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/VERA/capital-change-brief"
Use Arkolith's capital_change_brief for VERA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Avoro Capital Advisors LLC | $236.9M | 5.9M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $204.7M | 5.1M | ▲+5.4% Added · +263K sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $184.0M | 4.6M | ▼−16% Reduced · −888K sh | Q1 2026 | |
| 4 | Deep Track Capital, LP | $165.2M | 4.1M | ▲+46% Added · +1.3M sh | Q1 2026 | |
| 5 | DEERFIELD MANAGEMENT COMPANY, L.P. | $149.7M | 3.7M | ▼−8.3% Reduced · −338K sh | Q1 2026 | |
| 6 | Kynam Capital Management, LP | $136.7M | 3.4M | ▼−1.0% Reduced · −35K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $135.3M | 3.4M | ▲+26% Added · +687K sh | Q1 2026 | |
| 8 | Sofinnova Investments, Inc. | $112.4M | 2.8M | —Held | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $108.0M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 10 | FMR LLC | $107.7M | 2.7M | ▼−7.3% Reduced · −209K sh | Q1 2026 | |
| 11 | Eversept Partners, LP | $87.4M | 2.2M | ▼−29% Reduced · −899K sh | Q1 2026 | |
| 12 | Bellevue Group AG | $68.8M | 1.7M | ▲+0.7% Added · +13K sh | Q1 2026 | |
| 13 | Integral Health Asset Management, LLC | $64.4M | 1.6M | ▼−11% Reduced · −200K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $63.2M | 1.6M | ▲+8.7% Added · +125K sh | Q1 2026 | |
| 15 | Vestal Point Capital, LP | $55.0M | 1.4M | ▲+149% Added · +818K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $66.6M | 1.3M | ▲+7.8% Added · +96K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $48.7M | 1.2M | ▼−30% Reduced · −528K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $45.6M | 1.1M | ▲+1.2% Added · +13K sh | Q1 2026 | |
| 19 | Pictet Asset Management Holding SA | $42.3M | 1.1M | ▼−24% Reduced · −341K sh | Q1 2026 | |
| 20 | Woodline Partners LP | $40.3M | 1.0M | ▲+0.1% Added · +758 sh | Q1 2026 | |
| 21 | AMERICAN CENTURY COMPANIES INC | $29.3M | 728K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $23.7M | 590K | ▼−15% Reduced · −105K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 553K | ▲New +553K sh | Q1 2026 | |
| 24 | FRONTIER CAPITAL MANAGEMENT CO LLC | $22.2M | 551K | ▲+49% Added · +180K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $21.8M | 542K | ▲+43% Added · +164K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 1K | $41K |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 33K | $1.4M |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 11K | $450K |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 2K | $96K |
| Jun 23, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 18K | $698K |
| Jun 23, 2026 | Fordyce Marshall | PRESIDENT AND CEO, Director | Sell (S) | 88 | $3K |
| May 21, 2026 | ENRIGHT PATRICK G | Director | Grant (A) | 17K | $0 |
| May 21, 2026 | Cheng Andrew | Director | Grant (A) | 17K | $0 |
| May 21, 2026 | Meyers James R | Director | Grant (A) | 17K | $0 |
| May 21, 2026 | Morrison Scott W | Director | Grant (A) | 17K | $0 |
| May 21, 2026 | Hall Kimball | Director | Grant (A) | 17K | $0 |
| May 21, 2026 | MORRISSEY MICHAEL | Director | Grant (A) | 17K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 72 funds | $2.9B |
| ELI LILLY & COLLY | 71 funds | $8.9B |
| INTUITIVE SURGICAL INCISRG | 69 funds | $3.7B |
| BRISTOL-MYERS SQUIBB COBMY | 69 funds | $2.2B |
| GILEAD SCIENCES INCGILD | 68 funds | $3.3B |
| MICROSOFT CORPMSFT | 67 funds | $32.2B |
| UNITEDHEALTH GROUP INCUNH | 67 funds | $3.4B |
| APPLE INCAAPL | 66 funds | $38.1B |
| AMAZON.COM INCAMZN | 66 funds | $28.2B |
| ALPHABET INC-CL AGOOGL | 66 funds | $21.9B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $15.2B |
| REGENERON PHARMACEUTICALSREGN | 66 funds | $1.5B |
Ranked by how many of VERA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VERA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.