VSTM
Verastem, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -1.6% ·
flujo de acciones +5.2% ·
nuevas posiciones netas -1.6%
— 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 Q4 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) | 4.15M | +19.4% | $32.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | State Street Global Advisors ✦ (pasivo) | 3.22M | +44.5% | $24.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.87M | +18.5% | $14.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | Goldman Sachs Group ✦ | 1.50M | +504.4% | $11.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 926.01K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 398.55K | +24.4% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Northern Trust Corp | 393.10K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Citigroup Inc | 364.44K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 316.86K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Barclays Plc | 201.84K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 199.34K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 161.16K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 145.51K | -6.1% | $1.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Invesco Ltd. | 104.09K | — | $803,598 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Wells Fargo & Company/Mn | 62.60K | — | $483,249 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 39.77K | — | $307,047 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | State Of Wisconsin Investment Board | 39.11K | — | $301,906 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 27.24K | -95.3% | $211,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 22.36K | -47.5% | $172,627 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Legal & General Group Plc | 5.29K | — | $40,816 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | New York State Common Retirement… | 5.20K | — | $39,910 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 623 | — | $4,810 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 46 | — | $355 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 11 | — | $85 | 0.0% | n/c | 1 | 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
| 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.57K acc. · $20,528
Officer · 55 acc. · $424
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología