Vera Therapeutics Inc (VERA) Smart Money Holdings (13F, Q2 2026)

VERA ranks #2761 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VERA is a top-conviction position for Kynam Capital Management, LP — at 6.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VERA belongs to BlackRock, Inc., but the position matters far more to Kynam Capital Management, LP, who has 6.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its VERA position for two straight quarters, increasing it by $46.4M to reach $48.4M today.

Price T Rowe Associates Inc /md/ has trimmed its VERA position for two straight quarters, cutting it by $104.4M while still holding $172.2M.

VERA is up 0.4% today, and institutions have been net buyers of $475.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VERA reported a net loss of $299.6M in its latest fiscal year.

• Not yet profitable — net loss of $299.6M in the latest fiscal year
• Net income declined year over year, from -$152.1M to -$299.6M
• Operating cash flow was negative, using $241.1M in cash
• Current ratio of 13.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.22x equity — within a conventional range