VERA THERAPEUTICS INC VERA
CL A · Common Stock · CUSIP 92337R101
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBrisbane, CA
- 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. Holder counts are more reliable. Shares outstanding: 44.3m as of 2023-08-07, 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 ≈ $16.05. Options: 10 managers hold calls ($2.1m notional), 7 hold puts ($3.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 55 |
| Q4 2022 | 60 |
| Q1 2023 | 71 |
| Q2 2023 | 78 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 32 | 19 |
| Q1 2023 | 51 | 20 |
| Q2 2023 | 50 | 34 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $185.5k | $314.2k | 1.69 |
| Q2 2023 | $2.1m | $3.7m | 1.78 |
Biggest buyers
| Commodore Capital LP | Added | +2.6m |
| MORGAN STANLEY | Added | +927.4k |
| PICTET ASSET MANAGEMENT SA | New | +919.4k |
| BlackRock Inc. | Added | +759.9k |
| ORBIMED ADVISORS LLC | Added | +394.4k |
| GOLDMAN SACHS GROUP INC | New | +285.5k |
| Invesco Ltd. | New | +274.6k |
| STATE STREET CORP | Added | +272.4k |
| PLATINUM INVESTMENT MANAGEMENT LTD | New | +209.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +170.6k |
Biggest sellers
| FMR LLC | Reduced | -5.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.6m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Sold out | -1.3m |
| Point72 Asset Management, L.P. | Sold out | -1.0m |
| CITADEL ADVISORS LLC | Sold out | -775.8k |
| Octagon Capital Advisors LP | Reduced | -725.0k |
| Carlyle Group Inc. | Reduced | -543.4k |
| Kynam Capital Management, LP | Reduced | -372.4k |
| SECTORAL ASSET MANAGEMENT INC | Reduced | -248.7k |
| BAKER BROS. ADVISORS LP | Reduced | -186.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $844.2k52.6k shares |
| JANE STREET GROUP, LLC | New | $386.8k24.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $321.0k20.0k shares |
| CITADEL ADVISORS LLC | Added | $248.8k15.5k shares |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | Not comparable | $231.0k55.0k shares |
| SIMPLEX TRADING, LLC | New | $54.0k3.4k shares |
| GROUP ONE TRADING LLC | New | $6.4k400 shares |
| Cutler Group LLC / CA | New | $2.0k1.7k shares |
| OSAIC HOLDINGS, INC. | New | $4962 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $1.6m100.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m77.4k shares |
| JANE STREET GROUP, LLC | New | $443.0k27.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $202.2k12.6k shares |
| CITADEL ADVISORS LLC | Added | $166.9k10.4k shares |
| GROUP ONE TRADING LLC | New | $69.0k4.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 |
|---|---|
| Avoro Capital Advisors LLC 13G · institution filed 2025-02-14 | 8.9% |
| BlackRock, Inc. 13G · institution filed 2026-07-30 | 7.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution -1.3 pts · filed 2026-05-15 | 6.4% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.8% |
| Deep Track Capital, LP 13G · passive investor new · filed 2026-03-11 | 5.5% |
| Flynn James E 13G · passive investor new · filed 2025-06-11 | 5.2% |
Fell to 5% or below in the last year: Kynam Capital Management, LP (4.0%, 2026-08-14), Point72 Asset Management, L.P. (1.7%, 2026-04-01), VANGUARD GROUP INC (0.0%, 2026-03-27), Sofinnova Venture Partners X, L.P. (4.0%, 2026-03-05), FMR LLC (4.1%, 2026-02-05)
Insider purchases and sales in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 2 | $9.0m | 0 | — | — |
| Q2 2022 | 1 | $68.0k | 1 | $117.9k | — |
| Q3 2022 | 0 | — | 2 | $3.7m | — |
| Q4 2022 | 0 | — | 2 | $1.3m | — |
| Q1 2023 | 5 | $18.5m | 0 | — | — |
| Q2 2023 | 1 | $83.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-23 | Grant Sean Chief Financial Officer · By Trust | Bought | $83.0k5.0k shares |
| 2023-06-20 | COMMODORE CAPITAL LP 10% owner · By Commodore Capital Master LP | Bought | $6.8m448.2k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 6.5m $104.9m | Reduced -5.1m |
| Commodore Capital LP 9.83% of their portfolio | 5.5m $87.5m | Added +2.6m |
| Sofinnova Investments, Inc. 3.67% of their portfolio | 3.5m $55.6m | Unchanged |
| Kynam Capital Management, LP 7.38% of their portfolio | 3.0m $48.1m | Reduced -372.4k |
| Carlyle Group Inc. 1.38% of their portfolio | 2.4m $38.8m | Reduced -543.4k |
| BlackRock Inc. 0.00% of their portfolio | 2.2m $34.8m | Added +759.9k |
| ORBIMED ADVISORS LLC 0.51% of their portfolio | 1.8m $28.2m | Added +394.4k |
| Woodline Partners LP 0.33% of their portfolio | 1.8m $28.1m | Added +972 |
| Eversept Partners, LP 2.95% of their portfolio | 1.7m $27.9m | Reduced -47.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.4m $23.1m | Added +45.4k |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC 4.76% of their portfolio | 975.2k $15.6m | Reduced -27.0k |
| MORGAN STANLEY 0.00% of their portfolio | 968.0k $15.5m | Added +927.4k |
