Verastem
VSTM
155 hedge funds and large institutions have $432M invested in Verastem in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 26 closing their positions.
2,379% more call options, than puts
Call options by funds: $4.26M | Put options by funds: $172K
169% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 26
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
9% more funds holding
Funds holding: 142 → 155 (+13)
21.91% less ownership
Funds ownership: 114.56% → 92.66% (-22%)
27% less capital invested
Capital invested by funds: $591M → $432M (-$159M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$19.3M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$12.6M |
| 3 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
+$12.3M |
| 4 |
Millennium Management
New York
|
+$11.5M |
| 5 |
BlackRock
New York
|
+$8.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$30.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.2M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$15.4M |
| 4 |
SCP
SymBiosis Capital Partners
Bentonville,
Arkansas
|
-$15.4M |
| 5 |
VC
Vivo Capital
Palo Alto,
California
|
-$8.54M |
VSTM Hedge Fund Activity: Q1 2026 in Review
155 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Verastem (VSTM) for Q1 2026, worth a combined $432M — down 27% from $591M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new VSTM positions and 26 closed out — a net gain of 15 holders — while 70 added to existing stakes and 26 trimmed.
The largest buyer was Nantahala Capital Management, adding an estimated $19.3M. The largest seller was Polar Capital Holdings, exiting entirely with an estimated $30.3M sold.
- 155 institutional investors held Verastem (VSTM) as of Q1 2026, up from 142 in Q4 2025.
- Funds reported $432M of Verastem stock for Q1 2026, down 27% quarter-over-quarter.
- 41 funds opened new Verastem positions in Q1 2026 and 26 closed out, a net change of +15 holders.
- The largest Verastem buyer in Q1 2026 was Nantahala Capital Management, an estimated $19.3M added.
- The largest Verastem seller in Q1 2026 was Polar Capital Holdings, an estimated $30.3M sold.
Based on aggregated 13F filings for Q1 2026.