Vault-13

VERA THERAPEUTICS INC VERA

CL A · Common Stock · CUSIP 92337R101

86 institutional holders +8 vs Q2 2023
39,258,88939.3m shares reported held*
88.4% of all shares outstanding*
$538.2mreported value*
16 new 38 added 15 reduced 8 sold out net bought ≈ $11.3m (+824.5k 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. 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

050100Q3 22: 55Q4 22: 60Q1 23: 71Q2 23: 78Q3 23: 8686Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202255
Q4 202260
Q1 202371
Q2 202378
Q3 202386

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 32 bought or addedQ4 22: 19 cut or sold outQ4 22Q1 23: 51 bought or addedQ1 23: 20 cut or sold outQ1 23Q2 23: 50 bought or addedQ2 23: 34 cut or sold outQ2 23Q3 23: 54 bought or addedQ3 23: 23 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223219
Q1 20235120
Q2 20235034
Q3 20235423

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $185.5kQ1 23 puts: $314.2kQ1 23P/C 1.69Q2 23 calls: $2.1mQ2 23 puts: $3.7mQ2 23P/C 1.78Q3 23 calls: $364.3kQ3 23 puts: $0Q3 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2022$0$0—
Q1 2023$185.5k$314.2k1.69
Q2 2023$2.1m$3.7m1.78
Q3 2023$364.3k$00.00

Biggest buyers

STATE STREET CORP Added +1,151,097+1.2m
Woodline Partners LP Added +808,910+808.9k
AXA S.A. New +270,993+271.0k
Altium Capital Management LLC Added +213,681+213.7k
BlackRock Inc. Added +188,284+188.3k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +176,473+176.5k
D. E. Shaw & Co., Inc. New +158,186+158.2k
Rafferty Asset Management, LLC New +136,377+136.4k
GOLDMAN SACHS GROUP INC Added +134,311+134.3k
VANGUARD GROUP INC Added +134,125+134.1k

Biggest sellers

FMR LLC Reduced -1,090,194-1.1m
Carlyle Group Inc. Reduced -978,682-978.7k
MILLENNIUM MANAGEMENT LLC Sold out -333,689-333.7k
Eversept Partners, LP Reduced -262,462-262.5k
ORBIMED ADVISORS LLC Reduced -238,685-238.7k
INTERNATIONAL BIOTECHNOLOGY TRUST PLC Reduced -216,872-216.9k
BAKER BROS. ADVISORS LP Sold out -146,464-146.5k
Polar Asset Management Partners Inc. Reduced -126,600-126.6k
SIMPLEX TRADING, LLC Sold out -70,522-70.5k
Octagon Capital Advisors LP Sold out -70,000-70.0k

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

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
Avoro Capital Advisors LLC 13G · institution filed 2025-02-14 8.9% 5.6m≈ $240.7m 2025-02-14
BlackRock, Inc. 13G · institution filed 2026-07-30 7.4% 5.3m≈ $229.2m 2026-07-30
PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution -1.3 pts · filed 2026-05-15 6.4% -1.3 pts 4.6m≈ $196.3m 2026-05-15
STATE STREET CORP 13G · institution new · filed 2026-08-07 5.8% new 4.1m≈ $178.0m 2026-08-07
Deep Track Capital, LP 13G · passive investor new · filed 2026-03-11 5.5% new 3.9m≈ $168.3m 2026-03-11
Flynn James E 13G · passive investor new · filed 2025-06-11 5.2% new 3.3m≈ $143.7m 2025-06-11

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)

