Vault-13

VERA BRADLEY INC VRA

COM · Common Stock · CUSIP 92335C106

American luggage and handbag design company

67 institutional holders +1 vs Q3 2025
9,513,1159.5m shares reported held*
34.0% of all shares outstanding*
$23.0mreported value*
10 new 16 added 18 reduced 14 sold out net sold ≈ $11.1m (-4.6m 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 ($257.1k this quarter). Holder counts are more reliable. Shares outstanding: 28.0m as of 2025-12-03, 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 ≈ $2.42. Options: 2 managers hold calls ($132.6k notional), 1 hold puts ($484).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 76Q4 22: 77Q1 23: 79Q2 23: 96Q3 23: 100Q4 23: 111Q1 24: 106Q2 24: 102Q3 24: 86Q4 24: 83Q1 25: 86Q2 25: 79Q3 25: 66Q4 25: 6767Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202276
Q4 202277
Q1 202379
Q2 202396
Q3 2023100
Q4 2023111
Q1 2024106
Q2 2024102
Q3 202486
Q4 202483
Q1 202586
Q2 202579
Q3 202566
Q4 202567

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 52 bought or addedQ1 24: 53 cut or sold outQ2 24: 53 bought or addedQ2 24: 57 cut or sold outQ2 24Q3 24: 45 bought or addedQ3 24: 53 cut or sold outQ4 24: 32 bought or addedQ4 24: 53 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 46 cut or sold outQ2 25: 38 bought or addedQ2 25: 59 cut or sold outQ2 25Q3 25: 19 bought or addedQ3 25: 52 cut or sold outQ4 25: 26 bought or addedQ4 25: 32 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245253
Q2 20245357
Q3 20244553
Q4 20243253
Q1 20253346
Q2 20253859
Q3 20251952
Q4 20252632

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150k$200kQ1 25 calls: $157.5kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $0Q2 25 puts: $79.1kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $201Q3 25P/C —Q4 25 calls: $132.6kQ4 25 puts: $484Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$157.5k$00.00
Q2 2025$0$79.1k—
Q3 2025$0$201—
Q4 2025$132.6k$4840.00

Biggest buyers

Impala Asset Management LLC New +403,447+403.4k
MARSHALL WACE, LLP Added +266,785+266.8k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +247,067+247.1k
JANE STREET GROUP, LLC Added +181,750+181.8k
Centiva Capital, LP New +111,868+111.9k
Peapod Lane Capital LLC Added +110,485+110.5k
UBS Group AG Added +94,419+94.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +89,714+89.7k
GSA CAPITAL PARTNERS LLP New +81,703+81.7k
TWO SIGMA INVESTMENTS, LP Added +58,749+58.7k

Biggest sellers

Fund 1 Investments, LLC Sold out -2,783,155-2.8m
NOMURA HOLDINGS INC Reduced -1,126,151-1.1m
Quinn Opportunity Partners LLC Sold out -1,022,911-1.0m
ROYCE & ASSOCIATES LP Sold out -738,136-738.1k
DIMENSIONAL FUND ADVISORS LP Reduced -168,954-169.0k
D. E. Shaw & Co., Inc. Reduced -138,383-138.4k
MILLENNIUM MANAGEMENT LLC Reduced -112,544-112.5k
Empowered Funds, LLC Reduced -85,000-85.0k
TWO SIGMA ADVISERS, LP Reduced -66,200-66.2k
MORGAN STANLEY Reduced -63,299-63.3k

Biggest calls

CITADEL ADVISORS LLC New $78.7k32.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $54.0k22.3k shares

Biggest puts

GROUP ONE TRADING LLC Added $484200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust 13D · may seek influence filed 2025-06-18 14.4% 4.0m≈ $15.7m 2025-06-18
Miller Patricia R. 13G · exempt (held before listing) filed 2025-08-01 10.9% 3.0m≈ $11.8m 2025-08-01
ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.0 pts · filed 2026-10-21 5.9% +1.0 pts 1.7m≈ $6.6m 2026-10-21

Fell to 5% or below in the last year: NOMURA HOLDINGS INC (2.6%, 2026-02-17), Fund 1 Investments, LLC (0.0%, 2025-11-20)

Insider purchases and sales in Q4 2025

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
202Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 2 buyingQ2 25: 0 sellingQ2 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 2 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20252$575.7k0——
Q3 20250—0——
Q4 20252$694.3k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-12-15 Meslow Andrew Director Bought 50,000 $1.93 $96.5k50.0k shares +9%
2025-12-12 Meslow Andrew Director Bought 250,000 $1.98 $495.0k250.0k shares +83%
2025-12-12 Bickley Ian Director Bought 53,000 $1.94 $102.8k53.0k shares +7%

