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

VERA ranks #2758 out of 37696 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.

VERA is down 2.4% today, but institutions show net buying of $475.0M this quarter — a divergence between today's price move and the underlying institutional flow.

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