Verastem

VSTM • NASDAQ

Verastem is a biotechnology company in the healthcare sector on NASDAQ, led by Daniel Paterson, with a market cap of $723.8M. As of Q3 2025, 97% of shares are held by 117 institutional investors, with RTW INVESTMENTS, LLC as the largest holder at 8.82%.

Chief Executive OfficerDaniel Paterson

Market Cap$723.8M

Biotechnology

Healthcare

Employees73.0

Websiteverastem.com

Country

United States of America

Overview

Overview of institutional ownership in VSTM as of Q3 2025 with a market cap of $543.4M

All Institutions

Institutions: 117
Value Held: $526.5M
Shares Held: 59.6M
Avg Position: $4.5M
Median Position: $512.1K

Hedge Funds

Hedge Funds: 27
Value Held: $243.7M
Shares Held: 27.6M
Avg Position: $9.0M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

52.03%

$282.8M

Hedge Funds

44.84%

$243.7M

Retail & Other

3.13%

$17.0M

Based on market cap of $543.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in VSTM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RTW INVESTMENTS, LLC Hedge Fund•Sector	Peter M Fong President	$47.9M 0.59% of portfolio	8.82% 5.4M shares	Q1 2025 Held for 8 months	$8.1B
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$36.6M 0.08% of portfolio	6.74% 4.1M shares	Q4 2024 Held for 11 months	$48.1B
Logos Global Management LP Hedge Fund•Long/Short	Graham Gordon Walmsley Managing Partner	$35.8M 3.62% of portfolio	6.58% 4.1M shares	Q2 2025 Held for 5 months	$987.5M
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$34.3M 0.08% of portfolio	6.30% 3.9M shares	Q3 2025 Held for 2 months	$43.2B
B BlackRock, Inc. Institution	-	$32.8M 0.00% of portfolio	6.04% 3.7M shares	Q1 2015 Held for 10y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$30.7M 0.00% of portfolio	5.65% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
S Stonepine Capital Management, LLC Institution	-	$23.6M 19.17% of portfolio	4.34% 2.7M shares	Q3 2024 Held for 1y 2m	$123.0M
Vivo Capital, LLC Venture Capital	Jack Bech Nielsen Managing Partner	$23.4M 1.88% of portfolio	4.30% 2.6M shares	Q2 2023 Held for 2y 5m	$1.2B
Foresite Capital Management VI LLC Venture Capital	James Bruce Tananbaum CEO	$23.1M 8.92% of portfolio	4.25% 2.6M shares	Q2 2025 Held for 5 months	$258.9M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$19.7M 0.00% of portfolio	3.62% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T

Net Capital Flow

Institutional buying and selling activity for VSTM in Q3 2025

Traded: +$99.6M
Buyers: 71
Sellers: 53
Total Bought: +$190.2M
Total Sold: −$90.5M
Avg Position: $3.9M

Biggest Buyers

Institution	Net Bought	Current Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$34.3M +3.9M shares	$34.3M 3.9M shares
Logos Global Management LP Hedge Fund•Long/Short	+$26.9M +3.1M shares	$35.8M 4.1M shares
Foresite Capital Management VI LLC Venture Capital	+$11.8M +1.3M shares	$23.1M 2.6M shares
S Stonepine Capital Management, LLC Institution	+$11.6M +1.3M shares	$23.6M 2.7M shares
RTW INVESTMENTS, LLC Hedge Fund•Sector	+$10.4M +1.2M shares	$47.9M 5.4M shares
Vivo Capital, LLC Venture Capital	+$9.8M +1.1M shares	$23.4M 2.6M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$9.8M +1.1M shares	$10.2M 1.2M shares
SILVERARC CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	+$9.2M +1.0M shares	$9.2M 1.0M shares
B BlackRock, Inc. Institution	+$8.5M +958.3K shares	$32.8M 3.7M shares
ORBIMED ADVISORS LLC Hedge Fund•Sector	+$7.8M +887.6K shares	$7.8M 887.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	−$18.0M −2.0M shares	$3.7M 413.9K shares
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	−$14.7M −1.7M shares	$11.4M 1.3M shares
B BVF INC/IL Institution	−$14.1M −3.4M shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$10.6M −1.2M shares	$2.2M 247.4K shares
A AIGH Capital Management LLC Hedge Fund•Long/Short	−$8.3M −2.0M shares	Sold Off 0 shares
N NOMURA HOLDINGS INC Institution	−$2.8M −674.6K shares	Sold Off 0 shares
Exome Asset Management LLC Hedge Fund•Sector	−$2.5M −599.9K shares	Sold Off 0 shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$1.8M −207.2K shares	$1.3M 144.4K shares
N Nuveen, LLC Institution	−$1.8M −198.4K shares	$1.6M 181.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$1.4M −162.8K shares	$3.7M 424.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VSTM in Q3 2025