| PICTET ASSET MANAGEMENT SA 0.02% of their portfolio | 919.4k $14.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 650.7k $10.4m | Added +170.6k |
| STATE STREET CORP 0.00% of their portfolio | 576.5k $9.3m | Added +272.4k |
| SECTORAL ASSET MANAGEMENT INC 0.94% of their portfolio | 351.6k $5.6m | Reduced -248.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 333.7k $5.4m | Reduced -1.6m |
| Alphabet Inc. 0.26% of their portfolio | 301.6k $4.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 285.5k $4.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 277.5k $4.5m | Added +84.1k |
| Invesco Ltd. 0.00% of their portfolio | 274.6k $4.4m | New |
| Polar Asset Management Partners Inc. 0.08% of their portfolio | 262.4k $4.2m | Reduced -37.6k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.12% of their portfolio | 209.7k $3.4m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 167.5k $2.7m | Added +88.5k |
| BAKER BROS. ADVISORS LP 0.01% of their portfolio | 146.5k $2.4m | Reduced -186.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 130.2k $2.1m | Added +32.2k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 128.0k $2.1m | Reduced -95.5k |
| Altium Capital Management LLC 1.51% of their portfolio | 120.0k $1.9m | Reduced -166.0k |
| Tri Locum Partners LP 0.65% of their portfolio | 108.9k $1.7m | New |
| SPHERA FUNDS MANAGEMENT LTD. 0.36% of their portfolio | 105.0k $1.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 90.5k $1.5m | Added +29.1k |
| Weiss Multi-Strategy Advisers LLC 0.03% of their portfolio | 80.0k $1.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 79.5k $1.3m | Reduced -4.5k |
| SIMPLEX TRADING, LLC 0.05% of their portfolio | 70.5k $1.1m | Added +61.0k |
| Octagon Capital Advisors LP 0.16% of their portfolio | 70.0k $1.1m | Reduced -725.0k |
| Driehaus Capital Management LLC 0.01% of their portfolio | 68.3k $1.1m | New |
| Trexquant Investment LP 0.02% of their portfolio | 53.5k $858.3k | New |
| Crestline Management, L.P. 0.08% of their portfolio | 45.4k $728.3k | Added +16.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 43.2k $692.6k | Added +15.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.3k $550.4k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 33.2k $532.9k | Reduced -13.8k |
| ALPS ADVISORS INC 0.00% of their portfolio | 32.5k $522.2k | Added +4.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 32.0k $514.3k | Added +6.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 26.2k $421.0k | Added +9.6k |
| INNOVIS ASSET MANAGEMENT LLC 0.13% of their portfolio | 21.7k $347.9k | New |
| UBS Group AG 0.00% of their portfolio | 20.7k $332.8k | Added +11.8k |
| PDT Partners, LLC 0.04% of their portfolio | 18.7k $300.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 18.2k $292.4k | Added +9.3k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 17.8k $286.1k | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 17.8k $285.9k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 16.3k $261.2k | Added +5.8k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 16.2k $259.9k | New |
| Carnegie Mellon University 0.36% of their portfolio | 16.1k $257.8k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 14.7k $235.9k | Reduced -30.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.7k $220.6k | Reduced -208 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 13.5k $217.4k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 13.5k $216.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.4k $215.8k | Added +9.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 13.2k $212.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.7k $187.5k | Reduced -17.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 11.2k $180.5k | Added +3.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.1k $177.5k | Added +48 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.7k $171.1k | Reduced -77.2k |
| CITIGROUP INC 0.00% of their portfolio | 10.1k $161.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.0k $161.2k | Reduced -9.3k |
| CAMBRIDGE TRUST CO 0.01% of their portfolio | 9.9k $158.7k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 6.7k $108.1k | Reduced -4.2k |
| Legal & General Group Plc 0.00% of their portfolio | 3.6k $58.1k | Added +1.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.3k $54.0k | Added +1.6k |
| AMALGAMATED BANK 0.00% of their portfolio | 3.3k $53.0k | Added +730 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $44.8k | Added +1.7k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.9k $30.9k | Reduced -2.9k |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 1.9k $30.3k | Added +560 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 447 $7.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 207 $3.3k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 30 $482 | Added +19 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 0 $0 | New |