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 ($5.5m this quarter). Holder counts are more reliable. Shares outstanding: 54.8m as of 2024-08-05, 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 ≈ $36.18. Options: 4 managers hold calls ($1.6m notional), 8 hold puts ($6.5m).
Trends to Q2 2024
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 |
| Q4 2023 | 97 |
| Q1 2024 | 161 |
| Q2 2024 | 173 |
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 |
| Q4 2023 | 52 | 31 |
| Q1 2024 | 123 | 39 |
| Q2 2024 | 104 | 76 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $364.3k | $0 | 0.00 |
| Q4 2023 | $119.9k | $285.5k | 2.38 |
| Q1 2024 | $6.1m | $16.0m | 2.62 |
| Q2 2024 | $1.6m | $6.5m | 4.05 |
Biggest buyers
| Logos Global Management LP | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| Holocene Advisors, LP | Added | +588.7k |
| SAMLYN CAPITAL, LLC | Added | +586.4k |
| First Light Asset Management, LLC | Added | +569.6k |
| Artal Group S.A. | Added | +410.0k |
| AMERICAN CENTURY COMPANIES INC | New | +387.4k |
| VANGUARD GROUP INC | Added | +375.5k |
| JENNISON ASSOCIATES LLC | Added | +366.2k |
| FEDERATED HERMES, INC. | New | +290.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -4.3m |
| Point72 Asset Management, L.P. | Reduced | -1.1m |
| Avoro Capital Advisors LLC | Reduced | -955.4k |
| Commodore Capital LP | Reduced | -690.0k |
| JPMORGAN CHASE & CO | Reduced | -403.6k |
| Pictet Asset Management Holding SA | Reduced | -387.9k |
| Avidity Partners Management LP | Sold out | -383.5k |
| FMR LLC | Reduced | -321.3k |
| Invesco Ltd. | Reduced | -288.9k |
| D. E. Shaw & Co., Inc. | Reduced | -230.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m39.8k shares |
| CITADEL ADVISORS LLC | Reduced | $86.8k2.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $68.0k1.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m51.8k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m49.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m32.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m30.6k shares |
| Belvedere Trading LLC | Reduced | $260.5k7.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $220.0k6.1k shares |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | Added | $58.5k30.0k shares |
| 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 Q2 2024
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 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 |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $5.0m | 1 | $34.1m | — |
| Q2 2024 | 0 | — | 2 | $6.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-16 | Young Joseph R SVP, FINANCE, CHIEF ACCT OFFCR | Sold | $873.9k20.7k shares |
| 2024-05-15 | Young Joseph R SVP, FINANCE, CHIEF ACCT OFFCR | Sold | $430.5k10.2k shares |
| 2024-04-10 | Young Joseph R SVP, FINANCE, CHIEF ACCT OFFCR | Sold | $228.6k5.7k shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER | Sold | $4.0m99.8k shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · By Trust | Sold | $513.3k13.0k shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · By IRA | Sold | $111.0k2.8k shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · As Custodian for UTMA account | Sold | $49.1k1.2k shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · By Spouse's IRA | Sold | $33.8k857 shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · As custodian for UTMA account | Sold | $14.8k387 shares |
| 2024-04-03 | Grant Sean CHIEF FINANCIAL OFFICER · By Roth IRA | Sold | $13.2k335 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 2024
| Manager | Shares | Change |
|---|---|---|
| Avoro Capital Advisors LLC 2.08% of their portfolio | 4.3m $155.9m | Reduced -955.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 3.6m $131.0m | Added +1.2m |
| BlackRock Inc. 0.00% of their portfolio | 3.3m $120.8m | Added +18.7k |
| FMR LLC 0.01% of their portfolio | 2.8m $101.4m | Reduced -321.3k |
| Sofinnova Investments, Inc. 6.37% of their portfolio | 2.8m $101.1m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $91.3m | Added +375.5k |
| Commodore Capital LP 6.11% of their portfolio | 2.5m $89.5m | Reduced -690.0k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $78.0m | Reduced -195.2k |
| Eversept Partners, LP 5.66% of their portfolio | 2.0m $73.9m | Added +219.4k |
| Logos Global Management LP 3.99% of their portfolio | 1.9m $68.7m | Added +1.3m |
| Holocene Advisors, LP 0.27% of their portfolio | 1.8m $65.0m | Added +588.7k |
| Kynam Capital Management, LP 5.85% of their portfolio | 1.5m $55.8m | Added +16.9k |
| SAMLYN CAPITAL, LLC 0.77% of their portfolio | 1.2m $44.6m | Added +586.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 1.1m $40.5m | Added +281.8k |
| First Light Asset Management, LLC 3.19% of their portfolio | 1.0m $36.4m | Added +569.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 984.4k $35.6m | Added +23.1k |
| Woodline Partners LP 0.33% of their portfolio | 948.9k $34.3m | Added +1.8k |
| Artal Group S.A. 0.85% of their portfolio | 916.0k $33.1m | Added +410.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 784.6k $28.4m | Added +224.8k |
| READYSTATE ASSET MANAGEMENT LP 1.33% of their portfolio | 772.7k $28.0m | Added +178.6k |
| Altium Capital Management LLC 10.67% of their portfolio | 714.0k $25.8m | Added +4.0k |
| ORBIMED ADVISORS LLC 0.49% of their portfolio | 675.9k $24.5m | Unchanged |
| Polar Capital Holdings Plc 0.14% of their portfolio | 675.0k $24.4m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 635.4k $23.0m | Reduced -1.6k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 623.6k $22.6m | Reduced -387.9k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 603.6k $21.8m | Added +152.5k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 524.6k $19.0m | Added +44.1k |
| Integral Health Asset Management, LLC 1.80% of their portfolio | 500.0k $18.1m | Added +140.0k |
| AXA S.A. 0.03% of their portfolio | 492.4k $17.8m | Added +220.3k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 441.2k $16.0m | Added +366.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 440.8k $15.9m | Reduced -6.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 433.2k $15.7m | Added +81.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 387.4k $14.0m | New |
| Rock Springs Capital Management LP 0.42% of their portfolio | 381.2k $13.8m | Added +40.0k |
| Affinity Asset Advisors, LLC 2.14% of their portfolio | 375.0k $13.6m | Reduced -95.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 370.7k $13.4m | Reduced -230.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 365.5k $13.2m | Reduced -6.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 351.1k $12.7m | Added +12.7k |
| MORGAN STANLEY 0.00% of their portfolio | 305.4k $11.1m | Reduced -4.3m |
| Candriam S.C.A. 0.06% of their portfolio | 293.8k $10.6m | Added +185.8k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 290.0k $10.5m | New |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 288.4k $10.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 267.5k $9.7m | Reduced -403.6k |
| Driehaus Capital Management LLC 0.09% of their portfolio | 255.1k $9.2m | Reduced -2.1k |
| Alphabet Inc. 0.44% of their portfolio | 241.3k $8.7m | Unchanged |
| Cutter Capital Management, LP 2.54% of their portfolio | 230.0k $8.3m | New |
| First Turn Management, LLC 1.25% of their portfolio | 212.9k $7.7m | Added +94.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 179.9k $6.5m | Reduced -20.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 165.3k $6.0m | Added +9.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 157.5k $5.7m | Added +16.1k |
| TD Asset Management Inc 0.01% of their portfolio | 154.3k $5.6m | Added +24.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 148.0k $5.4m | Added +112.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 148.0k $5.4m | Added +88.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 147.8k $5.3m | Added +32.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 141.8k $5.1m | Reduced -5.0k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.20% of their portfolio | 136.4k $4.9m | Reduced -17.5k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 121.8k $4.4m | Reduced -53.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 119.0k $4.3m | Reduced -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 112.6k $4.1m | Reduced -18.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 103.7k $3.8m | Added +1.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 102.0k $3.7m | Added +22.3k |
| TWINBEECH CAPITAL LP 0.07% of their portfolio | 93.2k $3.4m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 74.5k $2.7m | Added +14.1k |
| UBS Group AG 0.00% of their portfolio | 74.5k $2.7m | Reduced -51.9k |
| Decheng Capital LLC 0.77% of their portfolio | 69.8k $2.5m | New |
| Swiss National Bank 0.00% of their portfolio | 69.7k $2.5m | Added +7.5k |
| Crestline Management, L.P. 0.18% of their portfolio | 63.5k $2.3m | Added +12.0k |
| Informed Momentum Co LLC 0.37% of their portfolio | 62.4k $2.3m | Reduced -488 |
| Nicholas Investment Partners, LP 0.22% of their portfolio | 59.1k $2.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.1k $2.0m | Added +23.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 54.9k $2.0m | Reduced -2.9k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 53.9k $2.0m | Added +26.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 49.1k $1.8m | New |
| WEXFORD CAPITAL LP 0.43% of their portfolio | 46.9k $1.7m | Added +40.8k |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 44.3k $1.6m | Added +4.3k |
| BARCLAYS PLC 0.00% of their portfolio | 44.0k $1.6m | Added +433 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 43.7k $1.6m | Added +15.9k |
| ALPS ADVISORS INC 0.01% of their portfolio | 42.8k $1.5m | Added +4.1k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 41.9k $1.5m | New |
| Point72 (DIFC) Ltd 0.13% of their portfolio | 40.4k $1.5m | Added +38.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.5k $1.4m | Unchanged |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 39.4k $1.4m | Added +11.8k |
| Legal & General Group Plc 0.00% of their portfolio | 39.4k $1.4m | Added +1.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 38.3k $1.4m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 37.4k $1.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 34.9k $1.3m | Added +2.5k |
| Cinctive Capital Management LP 0.07% of their portfolio | 34.8k $1.3m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 33.7k $1.2m | Added +22.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 33.4k $1.2m | Reduced -1.4k |
| Portman Ltd 4.48% of their portfolio | 32.8k $1.2m | New |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 32.4k $1.2m | New |
| EFG Asset Management (North America) Corp. 0.20% of their portfolio | 31.4k $1.1m | Added +21.1k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 31.2k $1.1m | Reduced -6.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 25.7k $924.1k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 25.6k $926.4k | Added +11.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 23.6k $853.3k | Added +12.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 23.2k $840.1k | Reduced -9.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 22.8k $824.1k | Added +2.1k |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 22.4k $810.3k | Reduced -5.0k |
| CITIGROUP INC 0.00% of their portfolio | 21.3k $770.0k | Reduced -131.3k |