New Positions: 14
New Value: $7.9M
Exited Positions: 19
Exited Value: $32.7M

New Positions

Institution	Position Value
TORONTO DOMINION BANK Institution	$4.1M 460.4K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$2.7M 309.8K shares
Atom Investors LP Hedge Fund•Market Neutral	$592.0K 67.0K shares
A Arrowpoint Investment Partners Pte. Ltd. Institution	$256.8K 29.1K shares
Q Quadrature Capital Ltd Institution	$146.9K 16.7K shares
AIGEN INVESTMENT MANAGEMENT, LP Hedge Fund•Long/Short	$118.6K 13.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$3.9K 442.0 shares
O Optiver Holding B.V. Institution	$3.2K 368.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$1.1K 126.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$265.0 30.0 shares

Exited Positions

Institution	Previous Position
B BVF INC/IL Institution	$14.1M 3.4M shares
A AIGH Capital Management LLC Hedge Fund•Long/Short	$8.3M 2.0M shares
N NOMURA HOLDINGS INC Institution	$2.8M 674.6K shares
Exome Asset Management LLC Hedge Fund•Sector	$2.5M 599.9K shares
Q Qube Research & Technologies Ltd Institution	$1.2M 282.2K shares
UBS OCONNOR LLC Long Only Manager	$1.1M 255.3K shares
SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds	$748.7K 180.4K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$546.8K 131.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$409.2K 98.6K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	$374.3K 90.2K shares

Options Activity

Institutions with the largest Call and Put options positions in VSTM as of Q3 2025

Call Positions: 4
Call Value: $2.8M
Put Positions: 3
Put Value: $951.9K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 1.5K contracts
J JANE STREET GROUP, LLC Institution	$965.1K 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$519.2K 588.0 contracts
S Stonepine Capital Management, LLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$387.6K 439.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$344.4K 390.0 contracts
J JANE STREET GROUP, LLC Institution	$219.9K 249.0 contracts

Most Committed Institutions

Institutions with VSTM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Stonepine Capital Management, LLC Institution	-	19.17% $23.6M	4.34% 2.7M shares	Q3 2024 Held for 1y 2m	$123.0M
Foresite Capital Management VI LLC Venture Capital	James Bruce Tananbaum CEO	8.92% $23.1M	4.25% 2.6M shares	Q2 2025 Held for 5 months	$258.9M
R Rosalind Advisors, Inc. Institution	-	6.46% $17.0M	3.14% 1.9M shares	Q4 2024 Held for 11 months	$263.6M
Logos Global Management LP Hedge Fund•Long/Short	Graham Gordon Walmsley Managing Partner	3.62% $35.8M	6.58% 4.1M shares	Q2 2025 Held for 5 months	$987.5M
A ACORN CAPITAL ADVISORS, LLC Venture Capital	Anthony Michael Gallo CCO	3.49% $6.9M	1.27% 779.5K shares	Q4 2024 Held for 11 months	$197.0M
Vivo Capital, LLC Venture Capital	Jack Bech Nielsen Managing Partner	1.88% $23.4M	4.30% 2.6M shares	Q2 2023 Held for 2y 5m	$1.2B
SILVERARC CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Devesh Sharad Gandhi Founder	1.34% $9.2M	1.69% 1.0M shares	Q3 2025 Held for 2 months	$689.7M
L Longwood Capital Partners LLC Institution	-	1.31% $1.3M	0.23% 143.4K shares	Q1 2025 Held for 8 months	$96.8M
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	Daniel J. Mack Managing Partner	0.71% $11.4M	2.10% 1.3M shares	Q2 2024 Held for 1y 5m	$1.6B
RTW INVESTMENTS, LLC Hedge Fund•Sector	Peter M Fong President	0.59% $47.9M	8.82% 5.4M shares	Q1 2025 Held for 8 months	$8.1B

Hedge Fund Spotlight

Discover hedge funds investing in VSTM

Logos Global Management LP

Hedge Fund • Long/Short

Portfolio ManagerGraham Gordon Walmsley

Portfolio Value: $987.5M
Positions: 51
Last Reported: Q3 2025

Sector Allocation

Position in Verastem

Market Value: $35.8M
Shares Held: 4.1M
Portfolio Weight: 3.62%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Revolution Medicines, Inc. RVMD	Biotechnology Healthcare	$81.7M	8.28%
2 IDEAYA Biosciences, Inc. IDYA	Biotechnology Healthcare	$61.2M	6.20%
3 Akero Therapeutics AKRO	Biotechnology Healthcare	$57.0M	5.77%