What smart money is saying about Stevanato Group SpA
6 funds in our archive have pitched Stevanato Group SpA, most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Strategies in September 2026.
Stevanato Group S.p.A. is dedicated to engineering, manufacturing, and distributing integrated solutions for the pharmaceutical and healthcare sectors. Its core offerings span a wide array of products, including containment solutions, drug delivery systems, and medical devices, alongside diagnostic and analytical support. The company also produces specialized machinery for tasks such as visual inspection, assembly, packaging, and glass formation. Established in 1949, the company's main operations are situated in Piombino Dese, Italy, functioning as a subsidiary of Stevanato Holding S.R.L.
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Position history
Between Q2 2025 and Q3 2026, 10 fund letters reported a position in Stevanato Group SpA, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 1 | 2 |
| Q2 2026 | 4 | 1 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 2 moves
- September 2026
“Medical equipment and supplies contributed meaningfully to performance, led by Repligen Corp. (RGEN), Merit Medical Systems, Inc. (MMSI) and Stevanato Group SpA (STVN).”
Stevanato Group SpA - September 2026
“Medical equipment and supplies contributed meaningfully to performance, led by Repligen Corp. (RGEN), Merit Medical Systems, Inc. (MMSI) and Stevanato Group SpA (STVN).”
Stevanato Group SpA - September 2026
“TOP CONTRIBUTORS Stevanato Group SpA (STVN) is a leading global provider of drug containment and delivery solutions to the pharmaceutical and biotechnology industries with a particular niche in glass packaging. Their products are critical components for some of the most innovative and fast-growing pharmaceutical categories including biologics and peptides. The stock outperformed in the quarter as the company made progress on key growth initiatives including upselling customers to their highest margin, most advanced products and opening new manufacturing capacity. As with Everpure, we trimmed the position on the outperformance, but the investment remains a top idea in the portfolio.”
Stevanato Group SpA - HoldsBaron SMID Cap ETFSeptember 2026
“Life sciences tools & services finally got some wind in its sails as fundamentals appear to be on track for meaningful improvement. Standouts in this sub-industry included Tempus AI, Inc., a cancer diagnostics and AI driven data analytics company, which added 1.31%; Repligen Corporation, a provider of equipment used to manufacture biologic drugs, which added 0.75%; Illumina, Inc., the leading provider of gene sequencing equipment, which contributed 0.67%; and Stevanato Group S.p.A., which provides specialized glass and autoinjectors used with the latest biologic drugs, including GLP-1 weight loss formulations, added 0.24%.”
Stevanato Group SpA - September 2026
“InterDigital (IDCC), Stevanato Group (STVN), and Exelixis (EXEL) rounded out our top contributors.”
Stevanato Group SpA - September 2026
“The strongest performer was pharmaceutical glass manufacturer Stevanto (STVN).”
Stevanato Group SpA - New positionRiverwater Partners Small Cap StrategyJune 2026
“In addition, we initiated positions in Stevanato Group (STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries.”
Stevanato Group SpA - June 2026
“Stock selection in Health Care contributed to performance, particularly the fund’s investment in Stevanato Group SpA (STVN), which was up more than 30% in the period.”
Stevanato Group SpA - June 2026
“Corteva’s assets came together a decade ago through the Dow-Dupont merger, spun-o several years later in 2019. The company is now undergoing another corporate transaction, spinning o its leading Seeds business from the Crop Protection business. We believe the Seeds business, a high-returning oligopoly, is under-appreciated and, hence, undervalued in the current structure. As businesses with unique and uncorrelated return drivers, Daikin and Corteva complement our existing Reversionary investments, such as pharmaceutical glass manufacturer Stevanato (STVN) and US broadband company Shenandoah Telecommunications (SHEN), who are both on the cusp of completing multi-year capacity expansions and inecting to positive cash ows.”
Stevanato Group SpA - June 2026
“As businesses with unique and uncorrelated return drivers, Daikin and Corteva complement our existing Reversionary investments, such as pharmaceutical glass manufacturer Stevanato (STVN) and US broadband company Shenandoah Telecommunications (SHEN), who are both on the cusp of completing multi-year capacity expansions and inecting to positive cash ows.”
Stevanato Group SpA
Also mentioned · 3
These funds discuss Stevanato Group SpA as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Drug-containment solutions supplier Stevanato Group S.p.A. climbed 32% for the quarter.”
Stevanato Group SpA - March 2026
“Stevanato Group supplies drug containment, drug delivery, and diagnostic solutions to the biopharmaceutical industry.”
Stevanato Group SpA - March 2026
“Stevanato Group supplies drug containment, drug delivery, and diagnostic solutions to the biopharmaceutical industry.”
Stevanato Group SpA
Fund coverage · 6 theses
Stevanato Group SpA provides drug containment and delivery solutions and benefits from higher-value products, margin expansion, and capacity growth.
Read the full thesis- Cooper Investors Global Equities Fund (Hedged)September 2026
Stevanato Group makes pharmaceutical glass containers for injectable biologics, and its capacity expansion positions it to benefit from the structural shift toward biologics and a meaningful cash flow inflection.
Read the full thesis Stevanato Group is a vertically integrated drug containment and delivery supplier with switching costs, family alignment, and an attractive valuation.
Read the full thesisStevanato Group S.p.A. is a leading drug containment and delivery provider, with growth supported by injectables demand and an attractive valuation.
Read the full thesis- Artisan U.S. Small-Cap Growth StrategyDecember 2025
Stevanato Group SpA is a health care packaging and machinery leader positioned to benefit from liquid biologics growth and broader GLP-1 coverage despite near-term uncertainty.
Read the full thesis - Artisan US Small Cap Growth StrategyJune 2025
Stevanato is a leading provider of specialty glass and plastic packaging for the health care industry, poised for attractive earnings growth driven by a shift to higher margin products and the expansion of biologic drugs.
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