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 ($444.1k this quarter). Holder counts are more reliable. Shares outstanding: 71.8m as of 2026-05-01, 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 ≈ $40.40. Options: 9 managers hold calls ($42.9m notional), 6 hold puts ($3.5m).
Trends to Q1 2026
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 |
| Q3 2025 | 176 |
| Q4 2025 | 215 |
| Q1 2026 | 230 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 104 | 76 |
| Q3 2024 | 90 | 77 |
| Q4 2024 | 119 | 59 |
| Q1 2025 | 105 | 77 |
| Q2 2025 | 105 | 88 |
| Q3 2025 | 100 | 78 |
| Q4 2025 | 135 | 77 |
| Q1 2026 | 133 | 94 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $38.9m | $11.7m | 0.30 |
| Q3 2025 | $2.7m | $5.2m | 1.92 |
| Q4 2025 | $48.6m | $12.5m | 0.26 |
| Q1 2026 | $42.9m | $3.5m | 0.08 |
Biggest buyers
| Deep Track Capital, LP | Added | +1.3m |
| Vestal Point Capital, LP | Added | +818.2k |
| STATE STREET CORP | Added | +687.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +452.6k |
| Balyasny Asset Management L.P. | Added | +365.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +263.9k |
| BlackRock, Inc. | Added | +262.6k |
| ExodusPoint Capital Management, LP | Added | +244.6k |
| Ikarian Capital, LLC | New | +200.0k |
| GREAT POINT PARTNERS LLC | New | +199.3k |
Biggest sellers
| Holocene Advisors, LP | Sold out | -1.3m |
| Eversept Partners, LP | Reduced | -899.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -887.9k |
| Tri Locum Partners LP | Sold out | -805.7k |
| First Light Asset Management, LLC | Reduced | -555.8k |
| Point72 Asset Management, L.P. | Reduced | -527.7k |
| Rhenman & Partners Asset Management AB | Sold out | -420.0k |
| ARMISTICE CAPITAL, LLC | Reduced | -355.6k |
| CITADEL ADVISORS LLC | Reduced | -347.7k |
| Pictet Asset Management Holding SA | Reduced | -340.8k |
Biggest calls
| Caption Management, LLC | Reduced | $24.1m600.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.5m160.8k shares |
| CITADEL ADVISORS LLC | Added | $3.8m94.8k shares |
| Ikarian Capital, LLC | New | $2.9m71.7k shares |
| JANE STREET GROUP, LLC | Added | $2.4m59.0k shares |
| GROUP ONE TRADING LLC | Added | $1.6m38.6k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $844.8k21.0k shares |
| SIMPLEX TRADING, LLC | Added | $446.6k11.1k shares |
| Point72 Asset Management, L.P. | New | $358.0k8.9k shares |
Biggest puts
| Centiva Capital, LP | Reduced | $1.3m32.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m26.3k shares |
| CITADEL ADVISORS LLC | Added | $700.0k17.4k shares |
| Point72 Asset Management, L.P. | New | $358.0k8.9k shares |
| GROUP ONE TRADING LLC | New | $48.3k1.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.0k200 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $250.0k | 3 | $1.9m | $1.4m |
| Q1 2026 | 0 | — | 7 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-23 | Fordyce Marshall PRESIDENT AND CEO, director | Sold | $710.5k16.9k shares |
| 2026-02-23 | Grant Sean CHIEF FINANCIAL OFFICER | Sold | $207.8k4.9k shares |
| 2026-02-23 | Young Joseph R SVP, FINANCE, CHIEF ACCT OFFCR | Sold | $130.9k3.1k shares |
| 2026-02-23 | JOHNSON DAVID LEE Chief Operating Officer | Sold | $108.3k2.6k shares |
| 2026-02-23 | Turner William D. Chief Regulatory Officer | Sold | $91.8k2.2k shares |
| 2026-02-23 | Brenner Robert Chief Medical Officer | Sold | $90.3k2.2k shares |
| 2026-02-23 | Skelton Laurence Matthew Chief Commercial Officer | Sold | $66.4k1.6k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Avoro Capital Advisors LLC 2.33% of their portfolio | 5.9m $236.9m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 5.1m $204.7m | Added +262.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 4.6m $184.0m | Reduced -887.9k |
| Deep Track Capital, LP 3.41% of their portfolio | 4.1m $165.2m | Added +1.3m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.77% of their portfolio | 3.7m $149.7m | Reduced -337.6k |