BuyingSelling
505Q4 21: 0 buyingQ4 21: 0 sellingQ1 22: 2 buyingQ1 22: 0 sellingQ1 22Q2 22: 1 buyingQ2 22: 1 sellingQ3 22: 0 buyingQ3 22: 2 sellingQ3 22Q4 22: 0 buyingQ4 22: 2 sellingQ1 23: 5 buyingQ1 23: 0 sellingQ1 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 3 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20210—0——
Q1 20222$9.0m0——
Q2 20221$68.0k1$117.9k—
Q3 20220—2$3.7m—
Q4 20220—2$1.3m—
Q1 20235$18.5m0——
Q2 20231$83.0k0——
Q3 20230—3$136.4k$136.4k
DateInsiderTradeSharesPrice ValueTheir holding
2023-08-21 Fordyce Marshall President and CEO, director Sold plan 5,210 $16.66 $86.8k5.2k shares -2%
2023-08-21 Curley Joanne Chief Development Officer Sold plan 1,490 $16.66 $24.8k1.5k shares -5%
2023-08-21 Lin Celia Chief Medical Officer Sold plan 1,490 $16.65 $24.8k1.5k shares -12%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Commodore Capital LP 8.73% of their portfolio NEW YORK, NY 5,450,0005.5m $74.7m $74.7m 8.73% Unchanged
2 FMR LLC 0.01% of their portfolio BOSTON, MA 5,445,3665.4m $74.7m $74.7m 0.01% Reduced -1.1m -1,090,194
3 Sofinnova Investments, Inc. 3.34% of their portfolio Menlo Park, CA 3,467,1563.5m $47.5m $47.5m 3.34% Unchanged
4 Kynam Capital Management, LP 6.74% of their portfolio PRINCETON, NJ 2,956,0533.0m $40.5m $40.5m 6.74% Reduced -43.9k -43,947
5 Woodline Partners LP 0.41% of their portfolio San Francisco, CA 2,562,6002.6m $35.1m $35.1m 0.41% Added +808.9k +808,910
6 BlackRock Inc. 0.00% of their portfolio New York, NY 2,358,4182.4m $32.3m $32.3m 0.00% Added +188.3k +188,284
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,727,6461.7m $23.7m $23.7m 0.00% Added +1.2m +1,151,097
8 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,574,3901.6m $21.6m $21.6m 0.00% Added +134.1k +134,125
9 ORBIMED ADVISORS LLC 0.45% of their portfolio New York, NY 1,518,1151.5m $20.8m $20.8m 0.45% Reduced -238.7k -238,685
10 Eversept Partners, LP 2.25% of their portfolio NEW YORK, NY 1,478,4891.5m $20.3m $20.3m 2.25% Reduced -262.5k -262,462
11 Carlyle Group Inc. 0.85% of their portfolio WASHINGTON, DC 1,438,1551.4m $19.7m $19.7m 0.85% Reduced -978.7k -978,682
12 Pictet Asset Management Holding SA 0.02% of their portfolio CAROUGE, V8 1,226,1471.2m $16.8m $16.8m 0.02% First filing
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 914,746914.7k $12.5m $12.5m 0.00% Reduced -53.3k -53,299
14 INTERNATIONAL BIOTECHNOLOGY TRUST PLC 3.50% of their portfolio London, X0 758,355758.4k $10.4m $10.4m 3.50% Reduced -216.9k -216,872
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 738,567738.6k $10.1m $10.1m 0.00% Added +87.9k +87,875
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 419,804419.8k $5.8m $5.8m 0.00% Added +134.3k +134,311
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 390,781390.8k $5.4m $5.4m 0.00% Added +116.2k +116,171
18 SECTORAL ASSET MANAGEMENT INC 0.95% of their portfolio MONTREAL, A8 357,139357.1k $4.9m $4.9m 0.95% Added +5.5k +5,493
19 Altium Capital Management LLC 2.65% of their portfolio NEW YORK, NY 333,681333.7k $4.6m $4.6m 2.65% Added +213.7k +213,681
20 Alphabet Inc. 0.27% of their portfolio Mountain View, CA 301,580301.6k $4.1m $4.1m 0.27% Unchanged
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 295,504295.5k $4.1m $4.1m 0.00% Added +18.0k +18,041
22 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 290,898290.9k $4.0m $4.0m 0.00% Added +123.4k +123,432
23 AXA S.A. 0.01% of their portfolio PARIS, I0 270,993271.0k $3.7m $3.7m 0.01% New
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 267,004267.0k $3.7m $3.7m 0.00% Added +176.5k +176,473
25 PLATINUM INVESTMENT MANAGEMENT LTD 0.11% of their portfolio SYDNEY AUSTRALIA 2000, C3 200,302200.3k $2.7m $2.7m 0.11% Reduced -9.4k -9,398
26 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio CHICAGO, IL 177,991178.0k $2.4m $2.4m 0.04% Added +50.0k +50,000
27 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 158,186158.2k $2.2m $2.2m 0.00% New
28 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 136,377136.4k $1.9m $1.9m 0.01% New
29 Polar Asset Management Partners Inc. 0.04% of their portfolio TORONTO, A6 135,755135.8k $1.9m $1.9m 0.04% Reduced -126.6k -126,600
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 128,232128.2k $1.8m $1.8m 0.00% Reduced -2.0k -1,975
31 SPHERA FUNDS MANAGEMENT LTD. 0.35% of their portfolio TEL AVIV, L3 105,000105.0k $1.4m $1.4m 0.35% Unchanged
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 100,561100.6k $1.4m $1.4m 0.00% Added +67.4k +67,361
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 95,11695.1k $1.3m $1.3m 0.00% Added +84.5k +84,457
34 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 87,20087.2k $1.2m $1.2m 0.00% New
35 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 84,50684.5k $1.2m $1.2m 0.00% New
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 83,02583.0k $1.1m $1.1m 0.00% Added +73.0k +72,982
37 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 71,70371.7k $983.0k $983.0k 0.00% Added +65.0k +64,968
