 0.03% | $19.42K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Henry Mack | President and CEO, Director | 904,691 | 1.69% | Mar 9, 2026 |
| Michael Carulli | Chief Financial Officer | 73,848 | 0.14% | Mar 9, 2026 |
| Robert Ticktin | General Counsel & COO | 98,695 | 0.18% | Mar 9, 2026 |
| Deepika Jalota | Chief Development Officer | 89,959 | 0.17% | Mar 9, 2026 |
| Kirsten Flowers | Director | – | – | Jun 5, 2026 |
| Charles M. Baum | Director | – | – | Jun 5, 2026 |
| Arnold J. Levine | Director | 409,842 | 0.77% | Jun 5, 2026 |
| Carol Giltner Gallagher | Director | – | – | Jun 5, 2026 |
| Laurie Stelzer | Director | – | – | Jun 5, 2026 |
| Richard A. Heyman | Director | 558 | 0.00% | Jun 9, 2025 |
| Capital GP V. LLC OrbiMed | 10% owner | 4,975,291 | 9.31% | Oct 27, 2025 |
| Advisors Llc Orbimed | 10% owner | 5,975,291 | 11.18% | Oct 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Henry Mack President and CEO, Director | Oct 27, 2025 | Option exercise | +220,643 | $1.37 | $302.28K | 451,109 |
| Capital GP V. LLC OrbiMed 10% owner | Oct 23, 2025 | Sale | −1,000,000 | $1.52 | $1.52M | 4,975,291 |
| Advisors Llc Orbimed 10% owner | Sep 10, 2025 | Sale | −500,000 | $1.80 | $900.00K | 5,975,291 |
| Robert Ticktin General Counsel & COO | Jul 1, 2025 | Sale | −23,151 | $1.06 | $24.54K | 98,695 |
| David Henry Mack President and CEO, Director | Jul 1, 2025 | Sale | −58,411 | $1.06 | $61.92K | 536,133 |
| Deepika Jalota Chief Development Officer | Jul 1, 2025 | Sale | −33,065 | $1.06 | $35.05K | 89,959 |
| Michael Carulli Chief Financial Officer | Jul 1, 2025 | Sale | −28,249 | $1.06 | $29.94K | 60,146 |
| David Henry Mack President and CEO, Director | Jan 3, 2025 | Option exercise | +17,709 | $0.53 | $9.39K | 551,919 |
| David Henry Mack President and CEO, Director | Dec 3, 2024 | Option exercise | +91,750 | $0.53 | $48.63K | 534,210 |
| Deepika Jalota Chief Development Officer | Sep 11, 2024 | Sale | −7,218 | $1.50 | $10.83K | 118,283 |
| Michael Carulli Chief Financial Officer | Sep 11, 2024 | Sale | −2,891 | $1.50 | $4.34K | 88,395 |
| Deepika Jalota Chief Development Officer | Jan 18, 2024 | Award | +95,555 | – | – | 125,501 |
| David Henry Mack President and CEO, Director | Jan 18, 2024 | Award | +163,890 | – | – | 442,460 |
| Michael Carulli Chief Financial Officer | Jan 18, 2024 | Award | +82,220 | – | – | 91,286 |
| Genesis GP LLC OrbiMed 10% owner | Nov 22, 2023 | Sale | −87,786 | $2.23 | $195.76K | 0 |
| David Henry Mack President and CEO, Director | Nov 10, 2023 | Gift | +85,307 | – | – | 165,307 |
| David Henry Mack President and CEO, Director | Nov 10, 2023 | Gift | −85,307 | – | – | 278,570 |
| David Henry Mack President and CEO, Director | Oct 18, 2023 | Option exercise | +198,407 | $0.53 | $105.16K | 363,877 |
| Deepika Jalota Chief Development Officer | Sep 15, 2023 | Sale | −4,104 | $6.62 | $27.17K | 29,946 |
| Leila Alland Chief Medical Officer | Sep 15, 2023 | Sale | −6,291 | $6.62 | $41.65K | 45,909 |
| David Henry Mack President and CEO, Director | Aug 7, 2023 | Option exercise | +85,500 | $0.53 | $45.32K | 165,470 |
| Winston Kung COO, CFO | Nov 25, 2022 | Gift | −2,560 | – | – | 10,600 |
| Deepika Jalota SVP, Regulatory Affairs and QA | Sep 9, 2022 | Award | +34,050 | – | – | 34,050 |
| Leila Alland Chief Medical Officer | Sep 9, 2022 | Award | +52,200 | – | – | 52,200 |
| Capital GP V. LLC OrbiMed 10% owner | May 26, 2022 | Sale | −26,253 | $15.93 | $418.21K | 87,786 |
| David Henry Mack President and CEO, Director | Apr 27, 2022 | Option exercise | +33,000 | $0.53 | $17.49K | 79,970 |
| Winston Kung COO, CFO | Apr 20, 2022 | Option exercise | +4,000 | $3.22 | $12.88K | 10,600 |
| Genesis GP LLC OrbiMed 10% owner | Mar 31, 2022 | Sale | −34,500 | $21.17 | $730.37K | 0 |
