VRCA — VERRICA PHARMACEUTICALS INC
Reported value held$5.03M
Funds holding (latest)27
SectorHealth Care
Funds holding (Q2 2026)9
Institutional value$1.91M · 311.51K sh
New / Add / Cut / Exit1 / 2 / 5 / 1
Top-5 / Top-10 concentration97.0% / 100.0%
Institutional holdings change
Reducing -32.2%
(-147.81K sh)
Institutional value change
Down -21.5%
As of Q2 2026, 9 SEC-registered investment managers reported holding VRCA (VERRICA PHARMACEUTICALS INC) in their latest 13F filings, with a combined reported value of $1.91M across 311.51K shares. That is -32.2% by share count (-147.81K shares) versus the previous quarter, while reported value moved -21.5%. Ownership is concentrated: the five largest holders account for 97.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
VRCA is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 138.16K | $845.66K | 0.00% | Reduce |
| BlackRock Inc history | 74.34K | $454.99K | 0.00% | Add |
| Two Sigma Investments history | 40.83K | $249.85K | 0.00% | Reduce |
| Northern Trust Corp history | 27.00K | $165.22K | 0.00% | Reduce |
| Renaissance Technologies history | 21.77K | $133.23K | 0.00% | Reduce |
| UBS Group AG history | 6.07K | $37.16K | 0.00% | Add |
| Morgan Stanley history | 3.20K | $19.59K | 0.00% | Reduce |
| PNC Financial Services history | 102 | $624 | 0.00% | Hold |
| JPMorgan Chase & Co history | 47 | $306 | 0.00% | New |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 140.50K | $743.23K | 0.00% | Add |
| Geode Capital Management history | 138.92K | $734.97K | 0.00% | Add |
| Two Sigma Investments history | 50.66K | $268.00K | 0.00% | Reduce |
| BlackRock Inc history | 38.55K | $203.94K | 0.00% | Add |
| Renaissance Technologies history | 32.36K | $171.18K | 0.00% | Add |
| Northern Trust Corp history | 31.58K | $167.06K | 0.00% | Add |
| Morgan Stanley history | 22.39K | $118.42K | 0.00% | Add |
| UBS Group AG history | 4.27K | $22.59K | 0.00% | Add |
| PNC Financial Services history | 102 | $540 | 0.00% | Hold |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 138.19K | $1.15M | 0.00% | Reduce |
| Two Sigma Investments history | 118.22K | $982.39K | 0.00% | New |
| Marshall Wace history | 85.17K | $707.79K | 0.00% | New |
| Geode Capital Management history | 67.66K | $562.39K | 0.00% | Hold |
| Renaissance Technologies history | 26.40K | $219.38K | 0.00% | Reduce |
| Millennium Management history | 23.12K | $192.15K | 0.00% | Reduce |
| Morgan Stanley history | 22.01K | $182.89K | 0.00% | Add |
| Northern Trust Corp history | 20.02K | $166.40K | 0.00% | Hold |
| Goldman Sachs Group history | 18.62K | $154.74K | 0.00% | New |
| BlackRock Inc history | 5.68K | $47.24K | 0.00% | Reduce |
| Bank of America Corp history | 4.34K | $36.09K | 0.00% | Add |
| PNC Financial Services history | 102 | $847 | 0.00% | Hold |
| JPMorgan Chase & Co history | 47 | $391 | 0.00% | New |
| UBS Group AG history | 24 | $199 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 225.21K | $970.65K | 0.00% | Reduce |
| Millennium Management history | 71.99K | $310.28K | 0.00% | Reduce |
| Geode Capital Management history | 67.66K | $291.69K | 0.00% | Reduce |
| UBS Group AG history | 41.63K | $179.43K | 0.00% | Reduce |
| Renaissance Technologies history | 29.19K | $125.81K | 0.00% | Reduce |
| Morgan Stanley history | 21.69K | $93.47K | 0.00% | Reduce |
| Northern Trust Corp history | 20.03K | $86.33K | 0.00% | Reduce |
| BlackRock Inc history | 6.15K | $26.50K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.34K | $14.38K | 0.00% | Reduce |
| Citigroup Inc history | 2.06K | $8.90K | 0.00% | Reduce |
| PNC Financial Services history | 102 | $439 | 0.00% | Reduce |
| Bank of America Corp history | 72 | $310 | 0.00% | Reduce |
Q2 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.17M | $1.15M | 0.00% | Reduce |
| Millennium Management history | 907.08K | $480.84K | 0.00% | Add |
| Geode Capital Management history | 646.16K | $342.56K | 0.00% | Reduce |
| Northern Trust Corp history | 207.40K | $109.94K | 0.00% | Reduce |
| Goldman Sachs Group history | 175.28K | $92.92K | 0.00% | Add |
| Goldman Sachs Group history | 175.28K | $92.92K | 0.00% | Add |
| Marshall Wace history | 123.95K | $65.70K | 0.00% | New |
| Two Sigma Investments history | 87.29K | $46.27K | 0.00% | Reduce |
| Two Sigma Investments history | 87.29K | $46.27K | 0.00% | Reduce |
| Renaissance Technologies history | 87.20K | $46.23K | 0.00% | New |
| Renaissance Technologies history | 87.20K | $46.23K | 0.00% | New |
| UBS Group AG history | 72.73K | $38.55K | 0.00% | Reduce |
| Citadel Advisors history | 68.66K | $36.40K | 0.00% | New |
| Citadel Advisors history | 68.66K | $36.40K | 0.00% | New |
| BlackRock Inc history | 56.47K | $29.93K | 0.00% | Reduce |
| BlackRock Inc history | 56.47K | $29.93K | 0.00% | Reduce |
| AQR Capital Management history | 50.27K | $26.65K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 39.14K | $20.75K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 39.14K | $20.75K | 0.00% | Add |
| Morgan Stanley history | 26.27K | $13.92K | 0.00% | Reduce |
| Morgan Stanley history | 26.27K | $13.92K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.93K | $2.61K | 0.00% | Reduce |
| Bank of America Corp history | 4.14K | $2.20K | 0.00% | Reduce |
| Citigroup Inc history | 3.40K | $1.80K | 0.00% | Reduce |
| PNC Financial Services history | 1.03K | $547 | 0.00% | Reduce |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.36M | $1.04M | 0.00% | Add |
| BlackRock Inc history | 1.23M | $542.82K | 0.00% | Add |
| BlackRock Inc history | 1.23M | $542.82K | 0.00% | Add |
| Geode Capital Management history | 1.02M | $450.40K | 0.00% | Add |
| UBS Group AG history | 790.16K | $349.25K | 0.00% | Add |
| Northern Trust Corp history | 434.75K | $192.25K | 0.00% | Add |
| Millennium Management history | 395.65K | $174.96K | 0.00% | New |
| Goldman Sachs Group history | 139.06K | $61.49K | 0.00% | Add |
| Goldman Sachs Group history | 139.06K | $61.49K | 0.00% | Add |
| Charles Schwab Investment Management history | 99.50K | $44.00K | 0.00% | Add |
| Two Sigma Investments history | 88.67K | $39.21K | 0.00% | Reduce |
| Two Sigma Investments history | 88.67K | $39.21K | 0.00% | Reduce |
| Invesco Ltd history | 74.39K | $32.90K | 0.00% | Add |
| Morgan Stanley history | 69.42K | $30.70K | 0.00% | Reduce |
| Morgan Stanley history | 69.42K | $30.70K | 0.00% | Reduce |
| AQR Capital Management history | 58.71K | $25.96K | 0.00% | Add |
| BNY Mellon history | 43.61K | $19.29K | 0.00% | Hold |
| Citigroup Inc history | 29.11K | $12.87K | 0.00% | Add |
| Bank of America Corp history | 25.35K | $11.21K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 20.31K | $8.98K | 0.00% | Add |
| JPMorgan Chase & Co history | 20.31K | $8.98K | 0.00% | Add |
| Wells Fargo & Co history | 19.31K | $8.54K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15.61K | $6.90K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15.61K | $6.90K | 0.00% | Add |
| PNC Financial Services history | 4.31K | $1.91K | 0.00% | Add |
| Legal & General Investment Management America history | 2.52K | $1.11K | 0.00% | Hold |
| Deutsche Bank AG history | 591 | $260 | 0.00% | Hold |
