Stonepine Capital Management’s Verastem VSTM Stock Holding History

Stonepine Capital 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	$12.8M	Buy	3,349,627 +47,327	+1%	+$229K	7.22%	1
2026 Q1	$17.5M	Buy	3,302,300 +570,221	+21%	+$3.52M	7.01%	3
2025 Q4	$21.1M	Buy	2,732,079 +62,047	+2%	+$553K	15.4%	1
2025 Q3	$23.6M	Buy	2,670,032 +1,309,646	+96%	+$9.75M	19.17%	1
2025 Q2	$5.65M	Buy	1,360,386 +747,386	+122%	+$4.68M	5.54%	4
2025 Q1	$3.7M	Sell	613,000 -257,000	-30%	-$1.57M	3.6%	5
2024 Q4	$4.5M	Sell	870,000 -440,287	-34%	-$1.73M	3.63%	6
2024 Q3	$3.92M	Buy	+1,310,287	New	+$3.56M	2.48%	12
2019 Q2	–	Sell	-41,667	Closed	-$1.48M	–	29
2019 Q1	$1.48M	Buy	+41,667	New	+$1.65M	0.85%	25
2018 Q1	–	Sell	-18,750	Closed	-$691K	–	34
2017 Q4	$691K	Buy	+18,750	New	+$847K	0.41%	24

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FCMV

Foresite Capital Management VI Larkspur, California $643M AUM 343.43% 1-Year Est. Return

Stonepine Capital Management's VSTM Position: Q2 2026 in Review

Stonepine Capital Management increased its Verastem (VSTM) stake by 1.4% in Q2 2026, buying an estimated $229K and bringing the position to 3,349,627 shares worth $12.8M. The position accounts for 7.22% of the portfolio, ranked #1.

Stonepine Capital Management first reported a position in VSTM in Q4 2017 and has held it in 10 quarters since. The position peaked at $23.6M in Q3 2025. 157 funds tracked by Wall St. Rank hold VSTM as of Q2 2026.

Stonepine Capital Management held 3,349,627 shares of Verastem worth $12.8M as of Q2 2026.
Stonepine Capital Management bought 47,327 Verastem shares in Q2 2026, an estimated $229K.
Verastem made up 7.22% of Stonepine Capital Management's portfolio in Q2 2026, its #1 holding.
Stonepine Capital Management first reported a position in Verastem in Q4 2017 and has held it in 10 quarters since.
Stonepine Capital Management's Verastem position peaked at $23.6M in Q3 2025.
157 funds tracked by Wall St. Rank held Verastem as of Q2 2026.

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