VERITONE INC VERI
COM · Common Stock · CUSIP 92347M100
US business; artificial intelligence tech company based in Costa Mesa, California, founded in 2014
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersIrvine, CA
- Founded2014
- Websiteveritone.com
- 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. Holder counts are more reliable. Shares outstanding: 38.2m as of 2024-11-11, 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 ≈ $3.59. Options: 8 managers hold calls ($4.3m notional), 6 hold puts ($1.1m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 94 |
| Q4 2022 | 91 |
| Q1 2023 | 98 |
| Q2 2023 | 73 |
| Q3 2023 | 73 |
| Q4 2023 | 69 |
| Q1 2024 | 71 |
| Q2 2024 | 79 |
| Q3 2024 | 57 |
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 | 42 | 49 |
| Q1 2023 | 56 | 38 |
| Q2 2023 | 33 | 62 |
| Q3 2023 | 29 | 37 |
| Q4 2023 | 35 | 35 |
| Q1 2024 | 33 | 34 |
| Q2 2024 | 40 | 45 |
| Q3 2024 | 17 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $203.3k | $95.1k | 0.47 |
| Q1 2024 | $7.8m | $1.9m | 0.24 |
| Q2 2024 | $2.9m | $738.1k | 0.26 |
| Q3 2024 | $4.3m | $1.1m | 0.26 |
Biggest buyers
| PRIVATE MANAGEMENT GROUP INC | Added | +452.9k |
| D. E. Shaw & Co., Inc. | Added | +152.4k |
| GROUP ONE TRADING LLC | Added | +107.4k |
| GSA CAPITAL PARTNERS LLP | Added | +92.2k |
| MARSHALL WACE, LLP | New | +86.2k |
| AJOVista, LLC | New | +70.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +63.2k |
| Vanguard Capital Wealth Advisors | Added | +40.7k |
| XTX Topco Ltd | New | +36.9k |
| BENJAMIN EDWARDS INC | New | +18.0k |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -358.9k |
| JANE STREET GROUP, LLC | Sold out | -182.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -177.8k |
| NORTHERN TRUST CORP | Reduced | -147.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -138.8k |
| Y-Intercept (Hong Kong) Ltd | Sold out | -92.0k |
| Cubist Systematic Strategies, LLC | Sold out | -89.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -74.3k |
| MORGAN STANLEY | Reduced | -70.9k |
| Centiva Capital, LP | Sold out | -60.8k |
Biggest calls
| UBS Group AG | Unchanged | $2.7m744.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $456.3k127.1k shares |
| CITADEL ADVISORS LLC | Reduced | $439.4k122.4k shares |
| GOLDMAN SACHS GROUP INC | New | $276.4k77.0k shares |
| GROUP ONE TRADING LLC | Reduced | $197.1k54.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $160.0k44.7k shares |
| Traynor Capital Management, Inc. | Added | $143.6k40.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Sculptor Capital LP | Unchanged | $593.8k165.4k shares |
| CITADEL ADVISORS LLC | Added | $296.9k82.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $103.8k28.9k shares |
| GROUP ONE TRADING LLC | Reduced | $78.3k21.8k shares |
| SIMPLEX TRADING, LLC | Added | $53.0k15.0k 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 |
|---|---|
Steelberg Chad
13D · may seek influence
filed 2024-12-17
Stated purposeItem 4 of the Schedule 13D is hereby amended to add the following information: Sales On December 13, 2024 the Reporting Person sold 504,657 shares of Common Stock at a price of $2.515 per share in a private transaction in exchange for a promissory note for an aggregate of $1,269,212.36. Full filing |
10.1% |
| Esousa Group Holdings LLC 13G · passive investor no change · filed 2025-07-15 | 10.0% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 7.1% |
| Steelberg Ryan 13D · may seek influence -0.2 pts · filed 2026-07-16 | 6.5% |
Fell to 5% or below in the last year: BANTA ASSET MANAGEMENT LP (3.9%, 2026-02-06)
Insider purchases and sales in Q3 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 |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $102.0k | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| PRIVATE MANAGEMENT GROUP INC 0.36% of their portfolio | 2.9m $10.4m | Added +452.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $5.6m | Reduced -615 |
| BlackRock, Inc. 0.00% of their portfolio | 478.8k $1.7m | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 363.7k $1.3m | Reduced -6.2k |
