Nuvalent, Inc. (NUVL) — Institutional Holders, Q2 2026

293 institutional investment managers reported a NUVL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← NUVL stock profile

NUVL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

101

Added to

Trimmed

Sold out

Biggest buyers

HBK INVESTMENTS L PNew · +3,483,100 sh+$430.2M
FIL LtdNew · +2,946,506 sh+$363.9M
GLAZER CAPITALNew · +1,769,665 sh+$218.6M
BARCLAYS PLCAdded · +1,237,421 sh+$152.8M
Pentwater Capital ManagementNew · +1,175,000 sh+$145.1M

Biggest sellers

FMRTrimmed · -7,857,369 sh-$970.4M
JPMORGAN CHASETrimmed · -2,760,657 sh-$340.9M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,253,278 sh-$278.3M
PRICE T ROWE ASSOCIATESTrimmed · -1,980,393 sh-$244.6M
Polar Capital PlcSold out · -1,831,253 sh-$226.2M

NUVL 13F holders ranked 1–100 of 293

Institutional investors reporting a position in Nuvalent, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)#1 · 17,248,450 sh	17,248,450	$2.1B	22.22%	0.0%
2	Paradigm Biocapital Advisors#2 · 5,924,433 sh	5,924,433	$731.7M	13.70%	+11.3%
3	BlackRock#3 · 5,585,619 sh	5,585,619	$689.8M	0.01%	+15.8%
4	HBK INVESTMENTS L P#4 · 3,483,100 sh	3,483,100	$430.2M	4.20%	New
5	FIL Ltd#5 · 2,946,506 sh	2,946,506	$363.9M	0.26%	New
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 2,589,282 sh	2,589,282	$319.8M	0.01%	+3.5%
7	VANGUARD CAPITAL MANAGEMENT#7 · 2,459,118 sh	2,459,118	$303.7M	<0.01%	+1.3%
8	STATE STREET#8 · 2,091,044 sh	2,091,044	$258.2M	<0.01%	+2.7%
9	Deep Track Capital#9 · 1,783,322 sh	1,783,322	$220.2M	3.21%	+29.6%
10	GLAZER CAPITAL#10 · 1,769,665 sh	1,769,665	$218.6M	5.38%	New
11	GOLDMAN SACHS GROUP#11 · 1,640,833 sh	1,640,833	$202.6M	0.02%	+205.5%
12	PERCEPTIVE ADVISORS#12 · 1,580,505 sh	1,580,505	$195.2M	2.93%	0.0%
13	FMR#13 · 1,417,590 sh	1,417,590	$175.1M	<0.01%	-84.7%
14	GEODE CAPITAL MANAGEMENT#14 · 1,407,353 sh	1,407,353	$173.8M	<0.01%	+8.4%
15	BARCLAYS PLC#15 · 1,268,265 sh	1,268,265	$156.6M	0.03%	+4011.9%
16	RA CAPITAL MANAGEMENT, L.P.#16 · 1,246,456 sh	1,246,456	$153.9M	1.34%	-50.8%
17	Pentwater Capital Management#17 · 1,175,000 sh	1,175,000	$145.1M	0.89%	New
18	Bellevue Group AG#18 · 1,053,268 sh	1,053,268	$130.1M	2.74%	0.0%
19	BALYASNY ASSET MANAGEMENT L.P.#19 · 1,037,583 sh	1,037,583	$128.1M	0.16%	New
20	BANK OF AMERICA#20 · 876,830 sh	876,830	$108.3M	<0.01%	+305.0%
21	First Capital Management L.P.#21 · 836,918 sh	836,918	$103.4M	6.02%	New
22	MORGAN STANLEY#22 · 681,225 sh	681,225	$84.1M	<0.01%	+239.3%
23	NEXPOINT ASSET MANAGEMENT, L.P.#23 · 617,820 sh	617,820	$76.3M	5.10%	New
24	AQR Arbitrage#24 · 601,633 sh	601,633	$74.3M	1.06%	New
