VR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Bellevue Group AG
· Added
Change
+2.4M
Date
Q1 2026
|
Bellevue Group AG | Added· Q1 2026 | – | +2.4M | – | Q1 2026 | |||||
|
Perceptive Advisors LLC
· Reduced
Change
−1.9M
Date
Q1 2026
|
Perceptive Advisors LLC | Reduced· Q1 2026 | – | −1.9M | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Added
Change
+1.8M
Date
Q1 2026
|
Balyasny Asset Management L.P. | Added· Q1 2026 | – | +1.8M | – | Q1 2026 | |||||
|
Paradigm Biocapital Advisors LP
· Added
Change
+1.7M
Date
Q1 2026
|
Paradigm Biocapital Advisors LP | Added· Q1 2026 | – | +1.7M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
Change
+1.6M
Δ Own
+241.1%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | – | +1.6M | +241.1% | Q1 2026 | |||||
|
BlackRock
· Added
Change
+1.4M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +1.4M | – | Q1 2026 | |||||
|
State Street
· Added
Change
+1.2M
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +1.2M | – | Q1 2026 | |||||
|
Deep Track Capital, LP
· Reduced
Change
−1.1M
Date
Q1 2026
|
Deep Track Capital, LP | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
Jennison Associates LLC
· Reduced
Change
−1.1M
Date
Q1 2026
|
Jennison Associates LLC | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
Change
+1.1M
Δ Own
+56.2%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | – | +1.1M | +56.2% | Q1 2026 | |||||
|
Marshall Wace, LLP
· Reduced
Change
−1.1M
Date
Q1 2026
|
Marshall Wace, LLP | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
Eversept Partners, LP
· Reduced
Change
−1.1M
Date
Q1 2026
|
Eversept Partners, LP | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
FMR LLC
· Added
Change
+995K
Δ Own
+6.9%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +995K | +6.9% | Q1 2026 | |||||
|
Vanguard
· Added
Change
+883K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +883K | – | Q1 2026 | |||||
|
Kynam Capital Management, LP
· Added
Change
+871K
Date
Q1 2026
|
Kynam Capital Management, LP | Added· Q1 2026 | – | +871K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cain Christopher W.
· Director
Grant (A)
32K
|
Cain Christopher W. | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Ajer Jeffrey Robert
· Director
Grant (A)
32K
|
Ajer Jeffrey Robert | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Moses Jennifer K.
· Director
Grant (A)
32K
|
Moses Jennifer K. | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Gheuens Sarah
· Director
Grant (A)
32K
|
Gheuens Sarah | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Kiselak Tomas
· Director
Grant (A)
32K
|
Kiselak Tomas | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Morris Arlene
· Director
Grant (A)
32K
|
Morris Arlene | Director | Grant (A) | – | 32K | – | 32K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
Buy
+$20M
|
Fairmount Funds Management LLC | Director | Buy | $17.00 | +1.2M | +$20M | 5.1M | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Tousignant Jennifer
· Officer
2 operations
0
|
Tousignant Jennifer | Officer | 2 operations | – | 0 | – | 16K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Tousignant Jennifer
· Officer
Tax withholding or exercise payment (F)
-$51K
|
Tousignant Jennifer | Officer | Tax withholding or exercise payment (F) | $29.32 | -2K | -$51K | 3K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Harmon Seth
· Officer
2 operations
0
|
Harmon Seth | Officer | 2 operations | – | 0 | – | 19K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Harmon Seth
· Officer
Tax withholding or exercise payment (F)
-$61K
|
Harmon Seth | Officer | Tax withholding or exercise payment (F) | $29.32 | -2K | -$61K | 8K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Beetham Thomas W.
· Officer
2 operations
0
|
Beetham Thomas W. | Officer | 2 operations | – | 0 | – | 28K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Beetham Thomas W.
· Officer
Tax withholding or exercise payment (F)
-$92K
|
Beetham Thomas W. | Officer | Tax withholding or exercise payment (F) | $29.32 | -3K | -$92K | 13K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Mahoney Stephen F.
· Officer
2 operations
0
|
Mahoney Stephen F. | Officer | 2 operations | – | 0 | – | 55K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Mahoney Stephen F.
· Officer
Tax withholding or exercise payment (F)
-$224K
|
Mahoney Stephen F. | Officer | Tax withholding or exercise payment (F) | $29.32 | -8K | -$224K | 33K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
236 reporting institutions disclosed VRDN position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.