Verrica PharmaceuticalsVRCA

13F holders, Q4 2025 (December 31)
50holders +17
21new positions
5sold out
2famous investors
$8.31avg. 13F price*

At the end of Q4 2025, 50 institutions reported holding Verrica Pharmaceuticals Inc. (VRCA) in their 13F filings, up 17 from Q3 2025. 21 opened new positions and 5 sold out. The largest holders were Armistice Capital, LLC ($9.3M), Caligan Partners LP ($7.7M) and Affinity Asset Advisors, LLC ($5.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Verrica Pharmaceuticals Inc.
CUSIP
92511W207
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q2 2025: 5Q2 2025Q3 2025: 33Q3 2025Q4 2025: 50Q4 2025Q1 2026: 39Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions21$18.5M
Exits5$24K

All 13F filers, Q3 2025 → Q4 2025: 2,719,637 shares bought and 228,293 shares sold, net +2,491,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Armistice Capital, LLC 0.23% Add +75.0% 1,118,925 $9.3M
Caligan Partners LP 0.70% No change 923,910 $7.7M
Affinity Asset Advisors, LLC 0.44% New 707,338 $5.9M
Velan Capital Investment Management LP 2.28% New 471,559 $3.9M
Stonepine Capital Management, LLC 2.32% New 353,669 $2.9M
Boothbay Fund Management, LLC 0.06% No change 280,734 $2.3M
Kalehua Capital Management LLC 1.94% — 235,779 $2.0M
DAFNA Capital Management LLC 0.34% New 173,451 $1.4M
Vanguard Group Inc. 0.00% Reduce -38.6% 138,194 $1.1M
Two Sigma Investments, LP 0.00% New 118,218 $982K
Jane Street Group, LLC 0.00% New 101,722 $845K
Marshall Wace, LLP 0.00% New 85,173 $708K
Geode Capital Management, LLC 0.00% No change 67,659 $562K
Two Sigma Advisers, LP 0.00% New 44,430 $369K
Squarepoint Ops LLC 0.00% New 33,270 $276K
Sovran Advisors, LLC 0.02% Reduce -55.8% 32,658 $249K
Renaissance Technologies 0.00% Reduce -9.6% 26,400 $219K
Mariner, LLC 0.00% Reduce -0.0% 24,544 $204K
State Street Corp. 0.00% Add +14.1% 23,481 $195K
Millennium Management 0.00% Reduce -67.9% 23,123 $192K
OMERS ADMINISTRATION Corp 0.00% New 22,600 $188K
Morgan Stanley 0.00% Add +1.5% 22,009 $183K
Northern Trust Corp. 0.00% Reduce -0.0% 20,024 $166K
Goldman Sachs Group Inc. 0.00% New 18,621 $155K
HRT Financial LP 0.00% New 17,356 $144K
Legacy Trust 0.03% New 17,234 $143K
Walleye Capital LLC 0.00% New 15,240 $127K
XTX Topco Ltd 0.00% New 14,662 $122K
Bridgeway Capital Management, LLC 0.00% No change 12,000 $100K
Beck Mack & Oliver LLC 0.00% New 12,000 $100K
Quadrature Capital Ltd 0.00% New 11,954 $99K
Man Group plc 0.00% New 11,287 $94K
BlackRock, Inc. 0.00% Reduce -7.5% 5,685 $47K
Bank of America Corp. 0.00% Add +5931.9% 4,343 $36K
Tower Research Capital LLC (TRC) 0.00% Add +116.6% 3,342 $28K
Capital Analysts, LLC 0.00% No change 1,500 $12K
Fortitude Family Office, LLC 0.00% New 608 $5K
Royal Bank of Canada 0.00% Reduce -65.6% 416 $3K
Salomon & Ludwin, LLC 0.00% No change 290 $3K
New England Capital Financial Advisors LLC 0.00% No change 200 $2K
International Assets Investment Management, LLC 0.00% New 175 $1K
BNP Paribas Financial Markets 0.00% Reduce -11.3% 110 $914
PNC Financial Services Group, Inc. 0.00% No change 102 $847
JPMorgan Chase & Co. 0.00% New 47 $391
Optiver Holding B.V. 0.00% No change 31 $258
UBS Group AG 0.00% Reduce -99.9% 24 $199
Group One Trading LLC 0.00% No change 3 $25
MAI Capital Management 0.00% No change 2 $17
Barclays PLC 0.00% No change 1 $8
Covestor Ltd 0.00% No change 54 $0

"% of holder's portfolio" is VRCA's weight in each manager's 13F, not the share of Verrica Pharmaceuticals Inc. the manager owns.