| Deutsche Bank AG history | 591 | $260 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 47 sh · $306
Fully Exited (vs previous quarter)
- Marshall Wace sold 140.50K sh · $743.23K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 138.16K | 138.92K | 67.66K | 67.66K | 646.16K | 1.02M | 477.27K | 455.48K | 463.36K | 449.31K | 429.68K | 416.79K | 388.51K | 180.88K | 162.96K | 150.24K | 121.14K | 217.40K | 217.83K | 238.07K |
| BlackRock Inc | 74.34K | 38.55K | 5.68K | 6.15K | 56.47K | 1.23M | 1.19M | 1.09M | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 40.83K | 50.66K | 118.22K | — | 87.29K | 88.67K | 128.44K | 115.28K | 42.79K | 25.09K | — | 64.56K | 69.36K | 47.09K | 50.82K | 48.89K | 54.27K | — | — | — |
| Northern Trust Corp | 27.00K | 31.58K | 20.02K | 20.03K | 207.40K | 434.75K | 217.03K | 219.10K | 190.68K | 198.72K | 198.88K | 187.48K | 189.16K | 51.42K | 47.81K | 48.15K | 41.45K | 135.96K | 139.84K | 140.45K |
| Renaissance Technologies | 21.77K | 32.36K | 26.40K | 29.19K | 87.20K | — | 233.30K | 147.96K | 45.52K | — | — | 68.10K | 159.30K | 56.50K | 156.37K | 230.30K | 47.90K | — | — | — |
| UBS Group AG | 6.07K | 4.27K | 24 | 41.63K | 72.73K | 790.16K | 174.06K | 9.61K | 6.34K | 22.33K | 24.29K | 11.13K | 12.96K | 1.75K | 1.91K | 5.51K | 3.41K | 2.81K | 4.36K | 3.85K |
| Morgan Stanley | 3.20K | 22.39K | 22.01K | 21.69K | 26.27K | 69.42K | 361.79K | 181.78K | 84.94K | 134.22K | 111.31K | 118.98K | 47.67K | 164.39K | 13.26K | 42.36K | 94.09K | 781.71K | 910.99K | 44.58K |
| PNC Financial Services | 102 | 102 | 102 | 102 | 1.03K | 4.31K | 116 | 467 | 222 | 222 | 12 | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 47 | — | 47 | — | — | 20.31K | 9.52K | 8.87K | 8.65K | 8.75K | 13.59K | 13.59K | 17.87K | 1.24K | 1.24K | 2.70K | 1.08K | 9.37K | 24.59K | 30.51K |
| Citadel Advisors | — | — | — | — | 68.66K | — | 27.69K | 16.40K | 35.18K | — | 18.80K | 28.88K | 108.13K | 82.57K | 140.25K | 122.35K | 72.70K | 29.64K | — | 36.00K |
| Fidelity Management & Research (FMR) | — | — | — | 3.34K | 39.14K | 15.61K | 14.67K | 634.31K | 1.11M | 1.51M | 1.51M | 1.50M | 1.16M | 1.36M | 1.60M | 1.60M | 1.60M | 645.55K | 645.50K | 236.95K |
| Goldman Sachs Group | — | — | 18.62K | — | 175.28K | 139.06K | 112.75K | 80.56K | — | 19.55K | — | 13.86K | 21.59K | 70.17K | — | 17.59K | 31.75K | 10.80K | — | — |
| Deutsche Bank AG | — | — | — | — | — | 591 | 591 | 591 | 182.02K | 183.57K | 85.55K | 114 | — | — | — | — | — | 7.32K | 8.16K | 7.74K |
| Bank of America Corp | — | — | 4.34K | 72 | 4.14K | 25.35K | 143.82K | 32.14K | 29.15K | 26.97K | 36.68K | 35.85K | 44.15K | 37.44K | 20.34K | 19.71K | 181.93K | 55.89K | 28.45K | 10.06K |
| Citigroup Inc | — | — | — | 2.06K | 3.40K | 29.11K | 15.18K | 13.67K | 4.49K | 3.81K | 2.98K | 20 | 6.22K | 11.24K | — | 301 | 1.24K | 1.06K | 4.30K | 1.63K |
| Marshall Wace | — | 140.50K | 85.17K | — | 123.95K | — | — | — | — | — | — | — | 53.93K | 13.41K | — | — | — | — | — | — |
| Millennium Management | — | — | 23.12K | 71.99K | 907.08K | 395.65K | — | 20.03K | — | — | — | 28.32K | 260.61K | 178.21K | 205.45K | 74.07K | 133.73K | 97.71K | 94.22K | 16.63K |
| Vanguard Group | — | — | 138.19K | 225.21K | 2.17M | 2.36M | 1.88M | 1.29M | 1.27M | 1.27M | 1.26M | 1.23M | 1.22M | 1.12M | 1.02M | 1.01M | 1.01M | 692.16K | 692.20K | 692.18K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.37K | — | 485.80K | 753.95K | — | — | — |
| AQR Capital Management | — | — | — | — | 50.27K | 58.71K | 14.44K | — | — | — | 22.36K | 21.97K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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