Julian Baker’s Verastem VSTM Stock Holding History

Julian Baker’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 Q2	$9.55M	Buy	2,499,338 +1,914,581	+327%	+$9.26M	0.05%	71
2026 Q1	$3.1M	Buy	+584,757	New	+$3.61M	0.02%	78
2023 Q3	–	Sell	-1,336,485	Closed	-$9.94M	–	110
2023 Q2	$9.94M	Sell	1,336,485 -790,302	-37%	-$5.48M	0.06%	57
2023 Q1	$10.6M	Sell	2,126,787 -122,288	-5%	-$774K	0.06%	54
2022 Q4	$10.9M	Hold	2,249,075	–	–	0.07%	55
2022 Q3	$22.9M	Hold	2,249,075	–	–	0.15%	42
2022 Q2	$31.3M	Hold	2,249,075	–	–	0.18%	36
2022 Q1	$38.1M	Buy	2,249,075 +458,106	+26%	+$7.89M	0.22%	37
2021 Q4	$44.1M	Hold	1,790,969	–	–	0.21%	37
2021 Q3	$66.2M	Hold	1,790,969	–	–	0.29%	29
2021 Q2	$87.5M	Buy	1,790,969 +372,694	+26%	+$15.5M	0.38%	23
2021 Q1	$42M	Buy	1,418,275 +572,938	+68%	+$16M	0.18%	46
2020 Q4	$21.6M	Buy	+845,337	New	+$17M	0.08%	54

Other funds holding VSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Julian Baker's VSTM Position: Q2 2026 in Review

Julian Baker increased its Verastem (VSTM) stake by 327% in Q2 2026, buying an estimated $9.26M and bringing the position to 2,499,338 shares worth $9.55M. The position accounts for 0.05% of the portfolio, ranked #71.

Julian Baker first reported a position in VSTM in Q4 2020 and has held it in 13 quarters since. The position peaked at $87.5M in Q2 2021. 156 funds tracked by Wall St. Rank hold VSTM as of Q2 2026.

Julian Baker held 2,499,338 shares of Verastem worth $9.55M as of Q2 2026.
Julian Baker bought 1,914,581 Verastem shares in Q2 2026, an estimated $9.26M.
Verastem made up 0.05% of Julian Baker's portfolio in Q2 2026, its #71 holding.
Julian Baker first reported a position in Verastem in Q4 2020 and has held it in 13 quarters since.
Julian Baker's Verastem position peaked at $87.5M in Q2 2021.
156 funds tracked by Wall St. Rank held Verastem as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.