Vault-13

VERADERMICS INC MANE

COMMON STOCK · Common Stock · CUSIP 922967104

164 institutional holders +83 vs Q1 2026
34,082,20234.1m shares reported held*
81.6% of all shares outstanding*
$4.2bnreported value*
93 new 42 added 19 reduced 14 sold out net bought ≈ $974.4m (+7.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($453.6k this quarter). Holder counts are more reliable. Shares outstanding: 41.8m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $122.97.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q1 26: 81Q2 26: 164164Q1 26Q2 26
Numbers
QuarterHolders
Q1 202681
Q2 2026164

Biggest buyers

Deep Track Capital, LP Added +1,500,000+1.5m
FMR LLC Added +1,412,072+1.4m
BlackRock, Inc. Added +1,311,180+1.3m
D. E. Shaw & Co., Inc. Added +879,424+879.4k
MAVERICK CAPITAL LTD New +789,980+790.0k
JENNISON ASSOCIATES LLC Added +606,897+606.9k
STATE STREET CORP Added +469,969+470.0k
Bank of New York Mellon Corp Added +342,917+342.9k
GEODE CAPITAL MANAGEMENT, LLC Added +329,861+329.9k
UBS Group AG Added +323,652+323.7k

Biggest sellers

ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -550,294-550.3k
Paradigm Biocapital Advisors LP Sold out -525,000-525.0k
WELLINGTON MANAGEMENT GROUP LLP Reduced -409,302-409.3k
Balyasny Asset Management L.P. Reduced -363,972-364.0k
AMERIPRISE FINANCIAL INC Reduced -363,475-363.5k
Vivo Capital, LLC Sold out -300,000-300.0k
GOLDMAN SACHS GROUP INC Reduced -149,675-149.7k
VIKING GLOBAL INVESTORS LP Reduced -129,061-129.1k
Catalio Capital Management, LP Reduced -127,726-127.7k
FRANKLIN RESOURCES INC Reduced -103,942-103.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Longitude Capital Partners V, LLC 13D · may seek influence -1.2 pts · filed 2026-05-05
Stated purposeThe information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference. Full filing
11.3% -1.2 pts 4.7m≈ $572.1m 2026-05-05
MONTANOVA CAPITAL, LLC 13D · may seek influence -1.1 pts · filed 2026-08-21 8.8% -1.1 pts 3.7m≈ $457.2m 2026-08-21
FMR LLC 13G · institution new · filed 2026-08-06 7.6% new 3.2m≈ $392.6m 2026-08-06
JPMORGAN CHASE & CO 13G · institution new · filed 2026-10-13 5.6% new 2.4m≈ $291.9m 2026-10-13