| Kynam Capital Management, LP 8.68% of their portfolio | 3.4m $136.7m | Reduced -34.8k |
| STATE STREET CORP 0.00% of their portfolio | 3.4m $135.3m | Added +687.0k |
| Sofinnova Investments, Inc. 5.63% of their portfolio | 2.8m $112.4m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.7m $108.0m | First filing |
| FMR LLC 0.01% of their portfolio | 2.7m $107.7m | Reduced -209.4k |
| Eversept Partners, LP 5.76% of their portfolio | 2.2m $87.4m | Reduced -899.0k |
| Bellevue Group AG 1.64% of their portfolio | 1.7m $68.8m | Added +12.6k |
| Integral Health Asset Management, LLC 3.41% of their portfolio | 1.6m $64.4m | Reduced -200.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $63.2m | Added +125.2k |
| Vestal Point Capital, LP 1.54% of their portfolio | 1.4m $55.0m | Added +818.2k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.3m $66.6m | Added +95.6k |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 1.2m $48.7m | Reduced -527.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $45.6m | Added +13.2k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 1.1m $42.3m | Reduced -340.8k |
| Woodline Partners LP 0.15% of their portfolio | 1.0m $40.3m | Added +758 |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 728.3k $29.3m | Reduced -4.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 589.7k $23.7m | Reduced -104.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 553.0k $22.2m | First filing |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.23% of their portfolio | 551.5k $22.2m | Added +180.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 541.8k $21.8m | Added +163.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 532.5k $21.4m | Added +185.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 524.6k $21.1m | Added +5.7k |
| BRAIDWELL LP 0.70% of their portfolio | 523.8k $21.1m | Reduced -260.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 519.4k $20.9m | Added +46.2k |
| Rock Springs Capital Management LP 1.19% of their portfolio | 503.6k $20.3m | Reduced -65.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 484.4k $18.5m | Added +452.6k |
| Elmind Capital, LP 5.51% of their portfolio | 482.5k $19.4m | Unchanged |
| Candriam S.C.A. 0.10% of their portfolio | 475.3k $19.1m | Added +25.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 457.3k $18.4m | Added +263.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 441.5k $17.8m | First filing |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 429.8k $17.3m | Reduced -347.7k |
| First Turn Management, LLC 1.90% of their portfolio | 422.0k $17.0m | Reduced -179.8k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 419.6k $16.9m | Added +365.2k |
| Nuveen, LLC 0.00% of their portfolio | 398.6k $16.0m | Added +171.5k |
| ORBIMED ADVISORS LLC 0.32% of their portfolio | 369.6k $14.9m | Added +16.1k |
| MORGAN STANLEY 0.00% of their portfolio | 368.8k $14.8m | Reduced -130.9k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 317.4k $12.8m | Added +244.6k |
| First Light Asset Management, LLC 1.13% of their portfolio | 313.9k $12.6m | Reduced -555.8k |
| ARMISTICE CAPITAL, LLC 0.40% of their portfolio | 298.2k $12.0m | Reduced -355.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 298.1k $12.0m | Reduced -176.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 293.5k $11.8m | Added +93.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 290.5k $11.7m | Reduced -128.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 278.8k $11.2m | Reduced -73.1k |
| Affinity Asset Advisors, LLC 0.59% of their portfolio | 250.0k $10.1m | Unchanged |
| CITIGROUP INC 0.01% of their portfolio | 250.0k $10.1m | Added +75.7k |
| Alphabet Inc. 0.24% of their portfolio | 241.3k $9.7m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 232.5k $9.4m | Reduced -21.2k |
