LGM
VSTM icon

Logos Global Management’s Verastem VSTM Stock Holding History

Logos Global Management’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 		– Sell
-1,000,000
Closed -$5.3M – 91
2026
Q1 		$5.3M Sell
1,000,000
-700,000
-41% -$4.32M 0.26% 56
2025
Q4 		$13.1M Sell
1,700,000
-2,350,000
-58% -$20.9M 0.79% 39
2025
Q3 		$35.8M Buy
4,050,000
+3,050,000
+305% +$22.7M 3.21% 8
2025
Q2 		$4.15M Buy
+1,000,000
New +$6.26M 0.46% 44
2020
Q2 		– Sell
-193,799
Closed -$5.53M – 65
2020
Q1 		$5.53M Buy
+193,799
New +$4.86M 2.1% 18

Other funds holding VSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
RI
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Logos Global Management's VSTM Position: Q2 2026 in Review

Logos Global Management sold out of Verastem (VSTM) in Q2 2026, closing a stake of 1,000,000 shares — an estimated $5.3M sold.

Logos Global Management first reported a position in VSTM in Q1 2020 and held it in 5 quarters. The position peaked at $35.8M in Q3 2025. 157 funds tracked by Wall St. Rank hold VSTM as of Q2 2026.

  • Logos Global Management reported no remaining Verastem position as of Q2 2026 after selling out during the quarter.
  • Logos Global Management sold 1,000,000 Verastem shares in Q2 2026, an estimated $5.3M.
  • Logos Global Management first reported a position in Verastem in Q1 2020 and held it in 5 quarters.
  • Logos Global Management's Verastem position peaked at $35.8M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Verastem as of Q2 2026.

Based on Logos Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.