Deerfield Management’s Vera Therapeutics VERA Stock Holding History

Deerfield Management’s Portfolio VERA Stock Details VERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150M	Sell	3,722,100 -337,595	-8%	-$14.5M	1.77%	14
2025 Q4	$206M	Buy	4,059,695 +418,538	+11%	+$14.9M	2.63%	9
2025 Q3	$106M	Buy	3,641,157 +293,040	+9%	+$6.78M	1.62%	13
2025 Q2	$78.9M	Buy	3,348,117 +2,298,117	+219%	+$51.7M	1.43%	20
2025 Q1	$25.2M	Buy	+1,050,000	New	+$33.7M	0.5%	42
2024 Q3	–	Sell	-6,191	Closed	-$224K	–	656
2024 Q2	$224K	Sell	6,191 -4,017	-39%	-$159K	﹤0.01%	388
2024 Q1	$440K	Buy	+10,208	New	+$364K	0.01%	167
2023 Q2	–	Sell	-1,300,000	Closed	-$10.1M	–	111
2023 Q1	$10.1M	Buy	+1,300,000	New	+$10M	0.22%	73

Other funds holding VERA

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DTC

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

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

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

Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Deerfield Management's VERA Position: Q1 2026 in Review

Deerfield Management reduced its Vera Therapeutics (VERA) stake by 8.3% in Q1 2026, selling an estimated $14.5M and leaving 3,722,100 shares worth $150M. The position accounts for 1.77% of the portfolio, ranked #14.

Deerfield Management first reported a position in VERA in Q1 2023 and has held it in 8 quarters since. The position peaked at $206M in Q4 2025. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

Deerfield Management held 3,722,100 shares of Vera Therapeutics worth $150M as of Q1 2026.
Deerfield Management sold 337,595 Vera Therapeutics shares in Q1 2026, an estimated $14.5M.
Vera Therapeutics made up 1.77% of Deerfield Management's portfolio in Q1 2026, its #14 holding.
Deerfield Management first reported a position in Vera Therapeutics in Q1 2023 and has held it in 8 quarters since.
Deerfield Management's Vera Therapeutics position peaked at $206M in Q4 2025.
229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

Based on Deerfield Management's 13F filing for Q1 2026, filed 15 May 2026.