Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / Common stock, $0.0001 par value per share
Symbol
VSTM on Nasdaq
Shares outstanding
66,776,006
Price per share
$7.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
59,623,578
Total reported value
$526,452,806
% of total 13F portfolios
0.01%
Share change
+7,050,911
Value change
+$99,233,723
Number of holders
116
Price from insider filings
$7.72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Deep Track Capital, LP 10% $60,288,436 7,719,390 Deep Track Capital, LP 14 Nov 2025
BALYASNY ASSET MANAGEMENT L.P. 9.3% -7% $50,507,629 -$522,955 5,718,190 -1% Balyasny Asset Management L.P. 30 Sep 2025
RTW INVESTMENTS, LP 9.9% +20% $51,091,371 +$12,542,449 5,626,803 +33% RTW Investments, LP 30 Jun 2025
Nantahala Capital Management, LLC 7.1% -29% $40,862,617 -$7,358,093 4,626,236 -15% Nantahala Capital Management, LLC 30 Sep 2025
BlackRock, Inc. 6% +22% $32,479,205 +$10,231,285 3,676,905 +46% BlackRock, Inc. 30 Sep 2025
VANGUARD GROUP INC 6.2% +30% $25,540,183 +$7,411,562 3,423,617 +41% The Vanguard Group 30 Jun 2025
Polar Capital Holdings Plc 5.1% $36,130,293 3,398,899 Polar Capital Holdings Plc 31 Dec 2025
Soleus Capital Master Fund, L.P. 7.3% $15,547,211 3,350,692 Soleus Capital Management, L.P. 31 Dec 2024
Point72 Asset Management, L.P. 6.1% $24,904,606 3,338,419 Point72 Asset Management, L.P. 25 Jul 2025
Logos Global Management LP 4.8% -23% $28,044,140 -$2,208,200 3,175,000 -7.3% Logos Global Management LP 30 Sep 2025
Foresite Capital Fund VI LP 5.1% $27,693,456 3,135,120 Foresite Capital Fund VI LP 16 Oct 2025
Stonepine Capital Management, LLC 4.3% -14% $23,583,859 -$1,442,405 2,670,032 -5.8% Stonepine Capital Management, LLC 30 Sep 2025
BIOTECHNOLOGY VALUE FUND L P 3.9% -61% $22,700,000 -$29,245,145 2,500,000 -56% BVF PARTNERS L P/IL 11 Aug 2025
HIRSCHMAN ORIN 3.6% -42% $14,943,715 -$5,331,274 2,003,179 -26% Orin Hirschman 30 Jun 2025
ORBIMED ADVISORS LLC 2.4% -53% $12,106,664 -$13,884,364 1,333,333 -53% ORBIMED ADVISORS LLC 30 Jun 2025
Alyeska Investment Group, L.P. 2.1% $4,640,000 1,000,000 Alyeska Investment Group, L.P. 31 Dec 2024
Soleus Private Equity Fund III, L.P. 1.8% $4,342,200 935,819 Soleus Capital Management, L.P. 31 Mar 2025

As of 30 Sep 2025, 116 institutional investors reported holding 59,623,578 shares of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM). This represents 89% of the company’s total 66,776,006 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RTW INVESTMENTS, LP 8.1% 5,426,306 +28% 0.59% $47,914,282
Balyasny Asset Management L.P. 6.2% 4,146,762 -1.4% 0.07% $36,615,908
Logos Global Management LP 6.1% 4,050,000 +305% 3.5% $35,761,500
Point72 Asset Management, L.P. 5.8% 3,879,364 0.07% $34,254,784
BlackRock, Inc. 5.6% 3,717,182 +35% 0% $32,822,717
VANGUARD GROUP INC 5.2% 3,479,011 +1.6% 0% $30,719,666
Stonepine Capital Management, LLC 4% 2,670,032 +96% 19% $23,576,383
Vivo Capital, LLC 4% 2,644,985 +72% 1.9% $23,355,218
Foresite Capital Management VI LLC 3.9% 2,615,120 +105% 8.9% $23,091,510
STATE STREET CORP 3.3% 2,228,640 -1% 0% $19,678,891
ARMISTICE CAPITAL, LLC 3.1% 2,096,000 -1.9% 0.58% $18,507,680
Rosalind Advisors, Inc. 2.9% 1,929,563 -5.6% 6.2% $17,038,041
MORGAN STANLEY 2.4% 1,579,486 +41% 0% $13,946,860
Nantahala Capital Management, LLC 1.9% 1,292,903 -56% 0.71% $11,416,333
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,244,581 +3.8% 0% $10,992,098
MILLENNIUM MANAGEMENT LLC 1.7% 1,159,598 +2072% 0.01% $10,239,250
Polar Capital Holdings Plc 1.6% 1,058,776 +5.9% 0.05% $9,348,992
MARSHALL WACE, LLP 1.6% 1,055,389 +293% 0.01% $9,319,084
SILVERARC CAPITAL MANAGEMENT, LLC 1.6% 1,042,757 1.3% $9,207,544
Soleus Capital Management, L.P. 1.4% 935,909 0% 0.44% $8,264,076
ORBIMED ADVISORS LLC 1.3% 887,561 0.19% $7,837,164
TANG CAPITAL MANAGEMENT LLC 1.2% 789,810 +193% 0.27% $6,974,022
ACORN CAPITAL ADVISORS, LLC 1.2% 779,498 0% 3.5% $6,882,967
Jefferies Financial Group Inc. 0.88% 590,184 +48% 0.05% $5,211,324
PRICE T ROWE ASSOCIATES INC /MD/ 0.87% 578,032 +2451% 0% $5,105,000

Institutional Holders of Verastem, Inc. - Common stock, $0.0001 par value per share (VSTM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 564,959 $4,361,174 +$4,271,844 $7.72 4
2025 Q3 59,623,578 $526,452,806 +$99,233,723 $8.83 116
2025 Q2 52,579,871 $218,248,088 +$27,001,547 $4.15 108
2025 Q1 43,276,151 $260,961,876 +$53,029,023 $6.03 98
2024 Q4 33,859,352 $175,058,088 +$45,181,372 $5.17 90
2024 Q3 26,590,058 $80,398,604 +$34,217,297 $2.99 77
2024 Q2 14,536,365 $43,320,886 -$62,700,346 $2.98 66
2024 Q1 16,867,641 $198,998,762 +$4,598,189 $11.80 69
2023 Q4 16,678,822 $135,764,868 -$1,638,450 $8.14 56
2023 Q3 16,742,637 $136,113,780 +$6,638,291 $8.13 55
2023 Q2 16,115,155 $119,896,447 +$119,896,443 $7.44 59