Verrica Pharmaceuticals
VRCA
39 hedge funds and large institutions have $25.3M invested in Verrica Pharmaceuticals in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 16 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
4.68% less ownership
Funds ownership: 32.5% → 27.81% (-4.7%)
22% less funds holding
Funds holding: 50 → 39 (-11)
41% less capital invested
Capital invested by funds: $43.2M → $25.3M (-$17.9M)
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cannell Capital
Alta,
Wyoming
|
+$4.39M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$456K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$354K |
| 4 |
Squarepoint
New York
|
+$269K |
| 5 |
BlackRock
New York
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
-$3.85M |
| 2 |
KCM
Kalehua Capital Management
Dallas,
Texas
|
-$1.96M |
| 3 |
SCM
Stonepine Capital Management
Bend,
Oregon
|
-$1.63M |
| 4 |
Two Sigma Investments
New York
|
-$433K |
| 5 |
Jane Street
New York
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Man Group
London,
United Kingdom
| – | -$93.8K | -11,287 | Closed |
|
52
Bank of America
Charlotte,
North Carolina
| – | -$36.1K | -4,343 | Closed |
|
53
Group One Trading
Chicago,
Illinois
| – | -$25 | -3 | Closed |
|
54
Barclays
London,
United Kingdom
| – | -$8 | -1 | Closed |
|
VRCA Hedge Fund Activity: Q1 2026 in Review
39 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Verrica Pharmaceuticals (VRCA) for Q1 2026, worth a combined $25.3M — down 41% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of VRCA and 6 opened new positions — a net loss of 10 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Cannell Capital, opening a new position worth an estimated $4.39M. The largest seller was Armistice Capital, cutting an estimated $3.85M.
- 39 institutional investors held Verrica Pharmaceuticals (VRCA) as of Q1 2026, down from 50 in Q4 2025.
- Funds reported $25.3M of Verrica Pharmaceuticals stock for Q1 2026, down 41% quarter-over-quarter.
- 6 funds opened new Verrica Pharmaceuticals positions in Q1 2026 and 16 closed out, a net change of -10 holders.
- The largest Verrica Pharmaceuticals buyer in Q1 2026 was Cannell Capital, an estimated $4.39M added.
- The largest Verrica Pharmaceuticals seller in Q1 2026 was Armistice Capital, an estimated $3.85M sold.
Based on aggregated 13F filings for Q1 2026.