Holders over time
- VERA
- VRTX
| Quarter | VERA | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $18.1bn |
| Q3 2022 | 1 holders, $3.6m | 22 holders, $18.4bn |
| Q4 2022 | 3 holders, $7.8m | 28 holders, $18.4bn |
| Q1 2023 | 1 holders, $14m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $28m | 27 holders, $24.7bn |
| Q3 2023 | 1 holders, $35m | 33 holders, $24.3bn |
| Q4 2023 | 1 holders, $39m | 32 holders, $28.6bn |
| Q1 2024 | 6 holders, $185m | 31 holders, $29.8bn |
| Q2 2024 | 5 holders, $257m | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $346m | 27 holders, $33.5bn |
| Q4 2024 | 4 holders, $351m | 26 holders, $28.5bn |
| Q1 2025 | 2 holders, $77m | 21 holders, $35.4bn |
| Q2 2025 | 2 holders, $68m | 21 holders, $32.3bn |
| Q3 2025 | 3 holders, $71m | 22 holders, $25.9bn |
| Q4 2025 | 4 holders, $481m | 26 holders, $31.8bn |
| Q1 2026 | 6 holders, $299m | 25 holders, $31.8bn |
| Q2 2026 | 1 holders, $43m | 26 holders, $34.6bn |
Vera Therapeutics Inc
- Holders
- 6
- Reported value
- $299m
- Buyers
- 18
- Sellers
- 10
Breadth +8 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 25
- Reported value
- $31.8bn
- Buyers
- 17
- Sellers
- 21
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (4)
ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only VERA (2)
Only VRTX (21)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.