25	WESTFIELD CAPITAL MANAGEMENT#25 · 585,583 sh	585,583	$72.3M	0.24%	New
26	NORGES BANK#26 · 560,041 sh	560,041	$69.2M	<0.01%	—
27	NORTHERN#27 · 508,124 sh	508,124	$62.8M	<0.01%	+18.3%
28	CHARLES SCHWAB INVESTMENT MANAGEMENT#28 · 470,221 sh	470,221	$58.1M	<0.01%	+4.3%
29	MILLENNIUM MANAGEMENT#29 · 404,192 sh	404,192	$49.9M	0.02%	+2138.4%
30	VANGUARD FIDUCIARY#30 · 382,382 sh	382,382	$47.2M	0.01%	+5.0%
31	Allianz Asset Management GmbH#31 · 359,200 sh	359,200	$44.2M	0.04%	+5261.2%
32	Absolute Gestao de Investimentos Ltda.#32 · 350,000 sh	350,000	$43.2M	4.35%	New
33	JPMORGAN CHASE#33 · 327,692 sh	327,692	$40.8M	<0.01%	-89.4%
34	Polar Asset Management Partners#34 · 320,529 sh	320,529	$39.6M	0.65%	New
35	SOROS FUND MANAGEMENT#35 · 300,017 sh	300,017	$37.1M	0.46%	New
36	Kryger Capital#36 · 286,712 sh	286,712	$35.4M	2.02%	New
37	RENAISSANCE TECHNOLOGIES#37 · 280,900 sh	280,900	$34.7M	0.05%	+215.6%
38	WHITEBOX ADVISORS#38 · 275,001 sh	275,001	$34.0M	0.44%	New
39	Affinity Asset Advisors#39 · 275,000 sh	275,000	$34.0M	1.53%	-8.3%
40	Cinctive Capital Management#40 · 240,806 sh	240,806	$29.7M	1.09%	New
41	ODDO BHF ASSET MANAGEMENT SAS#41 · 227,386 sh	227,386	$28.1M	1.30%	New
42	OMERS ADMINISTRATION#42 · 225,500 sh	225,500	$27.8M	0.17%	New
43	WELLINGTON MANAGEMENT GROUP LLP#43 · 217,213 sh	217,213	$26.8M	<0.01%	-91.2%
44	Slotnik Capital#44 · 210,000 sh	210,000	$25.9M	6.70%	New
45	TWO SIGMA INVESTMENTS#45 · 208,978 sh	208,978	$25.8M	0.02%	+104.6%
46	TUDOR INVESTMENT ET AL#46 · 206,068 sh	206,068	$25.4M	0.04%	+4865.5%
47	Sagefield Capital#47 · 196,481 sh	196,481	$24.3M	1.80%	New
48	Bank of New York Mellon#48 · 192,209 sh	192,209	$23.7M	<0.01%	+19.0%
49	HEALTHCARE OF ONTARIO PENSION PLAN FUND#49 · 164,398 sh	164,398	$20.3M	0.03%	New
50	TORONTO DOMINION BANK#50 · 153,900 sh	153,900	$19.0M	0.02%	New
51	MARSHALL WACE, LLP#51 · 152,122 sh	152,122	$18.8M	0.01%	+4662.7%
52	Maven Securities LTD#52 · 150,000 sh	150,000	$18.5M	0.37%	New
53	Qube Research & Technologies Ltd#53 · 147,330 sh	147,330	$18.2M	0.02%	New
54	PICTON MAHONEY ASSET MANAGEMENT#54 · 145,000 sh	145,000	$17.9M	0.13%	New
55	ALPINE ASSOCIATES MANAGEMENT#55 · 129,300 sh	129,300	$16.0M	1.00%	New
56	CAPSTONE INVESTMENT ADVISORS#56 · 126,303 sh	126,303	$15.6M	0.01%	New
57	Magnetar Financial#57 · 125,341 sh	125,341	$15.5M	0.14%	New
58	Squarepoint Ops#58 · 120,415 sh	120,415	$14.9M	0.02%	+14.9%
59	Nuveen#59 · 120,199 sh	120,199	$14.8M	<0.01%	+9.5%
60	GABELLI FUNDS#60 · 110,896 sh	110,896	$13.7M	0.09%	New
61	FNY Investment Advisers#61 · 108,951 sh	108,951	$13.5M	—	New
62	Jump Financial#62 · 107,000 sh	107,000	$13.2M	0.11%	+2214.5%
63	WATER ISLAND CAPITAL#63 · 103,979 sh	103,979	$12.8M	1.19%	New
64	ADAGE CAPITAL PARTNERS GP, L.L.C.#64 · 100,000 sh	100,000	$12.3M	0.02%	-86.6%
65	Commodore Capital#65 · 100,000 sh	100,000	$12.3M	0.74%	-88.0%
66	Jones Hill Capital#66 · 98,442 sh	98,442	$12.2M	2.58%	-67.3%
67	GARDNER LEWIS ASSET MANAGEMENT L P#67 · 95,495 sh	95,495	$11.8M	2.63%	New
68	Swiss National Bank#68 · 91,800 sh	91,800	$11.3M	<0.01%	+16.3%
69	Verition Fund Management#69 · 90,521 sh	90,521	$11.2M	0.02%	New
70	BANK OF MONTREAL#70 · 90,434 sh	90,434	$11.2M	<0.01%	New
71	Chicago Capital Management#71 · 115,500 sh	115,500	$11.1M	—	New
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP#72 · 85,717 sh	85,717	$10.6M	<0.01%	+210.0%
73	UBS Group AG#73 · 84,659 sh	84,659	$10.5M	<0.01%	-76.7%
74	FRED ALGER MANAGEMENT#74 · 80,692 sh	80,692	$10.0M	0.03%	-1.4%
75	Man Group plc#75 · 80,000 sh	80,000	$9.9M	0.02%	+229.8%
76	CITIGROUP#76 · 77,348 sh	77,348	$9.6M	<0.01%	+110.8%
77	PRICE T ROWE ASSOCIATES#77 · 75,740 sh	75,740	$9.4M	<0.01%	-96.3%
78	GABELLI & INVESTMENT ADVISERS#78 · 74,244 sh	74,244	$9.2M	1.33%	New
79	RHUMBLINE ADVISERS#79 · 71,607 sh	71,607	$8.8M	<0.01%	+12.1%
80	PRELUDE CAPITAL MANAGEMENT#80 · 70,535 sh	70,535	$8.7M	0.64%	New
81	Transmarket#81 · 69,760 sh	69,760	$8.6M	6.32%	New
82	Vestcor#82 · 65,514 sh	65,514	$8.1M	0.20%	New
83	Woodline Partners#83 · 64,500 sh	64,500	$8.0M	0.02%	-89.4%
84	TIG Advisors#84 · 63,055 sh	63,055	$7.8M	0.34%	New
85	DEUTSCHE BANK AG\#85 · 61,735 sh	61,735	$7.6M	<0.01%	-29.6%
86	Weiss Asset Management#86 · 61,041 sh	61,041	$7.5M	0.08%	New
87	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#87 · 60,102 sh	60,102	$7.4M	<0.01%	-50.8%
88	Hudson Bay Capital Management#88 · 60,000 sh	60,000	$7.4M	0.02%	+110.7%
89	LMR Partners LLP#89 · 60,000 sh	60,000	$7.4M	0.03%	New
90	PUBLIC SECTOR PENSION INVESTMENT BOARD#90 · 59,000 sh	59,000	$7.3M	0.02%	New
91	ABC ARBITRAGE SA#91 · 57,147 sh	57,147	$7.1M	—	New
92	Groupe la Francaise#92 · 56,430 sh	56,430	$7.0M	0.04%	New
93	WELLS FARGO & COMPANY#93 · 56,163 sh	56,163	$6.9M	<0.01%	+113.5%
94	HSBC PLC#94 · 52,455 sh	52,455	$6.5M	<0.01%	New
95	ALLIANCEBERNSTEIN L.P.#95 · 63,190 sh	63,190	$6.5M	<0.01%	-91.9%
96	Creative Planning#96 · 51,487 sh	51,487	$6.4M	<0.01%	+34.0%
97	Alberta Investment Management#97 · 50,000 sh	50,000	$6.2M	0.03%	New
98	Carmignac Gestion#98 · 47,657 sh	47,657	$5.9M	0.08%	New
99	Point72 Asset Management, L.P.#99 · 46,306 sh	46,306	$5.7M	<0.01%	New
100	Connor, Clark & Lunn Investment Management Ltd.#100 · 46,196 sh	46,196	$5.7M	0.01%	-7.7%

