Armistice Capital’s Verastem VSTM Stock Holding History

Armistice Capital’s Portfolio VSTM Stock Details VSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.3M	Buy	4,592,000 +1,056,000	+30%	+$6.51M	0.43%	45
2025 Q4	$27.3M	Buy	3,536,000 +1,440,000	+69%	+$12.8M	0.32%	49
2025 Q3	$18.5M	Sell	2,096,000 -40,000	-2%	-$298K	0.27%	56
2025 Q2	$8.86M	Buy	+2,136,000	New	+$13.4M	0.15%	73
2024 Q4	–	Sell	-1,364,000	Closed	-$4.08M	–	302
2024 Q3	$4.08M	Buy	+1,364,000	New	+$3.7M	0.07%	131
2023 Q2	–	Sell	-166,667	Closed	-$830K	–	270
2023 Q1	$830K	Hold	166,667	–	–	0.01%	145
2022 Q4	$805K	Hold	166,667	–	–	0.01%	135
2022 Q3	$1.7M	Hold	166,667	–	–	0.03%	127
2022 Q2	$2.32K	Hold	166,667	–	–	0.04%	113
2022 Q1	$2.82M	Hold	166,667	–	–	0.05%	93
2021 Q4	$4.1M	Hold	166,667	–	–	0.07%	114
2021 Q3	$6.16M	Buy	+166,667	New	+$6.12M	0.1%	102

Other funds holding VSTM

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

FCMV

Foresite Capital Management VI Larkspur, California $460M AUM 261.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Armistice Capital's VSTM Position: Q1 2026 in Review

Armistice Capital increased its Verastem (VSTM) stake by 30% in Q1 2026, buying an estimated $6.51M and bringing the position to 4,592,000 shares worth $24.3M. The position accounts for 0.43% of the portfolio, ranked #45.

Armistice Capital first reported a position in VSTM in Q3 2021 and has held it in 12 quarters since. The position peaked at $27.3M in Q4 2025. 155 funds tracked by Wall St. Rank hold VSTM as of Q1 2026.

Armistice Capital held 4,592,000 shares of Verastem worth $24.3M as of Q1 2026.
Armistice Capital bought 1,056,000 Verastem shares in Q1 2026, an estimated $6.51M.
Verastem made up 0.43% of Armistice Capital's portfolio in Q1 2026, its #45 holding.
Armistice Capital first reported a position in Verastem in Q3 2021 and has held it in 12 quarters since.
Armistice Capital's Verastem position peaked at $27.3M in Q4 2025.
155 funds tracked by Wall St. Rank held Verastem as of Q1 2026.

Based on Armistice Capital's 13F filing for Q1 2026, filed 15 May 2026.