VERA
Vera Therapeutics, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +5.2% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -2 | 39.21M | $1.68B | +6 | −8 |
| Q1 2026 | 88 | +8 | 35.14M | $1.43B | +11 | −3 |
| Q4 2025 | 79 | +2 | 37.37M | $1.89B | +2 | — |
| Q3 2025 | 14 | -1 | 22.48M | $653.29M | +1 | −3 |
| Q2 2025 | 13 | 0 | 19.02M | $448.09M | +1 | −1 |
| Q1 2025 | 10 | -4 | 8.70M | $208.98M | — | −4 |
| Q4 2024 | 14 | +2 | 9.43M | $398.65M | +2 | — |
| Q3 2024 | 11 | -1 | 7.58M | $334.97M | — | −1 |
| Q2 2024 | 12 | — | 7.20M | $260.63M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 3.94M | +8.8% | $174.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 3.94M | +8.8% | $174.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Adage Capital Partners ✦ | 1.37M | +22.8% | $60.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.00M | +2.0% | $44.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.00M | +2.0% | $44.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 583.73K | +11.3% | $25.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 296.44K | +787.6% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 171.57K | +44.2% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 130.47K | -64.8% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 48.55K | -69.2% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 20.07K | -82.2% | $887,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 20.07K | -82.2% | $887,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 20.07K | -82.2% | $887,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 20.07K | -82.2% | $887,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 6.68K | -31.0% | $295,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 6.68K | -31.0% | $295,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 6.68K | -31.0% | $295,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 3.07K | -34.0% | $135,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $5.35M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 229 tenedores, 72.17M acciones, $2.73B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.