| SILVERBACK ASSET MANAGEMENT LLC 0.16% of their portfolio | 324.7k $1.2m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 211.5k $759.4k | Reduced -138.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 187.0k $671.4k | Added +152.4k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 167.6k $601.5k | Added +107.4k |
| Sculptor Capital LP 0.01% of their portfolio | 161.4k $579.4k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 144.5k $518.9k | Reduced -25.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 134.5k $482.7k | Added +63.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 117.6k $422.2k | Reduced -147.6k |
| Global Retirement Partners, LLC 0.01% of their portfolio | 117.2k $420.8k | Unchanged |
| Freedom Investment Management, Inc. 0.03% of their portfolio | 114.3k $410.2k | Reduced -6.7k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 108.6k $390.0k | Added +92.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 86.2k $309.3k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 84.8k $304.4k | Reduced -1.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 84.5k $303.4k | Reduced -5.5k |
| Vanguard Capital Wealth Advisors 0.27% of their portfolio | 70.6k $253.5k | Added +40.7k |
| AJOVista, LLC 1.08% of their portfolio | 70.5k $253.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.5k $218.0k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 55.8k $200.5k | Reduced -70.9k |
| UBS Group AG 0.00% of their portfolio | 54.8k $196.8k | Reduced -193 |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 37.6k $134.9k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 36.9k $132.4k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 31.4k $112.8k | Reduced -4.0k |
| CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio | 27.2k $97.8k | Unchanged |
| BFSG, LLC 0.01% of their portfolio | 23.4k $84.2k | Added +2.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 21.3k $76.4k | Unchanged |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 18.0k $64.6k | New |
| CITIGROUP INC 0.00% of their portfolio | 17.6k $63.0k | Added +13.9k |
| NJ State Employees Deferred Compensation Plan 0.01% of their portfolio | 16.0k $57.4k | Unchanged |
| SHERBROOKE PARK ADVISERS LLC 0.01% of their portfolio | 15.8k $56.9k | Reduced -13.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.8k $53.1k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 14.0k $50.4k | Reduced -177.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.0k $46.6k | Reduced -74.3k |
| Engineers Gate Manager LP 0.00% of their portfolio | 12.6k $45.2k | Reduced -873 |
| Carl P. Sherr & Co., LLC 0.02% of their portfolio | 12.2k $43.8k | Reduced -1.8k |
| Spire Wealth Management 0.00% of their portfolio | 7.4k $26.7k | Added +1.0k |
| Catalyst Funds Management Pty Ltd 0.01% of their portfolio | 6.6k $23.7k | Unchanged |
| FMR LLC 0.00% of their portfolio | 6.5k $23.3k | Reduced -161 |
| BARCLAYS PLC 0.00% of their portfolio | 6.1k $21.9k | Added +6.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.9k $17.7k | Added +494 |
| COMERICA BANK 0.00% of their portfolio | 4.2k $15.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.4k $4.9k | Unchanged |
| Signature Resources Capital Management, LLC 0.00% of their portfolio | 1.3k $4.7k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3k $4.6k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.1k $3.8k | Reduced -21.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 883 $3.2k | Reduced -11.0k |
| North Star Investment Management Corp. 0.00% of their portfolio | 750 $2.7k | Added +70 |
| GHP Investment Advisors, Inc. 0.00% of their portfolio | 344 $1.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 293 $1.0k | Reduced -14.0k |
| POM Investment Strategies, LLC 0.00% of their portfolio | 150 $539 | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 100 $359 | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 67 $241 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $4 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |