VSTM
Verastem, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +9.1% ·
flujo de acciones +1.5% ·
nuevas posiciones netas +8.3%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | +6 | 39.97M | $152.90M | +11 | −5 |
| Q1 2026 | 61 | -1 | 34.42M | $182.56M | +5 | −6 |
| Q4 2025 | 62 | -1 | 31.11M | $240.18M | — | −1 |
| Q3 2025 | 17 | +2 | 20.72M | $182.92M | +3 | −1 |
| Q2 2025 | 12 | +1 | 11.06M | $45.90M | +1 | — |
| Q1 2025 | 8 | 0 | 4.53M | $27.31M | +1 | −1 |
| Q4 2024 | 8 | +1 | 3.00M | $15.49M | +2 | −1 |
| Q3 2024 | 6 | +1 | 1.09M | $3.27M | +3 | −2 |
| Q2 2024 | 5 | — | 667.62K | $1.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.76M | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (pasivo) | 2.25M | +177.2% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 1.20M | +24.9% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 1.20M | +24.9% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 587.02K | +472.5% | $2.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Marshall Wace ✦ | 268.33K | -87.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 268.33K | -87.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 268.33K | -87.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 185.69K | — | $770,609 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 185.69K | — | $770,609 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wellington Management ✦ | 168.33K | +3.9% | $698,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 168.33K | +3.9% | $698,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 168.33K | +3.9% | $698,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 98.60K | Nuevo | $409,190 | 0.0% | New | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 53.39K | -71.1% | $221,556 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 42.27K | -32.5% | $175,437 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 42.27K | -32.5% | $175,437 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 42.27K | -32.5% | $175,437 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 42.27K | -32.5% | $175,437 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 22.66K | +25.5% | $95,000 | 0.0% | ▲ Add | 4 | 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
| Renaissance Technologies | $409,190 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 154 tenedores, 81.36M acciones, $428.32M 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.