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 ($473.3k this quarter). Holder counts are more reliable. Shares outstanding: 72.1m as of 2026-07-29, 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 ≈ $42.86. Options: 8 managers hold calls ($12.6m notional), 8 hold puts ($8.2m).
Trends to Q2 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 |
| Q2 2026 | 220 |
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 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 |
| Q2 2026 | 128 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.7m | $5.2m | 1.92 |
| Q4 2025 | $48.6m | $12.5m | 0.26 |
| Q1 2026 | $42.9m | $3.5m | 0.08 |
| Q2 2026 | $12.6m | $8.2m | 0.65 |
Biggest buyers
| MORGAN STANLEY | Added | +2.4m |
| Logos Global Management LP | New | +2.2m |
| STATE STREET CORP | Added | +785.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +743.9k |
| BlackRock, Inc. | Added | +659.7k |
| DEUTSCHE BANK AG\ | Added | +569.6k |
| Qube Research & Technologies Ltd | Added | +541.4k |
| Davern Capital Partners, LP | New | +498.8k |
| GREAT POINT PARTNERS LLC | Added | +401.5k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +352.1k |
Biggest sellers
| Vestal Point Capital, LP | Sold out | -1.4m |
| Point72 Asset Management, L.P. | Reduced | -1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -561.1k |
| Kynam Capital Management, LP | Reduced | -508.2k |
| CITADEL ADVISORS LLC | Sold out | -429.8k |
| First Turn Management, LLC | Sold out | -422.0k |
| First Light Asset Management, LLC | Sold out | -313.9k |
| ExodusPoint Capital Management, LP | Reduced | -306.2k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -286.1k |
| Hudson Bay Capital Management LP | Sold out | -192.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m73.4k shares |
| Ikarian Capital, LLC | Unchanged | $3.1m71.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m50.4k shares |
| JANE STREET GROUP, LLC | Reduced | $1.7m39.3k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | Unchanged | $901.1k21.0k shares |
| NOMURA HOLDINGS INC | New | $862.5k20.1k shares |
| SIMPLEX TRADING, LLC | Added | $536.4k12.5k shares |
| GROUP ONE TRADING LLC | Reduced | $270.3k6.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m69.5k shares |
| DIADEMA PARTNERS LP | New | $2.1m50.0k shares |
| CITADEL ADVISORS LLC | Added | $1.5m35.6k shares |
| NOMURA HOLDINGS INC | New | $858.2k20.0k shares |
| JANE STREET GROUP, LLC | New | $463.4k10.8k shares |
| SIMPLEX TRADING, LLC | Added | $115.9k2.7k shares |
| GROUP ONE TRADING LLC | Added | $60.1k1.4k shares |
| Persistent Asset Partners Ltd | New | $28.4k127 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 1 | $2.4m | $2.4m |
| Q3 2026 | 0 | — | 1 | $3.3m | $3.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $684.5k18.5k shares |
| 2026-09-02 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $649.7k18.5k shares |
| 2026-07-07 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $2.0m46.2k shares |
| 2026-06-23 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $701.7k18.5k shares |
| 2026-05-12 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $679.8k18.5k shares |
| 2026-04-14 | Fordyce Marshall PRESIDENT AND CEO, director | Sold plan | $1.0m23.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.7m $246.6m | Added +659.7k |
| Avoro Capital Advisors LLC 2.21% of their portfolio | 5.7m $245.6m | Reduced -165.0k |
| STATE STREET CORP 0.01% of their portfolio | 4.1m $178.0m | Added +785.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 4.0m $172.2m | Reduced -561.1k |
| Deep Track Capital, LP 2.53% of their portfolio | 4.0m $171.6m | Reduced -106.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.75% of their portfolio | 3.9m $168.1m | Added +194.3k |
| Kynam Capital Management, LP 6.85% of their portfolio | 2.9m $124.0m | Reduced -508.2k |
| MORGAN STANLEY 0.01% of their portfolio | 2.8m $120.1m | Added +2.4m |
| Sofinnova Investments, Inc. 6.40% of their portfolio | 2.8m $119.9m | Unchanged |
| FMR LLC 0.01% of their portfolio | 2.8m $119.0m | Added +97.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8m $118.2m | Added +71.8k |
| Eversept Partners, LP 5.18% of their portfolio | 2.2m $94.9m | Added +39.5k |
| Logos Global Management LP 4.06% of their portfolio | 2.2m $94.4m | New |
| Integral Health Asset Management, LLC 3.08% of their portfolio | 1.8m $75.1m | Added +150.0k |
| Bellevue Group AG 1.54% of their portfolio | 1.7m $73.4m | Added +37 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $72.6m | Added +122.4k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.6m $64.0m | Added +276.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $59.3m | Added +246.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.52% of their portfolio | 1.3m $55.6m | Added +743.9k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 1.2m $53.6m | Added +197.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.1m $47.3m | Added +569.6k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 1.1m $46.5m | Added +541.4k |
| Woodline Partners LP 0.13% of their portfolio | 1.0m $43.0m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 866.2k $37.2m | Added +137.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 642.9k $27.6m | Added +89.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 642.6k $27.6m | Added +352.1k |
| GREAT POINT PARTNERS LLC 6.07% of their portfolio | 600.8k $25.8m | Added +401.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 590.1k $25.3m | Added +419 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 581.1k $24.9m | Added +61.7k |