Fell to 5% or below in the last year: SR ONE CAPITAL MANAGEMENT, LLC (4.9%, 2026-08-14), VIKING GLOBAL INVESTORS LP (4.5%, 2026-05-15), CITADEL ADVISORS LLC (4.5%, 2026-05-07), Seven Fleet Capital Management LP (0.2%, 2026-05-05)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 4 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 4 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20264$10.5m0——
Q2 20260—0——
Q3 20260—4$103.1m$12.0m
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-19 MONTANOVA CAPITAL, LLC +3 Director · See footnotes Sold 750,000 $107.25 $80.4m750.0k shares -62%
2026-08-17 Waldman Reid Alexander Chief Executive Officer, director Sold plan 67,500 $107.86 $7.3m67.5k shares -28%
2026-08-17 Durso Timothy August Chief Technical Officer Sold plan 43,500 $107.82 $4.7m43.5k shares -36%
2026-08-12 CHILDS JOHN W Director · See Footnote Sold 100,000 $107.12 $10.7m100.0k shares -34%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MONTANOVA CAPITAL, LLC 10.77% of their portfolio New York, NY 4,168,9704.2m $512.5m $512.5m 10.77% Unchanged
2 FMR LLC 0.02% of their portfolio BOSTON, MA 3,204,9813.2m $394.0m $394.0m 0.02% Added +1.4m +1,412,072
3 SR One Capital Management, LP 28.42% of their portfolio Redwood City, CA 2,401,8682.4m $295.3m $295.3m 28.42% Unchanged
4 Deep Track Capital, LP 3.62% of their portfolio GREENWICH, CT 2,000,0002.0m $245.9m $245.9m 3.62% Added +1.5m +1,500,000
5 CITADEL ADVISORS LLC 0.13% of their portfolio MIAMI, FL 1,877,7751.9m $230.9m $230.9m 0.13% Added +52.1k +52,103
6 Siren, L.L.C. 4.13% of their portfolio New York, NY 1,655,3741.7m $203.5m $203.5m 4.13% Added +150.0k +150,000
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,593,7911.6m $195.9m $195.9m 0.00% Added +1.3m +1,311,180
8 VIKING GLOBAL INVESTORS LP 0.55% of their portfolio STAMFORD, CT 1,561,4941.6m $192.0m $192.0m 0.55% Reduced -129.1k -129,061
9 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,165,5841.2m $144.2m $144.2m 0.01% Added +189.4k +189,418
10 Aberdeen Group plc 0.19% of their portfolio EDINBURGH, X0 1,096,6421.1m $134.8m $134.8m 0.19% Added +42.0k +41,982
11 D. E. Shaw & Co., Inc. 0.08% of their portfolio New York, NY 1,013,6431.0m $124.6m $124.6m 0.08% Added +879.4k +879,424
12 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 869,212869.2k $106.9m $106.9m 0.00% Added +169.6k +169,567
13 MAVERICK CAPITAL LTD 0.88% of their portfolio DALLAS, TX 789,980790.0k $97.1m $97.1m 0.88% New
14 JENNISON ASSOCIATES LLC 0.06% of their portfolio NEW YORK, NY 748,678748.7k $92.0m $92.0m 0.06% Added +606.9k +606,897
15 INFINITUM ASSET MANAGEMENT, LLC 9.14% of their portfolio FORT LAUDERDALE, FL 731,149731.1k $89.9m $89.9m 9.14% Unchanged
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 670,727670.7k $82.5m $82.5m 0.01% Added +323.7k +323,652
17 MARSHALL WACE, LLP 0.06% of their portfolio LONDON, X0 585,560585.6k $72.0m $72.0m 0.06% Reduced -69.0k -69,041
18 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio Boston, MA 549,706549.7k $67.6m $67.6m 0.09% Reduced -550.3k -550,294
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 544,369544.4k $66.9m $66.9m 0.00% Added +470.0k +469,969
20 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 508,067508.1k $62.5m $62.5m 0.00% Added +329.9k +329,861
21 Woodline Partners LP 0.19% of their portfolio San Francisco, CA 501,590501.6k $61.7m $61.7m 0.19% Added +944 +944
22 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 346,585346.6k $42.6m $42.6m 0.01% Added +342.9k +342,917
23 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 294,117294.1k $36.2m $36.2m 0.03% Unchanged
24 Kalehua Capital Management LLC 11.43% of their portfolio DALLAS, TX 291,390291.4k $35.8m $35.8m 11.43% Added +42.8k +42,816
25 EMERALD ADVISERS, LLC 0.83% of their portfolio LEOLA, PA 288,370288.4k $35.5m $35.5m 0.83% Added +155.8k +155,834
