Verrica PharmaceuticalsVRCA

13F holders, Q1 2026 (March 31)
39holders −11
3new positions
15sold out
1famous investor
$5.29avg. 13F price*

At the end of Q1 2026, 39 institutions reported holding Verrica Pharmaceuticals Inc. (VRCA) in their 13F filings, down 11 from Q4 2025. 3 opened new positions and 15 sold out. The largest holders were Caligan Partners LP ($4.9M), Affinity Asset Advisors, LLC ($3.7M) and Cannell Capital LLC ($3.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$3.7M
Exits15$3.5M

All 13F filers, Q4 2025 → Q1 2026: 926,758 shares bought and 1,417,132 shares sold, net −490,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Caligan Partners LP 0.35% No change 923,910 $4.9M
Affinity Asset Advisors, LLC 0.22% No change 707,338 $3.7M
Cannell Capital LLC 2.35% New 685,123 $3.6M
Armistice Capital, LLC 0.09% Reduce -53.7% 518,181 $2.7M
Velan Capital Investment Management LP 1.56% No change 471,559 $2.5M
Boothbay Fund Management, LLC 0.04% No change 280,734 $1.5M
Vanguard Capital Management LLC 0.00% — 188,758 $999K
DAFNA Capital Management LLC 0.19% Reduce -11.4% 153,712 $813K
Marshall Wace, LLP 0.00% Add +65.0% 140,497 $743K
Geode Capital Management, LLC 0.00% Add +105.3% 138,917 $735K
Stonepine Capital Management, LLC 0.46% Reduce -71.8% 99,735 $528K
Squarepoint Ops LLC 0.00% Add +126.0% 75,208 $398K
Vanguard Fiduciary Trust Co. 0.00% — 65,101 $344K
Two Sigma Investments, LP 0.00% Reduce -57.1% 50,662 $268K
Jane Street Group, LLC 0.00% Reduce -51.6% 49,211 $260K
BlackRock, Inc. 0.00% Add +578.1% 38,553 $204K
Renaissance Technologies 0.00% Add +22.6% 32,360 $171K
Northern Trust Corp. 0.00% Add +57.7% 31,580 $167K
State Street Corp. 0.00% Add +23.1% 28,916 $153K
Mariner, LLC 0.00% No change 24,544 $130K
Morgan Stanley 0.00% Add +1.7% 22,386 $118K
Legacy Trust 0.02% No change 17,234 $91K
Verdad Advisers, LP 0.07% New 12,098 $64K
Beck Mack & Oliver LLC 0.00% No change 12,000 $63K
UBS Group AG 0.00% Add +17691.7% 4,270 $23K
Capital Analysts, LLC 0.00% No change 1,500 $8K
Royal Bank of Canada 0.00% Add +132.0% 965 $5K
Vanguard Global Advisers, LLC 0.00% — 862 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.4% 856 $5K
Salomon & Ludwin, LLC 0.00% No change 290 $2K
New England Capital Financial Advisors LLC 0.00% No change 200 $1K
International Assets Investment Management, LLC 0.00% No change 175 $961
Fortitude Family Office, LLC 0.00% Reduce -79.1% 127 $672
BNP Paribas Financial Markets 0.00% No change 110 $582
PNC Financial Services Group, Inc. 0.00% No change 102 $540
JPMorgan Chase & Co. 0.00% No change 47 $224
Optiver Holding B.V. 0.00% No change 31 $164
Jones Financial Companies LLLP 0.00% New 26 $114
MAI Capital Management 0.00% No change 2 $11

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