🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Nuvalent, Inc.

NUVL Healthcare
$102.12 +$0.88 (0.87%)
Market Cap: $8.07 B
Gurus Holding
5
Popularity Rank
#1697
% of Shares Held
0.29%
Net Activity (Q1 2026)
+$95,051.25

Guru Ownership Trend

Guru Analysis for Nuvalent, Inc. (NUVL)

Nuvalent, Inc. (NUVL), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $23.74 M.

Top institutional holders include Ken Fisher and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $95,051.25 net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Ray Dalio reduced exposure by 19.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$9.68 M
Total Buy Value
New Buys 2
Additions 1
-$9.58 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Nuvalent, Inc. (NUVL)

Major holders include Ken Fisher ($9.99 M), Renaissance Technologies (RenTech) ($9.12 M), Cliff Asness ($2.75 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 232,519 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $95,051.25, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited NUVL. The total reported sell value was $9.58 M.

Yes, 2 managers opened new positions in NUVL, and 1 increased their existing holdings. The total reported buy value was $9.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -3.2% 97,518 $9.99 M Q1 2026
0.01% New Buy 89,000 $9.12 M Q1 2026
0.00% Add 5.1% 26,831 $2.75 M Q1 2026
0.01% Reduce -19.2% 15,020 $1.54 M Q1 2026
0.00% New Buy 4,150 $425,168 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form