26 FRONTIER CAPITAL MANAGEMENT CO LLC 0.29% of their portfolio Boston, MA 254,876254.9k $31.3m $31.3m 0.29% New
27 BAMCO INC /NY/ 0.04% of their portfolio NEW YORK, NY 229,581229.6k $28.2m $28.2m 0.04% Added +169.9k +169,913
28 EMERALD MUTUAL FUND ADVISERS TRUST 0.91% of their portfolio LEOLA, PA 209,924209.9k $25.8m $25.8m 0.91% Added +100.6k +100,641
29 Logos Global Management LP 0.95% of their portfolio San Francisco, CA 180,000180.0k $22.1m $22.1m 0.95% Added +155.0k +155,000
30 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 178,112178.1k $21.9m $21.9m 0.00% Added +143.6k +143,575
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 172,201172.2k $21.2m $21.2m 0.00% Added +74.2k +74,192
32 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 168,934168.9k $20.8m $20.8m 0.04% Reduced -364.0k -363,972
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 150,560150.6k $18.5m $18.5m 0.00% Reduced -363.5k -363,475
34 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 149,054149.1k $18.3m $18.3m 0.00% Added +144.5k +144,517
35 Sofinnova Investments, Inc. 0.98% of their portfolio Menlo Park, CA 148,993149.0k $18.3m $18.3m 0.98% Added +75.7k +75,678
36 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 147,841147.8k $18.2m $18.2m 0.01% New
37 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 141,223141.2k $17.4m $17.4m 0.00% Added +43.2k +43,238
38 Ensign Peak Advisors, Inc 0.03% of their portfolio SALT LAKE CITY, UT 127,868127.9k $15.7m $15.7m 0.03% Reduced -22.1k -22,132
39 SEVEN GRAND MANAGERS, LLC 0.62% of their portfolio BRONXVILLE, NY 125,000125.0k $15.4m $15.4m 0.62% Added +50.2k +50,250
40 MASTERS CAPITAL MANAGEMENT LLC 1.73% of their portfolio ATLANTA, GA 100,000100.0k $12.3m $12.3m 1.73% Unchanged
41 MYDA Advisors LLC 2.99% of their portfolio WOODMERE, NY 100,000100.0k $12.3m $12.3m 2.99% Reduced -20.0k -20,000
42 Affinity Asset Advisors, LLC 0.60% of their portfolio NEW YORK, NY 100,000100.0k $12.3m $12.3m 0.60% Added +30.0k +30,000
43 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 96,05896.1k $11.8m $11.8m 0.00% Reduced -103.9k -103,942
44 SILVERARC CAPITAL MANAGEMENT, LLC 1.30% of their portfolio BOSTON, MA 95,00095.0k $11.7m $11.7m 1.30% New
45 GILDER GAGNON HOWE & CO LLC 0.12% of their portfolio New York, NY 94,86494.9k $11.7m $11.7m 0.12% New
46 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 81,85281.9k $10.1m $10.1m 0.01% New
47 Seven Fleet Capital Management LP 1.62% of their portfolio MOUNTAIN VIEW, CA 80,00080.0k $9.8m $9.8m 1.62% New
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 75,87675.9k $9.3m $9.3m 0.00% Added +24.2k +24,186
49 DV EQUITIES, LLC 1.25% of their portfolio CHICAGO, IL 70,00070.0k $8.6m $8.6m 1.25% First filing
50 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 68,53168.5k $8.4m $8.4m 0.00% Reduced -409.3k -409,302
51 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 61,52161.5k $7.6m $7.6m 0.02% New
52 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 54,49354.5k $6.7m $6.7m 0.00% Added +34.7k +34,718
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 52,34552.3k $6.4m $6.4m 0.00% Reduced -13.3k -13,330
54 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 50,00850.0k $6.1m $6.1m 0.00% Reduced -73.2k -73,212
55 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 47,89447.9k $5.9m $5.9m 0.00% New
56 Catalio Capital Management, LP 1.06% of their portfolio NEW YORK, NY 45,85645.9k $5.6m $5.6m 1.06% Reduced -127.7k -127,726
57 CenterBook Partners LP 0.26% of their portfolio GREENWICH, CT 42,35742.4k $5.2m $5.2m 0.26% New
58 ALPS ADVISORS INC 0.02% of their portfolio Denver, CO 42,20642.2k $5.2m $5.2m 0.02% New
59 Cinctive Capital Management LP 0.20% of their portfolio New York, NY 41,27441.3k $5.1m $5.1m 0.20% New
60 F/m Investments LLC 0.22% of their portfolio WASHINGTON, DC 35,96736.0k $4.4m $4.4m 0.22% New