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,174,7171.2m $2.8m $2.8m 0.00% Reduced -169.0k -168,954
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,134,8391.1m $2.7m $2.7m 0.00% Unchanged
3 Peapod Lane Capital LLC 1.80% of their portfolio Bedford Hills, NY 875,893875.9k $2.1m $2.1m 1.80% Added +110.5k +110,485
4 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 789,646789.6k $1.9m $1.9m 0.00% Added +247.1k +247,067
5 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 720,281720.3k $1.7m $1.7m 0.00% Reduced -1.1m -1,126,151
6 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 474,593474.6k $1.1m $1.1m 0.00% Unchanged
7 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 467,127467.1k $1.1m $1.1m 0.00% Added +266.8k +266,785
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 412,812412.8k $999.0k $999.0k 0.00% Reduced -1.2k -1,236
9 Impala Asset Management LLC 0.66% of their portfolio Palm Beach, FL 403,447403.4k $976.3k $976.3k 0.66% New
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 340,083340.1k $823.0k $823.0k 0.02% Added +55.1k +55,120
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 294,195294.2k $712.0k $712.0k 0.00% Added +181.8k +181,750
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 239,035239.0k $578.6k $578.6k 0.00% Added +3.0k +3,030
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 235,687235.7k $570.4k $570.4k 0.00% Added +94.4k +94,419
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 207,216207.2k $501.5k $501.5k 0.00% Added +35.5k +35,476
15 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 176,983177.0k $428.3k $428.3k 0.00% Reduced -112.5k -112,544
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 141,783141.8k $343.1k $343.1k 0.00% Added +89.7k +89,714
17 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 118,993119.0k $288.0k $288.0k 0.00% Added +58.7k +58,749
18 Centiva Capital, LP 0.02% of their portfolio New York, NY 111,868111.9k $270.7k $270.7k 0.02% New
19 Klingman & Associates, LLC 0.01% of their portfolio New York, NY 106,722106.7k $258.3k $258.3k 0.01% Added +53.0k +53,000
20 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 106,241106.2k $257.1k $257.1k 0.00% Reduced -85.0k -85,000
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 103,586103.6k $250.7k $250.7k 0.00% Added +15.2k +15,200
22 ING GROEP NV 0.00% of their portfolio AMSTERDAM, P7 100,000100.0k $242.0k $242.0k 0.00% Unchanged
23 CIBC WORLD MARKETS CORP 0.00% of their portfolio NEW YORK, NY 100,000100.0k $242.0k $242.0k 0.00% First filing
24 RBF Capital, LLC 0.01% of their portfolio RENO, NV 98,60098.6k $238.6k $238.6k 0.01% Reduced -1.4k -1,400
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 82,19582.2k $198.9k $198.9k 0.00% Reduced -63.3k -63,299
26 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 81,70381.7k $198.0k $198.0k 0.02% New
27 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 60,11360.1k $144.0k $144.0k 0.00% Added +48.1k +48,150
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 55,18255.2k $133.5k $133.5k 0.00% Added +4.4k +4,418
29 GILDER GAGNON HOWE & CO LLC 0.00% of their portfolio New York, NY 53,79753.8k $130.2k $130.2k 0.00% New
30 Shay Capital LLC 0.02% of their portfolio NEW YORK, NY 50,00050.0k $121.0k $121.0k 0.02% Unchanged
31 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 49,37849.4k $119.5k $119.5k 0.00% Unchanged
32 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 35,08335.1k $84.9k $84.9k 0.00% Added +12.4k +12,442
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 35,03635.0k $84.8k $84.8k 0.00% Reduced -39.5k -39,509
34 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 31,47431.5k $77.0k $77.0k 0.00% Unchanged
35 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 25,52925.5k $61.8k $61.8k 0.00% New
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 25,10025.1k $60.7k $60.7k 0.00% Reduced -138.4k -138,383
37 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,81724.8k $60.1k $60.1k 0.00% Unchanged
38 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 23,34823.3k $56.5k $56.5k 0.00% Reduced -66.2k -66,200
39 Emissary Wealth LLC 0.04% of their portfolio HACKENSACK, NJ 21,00821.0k $50.8k $50.8k 0.04% First filing
40 SAPIENT CAPITAL LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,00015.0k $33.0k $33.0k 0.00% Unchanged
41 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3,2083.2k $7.8k $7.8k 0.00% New
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,6541.7k $4.0k $4.0k 0.00% Added +1.5k +1,484
43 Cygnus Capital Advisors, LLC 0.00% of their portfolio ATLANTA, GA 1,6181.6k $4.0k $4.0k 0.00% First filing
44 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 1,3051.3k $3.2k $3.2k 0.00% Reduced -1.6k -1,619
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,1001.1k $2.7k $2.7k 0.00% Unchanged
46 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0911.1k $2.6k $2.6k 0.00% Reduced -1.6k -1,570
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0341.0k $2.5k $2.5k 0.00% New
48 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0001.0k $2.4k $2.4k 0.00% Reduced -3.3k -3,341
49 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 667667 $1.6k $1.6k 0.00% Unchanged
50 GODSEY & GIBB, INC 0.00% of their portfolio RICHMOND, VA 650650 $1.6k $1.6k 0.00% Unchanged
51 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 640640 $1.5k $1.5k 0.00% New
52 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 507507 $1.2k $1.2k 0.00% Reduced -324 -324
53 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 426426 $1.0k $1.0k 0.00% Unchanged
54 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 394394 $954 $954 0.00% Reduced -28 -28
55 Bare Financial Services, Inc 0.00% of their portfolio GAP, PA 244244 $590 $590 0.00% Unchanged
56 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 173173 $419 $419 0.00% Unchanged
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 140140 $339 $339 0.00% New
58 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 103103 $249 $249 0.00% Unchanged
59 Acumen Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 100100 $242 $242 0.00% First filing
60 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8888 $213 $213 0.00% Unchanged
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3535 $0 $0 0.00% Reduced -11.0k -10,970
62 Rachor Investment Advisory Services, LLC 0.00% of their portfolio Linden, MI 3535 $85 $85 0.00% First filing
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 1414 $0 $0 0.00% Reduced -37 -37
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 77 $17 $17 0.00% New
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 66 $15 $15 0.00% Unchanged
66 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 66 $15 $15 0.00% Unchanged
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $2 $2 0.00% Reduced -211 -211