| Genesis GP LLC OrbiMed 10% owner | Mar 30, 2022 | Sale | −75,000 | $22.39 | $1.68M | 34,500 |
| Genesis GP LLC OrbiMed 10% owner | Mar 29, 2022 | Sale | −365,000 | $21.52 | $7.85M | 109,500 |
| David Henry Mack President and CEO, Director | Mar 8, 2022 | Option exercise | +20,000 | $1.37 | $27.40K | 46,970 |
| Winston Kung COO, CFO | Dec 30, 2021 | Gift | −2,725 | – | – | 6,600 |
| David Henry Mack President and CEO, Director | Dec 15, 2021 | Option exercise | +9,000 | $0.53 | $4.77K | 26,970 |
| David Henry Mack President and CEO, Director | Dec 9, 2021 | Gift | −40,000 | – | – | 187,915 |
| David Henry Mack President and CEO, Director | Dec 9, 2021 | Gift | +40,000 | – | – | 40,000 |
| Thilo Schroeder Director | Oct 6, 2021 | Sale(10b5-1 plan) | −800 | $30.15 | $24.12K | 1,101,283 |
| Thilo Schroeder Director | Oct 4, 2021 | Sale(10b5-1 plan) | −100 | $30.08 | $3.01K | 1,102,083 |
| Thilo Schroeder Director | Oct 1, 2021 | Sale(10b5-1 plan) | −11,541 | $30.10 | $347.38K | 1,102,183 |
| Thilo Schroeder Director | Sep 30, 2021 | Sale(10b5-1 plan) | −2,978 | $30.03 | $89.43K | 1,113,724 |
| Thilo Schroeder Director | Sep 29, 2021 | Sale(10b5-1 plan) | −5,708 | $30.04 | $171.47K | 1,116,702 |
| Thilo Schroeder Director | Sep 27, 2021 | Sale(10b5-1 plan) | −1,753 | $30.11 | $52.78K | 1,122,410 |
| Thilo Schroeder Director | Sep 22, 2021 | Sale(10b5-1 plan) | −100 | $30.00 | $3.00K | 1,124,163 |
| Arnold J. Levine Director | Sep 22, 2021 | Sale(10b5-1 plan) | −3,500 | $30.00 | $105.00K | 409,842 |
| Thilo Schroeder Director | Sep 17, 2021 | Sale(10b5-1 plan) | −711 | $30.03 | $21.35K | 1,124,263 |
| Thilo Schroeder Director | Sep 13, 2021 | Sale(10b5-1 plan) | −13,272 | $30.20 | $400.81K | 1,124,974 |
| Thilo Schroeder Director | Sep 10, 2021 | Sale(10b5-1 plan) | −38,056 | $30.44 | $1.16M | 1,143,417 |
| Thilo Schroeder Director | Sep 10, 2021 | Sale(10b5-1 plan) | −5,171 | $31.03 | $160.46K | 1,138,246 |
| Thilo Schroeder Director | Sep 9, 2021 | Sale(10b5-1 plan) | −14,329 | $30.31 | $434.31K | 1,181,473 |
| Leila Alland Chief Medical Officer | Sep 9, 2021 | Option exercise | +100 | $3.90 | $390 | 100 |
| Leila Alland Chief Medical Officer | Sep 9, 2021 | Sale(10b5-1 plan) | −100 | $30.25 | $3.03K | 0 |
| Leila Alland Chief Medical Officer | Sep 7, 2021 | Option exercise | +3,900 | $3.90 | $15.21K | 3,900 |
| Leila Alland Chief Medical Officer | Sep 7, 2021 | Sale(10b5-1 plan) | −3,900 | $30.25 | $117.98K | 0 |
| Thilo Schroeder Director | Sep 2, 2021 | Sale(10b5-1 plan) | −5,400 | $30.15 | $162.81K | 1,195,802 |
| Thilo Schroeder Director | Sep 1, 2021 | Sale(10b5-1 plan) | −21,986 | $30.38 | $667.93K | 1,201,202 |
| Thilo Schroeder Director | Aug 31, 2021 | Sale(10b5-1 plan) | −19,520 | $30.12 | $587.94K | 1,223,188 |
| Thilo Schroeder Director | Aug 30, 2021 | Sale(10b5-1 plan) | −13,233 | $30.05 | $397.65K | 1,242,708 |
| Thilo Schroeder Director | Aug 27, 2021 | Sale(10b5-1 plan) | −1,045 | $31.06 | $32.46K | 1,255,941 |
| Thilo Schroeder Director | Aug 27, 2021 | Sale(10b5-1 plan) | −23,397 | $30.50 | $713.61K | 1,256,986 |
| Thilo Schroeder Director | Aug 26, 2021 | Sale(10b5-1 plan) | −6,091 | $31.13 | $189.61K | 1,280,383 |
| Thilo Schroeder Director | Aug 26, 2021 | Sale(10b5-1 plan) | −15,063 | $30.39 | $457.76K | 1,286,474 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| OrbiMed Private Investments V, LP Shareholder | Oct 23, 2025 | 1,000,000 | $1.52M | Oct 23, 2025 | Initial Public Offering |
| OrbiMed Private Investments V, LP Shareholder | Sep 10, 2025 | 2,283,654 | $3.65M | Sep 10, 2025 | Initial Public Offering |
| OrbiMed Genesis Master Fund, L.P. Shareholder | Nov 22, 2023 | 87,786 | $197.52K | Nov 22, 2023 | Initial Public Offering |