VERASTEM INC VSTM
COM NEW · Common Stock · CUSIP 92337C203
Pharmaceutical company in Masachussets, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersNeedham, MA
- Founded2010
- Websiteverastem.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 ($9.8k this quarter). Holder counts are more reliable. Shares outstanding: 87.8m as of 2026-02-27, 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 ≈ $5.31. Options: 7 managers hold calls ($4.3m notional), 4 hold puts ($172.2k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 60 |
| Q3 2023 | 57 |
| Q4 2023 | 58 |
| Q1 2024 | 70 |
| Q2 2024 | 68 |
| Q3 2024 | 77 |
| Q4 2024 | 92 |
| Q1 2025 | 100 |
| Q2 2025 | 111 |
| Q3 2025 | 118 |
| Q4 2025 | 143 |
| Q1 2026 | 155 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 44 | 37 |
| Q3 2024 | 55 | 17 |
| Q4 2024 | 61 | 25 |
| Q1 2025 | 56 | 35 |
| Q2 2025 | 73 | 38 |
| Q3 2025 | 69 | 54 |
| Q4 2025 | 87 | 51 |
| Q1 2026 | 105 | 52 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $937.5k | $452.4k | 0.48 |
| Q3 2025 | $4.1m | $1.3m | 0.33 |
| Q4 2025 | $3.9m | $1.1m | 0.28 |
| Q1 2026 | $4.3m | $172.2k | 0.04 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +3.1m |
| Alyeska Investment Group, L.P. | New | +2.0m |
| AIGH Capital Management LLC | New | +2.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.9m |
| BlackRock, Inc. | Added | +1.4m |
| Qube Research & Technologies Ltd | Added | +1.2m |
| ARMISTICE CAPITAL, LLC | Added | +1.1m |
| Longaeva Partners L.P. | New | +807.8k |
| J. Goldman & Co LP | Added | +733.4k |
| BAKER BROS. ADVISORS LP | New | +584.8k |
Biggest sellers
| Polar Capital Holdings Plc | Sold out | -3.9m |
| Balyasny Asset Management L.P. | Reduced | -2.8m |
| SymBiosis Capital Partners, LLC | Sold out | -2.0m |
| Vivo Capital, LLC | Sold out | -1.1m |
| TANG CAPITAL MANAGEMENT LLC | Sold out | -1.1m |
| Point72 Asset Management, L.P. | Sold out | -995.0k |
| Logos Global Management LP | Reduced | -700.0k |
| TWO SIGMA ADVISERS, LP | Sold out | -399.0k |
| CITIGROUP INC | Reduced | -352.2k |
| D. E. Shaw & Co., Inc. | Reduced | -312.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m276.0k shares |
| Caption Management, LLC | Added | $1.1m212.5k shares |
| JANE STREET GROUP, LLC | Reduced | $802.4k151.4k shares |
| SIMPLEX TRADING, LLC | Added | $476.5k89.9k shares |
| CITADEL ADVISORS LLC | Added | $279.3k52.7k shares |
| Point72 Asset Management, L.P. | New | $81.6k15.4k shares |
| GROUP ONE TRADING LLC | Reduced | $35.5k6.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $91.2k17.2k shares |
| CITADEL ADVISORS LLC | Reduced | $79.0k14.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.6k300 shares |
| GROUP ONE TRADING LLC | Reduced | $530100 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 |
|---|---|
| Deep Track Capital, LP 13G · passive investor new · filed 2025-11-21 | 10.0% |
| RTW INVESTMENTS, LP 13G · institution no change · filed 2026-05-15 | 9.9% |
| ARMISTICE CAPITAL, LLC 13G · institution +2.5 pts · filed 2026-08-14 | 7.8% |
| Soleus Capital Master Fund, L.P. 13G · passive investor filed 2025-02-11 | 7.3% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-07-30 | 7.0% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: Polar Capital Holdings Plc (4.8%, 2026-07-08), BALYASNY ASSET MANAGEMENT L.P. (1.6%, 2026-05-15), Foresite Capital Fund VI LP (3.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Point72 Asset Management, L.P. (1.3%, 2026-02-17), Nantahala Capital Management, LLC (4.7%, 2026-02-13), Logos Global Management LP (4.8%, 2025-11-14)
Insider purchases and sales in Q1 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 4 | $6.4k | — |
| Q3 2024 | 0 | — | 4 | $12.3k | — |
| Q4 2024 | 0 | — | 4 | $11.5k | — |
| Q1 2025 | 0 | — | 4 | $58.3k | — |
| Q2 2025 | 0 | — | 4 | $693.0k | $680.2k |
| Q3 2025 | 0 | — | 4 | $21.1k | $21.1k |
| Q4 2025 | 0 | — | 6 | $554.4k | $554.4k |
| Q1 2026 | 0 | — | 2 | $116.5k | $116.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-04 | Paterson Dan President and CEO, director | Sold plan | $6.5k970 shares |