| TimesSquare Capital Management, LLC 0.16% of their portfolio | 232.5k $9.4m | Reduced -20.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 210.2k $8.5m | Added +200 |
| Ikarian Capital, LLC 1.15% of their portfolio | 200.0k $8.0m | New |
| GREAT POINT PARTNERS LLC 1.96% of their portfolio | 199.3k $8.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 197.8k $8.0m | Reduced -5.2k |
| TD Asset Management Inc 0.01% of their portfolio | 194.0k $7.8m | Reduced -131.6k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 192.4k $7.7m | New |
| UBS Group AG 0.00% of their portfolio | 187.9k $7.6m | Reduced -19.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 179.4k $7.2m | Added +9.6k |
| PFM Health Sciences, LP 0.74% of their portfolio | 174.9k $7.0m | Added +67.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 153.2k $6.2m | Reduced -1.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 146.2k $5.9m | Reduced -61.8k |
| Freestone Grove Partners LP 0.04% of their portfolio | 146.1k $5.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 121.0k $4.9m | Reduced -55.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 120.9k $4.9m | Added +300 |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 118.7k $4.8m | Added +116.1k |
| Exome Asset Management LLC 2.72% of their portfolio | 115.0k $4.6m | Reduced -9.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 114.8k $4.6m | Reduced -30.4k |
| PLATINUM INVESTMENT MANAGEMENT LTD 1.15% of their portfolio | 113.7k $4.6m | Reduced -5.7k |
| Cinctive Capital Management LP 0.28% of their portfolio | 106.1k $4.3m | Added +41.5k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 101.8k $4.1m | Added +15.9k |
| CenterBook Partners LP 0.21% of their portfolio | 97.0k $3.9m | Added +81.4k |
| Nicholas Investment Partners, LP 0.28% of their portfolio | 95.9k $3.9m | Reduced -48.9k |
| GW&K Investment Management, LLC 0.03% of their portfolio | 89.0k $3.6m | Reduced -24.7k |
| Trexquant Investment LP 0.03% of their portfolio | 86.7k $3.5m | Added +36.6k |
| Ishara Investments LP 3.33% of their portfolio | 82.0k $3.3m | New |
| Jump Financial, LLC 0.05% of their portfolio | 81.6k $3.3m | Added +75.6k |
| Swiss National Bank 0.00% of their portfolio | 75.6k $3.0m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.5k $3.0m | Added +8.0k |
| HighVista Strategies LLC 0.77% of their portfolio | 69.2k $2.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 65.2k $2.6m | Added +324 |
| Soviero Asset Management, LP 1.47% of their portfolio | 65.0k $2.6m | Reduced -20.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 64.7k $2.6m | Added +51.6k |
| Capricorn Fund Managers Ltd 0.41% of their portfolio | 64.6k $2.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 63.1k $2.4m | Reduced -992 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 59.9k $2.4m | Added +38.6k |
| Invesco Ltd. 0.00% of their portfolio | 58.7k $2.4m | Reduced -31.1k |
| ALPS ADVISORS INC 0.01% of their portfolio | 58.1k $2.3m | Added +5.7k |
| EASTERN BANK 0.04% of their portfolio | 56.0k $2.3m | Unchanged |
| Man Group plc 0.00% of their portfolio | 53.2k $2.1m | Added +20.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 51.2k $2.1m | Reduced -73.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 49.7k $2.0m | Added +11.9k |
| Headlands Technologies LLC 0.23% of their portfolio | 49.2k $2.0m | Added +6.4k |
| XTX Topco Ltd 0.03% of their portfolio | 48.6k $2.0m | Added +38.6k |
| PROFUND ADVISORS LLC 0.07% of their portfolio | 45.5k $1.8m | Added +13.4k |
| Birchview Capital, LP 1.01% of their portfolio | 44.0k $1.8m | Unchanged |
| E. Ohman J:or Asset Management AB 0.05% of their portfolio | 43.0k $1.7m | Added +3.5k |
| Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio | 42.9k $1.7m | Added +504 |