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: 44.4m as of 2023-11-07, 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 ≈ $13.71. Options: 5 managers hold calls ($364.3k notional), 1 hold puts ($0).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 55 |
| Q4 2022 | 60 |
| Q1 2023 | 71 |
| Q2 2023 | 78 |
| Q3 2023 | 86 |
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 |
| Q3 2023 | 54 | 23 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $185.5k | $314.2k | 1.69 |
| Q2 2023 | $2.1m | $3.7m | 1.78 |
| Q3 2023 | $364.3k | $0 | 0.00 |
Biggest buyers
| STATE STREET CORP | Added | +1.2m |
| Woodline Partners LP | Added | +808.9k |
| AXA S.A. | New | +271.0k |
| Altium Capital Management LLC | Added | +213.7k |
| BlackRock Inc. | Added | +188.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +176.5k |
| D. E. Shaw & Co., Inc. | New | +158.2k |
| Rafferty Asset Management, LLC | New | +136.4k |
| GOLDMAN SACHS GROUP INC | Added | +134.3k |
| VANGUARD GROUP INC | Added | +134.1k |
Biggest sellers
| FMR LLC | Reduced | -1.1m |
| Carlyle Group Inc. | Reduced | -978.7k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -333.7k |
| Eversept Partners, LP | Reduced | -262.5k |
| ORBIMED ADVISORS LLC | Reduced | -238.7k |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC | Reduced | -216.9k |
| BAKER BROS. ADVISORS LP | Sold out | -146.5k |
| Polar Asset Management Partners Inc. | Reduced | -126.6k |
| SIMPLEX TRADING, LLC | Sold out | -70.5k |
| Octagon Capital Advisors LP | Sold out | -70.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $156.3k11.4k shares |
| CITADEL ADVISORS LLC | Reduced | $138.5k10.1k shares |
| GROUP ONE TRADING LLC | Added | $42.5k3.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $27.0k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 3 | $136.4k | $136.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-21 | Fordyce Marshall President and CEO, director | Sold plan | $86.8k5.2k shares |
| 2023-08-21 | Curley Joanne Chief Development Officer | Sold plan | $24.8k1.5k shares |
| 2023-08-21 | Lin Celia Chief Medical Officer | Sold plan | $24.8k1.5k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Commodore Capital LP 8.73% of their portfolio | 5.5m $74.7m | Unchanged |
| FMR LLC 0.01% of their portfolio | 5.4m $74.7m | Reduced -1.1m |
| Sofinnova Investments, Inc. 3.34% of their portfolio | 3.5m $47.5m | Unchanged |
| Kynam Capital Management, LP 6.74% of their portfolio | 3.0m $40.5m | Reduced -43.9k |
| Woodline Partners LP 0.41% of their portfolio | 2.6m $35.1m | Added +808.9k |
| BlackRock Inc. 0.00% of their portfolio | 2.4m $32.3m | Added +188.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $23.7m | Added +1.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.6m $21.6m | Added +134.1k |
| ORBIMED ADVISORS LLC 0.45% of their portfolio | 1.5m $20.8m | Reduced -238.7k |
| Eversept Partners, LP 2.25% of their portfolio | 1.5m $20.3m | Reduced -262.5k |
| Carlyle Group Inc. 0.85% of their portfolio | 1.4m $19.7m | Reduced -978.7k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 1.2m $16.8m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 914.7k $12.5m | Reduced -53.3k |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC 3.50% of their portfolio | 758.4k $10.4m | Reduced -216.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 738.6k $10.1m | Added +87.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 419.8k $5.8m | Added +134.3k |
| Invesco Ltd. 0.00% of their portfolio | 390.8k $5.4m | Added +116.2k |
| SECTORAL ASSET MANAGEMENT INC 0.95% of their portfolio | 357.1k $4.9m | Added +5.5k |
| Altium Capital Management LLC 2.65% of their portfolio | 333.7k $4.6m | Added +213.7k |
| Alphabet Inc. 0.27% of their portfolio | 301.6k $4.1m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 295.5k $4.1m | Added +18.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 290.9k $4.0m | Added +123.4k |
| AXA S.A. 0.01% of their portfolio | 271.0k $3.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 267.0k $3.7m | Added +176.5k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.11% of their portfolio | 200.3k $2.7m | Reduced -9.4k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 178.0k $2.4m | Added +50.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 158.2k $2.2m | New |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 136.4k $1.9m | New |