| BRAIDWELL LP 0.90% of their portfolio | 564.7k $24.2m | Added +40.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 545.0k $23.4m | Added +20.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 527.9k $22.7m | Added +249.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 510.8k $22.0m | Added +26.4k |
| Davern Capital Partners, LP 3.65% of their portfolio | 498.8k $21.4m | New |
| Candriam S.C.A. 0.09% of their portfolio | 468.1k $20.1m | Reduced -7.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 465.8k $20.0m | Added +24.3k |
| Elmind Capital, LP 4.71% of their portfolio | 436.5k $18.7m | Reduced -46.0k |
| Rock Springs Capital Management LP 0.90% of their portfolio | 427.6k $18.3m | Reduced -76.0k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 375.0k $16.1m | Reduced -44.6k |
| ORBIMED ADVISORS LLC 0.30% of their portfolio | 369.6k $15.9m | Unchanged |
| TimesSquare Capital Management, LLC 0.23% of their portfolio | 364.6k $15.6m | Added +132.1k |
| Ikarian Capital, LLC 2.18% of their portfolio | 310.0k $13.3m | Added +110.0k |
| ARMISTICE CAPITAL, LLC 0.36% of their portfolio | 300.0k $12.9m | Added +1.8k |
| Nuveen, LLC 0.00% of their portfolio | 298.4k $12.8m | Reduced -100.2k |
| READYSTATE ASSET MANAGEMENT LP 0.52% of their portfolio | 295.1k $12.7m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 279.5k $12.0m | Reduced -177.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 278.7k $12.0m | Reduced -14.8k |
| CITIGROUP INC 0.01% of their portfolio | 266.8k $11.4m | Added +16.8k |
| UBS Group AG 0.00% of their portfolio | 254.2k $10.9m | Added +66.3k |
| Affinity Asset Advisors, LLC 0.52% of their portfolio | 250.0k $10.7m | Unchanged |
| Alphabet Inc. 0.01% of their portfolio | 241.3k $10.4m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 225.1k $9.7m | Reduced -7.4k |
| PFM Health Sciences, LP 0.84% of their portfolio | 224.3k $9.6m | Added +49.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 197.7k $8.5m | Added +18.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 195.7k $8.4m | Reduced -2.1k |
| CenterBook Partners LP 0.38% of their portfolio | 179.5k $7.7m | Added +82.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 160.8k $6.9m | Added +39.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 147.1k $6.3m | Added +32.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 147.0k $6.3m | Reduced -6.2k |
| Jump Financial, LLC 0.05% of their portfolio | 140.1k $6.0m | Added +58.5k |
| TD Asset Management Inc 0.00% of their portfolio | 128.1k $5.5m | Reduced -65.9k |
| Ghisallo Capital Management LLC 0.11% of their portfolio | 125.0k $5.4m | New |
| PLATINUM INVESTMENT MANAGEMENT LTD 1.20% of their portfolio | 113.7k $4.9m | Unchanged |
| GW&K Investment Management, LLC 0.04% of their portfolio | 112.7k $4.8m | Added +23.7k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 110.3k $4.7m | Added +74.8k |
| Engineers Gate Manager LP 0.06% of their portfolio | 108.1k $4.6m | Added +101.7k |
| HighVista Strategies LLC 1.04% of their portfolio | 105.9k $4.5m | Added +36.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 105.3k $4.5m | Reduced -40.9k |
| Squarepoint Ops LLC 0.01% of their portfolio | 104.9k $4.5m | Added +89.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 104.2k $4.5m | Reduced -106.0k |
| XTX Topco Ltd 0.06% of their portfolio | 103.6k $4.4m | Added +55.0k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 102.6k $4.4m | Reduced -16.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 101.0k $4.3m | Added +36.3k |
| Exome Asset Management LLC 2.57% of their portfolio | 97.3k $4.2m | Reduced -17.7k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 92.2k $4.0m | Added +55.9k |
| Swiss National Bank 0.00% of their portfolio | 85.9k $3.7m | Added +10.3k |
| E. Ohman J:or Asset Management AB 0.09% of their portfolio | 85.8k $3.7m | Added +42.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 79.3k $3.4m | Added +4.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 78.3k $3.4m | Added +13.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 74.5k $3.2m | Added +69.0k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 73.5k $3.2m | Reduced -28.3k |
| ALPS ADVISORS INC 0.01% of their portfolio | 72.6k $3.1m | Added +14.5k |
| GROUP ONE TRADING LLC 0.08% of their portfolio | 68.1k $2.9m | New |
| Odyssean, LLC 0.42% of their portfolio | 60.0k $2.6m | Added +39.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 57.9k $2.5m | Added +42.9k |
| Birchview Capital, LP 1.16% of their portfolio | 57.8k $2.5m | Added +13.8k |
| DIADEMA PARTNERS LP 0.87% of their portfolio | 57.6k $2.5m | New |
| EASTERN BANK 0.04% of their portfolio | 56.0k $2.4m | Unchanged |
| Trexquant Investment LP 0.01% of their portfolio | 54.6k $2.3m | Reduced -32.1k |
| Invesco Ltd. 0.00% of their portfolio | 50.8k $2.2m | Reduced -7.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 50.8k $2.3m | Reduced -12.3k |
| Man Group plc 0.00% of their portfolio | 50.3k $2.2m | Reduced -2.9k |
| Swedbank AB 0.00% of their portfolio | 50.0k $2.1m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 49.7k $2.1m | Reduced -1.4k |
| Neo Ivy Capital Management 0.48% of their portfolio | 48.9k $2.1m | Added +36.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 48.4k $2.1m | Reduced -1.4k |
| J. Safra Sarasin Holding AG 0.03% of their portfolio | 47.7k $2.0m | Added +34.6k |
| Hennion & Walsh Asset Management, Inc. 0.05% of their portfolio | 42.5k $1.8m | Reduced -372 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 40.6k $1.7m | Reduced -1.2m |
| LMR Partners LLP 0.01% of their portfolio | 40.0k $1.7m | Reduced -804 |