OrbiMed’s Vera Therapeutics VERA Stock Holding History

OrbiMed’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	$14.9M	Buy	369,596 +16,096	+5%	+$693K	0.29%	65
2025 Q4	$17.9M	Buy	+353,500	New	+$12.6M	0.37%	64
2025 Q2	–	Sell	-481,065	Closed	-$11.6M	–	121
2025 Q1	$11.6M	Sell	481,065 -261,507	-35%	-$8.4M	0.28%	57
2024 Q4	$31.4M	Buy	742,572 +66,700	+10%	+$2.95M	0.65%	44
2024 Q3	$29.9M	Hold	675,872	–	–	0.54%	49
2024 Q2	$24.5M	Hold	675,872	–	–	0.48%	52
2024 Q1	$29.1M	Sell	675,872 -842,243	-55%	-$30M	0.53%	51
2023 Q4	$23.3M	Hold	1,518,115	–	–	0.47%	61
2023 Q3	$20.8M	Sell	1,518,115 -238,685	-14%	-$4.1M	0.44%	62
2023 Q2	$28.2M	Buy	1,756,800 +394,400	+29%	+$3.56M	0.51%	59
2023 Q1	$10.6M	Buy	+1,362,400	New	+$10.5M	0.21%	85

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

Deerfield Management New York $8.48B AUM 99.04% 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

OrbiMed's VERA Position: Q1 2026 in Review

OrbiMed increased its Vera Therapeutics (VERA) stake by 4.6% in Q1 2026, buying an estimated $693K and bringing the position to 369,596 shares worth $14.9M. The position accounts for 0.29% of the portfolio, ranked #65.

OrbiMed first reported a position in VERA in Q1 2023 and has held it in 11 quarters since. The position peaked at $31.4M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

OrbiMed held 369,596 shares of Vera Therapeutics worth $14.9M as of Q1 2026.
OrbiMed bought 16,096 Vera Therapeutics shares in Q1 2026, an estimated $693K.
Vera Therapeutics made up 0.29% of OrbiMed's portfolio in Q1 2026, its #65 holding.
OrbiMed first reported a position in Vera Therapeutics in Q1 2023 and has held it in 11 quarters since.
OrbiMed's Vera Therapeutics position peaked at $31.4M in Q4 2024.
229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

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