| 2026-01-12 | Paterson Dan President and CEO, director | Sold plan | $73.9k10.3k shares |
| 2026-01-12 | Calkins Daniel Chief Financial Officer | Sold plan | $36.1k5.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| RTW INVESTMENTS, LP 0.35% of their portfolio | 6.6m $34.9m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 6.2m $32.8m | Added +1.4m |
| Deep Track Capital, LP 0.63% of their portfolio | 5.7m $30.4m | Unchanged |
| ARMISTICE CAPITAL, LLC 0.80% of their portfolio | 4.6m $24.3m | Added +1.1m |
| Nantahala Capital Management, LLC 1.19% of their portfolio | 3.6m $19.0m | Added +3.1m |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $18.6m | Added +297.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.3m $17.6m | First filing |
| Stonepine Capital Management, LLC 15.39% of their portfolio | 3.3m $17.5m | Added +570.2k |
| Foresite Capital Management VI LLC 3.62% of their portfolio | 3.1m $16.7m | Added +11.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.4m $12.8m | Added +1.9m |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 2.3m $12.2m | Reduced -44.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.2m $11.9m | Added +375.7k |
| Rosalind Advisors, Inc. 4.64% of their portfolio | 2.1m $11.3m | Added +350.0k |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 2.0m $10.9m | New |
| AIGH Capital Management LLC 2.17% of their portfolio | 2.0m $10.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $9.1m | Added +324.7k |
| J. Goldman & Co LP 0.41% of their portfolio | 1.7m $8.9m | Added +733.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $7.9m | Reduced -11.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 1.5m $7.8m | Added +1.2m |
| ACORN CAPITAL ADVISORS, LLC 2.21% of their portfolio | 1.5m $7.8m | Unchanged |
| NEXTBio Capital Management LP 3.22% of their portfolio | 1.3m $6.9m | Reduced -530 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.1m $5.9m | Added +179.9k |
| Logos Global Management LP 0.27% of their portfolio | 1.0m $5.3m | Reduced -700.0k |
| Ishara Investments LP 4.39% of their portfolio | 820.0k $4.3m | Added +550.0k |
| Longaeva Partners L.P. 0.21% of their portfolio | 807.8k $4.3m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 756.9k $4.0m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 667.0k $3.5m | Added +190.1k |
| Exome Asset Management LLC 1.99% of their portfolio | 636.7k $3.4m | Added +235.0k |
| BAKER BROS. ADVISORS LP 0.02% of their portfolio | 584.8k $3.1m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 570.6k $3.0m | Added +249.8k |
| Jefferies Financial Group Inc. 0.04% of their portfolio | 556.0k $2.9m | Reduced -1.0k |
| UBS Group AG 0.00% of their portfolio | 543.7k $2.9m | Added +42.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 515.8k $2.7m | Added +122.7k |
| Pinnacle Financial Partners, Inc. 0.02% of their portfolio | 495.3k $2.6m | Added +104.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 494.7k $2.6m | First filing |
| FMR LLC 0.00% of their portfolio | 473.7k $2.5m | Added +75.1k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 460.4k $2.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 417.0k $2.2m | Added +100.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 409.8k $2.2m | Reduced -2.8m |
| XTX Topco Ltd 0.04% of their portfolio | 395.8k $2.1m | Added +264.7k |
| CANTOR FITZGERALD, L. P. 0.07% of their portfolio | 363.1k $1.9m | Added +320.9k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 345.6k $1.8m | Reduced -18.7k |
| SPHERA FUNDS MANAGEMENT LTD. 0.31% of their portfolio | 343.7k $1.8m | Unchanged |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 305.2k $1.6m | Added +294.2k |
| Torray Investment Partners LLC 0.23% of their portfolio | 299.0k $1.6m | Added +82.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 270.6k $1.4m | Reduced -5.4k |
| Palo Alto Investors LP 0.20% of their portfolio | 246.1k $1.3m | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 244.1k $1.3m | Added +36 |
| Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio | 221.3k $1.2m | Added +46.9k |
| SG Americas Securities, LLC 0.00% of their portfolio | 215.0k $1.1m | Reduced -175.3k |
| Ikarian Capital, LLC 0.16% of their portfolio | 213.9k $1.1m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 206.1k $1.1m | Added +17.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 199.0k $1.1m | Reduced -341 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 196.5k $1.0m | Added +35.3k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 184.0k $975.1k | Added +79.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 161.7k $857.0k | Added +39.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 151.2k $801.6k | Added +5.7k |
| Birchview Capital, LP 0.45% of their portfolio | 150.0k $795.0k | Unchanged |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 144.7k $767.0k | Added +70.5k |
| Seven Fleet Capital Management LP 0.21% of their portfolio | 123.4k $654.0k | Added +108.3k |
| Jump Financial, LLC 0.01% of their portfolio | 118.5k $627.9k | New |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 114.9k $608.9k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 110.7k $587.0k | Added +14.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 109.1k $578.4k | Reduced -20.2k |
| Invesco Ltd. 0.00% of their portfolio | 104.0k $551.5k | Reduced -44 |
| Knott David M Jr 0.33% of their portfolio | 104.0k $551.2k | New |
| Quarry LP 0.11% of their portfolio | 100.0k $530.0k | Added +73.0k |
| Man Group plc 0.00% of their portfolio | 96.8k $513.2k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 91.8k $486.3k | Reduced -51.6k |
| BARCLAYS PLC 0.00% of their portfolio | 90.3k $478.6k | Reduced -111.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 74.3k $393.7k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 72.0k $381.5k | Added +11.5k |
| ADAR1 Capital Management, LLC 0.02% of their portfolio | 71.1k $376.8k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 68.5k $363.3k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.3k $519.3k | Unchanged |
| Graham Capital Management, L.P. 0.01% of their portfolio | 67.1k $355.4k | Added +43.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 66.1k $350.1k | Added +17.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 62.8k $332.9k | Added +17.2k |
| Quadrature Capital Ltd 0.00% of their portfolio | 52.1k $276.1k | New |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 51.2k $270.9k | Added +26.0k |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 48.8k $258.4k | Added +1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 46.8k $249.0k | Added +19.6k |
| WINTON GROUP Ltd 0.01% of their portfolio | 46.2k $244.9k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 43.3k $229.7k | Reduced -32 |
| Aquatic Capital Management LLC 0.01% of their portfolio | 42.9k $227.3k | Added +11.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 42.7k $226.3k | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 42.4k $224.7k | Reduced -77 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 39.4k $209.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 39.0k $203.3k | Added +6.7k |
| FOX RUN MANAGEMENT, L.L.C. 0.03% of their portfolio | 39.0k $189.2k | Reduced -18.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 38.9k $206.1k | Reduced -881 |
| Dauntless Investment Group, LLC 0.55% of their portfolio | 36.8k $194.8k | Not comparable |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.28% of their portfolio | 36.2k $191.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 33.0k $174.7k | Added +4.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 32.6k $172.8k | Added +20.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.1k $159.5k | Reduced -32.5k |
| MIZUHO SECURITIES USA LLC 0.00% of their portfolio | 30.0k $159.0k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 29.5k $156.5k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.8k $139.6k | Added +6.4k |
| Virtus Investment Advisers, LLC 0.04% of their portfolio | 28.4k $150.4k | Added +692 |