PBYI Institutional Ownership
Puma Biotechnology, Inc.
1W: +1.5%
1M: +11.2%
3M: +39.8%
YTD: +89.2%
1Y: +108.8%
3Y: +374.8%
5Y: +84.2%
$10.92
+0.07 (+0.65%)
After Hours: $11.38 (+0.46, +4.26%)
Weekly Expected Move ±6.4%
$10
$10
$11
$12
$12
Credit Risk of going bust: lower than 76% of companies Debt: 0.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down 99.9%), Puma Biotechnology, Inc. would be worth roughly what it owes.
Total debt $4.8M against a stock market value of $560.1M.
Distance to default 8.78 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.4M (short-term plus half of long-term), stock volatility 60.8%; Altman Z'' -14.50. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down 99.9%), Puma Biotechnology, Inc. would be worth roughly what it owes.
Total debt $4.8M against a stock market value of $560.1M.
Distance to default 8.78 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.4M (short-term plus half of long-term), stock volatility 60.8%; Altman Z'' -14.50. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PBYI
179
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$285M
Total Invested
24
New Positions
60
Increased
67
Reduced
15
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC NEW | 1,836,213 | $20M | +1,836,213 | — | 1Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 952,165 | $10M | +952,165 | — | 1Q | SEC ↗ |
| 3 | RITHOLTZ WEALTH MANAGEMENT | 749,798 | $8M | -24,510 | -3.2% | 2Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 669,156 | $7M | +669,156 | — | 1Q | SEC ↗ |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 532,450 | $6M | +532,450 | — | 1Q | SEC ↗ |
| 6 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 309,106 | $3M | +309,106 | — | 1Q | SEC ↗ |
| 7 | Prospera Financial Services Inc | 158,762 | $2M | -14,289 | -8.3% | 2Q | SEC ↗ |
| 8 | Haven Private, LLC NEW | 146,700 | $2M | +146,700 | — | 1Q | SEC ↗ |
| 9 | Round Rock Advisors LLC | 128,912 | $1M | +23,870 | +22.7% | 2Q | SEC ↗ |
| 10 | SummerHaven Investment Management, LLC NEW | 114,315 | $1M | +114,315 | — | 1Q | SEC ↗ |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC NEW | 73,731 | $805K | +73,731 | — | 1Q | SEC ↗ |
| 12 | D'Orazio & Associates, Inc. NEW | 48,680 | $532K | +48,680 | — | 1Q | SEC ↗ |
| 13 | Man Group plc NEW | 41,506 | $453K | +41,506 | — | 1Q | SEC ↗ |
| 14 | Baron Wealth Management LLC | 35,715 | $390K | -657 | -1.8% | 2Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC NEW | 29,190 | $319K | +29,190 | — | 1Q | SEC ↗ |
| 16 | C2C Wealth Management, LLC NEW | 23,620 | $258K | +23,620 | — | 1Q | SEC ↗ |
| 17 | BAILARD, INC. | 18,100 | $198K | — | +0.0% | 2Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN NEW | 16,273 | $178K | +16,273 | — | 1Q | SEC ↗ |
| 19 | Mariner, LLC | 14,869 | $162K | +220 | +1.5% | 2Q | SEC ↗ |
| 20 | Caprock Group, LLC NEW | 13,862 | $151K | +13,862 | — | 1Q | SEC ↗ |
| 21 | TOCQUEVILLE ASSET MANAGEMENT L.P. NEW | 13,312 | $145K | +13,312 | — | 1Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, | 12,056 | $132K | +291 | +2.5% | 2Q | SEC ↗ |
| 23 | Abel Hall, LLC NEW | 11,520 | $126K | +11,520 | — | 1Q | SEC ↗ |
| 24 | IEQ CAPITAL, LLC NEW | 10,671 | $117K | +10,671 | — | 1Q | SEC ↗ |
| 25 | Williams & Novak, LLC NEW | 10,489 | $115K | +10,489 | — | 1Q | SEC ↗ |
| 26 | Ethic Inc. NEW | 10,270 | $112K | +10,270 | — | 1Q | SEC ↗ |
