VERA BRADLEY INC VRA
COM · Common Stock · CUSIP 92335C106
American luggage and handbag design company
- IndustryLeather & Leather Products
- HeadquartersRoanoke, IN
- Founded1982
- Websiteverabradley.com
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 76 |
| Q4 2022 | 77 |
| Q1 2023 | 79 |
| Q2 2023 | 96 |
| Q3 2023 | 100 |
| Q4 2023 | 111 |
| Q1 2024 | 106 |
| Q2 2024 | 102 |
| Q3 2024 | 86 |
| Q4 2024 | 83 |
| Q1 2025 | 86 |
| Q2 2025 | 79 |
| Q3 2025 | 66 |
| Q4 2025 | 67 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 52 | 53 |
| Q2 2024 | 53 | 57 |
| Q3 2024 | 45 | 53 |
| Q4 2024 | 32 | 53 |
| Q1 2025 | 33 | 46 |
| Q2 2025 | 38 | 59 |
| Q3 2025 | 19 | 52 |
| Q4 2025 | 26 | 32 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $157.5k | $0 | 0.00 |
| Q2 2025 | $0 | $79.1k | — |
| Q3 2025 | $0 | $201 | — |
| Q4 2025 | $132.6k | $484 | 0.00 |
Biggest buyers
| Impala Asset Management LLC | New | +403.4k |
| MARSHALL WACE, LLP | Added | +266.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +247.1k |
| JANE STREET GROUP, LLC | Added | +181.8k |
| Centiva Capital, LP | New | +111.9k |
| Peapod Lane Capital LLC | Added | +110.5k |
| UBS Group AG | Added | +94.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +89.7k |
| GSA CAPITAL PARTNERS LLP | New | +81.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +58.7k |
Biggest sellers
| Fund 1 Investments, LLC | Sold out | -2.8m |
| NOMURA HOLDINGS INC | Reduced | -1.1m |
| Quinn Opportunity Partners LLC | Sold out | -1.0m |
| ROYCE & ASSOCIATES LP | Sold out | -738.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -169.0k |
| D. E. Shaw & Co., Inc. | Reduced | -138.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -112.5k |
| Empowered Funds, LLC | Reduced | -85.0k |
| TWO SIGMA ADVISERS, LP | Reduced | -66.2k |
| MORGAN STANLEY | Reduced | -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.
| Holder | Stake |
|---|---|
| Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust 13D · may seek influence filed 2025-06-18 | 14.4% |
| Miller Patricia R. 13G · exempt (held before listing) filed 2025-08-01 | 10.9% |
| ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.0 pts · filed 2026-10-21 | 5.9% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 2 | $575.7k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $694.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-15 | Meslow Andrew Director | Bought | $96.5k50.0k shares |
| 2025-12-12 | Meslow Andrew Director | Bought | $495.0k250.0k shares |
| 2025-12-12 | Bickley Ian Director | Bought | $102.8k53.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.2m $2.8m | Reduced -169.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $2.7m | Unchanged |
| Peapod Lane Capital LLC 1.80% of their portfolio | 875.9k $2.1m | Added +110.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 789.6k $1.9m | Added +247.1k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 720.3k $1.7m | Reduced -1.1m |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 474.6k $1.1m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 467.1k $1.1m | Added +266.8k |
| BlackRock, Inc. 0.00% of their portfolio | 412.8k $999.0k | Reduced -1.2k |
| Impala Asset Management LLC 0.66% of their portfolio | 403.4k $976.3k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 340.1k $823.0k | Added +55.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 294.2k $712.0k | Added +181.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 239.0k $578.6k | Added +3.0k |
| UBS Group AG 0.00% of their portfolio | 235.7k $570.4k | Added +94.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 207.2k $501.5k | Added +35.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 177.0k $428.3k | Reduced -112.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 141.8k $343.1k | Added +89.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 119.0k $288.0k | Added +58.7k |
| Centiva Capital, LP 0.02% of their portfolio | 111.9k $270.7k | New |
| Klingman & Associates, LLC 0.01% of their portfolio | 106.7k $258.3k | Added +53.0k |
| Empowered Funds, LLC 0.00% of their portfolio | 106.2k $257.1k | Reduced -85.0k |
| STATE STREET CORP 0.00% of their portfolio | 103.6k $250.7k | Added +15.2k |
| ING GROEP NV 0.00% of their portfolio | 100.0k $242.0k | Unchanged |
| CIBC WORLD MARKETS CORP 0.00% of their portfolio | 100.0k $242.0k | First filing |
| RBF Capital, LLC 0.01% of their portfolio | 98.6k $238.6k | Reduced -1.4k |
| MORGAN STANLEY 0.00% of their portfolio | 82.2k $198.9k | Reduced -63.3k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 81.7k $198.0k | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 60.1k $144.0k | Added +48.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 55.2k $133.5k | Added +4.4k |
| GILDER GAGNON HOWE & CO LLC 0.00% of their portfolio | 53.8k $130.2k | New |
| Shay Capital LLC 0.02% of their portfolio | 50.0k $121.0k | Unchanged |
| Fisher Asset Management, LLC 0.00% of their portfolio | 49.4k $119.5k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 35.1k $84.9k | Added +12.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 35.0k $84.8k | Reduced -39.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.5k $77.0k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 25.5k $61.8k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 25.1k $60.7k | Reduced -138.4k |
| BARCLAYS PLC 0.00% of their portfolio | 24.8k $60.1k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 23.3k $56.5k | Reduced -66.2k |
| Emissary Wealth LLC 0.04% of their portfolio | 21.0k $50.8k | First filing |
| SAPIENT CAPITAL LLC 0.00% of their portfolio | 15.0k $33.0k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 3.2k $7.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.7k $4.0k | Added +1.5k |
| Cygnus Capital Advisors, LLC 0.00% of their portfolio | 1.6k $4.0k | First filing |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 1.3k $3.2k | Reduced -1.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.1k $2.7k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.1k $2.6k | Reduced -1.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0k $2.5k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $2.4k | Reduced -3.3k |
| Advisors Asset Management, Inc. 0.00% of their portfolio | 667 $1.6k | Unchanged |
| GODSEY & GIBB, INC 0.00% of their portfolio | 650 $1.6k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 640 $1.5k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 507 $1.2k | Reduced -324 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 426 $1.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 394 $954 | Reduced -28 |
| Bare Financial Services, Inc 0.00% of their portfolio | 244 $590 | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 173 $419 | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 140 $339 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 103 $249 | Unchanged |
| Acumen Wealth Advisors, LLC 0.00% of their portfolio | 100 $242 | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 88 $213 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 35 $0 | Reduced -11.0k |
| Rachor Investment Advisory Services, LLC 0.00% of their portfolio | 35 $85 | First filing |
| CWM, LLC 0.00% of their portfolio | 14 $0 | Reduced -37 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7 $17 | New |
| Arax Advisory Partners 0.00% of their portfolio | 6 $15 | Unchanged |
| Optiver Holding B.V. 0.00% of their portfolio | 6 $15 | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 1 $2 | Reduced -211 |