| Polar Asset Management Partners Inc. 0.04% of their portfolio | 135.8k $1.9m | Reduced -126.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 128.2k $1.8m | Reduced -2.0k |
| SPHERA FUNDS MANAGEMENT LTD. 0.35% of their portfolio | 105.0k $1.4m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 100.6k $1.4m | Added +67.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.1k $1.3m | Added +84.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 87.2k $1.2m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 84.5k $1.2m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 83.0k $1.1m | Added +73.0k |
| BARCLAYS PLC 0.00% of their portfolio | 71.7k $983.0k | Added +65.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 69.7k $955.2k | New |
| Driehaus Capital Management LLC 0.01% of their portfolio | 68.3k $936.5k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 62.3k $854.4k | Reduced -17.2k |
| CITIGROUP INC 0.00% of their portfolio | 57.4k $786.8k | Added +47.3k |
| Swiss National Bank 0.00% of their portfolio | 48.7k $667.7k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 48.4k $663.7k | Added +5.3k |
| Crestline Management, L.P. 0.07% of their portfolio | 45.4k $622.2k | Unchanged |
| Weiss Multi-Strategy Advisers LLC 0.02% of their portfolio | 45.2k $620.0k | Reduced -34.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 44.3k $607.3k | New |
| UBS Group AG 0.00% of their portfolio | 43.9k $602.3k | Added +23.2k |
| Tri Locum Partners LP 0.19% of their portfolio | 43.4k $595.5k | Reduced -65.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.3k $470.1k | Unchanged |
| ALPS ADVISORS INC 0.00% of their portfolio | 32.7k $448.5k | Added +175 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 32.4k $444.2k | Added +19.0k |
| XTX Topco Ltd 0.08% of their portfolio | 32.0k $439.4k | New |
| HighVista Strategies LLC 0.20% of their portfolio | 30.9k $423.7k | New |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 30.0k $411.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 28.5k $391.4k | Reduced -3.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 27.0k $370.5k | Added +15.8k |
| Legal & General Group Plc 0.00% of their portfolio | 25.0k $342.6k | Added +21.4k |
| PROFUND ADVISORS LLC 0.02% of their portfolio | 23.1k $316.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 23.1k $316.2k | Reduced -3.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 20.6k $282.1k | Added +4.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.3k $264.6k | Added +7.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 18.2k $249.8k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 17.8k $244.4k | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 17.8k $244.3k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 16.9k $231.3k | Added +599 |
| Carnegie Mellon University 0.28% of their portfolio | 16.1k $220.2k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.0k $219.8k | Added +2.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 15.9k $218.3k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 13.8k $188.8k | Added +533 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 13.8k $188.7k | Added +284 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 13.6k $185.9k | Added +17 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.2k $154.2k | Added +186 |
| Mariner, LLC 0.00% of their portfolio | 11.0k $151.3k | New |
| CAMBRIDGE TRUST CO 0.01% of their portfolio | 9.9k $135.6k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 5.8k $79.4k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.6k $77.0k | Added +2.3k |
| AMALGAMATED BANK 0.00% of their portfolio | 4.2k $57.0k | Added +864 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 3.3k $45.4k | Added +520 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $32.1k | Added +411 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 2.3k $31.1k | Added +384 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 610 $8.4k | Added +580 |
| HALL LAURIE J TRUSTEE 0.00% of their portfolio | 600 $8.0k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 447 $6.1k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 207 $2.8k | Unchanged |
| 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 | Unchanged |