$VRCA

$3.42 -$0.11 (3.12%) Close

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

Ownership

13F as of Q2 2026 · 17.2M shares outstanding

Who owns VRCA?

By type of holder

Institutions 27.1% Insiders 43.1% Everyone else 29.8%

Concentration Top 10 holders own 111.1%

Paul B Manning 46.9% · David Johnson 37.9%

Institutional ownership

27.1%

-0.7 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

−115.2K

by institutions in Q2 2026

New / sold out

9 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Mariner, LLC +182.7K
Cannell Capital LLC +98.8K

Biggest sellers in Q2 2026

Marshall Wace, LLP SOLD OUT −140.5K
DAFNA Capital Management LLC −130.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Verrica Pharmaceuticals Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+14.9%

+3.53% a year

Each share's claim on the business

−13.0%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years14% 3–5 years0% 1–3 years34% Under 1 year53%

Quarterly turnover

11.5%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting VRCA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CP Caligan Partners LP 13D · 10.0%	923.9K	5.38%	Unchanged	2024	0.3%
Shares held by quarter Peak holding9.2M (Q2'25) Change over 8 quarters+923.9K Share of the company5.380% Disclosed stake13D · 10.0% Caligan Partners LP's full portfolio →
CC Cannell Capital LLC	783.9K	4.56%	+98.8K (+14.4%)	Q1 '26	3.2%
Shares held by quarter Peak holding783.9K (Q2'26) Change over 8 quarters+783.9K Share of the company4.560% Cannell Capital LLC's full portfolio →

Caligan Partners LP

13D · 10.0%

923.9K

% of company

5.38%

Change vs last qtr

Unchanged

Held since

2024

Cannell Capital LLC

783.9K

% of company

4.56%

Change vs last qtr

+98.8K (+14.4%)

Held since

Q1 '26

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting VRCA on Form N-PORT; together they hold 2.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$876K	143.1K	0.83%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$829K	135.5K	0.79%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$876K

% of company

0.83%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$829K

% of company

0.79%

% of the fund

0.00%

As of

June 30, 2026

17 more funds behind a free account

See every fund holding Verrica Pharmaceuticals 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
PB Paul B Manning 5%+ holder 13D · 49.9%	8.1M	46.90%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company46.900% Disclosed stake13D · 49.9% View the 13D/G filing →
DJ David Johnson 5%+ holder 13D · 10.0%	6.5M	37.86%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company37.860% Disclosed stake13D · 10.0% View the 13D/G filing →

Paul B Manning

5%+ holder13D · 49.9%

8.1M

% of company

46.90%

Change vs last qtr

—

Held since

—

David Johnson

5%+ holder13D · 10.0%

6.5M

% of company

37.86%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Verrica Pharmaceuticals Inc.

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