VSTM
Verastem, Inc. · Healthcare · Biotechnology
Données momentum (gérants comparables) :
étendue des détenteurs +13.3% ·
flux d'actions +30.0% ·
nouvelles positions nettes +11.8%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management ✦ | 3.88M | Nouveau | $34.25M | 0.1% | New | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 3.72M | +34.7% | $32.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passif) | 3.48M | +1.6% | $30.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passif) | 3.48M | +1.6% | $30.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passif) | 3.48M | +1.6% | $30.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passif) | 2.23M | -1.0% | $19.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.58M | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passif) | 1.24M | +3.8% | $10.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passif) | 1.24M | +3.8% | $10.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Millennium Management ✦ | 1.16M | +2072.1% | $10.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 1.06M | +293.3% | $9.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Marshall Wace ✦ | 1.06M | +293.3% | $9.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.06M | +293.3% | $9.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 578.03K | +2451.4% | $5.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 578.03K | +2451.4% | $5.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 424.25K | -27.7% | $3.75M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 362.60K | Nouveau | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 320.26K | +72.5% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 320.26K | +72.5% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 247.41K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 247.41K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 184.84K | Nouveau | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 184.84K | Nouveau | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 35 | Wellington Management ✦ | 155.01K | -7.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wellington Management ✦ | 155.01K | -7.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wellington Management ✦ | 155.01K | -7.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 57.31K | +35.6% | $506,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 57.31K | +35.6% | $506,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 57.31K | +35.6% | $506,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 57.31K | +35.6% | $506,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 57.31K | +35.6% | $506,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 42.59K | — | $376,106 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $34.25M | 0.1% |
| D. E. Shaw & Co. | $3.20M | 0.0% |
| Citadel Advisors | $1.63M | 0.0% |
| Citadel Advisors | $1.63M | 0.0% |
Sorti(e)
| Renaissance Technologies | $409,190 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 154 détenteurs, 81.36M actions, $428.32M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.