Verastem, Inc.: which funds bought and sold

Institutions that bought and sold Verastem 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, 102 institutions that filed 13F reports for both quarters added to or opened positions in Verastem, and 63 cut or closed them. Together they added a net 17.5M shares, +21.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5.5M shares (+15.1%); index fund managers were net buyers of 8.3M shares (+49.3%). 33 opened a new position and 26 sold out entirely.

Bought, Q2 2026 102 institutions, 33 of them new holders Sold, Q2 2026 63 institutions, 26 of them sold out

Net change, all compared +17.5M shares (+21.5%)

Net change, active managers +5.5M shares (+15.1%), 19 bought, 16 sold

Buyers versus sellers

institutions compared, 183

102 bought 18 63 sold

Active managers and hedge funds 19 bought · 16 sold · +5.5M

Index fund managers 11 bought · 1 sold · +8.3M

Other institutions 72 bought · 46 sold · +3.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+3.6M +100.0%	7.2M	$27.4M
Blackrock, Inc. Index funds	+3.0M +48.4%	9.2M	$35.1M
Vanguard Portfolio Management LLC Index funds	+2.5M +331.6%	3.3M	$12.5M
Armistice Capital, LLC Hedge fund	+2.4M +53.0%	7.0M	$26.8M
Baker Bros. Advisors LP Hedge fund	+1.9M +327.4%	2.5M	$9.5M
Rosalind Advisors, Inc.	+1.8M +86.4%	4.0M	$15.2M
Opaleye Management Inc.	+1.8M New position	1.8M	$6.9M
State Street Corp Index funds	+1.6M +46.0%	5.1M	$19.6M
Balyasny Asset Management L.P. Hedge fund	+1.3M +311.6%	1.7M	$6.4M
Goldman Sachs Group Inc	+1.2M +83.4%	2.7M	$10.4M
AQR Capital Management LLC Hedge fund	+869K +1314.6%	935K	$3.6M
Pinnacle Financial Partners, Inc.	+591K +119.4%	1.1M	$4.2M
Vanguard Capital Management LLC Index funds	+529K +15.9%	3.9M	$14.7M
Bank Of America Corp	+473K +113.4%	890K	$3.4M
Panagora Asset Management Inc Active manager	+423K +173.2%	667K	$2.5M
Geode Capital Management, LLC Index funds	+357K +20.8%	2.1M	$7.9M
Hennion & Walsh Asset Management, Inc.	+348K +157.2%	569K	$2.2M
Sphera Funds Management Ltd.	+289K +84.1%	633K	$2.4M
Diametric Capital, LP	+266K New position	266K	$1M
Virtus Investment Advisers, LLC	+255K +899.6%	284K	$1.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+3.6M +100.0%	7.2M	$27.4M
Armistice Capital, LLC Hedge fund	+2.4M +53.0%	7.0M	$26.8M
Baker Bros. Advisors LP Hedge fund	+1.9M +327.4%	2.5M	$9.5M
Balyasny Asset Management L.P. Hedge fund	+1.3M +311.6%	1.7M	$6.4M
AQR Capital Management LLC Hedge fund	+869K +1314.6%	935K	$3.6M
Panagora Asset Management Inc Active manager	+423K +173.2%	667K	$2.5M
Alyeska Investment Group, L.P. Hedge fund	+240K +11.7%	2.3M	$8.7M
FMR LLC Active manager	+153K +32.2%	626K	$2.4M
Qube Research & Technologies Ltd Hedge fund	+152K +10.3%	1.6M	$6.2M
RTW Investments, LP Hedge fund	+59K +0.9%	6.6M	$25.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−2.0M −86.3%	317K	$1.2M
Morgan Stanley	−1.5M −68.1%	716K	$2.7M
J. Goldman & Co LP Hedge fund	−1.0M −61.3%	650K	$2.5M
Logos Global Management LP Hedge fund	−1.0M Sold out	0	—
Ishara Investments LP	−820K Sold out	0	—
Longaeva Partners L.P.	−808K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−617K −92.5%	50K	$190,824
Jane Street Group, LLC	−571K Sold out	0	—
Y-Intercept (Hong Kong) Ltd	−346K Sold out	0	—
Millennium Management LLC Hedge fund	−334K −13.8%	2.1M	$7.9M
Squarepoint Ops LLC Hedge fund	−271K Sold out	0	—
Algert Global LLC Hedge fund	−254K −83.2%	51K	$195,966
Exome Asset Management LLC	−208K −32.6%	429K	$1.6M
Birchview Capital, LP	−150K Sold out	0	—
Prelude Capital Management, LLC	−125K −86.4%	20K	$75,151
Seven Fleet Capital Management LP	−123K Sold out	0	—
Susquehanna Portfolio Strategies, LLC	−115K Sold out	0	—
Quarry LP	−100K Sold out	0	—
Wellington Management Group LLP Active manager	−100K −65.8%	52K	$197,494
Exoduspoint Capital Management, LP Hedge fund	−85K −46.1%	99K	$379,082

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−2.0M −86.3%	317K	$1.2M
J. Goldman & Co LP Hedge fund	−1.0M −61.3%	650K	$2.5M
Logos Global Management LP Hedge fund	−1.0M Sold out	0	—
Two Sigma Investments, LP Hedge fund	−617K −92.5%	50K	$190,824
Millennium Management LLC Hedge fund	−334K −13.8%	2.1M	$7.9M
Squarepoint Ops LLC Hedge fund	−271K Sold out	0	—
Algert Global LLC Hedge fund	−254K −83.2%	51K	$195,966
Wellington Management Group LLP Active manager	−100K −65.8%	52K	$197,494
Exoduspoint Capital Management, LP Hedge fund	−85K −46.1%	99K	$379,082
Man Group PLC Hedge fund	−29K −30.2%	68K	$258,221

New positions

largest by value

Institution	Shares	Value June 30, 2026
Opaleye Management Inc.	1.8M	$6.9M
Diametric Capital, LP	266K	$1M
Dimensional Fund Advisors LP	235K	$898,490
Janney Montgomery Scott LLC	152K	$582,000
Jain Global LLCHedge fund	55K	$211,009
Mercer Global Advisors Inc	43K	$163,507
Diversified Trust Co	32K	$123,175
Wealth Enhancement Advisory Services, LLC	19K	$107,828
Sei Investments Co	27K	$101,696
Lazard Asset Management LLCActive manager	18K	$70,540

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Logos Global Management LPHedge fund	1.0M	$5.3M
Ishara Investments LP	820K	$4.3M
Longaeva Partners L.P.	808K	$4.3M
Jane Street Group, LLC	571K	$3M
Y-Intercept (Hong Kong) Ltd	346K	$1.8M
Squarepoint Ops LLCHedge fund	271K	$1.4M
Birchview Capital, LP	150K	$795,000
Seven Fleet Capital Management LP	123K	$654,020
Susquehanna Portfolio Strategies, LLC	115K	$608,922
Quarry LP	100K	$530,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 158
Ten largest holders: 56.0%
Index fund managers: 25.5%
Active managers and hedge funds: 42.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	16	2	4	+5.5M	+15.1%
Index fund managers	11	1	2	0	+8.3M	+49.3%
Other institutions	72	46	29	22	+3.6M	+13.1%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Verastem.

Only managers that filed a holdings report for both quarters are compared (183 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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