60% buyers of institutions opening or closing positions this quarter
14 more new buyers than exits, ownership fell 38.93 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
60% buyers of institutions opening or closing positions this quarter
156.0% institutional ownership
Stonepine Capital Management, portfolio allocation
Institutional ownership vs Biotechnology peers
No Form 4 insider transactions on file
Latest positioning in VSTM across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VSTM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RTW INVESTMENTS, LP | 6.6M | $34.9M | 0.0% | 9.488% | 0.35% |
| 2 | BlackRock, Inc. | 6.2M | $32.8M | +30.3% | 8.938% | 0.00% |
| 3 | Deep Track Capital, LP | 5.7M | $30.4M | 0.0% | 8.282% | 0.50% |
| 4 | ARMISTICE CAPITAL, LLC | 4.6M | $24.3M | +29.9% | 6.625% | 0.43% |
| 5 | Nantahala Capital Management, LLC | 3.6M | $19.0M | +675.7% | 5.172% | 0.70% |
| 6 | STATE STREET CORP | 3.5M | $18.6M | +9.2% | 5.074% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $17.6M | — | 4.794% | 0.00% |
| 8 | Stonepine Capital Management, LLC | 3.3M | $17.5M | +20.9% | 4.764% | 7.01% |
| 9 | Foresite Capital Management VI LLC | 3.1M | $16.7M | +0.4% | 4.540% | 3.62% |
| 10 | MILLENNIUM MANAGEMENT LLC | 2.4M | $12.8M | +334.5% | 3.480% | 0.01% |
| 11 | CITADEL ADVISORS LLC | 2.4M | $12.6M | -2.2% | 3.428% | 0.00% |
| 12 | MORGAN STANLEY | 2.2M | $11.9M | +20.1% | 3.242% | 0.00% |
| 13 | Rosalind Advisors, Inc. | 2.1M | $11.3M | +19.6% | 3.085% | 4.55% |
| 14 | Alyeska Investment Group, L.P. | 2.0M | $10.9M | — | 2.958% | 0.03% |
| 15 | AIGH Capital Management LLC | 2.0M | $10.6M | — | 2.885% | 1.45% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $9.1M | +23.3% | 2.478% | 0.00% |
| 17 | J. Goldman & Co LP | 1.7M | $8.9M | +77.4% | 2.425% | 0.26% |
| 18 | GOLDMAN SACHS GROUP INC | 1.5M | $7.9M | -0.8% | 2.141% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 1.5M | $7.8M | +479.1% | 2.130% | 0.01% |
| 20 | ACORN CAPITAL ADVISORS, LLC | 1.5M | $7.8M | 0.0% | 2.120% | 2.21% |
| 21 | NEXTBio Capital Management LP | 1.3M | $6.9M | -0.0% | 1.885% | 3.22% |
| 22 | FRANKLIN RESOURCES INC | 1.1M | $5.9M | +19.4% | 1.596% | 0.00% |
| 23 | Logos Global Management LP | 1.0M | $5.3M | -41.2% | 1.443% | 0.26% |
| 24 | Ishara Investments LP | 820K | $4.3M | +203.7% | 1.183% | 4.11% |
| 25 | Longaeva Partners L.P. | 808K | $4.3M | — | 1.165% | 0.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VSTM — a direct measure of their conviction.
Filings activity in VSTM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 152 | +10% | 156.00% | 38.93 pp | $426M | 28% |
| Q4 2025 | 138 | +20% | 194.93% | +21.67 pp | $589M | +13% |
| Q3 2025 | 115 | +4.5% | 173.26% | +101.19 pp | $524M | +140% |
| Q2 2025 | 110 | +11% | 72.07% | 21.78 pp | $218M | 15% |
| Q1 2025 | 99 | +13% | 93.85% | +36.79 pp | $256M | +49% |
| Q4 2024 | 88 | +19% | 57.06% | +30.92 pp | $172M | +118% |
| Q3 2024 | 74 | +12% | 26.14% | +11.80 pp | $79M | +82% |
| Q2 2024 | 66 | — | 14.34% | — | $43M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for VSTM.
Quick answers to the most common questions about buying VSTM stock.
Based on Q1 2026 13F filings, institutional ownership of Verastem, Inc. stands at 156.0%, held across 152 reporting institutions.
RTW INVESTMENTS, LP is the largest reported institutional holder of VSTM, with approximately 6,576,306 shares worth $0.03B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of VSTM, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for VSTM is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in VSTM during Q1 2026, while 27 fully exited. 29 added to existing positions and 80 trimmed.
VSTM institutional ownership fell by 38.93 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 52.7% of all reported 13F value in VSTM, and the top 25 account for 82.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.