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 ($402.6k this quarter). Holder counts are more reliable. Shares outstanding: 63.8m as of 2025-07-30, 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 ≈ $23.56. Options: 12 managers hold calls ($38.9m notional), 8 hold puts ($11.7m).
Trends to Q2 2025
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 |
| Q3 2024 | 175 |
| Q4 2024 | 180 |
| Q1 2025 | 181 |
| Q2 2025 | 174 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 54 | 23 |
| Q4 2023 | 52 | 31 |
| Q1 2024 | 123 | 39 |
| Q2 2024 | 104 | 76 |
| Q3 2024 | 90 | 77 |
| Q4 2024 | 119 | 59 |
| Q1 2025 | 105 | 77 |
| Q2 2025 | 105 | 88 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $10.6m | $8.7m | 0.82 |
| Q4 2024 | $2.4m | $4.7m | 1.95 |
| Q1 2025 | $17.2m | $4.8m | 0.28 |
| Q2 2025 | $38.9m | $11.7m | 0.30 |
Biggest buyers
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +2.3m |
| MORGAN STANLEY | Added | +1.8m |
| Woodline Partners LP | Added | +1.6m |
| TANG CAPITAL MANAGEMENT LLC | Added | +1.2m |
| Kynam Capital Management, LP | Added | +1.0m |
| Vestal Point Capital, LP | Added | +600.0k |
| Avoro Capital Advisors LLC | Added | +598.1k |
| Eversept Partners, LP | Added | +484.3k |
| READYSTATE ASSET MANAGEMENT LP | New | +401.4k |
| CITADEL ADVISORS LLC | Added | +351.1k |
Biggest sellers
| Holocene Advisors, LP | Sold out | -2.2m |
| Commodore Capital LP | Reduced | -1.8m |
| T. Rowe Price Investment Management, Inc. | Sold out | -1.7m |
| SAMLYN CAPITAL, LLC | Sold out | -978.4k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -826.8k |
| FEDERATED HERMES, INC. | Sold out | -788.1k |
| First Light Asset Management, LLC | Reduced | -612.9k |
| JENNISON ASSOCIATES LLC | Sold out | -507.8k |
| Siren, L.L.C. | Reduced | -500.0k |
| ORBIMED ADVISORS LLC | Sold out | -481.1k |
Biggest calls
| Caption Management, LLC | Added | $18.3m778.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.3m395.0k shares |
| Ikarian Capital, LLC | New | $3.6m153.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m130.0k shares |
| JANE STREET GROUP, LLC | New | $1.8m74.6k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $1.3m54.7k shares |
| CITADEL ADVISORS LLC | Added | $949.5k40.3k shares |
| GROUP ONE TRADING LLC | Added | $572.5k24.3k shares |
| HAP Trading, LLC | New | $25.9k45.0k shares |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | Unchanged | $23.0k40.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.3m183.1k shares |
| JANE STREET GROUP, LLC | New | $2.3m96.6k shares |
| GROUP ONE TRADING LLC | Added | $2.1m88.8k shares |
| CITADEL ADVISORS LLC | Added | $1.8m77.7k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m44.8k shares |
| Belvedere Trading LLC | New | $157.9k6.7k shares |
| Walleye Capital LLC | New | $16.5k700 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 2025
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 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 | — |
| Q3 2024 | 0 | — | 2 | $4.6m | $4.1m |
| Q4 2024 | 0 | — | 2 | $6.1m | $6.1m |
| Q1 2025 | 0 | — | 1 | $1.3m | $1.3m |
| Q2 2025 | 1 | $5.3m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-24 | ENRIGHT PATRICK G Director · See footnote | Bought | $907.6k40.6k shares |
| 2025-06-23 | ENRIGHT PATRICK G Director · See footnote | Bought | $4.4m209.4k 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 2025
| Manager | Shares | Change |
|---|---|---|
| Avoro Capital Advisors LLC 2.60% of their portfolio | 6.3m $148.4m | Added +598.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 4.5m $105.5m | Reduced -275.1k |
| BlackRock, Inc. 0.00% of their portfolio | 4.2m $98.1m | Added +173.0k |
| Kynam Capital Management, LP 8.69% of their portfolio | 3.4m $80.7m | Added +1.0m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.43% of their portfolio | 3.3m $78.9m | Added +2.3m |
| Vestal Point Capital, LP 3.85% of their portfolio | 3.1m $73.0m | Added +600.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.0m $70.7m | Added +82.7k |
| FMR LLC 0.00% of their portfolio | 2.9m $68.6m | Reduced -322.4k |
| Sofinnova Investments, Inc. 4.48% of their portfolio | 2.8m $65.8m | Unchanged |
| Woodline Partners LP 0.32% of their portfolio | 2.6m $61.5m | Added +1.6m |
| Eversept Partners, LP 5.66% of their portfolio | 2.4m $56.1m | Added +484.3k |
| MORGAN STANLEY 0.00% of their portfolio | 2.2m $52.7m | Added +1.8m |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $47.5m | Reduced -65.4k |
| TANG CAPITAL MANAGEMENT LLC 1.61% of their portfolio | 1.4m $31.8m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $30.5m | Added +92.1k |
| Integral Health Asset Management, LLC 2.53% of their portfolio | 1.1m $27.1m | Unchanged |
| Commodore Capital LP 1.33% of their portfolio | 800.0k $18.8m | Reduced -1.8m |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 772.8k $18.2m | Reduced -67.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 714.4k $16.8m | Added +337.0k |
| Rock Springs Capital Management LP 0.91% of their portfolio | 617.4k $14.5m | Added +96.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 605.0k $14.3m | Reduced -287.8k |
| MPM BIOIMPACT LLC 2.30% of their portfolio | 563.1k $13.3m | Added +147.4k |
| First Light Asset Management, LLC 1.72% of their portfolio | 563.0k $13.3m | Reduced -612.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 562.9k $13.3m | Added +351.1k |
| Affinity Asset Advisors, LLC 1.90% of their portfolio | 545.0k $12.8m | Added +189.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 504.6k $11.9m | Reduced -1.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 460.5k $10.8m | Added +42.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 444.5k $10.5m | Added +19.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 427.9k $10.1m | Reduced -826.8k |