38 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio JUPITER, FL 69,67169.7k $955.2k $955.2k 0.00% New
39 Driehaus Capital Management LLC 0.01% of their portfolio Chicago, IL 68,30668.3k $936.5k $936.5k 0.01% Unchanged
40 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 62,32262.3k $854.4k $854.4k 0.00% Reduced -17.2k -17,178
41 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 57,39057.4k $786.8k $786.8k 0.00% Added +47.3k +47,322
42 Swiss National Bank 0.00% of their portfolio ZURICH, V8 48,70048.7k $667.7k $667.7k 0.00% New
43 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 48,41148.4k $663.7k $663.7k 0.00% Added +5.3k +5,260
44 Crestline Management, L.P. 0.07% of their portfolio FORT WORTH, TX 45,38045.4k $622.2k $622.2k 0.07% Unchanged
45 Weiss Multi-Strategy Advisers LLC 0.02% of their portfolio NEW YORK, NY 45,19245.2k $620.0k $620.0k 0.02% Reduced -34.8k -34,808
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 44,29444.3k $607.3k $607.3k 0.00% New
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,93543.9k $602.3k $602.3k 0.00% Added +23.2k +23,202
48 Tri Locum Partners LP 0.19% of their portfolio NEW YORK, NY 43,43843.4k $595.5k $595.5k 0.19% Reduced -65.5k -65,490
49 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 34,29034.3k $470.1k $470.1k 0.00% Unchanged
50 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 32,71032.7k $448.5k $448.5k 0.00% Added +175 +175
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,40332.4k $444.2k $444.2k 0.00% Added +19.0k +18,960
52 XTX Topco Ltd 0.08% of their portfolio LONDON, X0 32,04832.0k $439.4k $439.4k 0.08% New
53 HighVista Strategies LLC 0.20% of their portfolio BOSTON, MA 30,90230.9k $423.7k $423.7k 0.20% New
54 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 29,97030.0k $411.0k $411.0k 0.04% New
55 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 28,54528.5k $391.4k $391.4k 0.00% Reduced -3.5k -3,500
56 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 27,02327.0k $370.5k $370.5k 0.00% Added +15.8k +15,776
57 Legal & General Group Plc 0.00% of their portfolio London, X0 24,99025.0k $342.6k $342.6k 0.00% Added +21.4k +21,373
58 PROFUND ADVISORS LLC 0.02% of their portfolio BETHESDA, MD 23,11423.1k $316.9k $316.9k 0.02% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,06123.1k $316.2k $316.2k 0.00% Reduced -3.2k -3,170
60 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 20,57920.6k $282.1k $282.1k 0.00% Added +4.4k +4,387
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,30119.3k $264.6k $264.6k 0.00% Added +7.6k +7,621
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 18,21918.2k $249.8k $249.8k 0.00% Unchanged
63 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 17,82817.8k $244.4k $244.4k 0.00% Unchanged
64 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 17,81617.8k $244.3k $244.3k 0.00% Unchanged
65 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 16,87416.9k $231.3k $231.3k 0.00% Added +599 +599
66 Carnegie Mellon University 0.28% of their portfolio Pittsburgh, PA 16,06016.1k $220.2k $220.2k 0.28% Unchanged
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,03116.0k $219.8k $219.8k 0.00% Added +2.3k +2,289
68 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 15,92315.9k $218.3k $218.3k 0.00% New
69 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 13,77113.8k $188.8k $188.8k 0.00% Added +533 +533
70 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 13,76213.8k $188.7k $188.7k 0.00% Added +284 +284
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 13,56013.6k $185.9k $185.9k 0.00% Added +17 +17
72 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,24711.2k $154.2k $154.2k 0.00% Added +186 +186
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,03811.0k $151.3k $151.3k 0.00% New
74 CAMBRIDGE TRUST CO 0.01% of their portfolio BOSTON, MA 9,8879.9k $135.6k $135.6k 0.01% Unchanged
75 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,7905.8k $79.4k $79.4k 0.00% New
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,5915.6k $77.0k $77.0k 0.00% Added +2.3k +2,252
77 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 4,1894.2k $57.0k $57.0k 0.00% Added +864 +864
78 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,3123.3k $45.4k $45.4k 0.00% Added +520 +520
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,3392.3k $32.1k $32.1k 0.00% Added +411 +411
80 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 2,2722.3k $31.1k $31.1k 0.00% Added +384 +384
81 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 610610 $8.4k $8.4k 0.00% Added +580 +580
82 HALL LAURIE J TRUSTEE 0.00% of their portfolio BOSTON, MA 600600 $8.0k $8.0k 0.00% New
83 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 447447 $6.1k $6.1k 0.00% Unchanged
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 207207 $2.8k $2.8k 0.00% Unchanged
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
86 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged