| # | 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 | $131.6M | 6.7M | ▲+54% Added · +2.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $91.4M | 4.7M | ▲+35% Added · +1.2M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $81.5M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 6 | Fairmount Funds Management LLC | $76.6M | 3.9M | —Held | 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 | Kynam Capital Management, LP | $45.8M | 2.3M | ▲+59% Added · +871K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $45.6M | 2.3M | ▲+17% Added · +341K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $45.3M | 2.3M | ▲+241% Added · +1.6M sh | Q1 2026 | |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $45.3M | 2.3M | ▲+360% Added · +1.8M sh | Q1 2026 | |
| 14 | Novo Holdings A/S | $39.1M | 2.0M | ▼−16% Reduced · −380K sh | Q1 2026 | |
| 15 | BAKER BROS. ADVISORS LP | $38.6M | 2.0M | —Held | Q1 2026 | |
| 16 | TANG CAPITAL MANAGEMENT LLC | $35.1M | 1.8M | —Held | Q1 2026 | |
| 17 | Fisher Asset Management, LLC | $34.6M | 1.8M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $32.1M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $31.1M | 1.6M | ▲+26% Added · +328K sh | Q1 2026 | |
| 20 | Avoro Capital Advisors LLC | $29.3M | 1.5M | —Held | Q1 2026 | |
| 21 | Deep Track Capital, LP | $27.3M | 1.4M | ▼−45% Reduced · −1.1M sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $43.3M | 1.4M | ▼−1.6% Reduced · −22K sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | $24.7M | 1.3M | ▲+26% Added · +262K sh | Q1 2026 | |
| 24 | PERCEPTIVE ADVISORS LLC | $22.9M | 1.2M | ▼−62% Reduced · −1.9M sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $22.8M | 1.2M | ▲+18% Added · +173K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 68 funds | $28.8B |
| ELI LILLY & COLLY | 68 funds | $8.3B |
| BOSTON SCIENTIFIC CORPBSX | 68 funds | $2.4B |
| NVIDIA CORPNVDA | 67 funds | $45.6B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $13.3B |
| AMAZON.COM INCAMZN | 66 funds | $22.6B |
| UNITEDHEALTH GROUP INCUNH | 65 funds | $3.2B |
| INTUITIVE SURGICAL INCISRG | 65 funds | $2.7B |
| DANAHER CORPDHR | 65 funds | $1.5B |
| BROADCOM INCAVGO | 64 funds | $16.5B |
| TESLA INCTSLA | 64 funds | $9.9B |
| ORACLE CORPORCL | 64 funds | $3.3B |
Ranked by how many of VRDN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Jun 5, 2023 | Meisner Lara | Chief Legal Officer | Sell (S) | 499 | $12K |
| Jun 2, 2023 | Meisner Lara | Chief Legal Officer | Sell (S) | 2K | $45K |
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.