Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / Common stock, $0.0001 par value per share
Symbol
VSTM on Nasdaq
Shares outstanding
66,716,981
Price per share
$7.72
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
76,380,785
Total reported value
$589,655,385
% of total 13F portfolios
0.01%
Share change
+12,910,969
Value change
+$94,465,460
Number of holders
139
Price from insider filings
$7.72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RTW INVESTMENTS, LP 9.9% 0% $60,496,591 +$17,057,672 7,836,346 +39% RTW Investments, LP 31 Dec 2025
Deep Track Capital, LP 10% $60,288,436 7,719,390 Deep Track Capital, LP 14 Nov 2025
BALYASNY ASSET MANAGEMENT L.P. 6.2% -35% $36,802,429 -$7,341,998 4,767,154 -17% Balyasny Asset Management L.P. 31 Dec 2025
Nantahala Capital Management, LLC 4.7% -34% $29,301,052 -$6,413,490 3,795,473 -18% Nantahala Capital Management, LLC 31 Dec 2025
BlackRock, Inc. 6% +22% $32,479,205 +$10,231,285 3,676,905 +46% BlackRock, Inc. 30 Sep 2025
ARMISTICE CAPITAL, LLC 5.3% $27,297,920 3,536,000 Armistice Capital, LLC 31 Dec 2025
VANGUARD GROUP INC 6.2% +30% $14,183,703 +$4,116,000 3,423,617 +41% The Vanguard Group 30 Jun 2025
Polar Capital Holdings Plc 5.1% $36,130,293 3,398,899 Polar Capital Holdings Plc 31 Dec 2025
Soleus Capital Master Fund, L.P. 7.3% $23,421,337 3,350,692 Soleus Capital Management, L.P. 31 Dec 2024
Logos Global Management LP 4.8% -23% $28,035,250 -$2,207,500 3,175,000 -7.3% Logos Global Management LP 30 Sep 2025
Foresite Capital Fund VI LP 5.1% $27,693,456 3,135,120 Foresite Capital Fund VI LP 16 Oct 2025
Stonepine Capital Management, LLC 4.3% -14% $23,576,383 -$1,441,948 2,670,032 -5.8% Stonepine Capital Management, LLC 30 Sep 2025
BIOTECHNOLOGY VALUE FUND L P 3.9% -61% $11,850,000 -$15,266,739 2,500,000 -56% BVF PARTNERS L P/IL 11 Aug 2025
HIRSCHMAN ORIN 3.6% -42% $8,298,970 -$2,960,715 2,003,179 -26% Orin Hirschman 30 Jun 2025
ORBIMED ADVISORS LLC 2.4% -53% $6,319,998 -$7,248,005 1,333,333 -53% ORBIMED ADVISORS LLC 30 Jun 2025
Alyeska Investment Group, L.P. 2.1% $6,990,000 1,000,000 Alyeska Investment Group, L.P. 31 Dec 2024
Point72 Asset Management, L.P. 1.3% -80% $7,681,601 -$18,090,994 995,026 -70% Point72 Asset Management, L.P. 31 Dec 2025
Soleus Private Equity Fund III, L.P. 1.8% $6,541,375 935,819 Soleus Capital Management, L.P. 31 Mar 2025

As of 31 Dec 2025, 139 institutional investors reported holding 76,380,785 shares of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM). This represents 114% of the company’s total 66,716,981 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) together control 95% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RTW INVESTMENTS, LP 9.9% 6,576,306 +21% 0.51% $50,769,082
Deep Track Capital, LP 8.6% 5,740,850 1% $44,319,362
BlackRock, Inc. 7.1% 4,752,842 +28% 0% $36,691,941
VANGUARD GROUP INC 6.2% 4,152,706 +19% 0% $32,058,890
Polar Capital Holdings Plc 5.9% 3,925,126 +271% 0.14% $30,301,973
ARMISTICE CAPITAL, LLC 5.3% 3,536,000 +69% 0.67% $27,297,920
STATE STREET CORP 4.8% 3,219,295 +44% 0% $24,852,957
Balyasny Asset Management L.P. 4.8% 3,195,726 -23% 0.05% $24,671,005
Foresite Capital Management VI LLC 4.7% 3,135,120 +20% 7.3% $24,203,126
Stonepine Capital Management, LLC 4.1% 2,732,079 +2.3% 17% $21,091,650
CITADEL ADVISORS LLC 3.5% 2,353,465 +1173% 0.01% $18,168,750
SymBiosis Capital Partners, LLC 3% 2,000,000 0% 16% $15,440,000
FARALLON CAPITAL MANAGEMENT LLC 3% 2,000,000 0.09% $15,440,000
MORGAN STANLEY 2.8% 1,871,562 +18% 0% $14,448,459
Rosalind Advisors, Inc. 2.7% 1,788,475 -7.3% 5.3% $13,807,027
Logos Global Management LP 2.5% 1,700,000 -58% 0.87% $13,124,000
GOLDMAN SACHS GROUP INC 2.2% 1,495,424 +504% 0% $11,544,673
ACORN CAPITAL ADVISORS, LLC 2.2% 1,469,153 +88% 3.8% $11,341,861
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,392,822 +12% 0% $10,755,389
NEXTBio Capital Management LP 2% 1,307,330 0% 5.9% $10,092,588
Vivo Capital, LLC 1.7% 1,106,524 -58% 0.55% $8,542,365
TANG CAPITAL MANAGEMENT LLC 1.6% 1,069,810 +35% 0.41% $8,258,933
Point72 Asset Management, L.P. 1.5% 995,026 -74% 0.01% $7,681,601
J. Goldman & Co LP 1.4% 947,303 +129% 0.28% $7,313,179
FRANKLIN RESOURCES INC 1.4% 926,011 0% $7,148,805

Institutional Holders of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 76,380,785 $589,655,385 +$94,465,460 $7.72 139
2025 Q3 59,623,619 $526,453,168 +$99,234,089 $8.83 117
2025 Q2 52,579,871 $218,248,088 +$27,001,542 $4.15 108
2025 Q1 43,276,151 $260,961,400 +$53,029,028 $6.03 98
2024 Q4 33,863,058 $175,077,129 +$45,200,535 $5.17 90
2024 Q3 26,590,058 $80,398,256 +$34,219,258 $2.99 76
2024 Q2 14,536,365 $43,320,696 -$62,700,412 $2.98 66
2024 Q1 16,867,597 $198,997,762 +$3,544,853 $11.80 69
2023 Q4 16,678,830 $135,764,956 -$559,497 $8.14 57
2023 Q3 16,747,399 $136,152,780 +$6,463,854 $8.13 56
2023 Q2 16,115,155 $119,896,447 +$119,896,447 $7.44 59