undamentalytics Newsletter

Veradermics, Inc: which funds bought and sold

Institutions that bought and sold Veradermics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 135 institutions that filed 13F reports for both quarters added to or opened positions in Veradermics, and 33 cut or closed them. Together they added a net 7.9M shares, +30.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.7M shares (+33.1%); index fund managers were net buyers of 2.7M shares (+184.9%). 93 opened a new position and 14 sold out entirely.

Bought, Q2 2026 135 institutions, 93 of them new holders Sold, Q2 2026 33 institutions, 14 of them sold out
Net change, all compared +7.9M shares (+30.4%)
Net change, active managers +4.7M shares (+33.1%), 29 bought, 12 sold

Buyers versus sellers

institutions compared, 174
Active managers and hedge funds 29 bought · 12 sold · +4.7M
Index fund managers 11 bought · 0 sold · +2.7M
Other institutions 95 bought · 21 sold · +536K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Deep Track Capital, LP Hedge fund +1.5M +300.0% 2.0M $246M
FMR LLC Active manager +1.4M +78.8% 3.2M $394M
Blackrock, Inc. Index funds +1.3M +464.0% 1.6M $196M
D. E. Shaw & Co., Inc. Hedge fund +879K +655.2% 1.0M $125M
Maverick Capital Ltd Hedge fund +790K New position 790K $97.1M
Jennison Associates LLC Active manager +607K +428.1% 749K $92M
State Street Corp Index funds +470K +631.7% 544K $66.9M
Bank Of New York Mellon Corp +343K +9348.9% 347K $42.6M
Geode Capital Management, LLC Index funds +330K +185.1% 508K $62.5M
UBS Group AG +324K +93.3% 671K $82.5M
Frontier Capital Management Co LLC Active manager +255K New position 255K $31.3M
Jpmorgan Chase & Co +189K +19.4% 1.2M $144M
BAMCO Inc Active manager +170K +284.8% 230K $28.2M
Vanguard Capital Management LLC Index funds +170K +24.2% 869K $107M
Emerald Advisers, LLC +156K +117.6% 288K $35.5M
Logos Global Management LP Hedge fund +155K +620.0% 180K $22.1M
Siren, L.L.C. +150K +10.0% 1.7M $204M
Massachusetts Financial Services Co Active manager +148K New position 148K $18.2M
Vanguard Portfolio Management LLC Index funds +145K +3185.3% 149K $18.3M
Northern Trust Corp Index funds +144K +415.7% 178K $21.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Adage Capital Partners Gp, L.L.C. Hedge fund −550K −50.0% 550K $67.6M
Paradigm Biocapital Advisors LP −525K Sold out 0 —
Wellington Management Group LLP Active manager −409K −85.7% 69K $8.4M
Balyasny Asset Management L.P. Hedge fund −364K −68.3% 169K $20.8M
Ameriprise Financial Inc −363K −70.7% 151K $18.5M
Vivo Capital, LLC −300K Sold out 0 —
Goldman Sachs Group Inc −150K −88.6% 19K $2.4M
Viking Global Investors LP Hedge fund −129K −7.6% 1.6M $192M
Catalio Capital Management, LP −128K −73.6% 46K $5.6M
Franklin Resources Inc Active manager −104K −52.0% 96K $11.8M
Jones Hill Capital LP −101K Sold out 0 —
Millennium Management LLC Hedge fund −73K −59.4% 50K $6.1M
Marshall Wace, LLP Hedge fund −69K −10.5% 586K $72M
Monashee Investment Management LLC −50K Sold out 0 —
Polymer Capital Management (HK) Ltd −41K Sold out 0 —
Barclays PLC −22K −60.2% 15K $1.8M
Ensign Peak Advisors, Inc −22K −14.8% 128K $15.7M
Myda Advisors LLC −20K −16.7% 100K $12.3M
Squarepoint Ops LLC Hedge fund −17K Sold out 0 —
Penserra Capital Management LLC −15K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Maverick Capital LtdHedge fund 790K $97.1M
Frontier Capital Management Co LLCActive manager 255K $31.3M
Massachusetts Financial Services CoActive manager 148K $18.2M
Silverarc Capital Management, LLC 95K $11.7M
Gilder Gagnon Howe & Co LLCActive manager 95K $11.7M
Renaissance Technologies LLCHedge fund 82K $10.1M
Seven Fleet Capital Management LP 80K $9.8M
Alyeska Investment Group, L.P.Hedge fund 62K $7.6M
Nuveen, LLC 48K $5.9M
Centerbook Partners LPHedge fund 42K $5.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Paradigm Biocapital Advisors LP 525K $33.2M
Vivo Capital, LLC 300K $18.9M
Jones Hill Capital LP 101K $6.4M
Monashee Investment Management LLC 50K $3.2M
Polymer Capital Management (HK) Ltd 41K $2.6M
Squarepoint Ops LLCHedge fund 17K $1M
Penserra Capital Management LLC 15K $928,000
Toronto Dominion Bank 13K $847,978
Hudson Bay Capital Management LPHedge fund 11K $699,639
Landscape Capital Management, L.L.C. 6,711 $423,800

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
164
Ten largest holders
60.8%
of 13F-reported shares
Index fund managers
12.3%
of 13F-reported shares
Active managers and hedge funds
55.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 12 18 4 +4.7M +33.1%
Index fund managers 11 0 3 0 +2.7M +184.9%
Other institutions 95 21 72 10 +536K +5.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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