Funds that sold out of NUVL in Q2 2026 (74)

Held NUVL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NUVL in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Polar Capital Plc1,831,253 sh	1,831,253	$187.6M
T. Rowe Price Investment Management1,413,637 sh	1,413,637	$144.8M
BRAIDWELL700,429 sh	700,429	$71.8M
AMERIPRISE FINANCIAL563,768 sh	563,768	$57.8M
Vestal Point Capital481,715 sh	481,715	$49.4M
DRIEHAUS CAPITAL MANAGEMENT481,180 sh	481,180	$49.3M
Hood River Capital Management479,998 sh	479,998	$49.2M
FRONTIER CAPITAL MANAGEMENT395,546 sh	395,546	$40.5M
SILVERARC CAPITAL MANAGEMENT354,914 sh	354,914	$36.4M
Tri Locum Partners308,506 sh	308,506	$31.6M
LORD, ABBETT199,878 sh	199,878	$20.5M
ArrowMark Colorado186,850 sh	186,850	$19.1M
TD ASSET MANAGEMENT137,764 sh	137,764	$14.1M
Defilade Capital Management, L.P.129,950 sh	129,950	$13.3M
abrdn plc123,577 sh	123,577	$12.7M
Ensign Peak Advisors102,312 sh	102,312	$10.5M
Fisher Asset Management97,518 sh	97,518	$10.0M
Parkman Healthcare Partners88,078 sh	88,078	$9.0M
Rhenman & Partners Asset Management AB81,200 sh	81,200	$8.3M
Burkehill Global Management70,000 sh	70,000	$7.2M
Neuberger Berman Group64,599 sh	64,599	$6.6M
HighVista Strategies56,602 sh	56,602	$5.8M
XTX Topco Ltd53,354 sh	53,354	$5.5M
FIRST ADVISORS47,617 sh	47,617	$4.9M
Granahan Investment Management43,003 sh	43,003	$4.4M
Walleye Capital41,873 sh	41,873	$4.3M
Ikarian Capital23,594 sh	23,594	$2.4M
Legato Capital Management21,500 sh	21,500	$2.2M
SCHRODER INVESTMENT MANAGEMENT GROUP19,844 sh	19,844	$1.9M
MARTINGALE ASSET MANAGEMENT L P16,321 sh	16,321	$1.7M
Bridgewater Associates15,020 sh	15,020	$1.5M
Empowered Funds14,648 sh	14,648	$1.5M
POLEN CAPITAL MANAGEMENT12,744 sh	12,744	$1.3M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY11,761 sh	11,761	$1.2M
LPL Financial11,572 sh	11,572	$1.2M
Trexquant Investment10,049 sh	10,049	$1.0M
LOS ANGELES CAPITAL MANAGEMENT9,939 sh	9,939	$1.0M
Headlands Technologies9,297 sh	9,297	$952.5K
Shay Capital8,275 sh	8,275	$847.8K
BOOTHBAY FUND MANAGEMENT7,824 sh	7,824	$801.6K
FOX RUN MANAGEMENT, L.L.C.8,173 sh	8,173	$790.5K
INCEPTIONR6,999 sh	6,999	$717.0K
Brevan Howard Capital Management6,384 sh	6,384	$654.0K
Vestmark Advisory Solutions5,474 sh	5,474	$560.8K
DnB Asset Management AS5,199 sh	5,199	$532.6K
Campbell & Investment Adviser4,633 sh	4,633	$474.7K
Graham Capital Management, L.P.4,112 sh	4,112	$421.3K
DRW Securities3,060 sh	3,060	$313.5K
FARALLON CAPITAL MANAGEMENT3,000 sh	3,000	$307.4K
Allspring Global Investments2,736 sh	2,736	$289.0K
Virtus Investment Advisers2,602 sh	2,602	$266.6K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,533 sh	2,533	$259.5K
Seven Fleet Capital Management2,072 sh	2,072	$212.3K
NBC SECURITIES1,261 sh	1,261	$129.2K
QUADRANT CAPITAL GROUP142 sh	142	$56.2K
Kemnay Advisory Services445 sh	445	$45.6K
ANTIPODES PARTNERS Ltd275 sh	275	$28.2K
J.Safra Asset Management169 sh	169	$17.3K
Golden State Equity Partners134 sh	134	$13.7K
Advisory Services Network121 sh	121	$12.4K
MEEDER ASSET MANAGEMENT105 sh	105	$10.8K
Transamerica Financial Advisors88 sh	88	$9.0K
Sound Income Strategies70 sh	70	$7.4K
GROUP ONE TRADING, L.P.62 sh	62	$6.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT17 sh	17	$1.8K
Sankala Group17 sh	17	$1.6K
MAI Capital Management9 sh	9	$923.00
True Wealth Design9 sh	9	$923.00
Ameritas Advisory Services9 sh	9	$922.00
Signature Equity Partners8 sh	8	$820.00
MONTAG A & ASSOCIATES8 sh	8	$793.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT7 sh	7	$717.00
Strategic Wealth Partners, Ltd.5 sh	5	$512.00
NATIONAL BANK OF CANADA3 sh	3	$307.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.