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John Overdeck’s Verrica Pharmaceuticals VRCA Stock Holding History

John Overdeck’s Portfolio VRCA Stock Details VRCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
40,825
-9,837
-19% -$61.3K ﹤0.01% 4638
2026
Q1 		$268K Sell
50,662
-67,556
-57% -$433K ﹤0.01% 4140
2025
Q4 		$982K Buy
+118,218
New +$655K ﹤0.01% 2926
2025
Q3 		– Sell
-8,729
Closed -$46.3K – 3953
2025
Q2 		$46.3K Sell
8,729
-138
-2% -$743 ﹤0.01% 3069
2025
Q1 		$39.2K Sell
8,867
-3,977
-31% -$25.7K ﹤0.01% 3069
2024
Q4 		$89.9K Buy
12,844
+1,316
+11% +$14.5K ﹤0.01% 2982
2024
Q3 		$167K Buy
11,528
+7,249
+169% +$326K ﹤0.01% 2830
2024
Q2 		$312K Buy
4,279
+1,770
+71% +$136K ﹤0.01% 2577
2024
Q1 		$149K Buy
+2,509
New +$139K ﹤0.01% 2782
2023
Q4 		– Sell
-6,456
Closed -$251K – 3410
2023
Q3 		$251K Sell
6,456
-480
-7% -$24.4K ﹤0.01% 2556
2023
Q2 		$400K Buy
6,936
+2,227
+47% +$135K ﹤0.01% 2416
2023
Q1 		$306K Sell
4,709
-373
-7% -$22.6K ﹤0.01% 2406
2022
Q4 		$140K Buy
5,082
+193
+4% +$5.15K ﹤0.01% 2458
2022
Q3 		$143K Sell
4,889
-538
-10% -$18.4K ﹤0.01% 2182
2022
Q2 		$104K Buy
+5,427
New +$273K ﹤0.01% 2266
2021
Q3 		– Sell
-1,632
Closed -$184K – 4756
2021
Q2 		$184K Buy
1,632
+322
+25% +$39K ﹤0.01% 3803
2021
Q1 		$198K Buy
+1,310
New +$181K ﹤0.01% 3633
2020
Q2 		– Sell
-1,773
Closed -$194K – 3558
2020
Q1 		$194K Sell
1,773
-2,362
-57% -$311K ﹤0.01% 2666
2019
Q4 		$657K Buy
+4,135
New +$610K ﹤0.01% 2575
2018
Q4 		– Sell
-1,736
Closed -$282K – 3564
2018
Q3 		$282K Buy
+1,736
New +$297K ﹤0.01% 2809

Other funds holding VRCA

CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

John Overdeck's VRCA Position: Q2 2026 in Review

John Overdeck reduced its Verrica Pharmaceuticals (VRCA) stake by 19% in Q2 2026, selling an estimated $61.3K and leaving 40,825 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #4638.

John Overdeck first reported a position in VRCA in Q3 2018 and has held it in 20 quarters since. The position peaked at $982K in Q4 2025. 43 funds tracked by Wall St. Rank hold VRCA as of Q2 2026.

  • John Overdeck held 40,825 shares of Verrica Pharmaceuticals worth $250K as of Q2 2026.
  • John Overdeck sold 9,837 Verrica Pharmaceuticals shares in Q2 2026, an estimated $61.3K.
  • Verrica Pharmaceuticals made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4638 holding.
  • John Overdeck first reported a position in Verrica Pharmaceuticals in Q3 2018 and has held it in 20 quarters since.
  • John Overdeck's Verrica Pharmaceuticals position peaked at $982K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Verrica Pharmaceuticals as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.