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Iron Triangle Partners’s Veracyte VCYT Stock Holding History

Iron Triangle Partners’s Portfolio VCYT Stock Details VCYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$41.3M Buy
980,391
+495,391
+102% +$20M 4.72% 5
2025
Q3 		$16.7M Buy
+485,000
New +$13.9M 2.37% 21

Other funds holding VCYT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Iron Triangle Partners's VCYT Position: Q4 2025 in Review

Iron Triangle Partners increased its Veracyte (VCYT) stake by 102% in Q4 2025, buying an estimated $20M and bringing the position to 980,391 shares worth $41.3M. The position accounts for 4.72% of the portfolio, ranked #5.

Iron Triangle Partners first reported a position in VCYT in Q3 2025 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold VCYT as of Q4 2025.

  • Iron Triangle Partners held 980,391 shares of Veracyte worth $41.3M as of Q4 2025.
  • Iron Triangle Partners bought 495,391 Veracyte shares in Q4 2025, an estimated $20M.
  • Veracyte made up 4.72% of Iron Triangle Partners's portfolio in Q4 2025, its #5 holding.
  • Iron Triangle Partners first reported a position in Veracyte in Q3 2025 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Veracyte as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.