L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
31,407,789
combined, among listed positions
Reported value
$630m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 11 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,038,236.

Managers listing VRDN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Fidelity (FMR LLC)15,379,377$301munder 0.1%Added+994,92115 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,206,035$63munder 0.1%Trimmed-233,37915 May 2026 (the filing on sec.gov)
Wellington Management Group LLP3,078,554$60munder 0.1%Added+1,107,14315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,318,234$45munder 0.1%Added+1,638,54015 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,315,957$45m0.06%Added+1,812,08915 May 2026 (the filing on sec.gov)
AllianceBernstein LP1,392,072$43munder 0.1%Trimmed-22,10915 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,262,540$25munder 0.1%Added+261,82315 May 2026 (the filing on sec.gov)
Woodline Partners LP700,929$14m0.05%Trimmed-415,00015 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP330,390$6.5m0.05%Added+237,69314 May 2026 (the filing on sec.gov)
Point72 Asset Management LP322,836$6.3munder 0.1%Added+68,55115 May 2026 (the filing on sec.gov)
Marshall Wace LLP269,587$5.3munder 0.1%Trimmed-1,106,15215 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC203,100$4.0munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Invesco Ltd152,596$3.0munder 0.1%Trimmed-30,87212 May 2026 (the filing on sec.gov)
Millennium Management LLC140,595$2.8munder 0.1%Trimmed-319,53015 May 2026 (the filing on sec.gov)
Jane Street Group LLC60,815$1.2munder 0.1%Trimmed-218,79212 May 2026 (the filing on sec.gov)
Walleye Capital LLC54,398$1.1munder 0.1%Trimmed-6,44413 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP54,277$1.1munder 0.1%Trimmed-62,24715 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC43,909$859kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP35,114$687kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd27,472$537kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP23,279$455kunder 0.1%Trimmed-317,97914 May 2026 (the filing on sec.gov)
AQR Capital Management LLC20,208$395kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP15,515$303kunder 0.1%Trimmed-2,03515 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

024620222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VRDN by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$10mn.a.n.a.
Q4 20212$7.3mn.a.n.a.
Q1 20222$7.1mn.a.n.a.
Q2 20222$8.5mn.a.n.a.
Q3 20222$10.0mn.a.n.a.
Q4 20225$38mn.a.n.a.
Q1 20231$3.0mn.a.n.a.
Q2 20232$8.9mn.a.n.a.
Q3 20231$366kn.a.n.a.
Q4 20231$51m11
Q1 20242$55m20
Q2 20242$48m11
Q3 20245$92m32
Q4 20243$68m12
Q1 20252$39m10
Q2 20252$43m20
Q3 20252$65m01
Q4 20254$89m254
Q1 20263$65m1120
Q2 20263$70m1311

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VRDN and LLY →VRDN and JNJ →VRDN and VRTX →Choose a stock to compare with VRDN →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VRDN, latest filings →Back to the 13F Explorer →