MANENYSEPharmaceutical PreparationsFiscal year ends December 31
Veradermics, Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$122.28+13.46 (+12.37%)
Close on Oct 19, 2026
- Market cap
- $4.94B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.6%
34M of 42M shares
Institutional holders
164
97 new, 14 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
27 buys · 15 sales
Net sold $44.03M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Juliet Tammenoms Bakker | 4,653,873 | 11.30% | 13D (active) amendment | May 1, 2026 |
| Suvretta Capital Management, LLC | 4,172,121 | 9.90% | 13D (active) amendment | May 1, 2026 |
| Montanova Capital, LLC | 3,718,970 | 8.80% | 13D (active) amendment | Aug 19, 2026 |
| Abigail P. Johnson | 3,193,181 | 7.60% | 13G (passive) | Jun 30, 2026 |
| JPMorgan Chase & Co. | 2,374,502 | 5.60% | 13G (passive) | Sep 30, 2026 |
| Viking Global Opportunities Parent GP LLC | 2,151,493 | 5.80% | 13G (passive) | Feb 5, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MANE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Suvretta Capital Management, LLC | 4,168,970 | 9.98% | $512.53M | – | 9.37% |
| FMR LLC | 3,204,981 | 7.67% | $394.02M | +1,412,072 | 0.02% |
| Sr One Capital Management, LP | 2,401,868 | 5.75% | $295.29M | – | 28.42% |
| Deep Track Capital, LP | 2,000,000 | 4.79% | $245.88M | +1,500,000 | 3.58% |
| Citadel Advisors LLC | 1,877,775 | 4.49% | $230.85M | +52,103 | 0.03% |
| Siren, L.L.C. | 1,655,374 | 3.96% | $203.51M | +150,000 | 4.12% |
| BlackRock, Inc. | 1,593,791 | 3.81% | $195.94M | +1,311,180 | 0.00% |
| Viking Global Investors LP | 1,561,494 | 3.74% | $191.97M | −129,061 | 0.55% |
| JPMorgan Chase & Co | 1,165,584 | 2.79% | $144.24M | +189,418 | 0.01% |
| abrdn plc | 1,096,642 | 2.62% | $134.82M | +41,982 | 0.19% |
| D. E. Shaw & Co., Inc. | 1,013,643 | 2.43% | $124.62M | +879,424 | 0.06% |
| Vanguard Capital Management LLC | 869,212 | 2.08% | $106.86M | +169,567 | 0.00% |
| Maverick Capital Ltd | 789,980 | 1.89% | $97.12M | New | 0.86% |
| Jennison Associates LLC | 748,678 | 1.79% | $92.04M | +606,897 | 0.06% |
| Infinitum Asset Management, LLC | 731,149 | 1.75% | $89.89M | – | 9.14% |
| UBS Group AG | 670,727 | 1.61% | $82.46M | +323,652 | 0.01% |
| Marshall Wace, Llp | 585,560 | 1.40% | $71.99M | −69,041 | 0.06% |
| Adage Capital Partners Gp, L.L.C. | 549,706 | 1.32% | $67.58M | −550,294 | 0.09% |
| State Street Corp | 544,369 | 1.30% | $66.92M | +469,969 | 0.00% |
| Geode Capital Management, LLC | 508,067 | 1.22% | $62.48M | +329,861 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | 34M | 81.6% | 97 / 42 | 19 / 14 | 12M | 4M |
| Q1 2026 | 81 | 26M | 62.4% | 81 / 0 | 0 / 0 | 26M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MANE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 745,562 | 1.78% | $75.23M | 0.08% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 618,416 | 1.48% | $76.03M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 535,750 | 1.28% | $65.87M | 0.08% | Jun 30, 2026 |
| JPMorgan Growth Advantage Fund | 320,595 | 0.77% | $39.41M | 0.18% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 263,846 | 0.63% | $32.44M | 1.24% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 238,104 | 0.57% | $25.00M | 0.07% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 230,786 | 0.55% | $28.37M | 0.03% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 209,591 | 0.50% | $21.15M | 0.08% | May 31, 2026 |
| Fidelity Worldwide Fund | 208,000 | 0.50% | $21.84M | 0.56% | Jul 31, 2026 |
| Fidelity Series Growth Company Fund | 187,812 | 0.45% | $18.95M | 0.08% | May 31, 2026 |
| Select Health Care Portfolio | 180,000 | 0.43% | $18.16M | 0.31% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 133,983 | 0.32% | $16.47M | 0.11% | Jun 30, 2026 |
| PGIM Jennison Health Sciences Fund | 127,683 | 0.31% | $12.88M | 0.93% | May 29, 2026 |
| Baron Discovery Fund | 126,165 | 0.30% | $15.51M | 0.85% | Jun 30, 2026 |
| MFS New Discovery Fund | 108,307 | 0.26% | $10.93M | 0.51% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Reid Alexander Waldman | Chief Executive Officer, Director | 170,824 | 0.41% | Aug 18, 2026 |
| David Hollander | Chief R&D Officer | 9,650 | 0.02% | Sep 3, 2026 |
| Timothy August Durso | Chief Technical Officer | 195,020 | 0.47% | Aug 18, 2026 |
| Michael V. Greco | General Counsel | – | – | Feb 5, 2026 |
| Mark Neumann | Chief Commercial Officer | – | – | Feb 5, 2026 |
| Dominic Gabriel Carrano | Chief Financial Officer | – | – | Feb 5, 2026 |
| Averill Madison Master Fund, Ltd. | Director | – | – | Aug 21, 2026 |
| Averill Master Fund, Ltd. | Director | 3,106,937 | 7.44% | Aug 21, 2026 |
