202 tracked 13F filers disclose a position in VRDN as of the latest SEC 13F filings, a combined $2.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $300.8M | 15.4M | ▲+6.9% Added · +995K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $153.2M | 7.8M | ▲+22% Added · +1.4M sh | Q1 2026 | |
| 3 | Bellevue Group AG | $123.7M | 6.7M | ▲+0.1% Added · +6K sh | Q2 2026 | |
| 4 | STATE STREET CORP | $112.5M | 6.1M | ▲+31% Added · +1.5M sh | Q2 2026 | |
| 5 | Fairmount Funds Management LLC | $93.5M | 5.1M | ▲+30% Added · +1.2M sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $81.5M | 4.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | Venrock Adviser, LLC | $75.9M | 3.9M | —Held | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $62.7M | 3.2M | ▼−6.8% Reduced · −233K sh | Q1 2026 | |
| 9 | Paradigm Biocapital Advisors LP | $61.6M | 3.1M | ▲+118% Added · +1.7M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $46.0M | 2.5M | ▲+7.2% Added · +169K sh | Q2 2026 | |
| 11 | Avoro Capital Advisors LLC | $45.9M | 2.5M | ▲+67% Added · +1.0M sh | Q2 2026 | |
| 12 | Point72 Asset Management, L.P. | $43.0M | 2.3M | ▲+626% Added · +2.0M sh | Q2 2026 | |
| 13 | Kynam Capital Management, LP | $45.8M | 2.3M | ▲+59% Added · +871K sh | Q1 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $45.3M | 2.3M | ▲+360% Added · +1.8M sh | Q1 2026 | |
| 15 | Novo Holdings A/S | $39.2M | 2.1M | ▲+6.8% Added · +135K sh | Q2 2026 | |
| 16 | BAKER BROS. ADVISORS LP | $38.6M | 2.0M | —Held | Q1 2026 | |
| 17 | TANG CAPITAL MANAGEMENT LLC | $35.1M | 1.8M | —Held | Q1 2026 | |
| 18 | Fisher Asset Management, LLC | $34.6M | 1.8M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 19 | Candriam S.C.A. | $31.3M | 1.7M | ▲+140% Added · +996K sh | Q2 2026 | |
| 20 | First Turn Management, LLC | $30.7M | 1.7M | ▲+83% Added · +759K sh | Q2 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $32.1M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $31.1M | 1.6M | ▲+26% Added · +328K sh | Q1 2026 | |
| 23 | Deep Track Capital, LP | $27.3M | 1.4M | ▼−45% Reduced · −1.1M sh | Q1 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | $43.3M | 1.4M | ▼−1.6% Reduced · −22K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $24.7M | 1.3M | ▲+26% Added · +262K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in VRDN and 32 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 101 funds | $142.1B |
| ELI LILLY & COLLY | 101 funds | $60.2B |
| NVIDIA CORPNVDA | 99 funds | $287.1B |
| MICROSOFT CORPMSFT | 99 funds | $189.5B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $82.3B |
| MICRON TECHNOLOGY INCMU | 95 funds | $26.9B |
| APPLE INCAAPL | 94 funds | $211.1B |
| BROADCOM INCAVGO | 94 funds | $116.4B |
| ALPHABET INC-CL AGOOGL | 93 funds | $116.9B |
| INTUITIVE SURGICAL INCISRG | 93 funds | $23.4B |
| UNITEDHEALTH GROUP INCUNH | 93 funds | $21.3B |
| ADVANCED MICRO DEVICESAMD | 92 funds | $26.0B |
Ranked by how many of VRDN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Tousignant Jennifer | Chief Legal Officer | Sell (S) | 10K | $245K |
| Aug 19, 2026 | Tousignant Jennifer | Chief Legal Officer | Sell (S) | 4K | $103K |
| May 11, 2026 | Fairmount Funds Management LLC | Director, 10% Owner | Buy (P) | 1.2M | $20.0M |
| Dec 31, 2025 | Tousignant Jennifer | Chief Legal Officer | Sell (S) | 2K | $71K |
| Oct 23, 2025 | Fairmount Healthcare Fund II GP LLC | Director, 10% Owner | Buy (P) | 455K | $10.0M |
| Sep 27, 2024 | Mahoney Stephen F. | President and CEO, Director | Buy (P) | 21K | $499K |
| Sep 27, 2024 | Beetham Thomas W. | Chief Operating Officer | Buy (P) | 5K | $117K |
| Sep 13, 2024 | Fairmount Healthcare Fund II L.P. | Director, 10% Owner | Buy (P) | 1.6M | $30.0M |
| Jan 22, 2024 | Fairmount Healthcare Fund II L.P. | Director, 10% Owner | Buy (P) | 476K | $10.0M |
| Jun 16, 2023 | Meisner Lara | Chief Legal Officer | Sell (S) | 27 | $765 |
| Jun 15, 2023 | Meisner Lara | Chief Legal Officer | Sell (S) | 2K | $64K |
| Jun 6, 2023 | Meisner Lara | Chief Legal Officer | Sell (S) | 5K | $128K |
| Class | 13F holders | Value held |
|---|---|---|
| VRDNthis pagecs | 202 funds | $2.2B |
| 92790CAB0NOTE 1.750% 5/1 | 8 funds | $105.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VRDN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VRDN/capital-change-brief"
Use Arkolith's capital_change_brief for VRDN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VRDN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.