$VERA

$28.30 +$0.31 (1.11%) Close

$VERA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 72.1M shares outstanding

Who owns VERA?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 53.9%

Avoro Capital Advisors LLC 7.9% · BlackRock, Inc. 8.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

217

-10 vs last qtr

Net shares bought

+5.5M

by institutions in Q2 2026

New / sold out

29 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +2.4M
Logos Global Management LP NEW +2.2M

Biggest sellers in Q2 2026

Vestal Point Capital, LP SOLD OUT −1.4M
Point72 Asset Management, L.P. −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.52M

14 notices from 8 people

Shares covered

246.2K

0.34% of the company

Arranged in advance

85%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Marshall Fordyce Director $7.44M
William Turner Officer 10b5-1 $1.32M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+378.1%

+47.87% a year

Each share's claim on the business

−79.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$13K vs $82.1M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years26% 3–5 years23% 1–3 years30% Under 1 year20%

Quarterly turnover

14.7%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting VERA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AC Avoro Capital Advisors LLC	5.7M	7.94%	−165.0K (−2.8%)	2024	2.2%
Shares held by quarter Peak holding6.3M (Q2'25) Change over 8 quarters+1.4M Share of the company7.940% Avoro Capital Advisors LLC's full portfolio →
B BlackRock, Inc.	5.7M	7.98%	+659.7K (+13.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.7M (Q2'26) Change over 8 quarters+2.3M Share of the company7.980% BlackRock, Inc.'s full portfolio →

Avoro Capital Advisors LLC

5.7M

% of company

7.94%

Change vs last qtr

−165.0K (−2.8%)

Held since

2024

BlackRock, Inc.

5.7M

% of company

7.98%

Change vs last qtr

+659.7K (+13.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Vera Therapeutics, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VERA on Form N-PORT; together they hold 28.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$114M	2.7M	3.68%	1.06%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$83M	1.9M	2.68%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$114M

% of company

3.68%

% of the fund

1.06%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$83M

% of company

2.68%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Vera Therapeutics, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SV Sofinnova Venture Partners X, L.P. ("SVP X") 5%+ holder 13D · 3.9%	2.8M	3.88%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.880% Disclosed stake13D · 3.9% View the 13D/G filing →

Sofinnova Venture Partners X, L.P. ("SVP X")

5%+ holder13D · 3.9%

2.8M

% of company

3.88%

Change vs last qtr

—

Held since

—

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