| Tri Locum Partners LP 2.95% of their portfolio | 413.1k $9.7m | Added +262.9k |
| READYSTATE ASSET MANAGEMENT LP 0.39% of their portfolio | 401.4k $9.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 394.3k $9.3m | Added +167.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 372.7k $8.8m | Reduced -86.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 311.9k $7.3m | Reduced -32.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 310.5k $7.3m | Added +262.8k |
| First Turn Management, LLC 1.36% of their portfolio | 309.7k $7.3m | Reduced -313.9k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 299.0k $7.0m | New |
| Candriam S.C.A. 0.04% of their portfolio | 296.9k $7.0m | Reduced -66.8k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 254.2k $6.0m | Added +184.1k |
| Siren, L.L.C. 0.30% of their portfolio | 247.2k $5.8m | Reduced -500.0k |
| Alphabet Inc. 0.27% of their portfolio | 241.3k $5.7m | Unchanged |
| AXA S.A. 0.02% of their portfolio | 229.0k $5.4m | Reduced -16.6k |
| GW&K Investment Management, LLC 0.05% of their portfolio | 220.0k $5.2m | Reduced -32.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 218.8k $5.2m | Added +83.9k |
| BARCLAYS PLC 0.00% of their portfolio | 210.9k $5.0m | Added +121.2k |
| TD Asset Management Inc 0.00% of their portfolio | 200.3k $4.7m | Reduced -51.9k |
| NORGES BANK 0.00% of their portfolio | 188.4k $4.4m | Added +134.4k |
| Cinctive Capital Management LP 0.21% of their portfolio | 162.1k $3.8m | Added +135.7k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.25% of their portfolio | 159.8k $3.8m | Added +20.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 159.1k $3.7m | Added +15.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 155.8k $3.7m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 153.7k $3.6m | Added +139.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 153.1k $3.6m | Added +55.1k |
| Trexquant Investment LP 0.04% of their portfolio | 153.0k $3.6m | Added +90.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 147.5k $3.5m | Reduced -5.5k |
| Jump Financial, LLC 0.04% of their portfolio | 145.3k $3.4m | Added +107.6k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 144.8k $3.4m | Added +68.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 139.9k $3.3m | Reduced -1.5k |
| ARMISTICE CAPITAL, LLC 0.12% of their portfolio | 136.0k $3.2m | Reduced -164.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 129.1k $3.0m | Added +119.6k |
| Parkman Healthcare Partners LLC 0.32% of their portfolio | 116.3k $2.7m | Added +40.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 110.6k $2.6m | Added +92.1k |
| Nuveen, LLC 0.00% of their portfolio | 109.0k $2.6m | Reduced -47.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 106.2k $2.5m | Reduced -9.9k |
| UBS Group AG 0.00% of their portfolio | 102.9k $2.4m | Reduced -356.7k |
| SummitTX Capital, L.P. 0.09% of their portfolio | 87.7k $2.1m | Reduced -40.9k |
| Swiss National Bank 0.00% of their portfolio | 85.4k $2.0m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 78.5k $1.9m | Reduced -63.7k |
| Exome Asset Management LLC 1.54% of their portfolio | 76.7k $1.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 75.1k $1.8m | Added +11.9k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 72.1k $1.7m | Reduced -12.8k |
| Bollard Group LLC 0.04% of their portfolio | 64.0k $1.5m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 62.0k $1.5m | Reduced -21.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 61.6k $1.5m | Reduced -39.7k |
| XTX Topco Ltd 0.06% of their portfolio | 57.9k $1.4m | Added +47.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 57.5k $1.4m | Added +40.2k |
| EASTERN BANK 0.03% of their portfolio | 56.0k $1.3m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 52.5k $1.2m | Added +11.4k |
| Legal & General Group Plc 0.00% of their portfolio | 50.4k $1.2m | Added +825 |
| Aquatic Capital Management LLC 0.02% of their portfolio | 47.1k $1.1m | New |
| SECTORAL ASSET MANAGEMENT INC 0.64% of their portfolio | 41.4k $975.8k | Added +13.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.6k $957.5k | Unchanged |
| HighVista Strategies LLC 0.35% of their portfolio | 40.5k $953.5k | Reduced -11.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 38.8k $916.0k | Added +37.7k |
| Quadrature Capital Ltd 0.01% of their portfolio | 36.1k $851.7k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.03% of their portfolio | 35.3k $832.3k | Added +14.8k |
| ALPS ADVISORS INC 0.00% of their portfolio | 34.4k $811.4k | Reduced -12.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.8k $797.4k | Reduced -9.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 31.7k $744.1k | Added +816 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 31.1k $732.0k | Added +4.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 30.6k $721.5k | Reduced -9.3k |
| Soviero Asset Management, LP 0.52% of their portfolio | 30.0k $706.8k | New |
| J. Safra Sarasin Holding AG 0.01% of their portfolio | 29.6k $696.6k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 29.5k $695.9k | Added +893 |
| Invesco Ltd. 0.00% of their portfolio | 27.8k $656.1k | Added +550 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% of their portfolio | 27.4k $645.5k | Added +4.9k |
| Scientech Research LLC 0.15% of their portfolio | 25.9k $609.3k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 25.6k $603.1k | New |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 22.3k $525.2k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 21.7k $512.3k | Unchanged |