| 27 | INTECH INVESTMENT MANAGEMENT LLC NEW | 10,210 | $111K | +10,210 | — | 1Q | SEC ↗ |
| 28 | IFP Advisors, Inc | 9,470 | $103K | +1,607 | +20.4% | 3Q | SEC ↗ |
| 29 | State of Alaska, Department of Revenue | 8,445 | $92K | — | +0.0% | 2Q | SEC ↗ |
| 30 | CALIFORNIA STATE TEACHERS RETIREMENT S | 4,898 | $53K | +2,568 | +110.2% | 2Q | SEC ↗ |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 3,600 | $39K | +3,600 | — | 1Q | SEC ↗ |
| 32 | Private Wealth Asset Management, LLC NEW | 3,500 | $38K | +3,500 | — | 1Q | SEC ↗ |
| 33 | Ball & Co Wealth Management Inc. | 3,066 | $33K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC | 1,693 | $18K | +511 | +43.2% | 3Q | SEC ↗ |
| 35 | Global Retirement Partners, LLC NEW | 1,492 | $16K | +1,492 | — | 1Q | SEC ↗ |
| 36 | SIGNATUREFD, LLC NEW | 1,108 | $12K | +1,108 | — | 1Q | SEC ↗ |
| 37 | GAMMA Investing LLC | 1,094 | $12K | +598 | +120.6% | 3Q | SEC ↗ |
| 38 | Sterling Capital Management LLC NEW | 966 | $11K | +966 | — | 1Q | SEC ↗ |
| 39 | Allworth Financial LP NEW | 563 | $6K | +563 | — | 1Q | SEC ↗ |
| 40 | Fortitude Family Office, LLC NEW | 514 | $6K | +514 | — | 1Q | SEC ↗ |
| 41 | NISA INVESTMENT ADVISORS, LLC NEW | 342 | $4K | +342 | — | 1Q | SEC ↗ |
| 42 | Root Financial Partners, LLC NEW | 304 | $3K | +304 | — | 1Q | SEC ↗ |
| 43 | Versant Capital Management, Inc NEW | 186 | $2K | +186 | — | 1Q | SEC ↗ |
| 44 | Mosley Wealth Management NEW | 148 | $2K | +148 | — | 1Q | SEC ↗ |
| 45 | Basecamp Wealth Advisors LLC | 86 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Inspire Investing, LLC NEW | 5 | $0K | +5 | — | 1Q | SEC ↗ |
| 47 | ELEVATION WEALTH PARTNERS, LLC NEW | 3 | $0K | +3 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 1,836,213 | $20M |
| STATE STREET CORP | 952,165 | $10M |
| GOLDMAN SACHS GROUP INC | 669,156 | $7M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 532,450 | $6M |
| STATE BOARD OF ADMINISTRATION OF FL | 309,106 | $3M |
| Haven Private, LLC | 146,700 | $2M |
| SummerHaven Investment Management, | 114,315 | $1M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 73,731 | $805K |
| D'Orazio & Associates, Inc. | 48,680 | $532K |
| Man Group plc | 41,506 | $453K |
| ENVESTNET ASSET MANAGEMENT INC | 29,190 | $319K |
| C2C Wealth Management, LLC | 23,620 | $258K |
| WELLS FARGO & COMPANY/MN | 16,273 | $178K |
| Caprock Group, LLC | 13,862 | $151K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 13,312 | $145K |
| Abel Hall, LLC | 11,520 | $126K |
| IEQ CAPITAL, LLC | 10,671 | $117K |
| Williams & Novak, LLC | 10,489 | $115K |
| Ethic Inc. | 10,270 | $112K |
| INTECH INVESTMENT MANAGEMENT LLC | 10,210 | $111K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Round Rock Advisors LLC | +23,870 | +22.7% | 128,912 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,568 | +110.2% | 4,898 |
| IFP Advisors, Inc | +1,607 | +20.4% | 9,470 |
| GAMMA Investing LLC | +598 | +120.6% | 1,094 |
| Farther Finance Advisors, LLC | +511 | +43.2% | 1,693 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +291 | +2.5% | 12,056 |
| Mariner, LLC | +220 | +1.5% | 14,869 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | -24,510 | -3.2% | 749,798 |
| Prospera Financial Services Inc | -14,289 | -8.3% | 158,762 |
| Baron Wealth Management LLC | -657 | -1.8% | 35,715 |