61 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 35,26635.3k $4.3m $4.3m 0.00% New
62 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 31,30031.3k $3.8m $3.8m 0.00% New
63 Swiss National Bank 0.00% of their portfolio ZURICH, V8 31,00031.0k $3.8m $3.8m 0.00% New
64 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 30,16830.2k $3.7m $3.7m 0.02% New
65 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 27,47427.5k $3.4m $3.4m 0.00% New
66 Brevan Howard Capital Management LP 0.05% of their portfolio ST. HELIER, Y9 26,96727.0k $3.3m $3.3m 0.05% Reduced -3.1k -3,115
67 Centiva Capital, LP 0.11% of their portfolio New York, NY 25,81725.8k $3.2m $3.2m 0.11% Added +5.8k +5,817
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 25,49225.5k $3.1m $3.1m 0.00% New
69 Integral Health Asset Management, LLC 0.13% of their portfolio New York, NY 25,00025.0k $3.1m $3.1m 0.13% New
70 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 21,69021.7k $2.7m $2.7m 0.00% New
71 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 21,06821.1k $2.6m $2.6m 0.00% New
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,35619.4k $2.4m $2.4m 0.00% New
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,30019.3k $2.4m $2.4m 0.00% Reduced -149.7k -149,675
74 Shay Capital LLC 0.26% of their portfolio NEW YORK, NY 19,00019.0k $2.3m $2.3m 0.26% Added +1.0k +1,000
75 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,11418.1k $2.2m $2.2m 0.00% New
76 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 17,53217.5k $2.2m $2.2m 0.01% Added +13.6k +13,632
77 FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 17,03917.0k $2.1m $2.1m 0.01% New
78 Legal & General Group Plc 0.00% of their portfolio London, X0 15,48015.5k $1.9m $1.9m 0.00% Added +8.4k +8,375
79 Blackstone Inc. 0.01% of their portfolio NEW YORK, NY 15,11815.1k $1.9m $1.9m 0.01% Not comparable
80 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,70614.7k $1.8m $1.8m 0.00% Reduced -22.2k -22,205
81 SummitTX Capital, L.P. 0.05% of their portfolio FORT WORTH, TX 14,42414.4k $1.8m $1.8m 0.05% New
82 FORMULA GROWTH LTD 0.60% of their portfolio MONTREAL, A8 13,92313.9k $1.7m $1.7m 0.60% Reduced -77 -77
83 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,87513.9k $1.7m $1.7m 0.00% Added +3.2k +3,184
84 Atom Investors LP 0.15% of their portfolio AUSTIN, TX 13,53213.5k $1.7m $1.7m 0.15% New
85 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 12,74012.7k $1.6m $1.6m 0.01% New
86 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 12,00412.0k $1.5m $1.5m 0.00% New
87 Atika Capital Management LLC 0.15% of their portfolio NEW YORK, NY 12,00012.0k $1.5m $1.5m 0.15% New
88 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 11,89711.9k $1.5m $1.5m 0.02% Added +387 +387
89 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 10,78810.8k $1.3m $1.3m 0.00% New
90 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 10,50610.5k $1.3m $1.3m 0.00% New
91 Ghisallo Capital Management LLC 0.02% of their portfolio BOSTON, MA 10,00010.0k $1.2m $1.2m 0.02% Added +5.0k +5,000
92 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,98310.0k $1.2m $1.2m 0.00% New
93 Zimmer Partners, LP 0.03% of their portfolio NEW YORK, NY 8,9008.9k $1.1m $1.1m 0.03% New
94 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 8,5668.6k $1.1m $1.1m 0.02% New
95 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 8,5378.5k $1.0m $1.0m 0.00% New
96 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 8,4468.4k $1.0m $1.0m 0.00% New
97 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 7,7007.7k $946.6k $946.6k 0.00% New
98 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,6877.7k $945.0k $945.0k 0.00% Added +939 +939
99 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,3607.4k $904.8k $904.8k 0.00% Added +2.4k +2,360
100 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 6,9016.9k $866.1k $866.1k 0.00% New