| Suvretta Capital Management, Llc | Director | 520,453 | 1.25% | Aug 21, 2026 |
| John W. Childs | Director | 199,117 | 0.48% | Aug 14, 2026 |
| David Matthew Friedman | Director | – | – | Feb 5, 2026 |
| Patrick G. Enright | Director, 10% owner | 2,600,399 | 6.22% | Feb 5, 2026 |
| Vlad Coric | Director | 768,735 | 1.84% | Feb 5, 2026 |
| Katarina Pance | Director | – | – | Feb 5, 2026 |
| Jane M. Grant-Kels | Director | 2,455 | 0.01% | Feb 5, 2026 |
| Aaron Cowen | – | – | – | Aug 21, 2026 |
| Fleet Capital Management LP Seven | 10% owner | 80,000 | 0.19% | May 5, 2026 |
| Longitude Capital Partners V, LLC | 10% owner | – | – | Feb 5, 2026 |
| Longitude 103.8 East, L.P. | 10% owner | – | – | Feb 5, 2026 |
| Longitude Venture Partners V, L.P. | 10% owner | 1,236,631 | 2.96% | Feb 5, 2026 |
| Longitude 103.8 East Partners, LLC | 10% owner | – | – | Feb 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Hollander Chief R&D Officer | Sep 1, 2026 | Award | +9,650 | – | – | 9,650 |
| Averill Master Fund, Ltd. Director | Aug 20, 2026 | Option exercise | +149,000 | – | – | 3,106,937 |
| Averill Master Fund, Ltd. Director | Aug 20, 2026 | Option exercise | +151,000 | – | – | 612,033 |
| Averill Master Fund, Ltd. Director | Aug 19, 2026 | Sale | −59,399 | $107.25 | $6.37M | 461,033 |
| Averill Master Fund, Ltd. Director | Aug 19, 2026 | Sale | −690,601 | $107.25 | $74.07M | 2,957,937 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −2,348 | $109.34 | $256.73K | 78,303 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −16,767 | $108.38 | $1.82M | 80,651 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −16,306 | $107.52 | $1.75M | 97,418 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −7,918 | $106.71 | $844.93K | 113,724 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Option exercise | +3,452 | $12.19 | $42.08K | 121,642 |
| Timothy August Durso Chief Technical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −161 | $111.28 | $17.92K | 78,142 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −249 | $111.28 | $27.71K | 170,824 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −3,000 | $109.38 | $328.14K | 171,073 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −27,490 | $108.45 | $2.98M | 174,073 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −25,234 | $107.53 | $2.71M | 201,563 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −11,527 | $106.72 | $1.23M | 226,797 |
| Reid Alexander Waldman Chief Executive Officer, Director | Aug 17, 2026 | Option exercise | +3,452 | $12.19 | $42.08K | 238,324 |
| John W. Childs Director | Aug 12, 2026 | Sale | −80,000 | $107.23 | $8.58M | 199,117 |
| John W. Childs Director | Aug 12, 2026 | Sale | −5,000 | $108.24 | $541.20K | 194,117 |
| John W. Childs Director | Aug 12, 2026 | Sale | −15,000 | $106.14 | $1.59M | 279,117 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 6, 2026 | Buy | +19,338 | $36.55 | $706.80K | 520,453 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 6, 2026 | Buy | +11,183 | $35.97 | $402.25K | 501,115 |
| John W. Childs Director | Feb 5, 2026 | Buy | +294,117 | $17.00 | $5.00M | 294,117 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 5, 2026 | Buy | +16,563 | $39.80 | $659.21K | 489,932 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 5, 2026 | Buy | +17,835 | $38.67 | $689.68K | 473,369 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 5, 2026 | Buy | +38,771 | $37.63 | $1.46M | 455,534 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 5, 2026 | Buy | +19,199 | $36.93 | $709.02K | 416,763 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 5, 2026 | Buy | +3,832 | $36.07 | $138.22K | 397,564 |
| Patrick G. Enright Director, 10% owner | Feb 5, 2026 | Buy | +192,647 | $17.00 | $3.27M | 2,600,399 |
| Patrick G. Enright Director, 10% owner | Feb 5, 2026 | Conversion | +1,171,121 | – | – | 2,407,752 |
| Patrick G. Enright Director, 10% owner | Feb 5, 2026 | Buy | +882,353 | $17.00 | $15.00M | 2,053,474 |
| Patrick G. Enright Director, 10% owner | Feb 5, 2026 | Conversion | +1,171,121 | – | – | 1,171,121 |
| Patrick G. Enright Director, 10% owner | Feb 5, 2026 | Conversion | +1,236,631 | – | – | 1,236,631 |
| John W. Childs Director | Feb 5, 2026 | Conversion | +480,269 | – | – | 480,269 |
| John W. Childs Director | Feb 5, 2026 | Conversion | +520,758 | – | – | 1,907,889 |
| John W. Childs Director | Feb 5, 2026 | Buy | +294,117 | $17.00 | $5.00M | 2,202,006 |
| John W. Childs Director | Feb 5, 2026 | Conversion | +906,862 | – | – | 1,387,131 |
| Jane M. Grant-Kels Director | Feb 5, 2026 | Conversion | +2,455 | – | – | 2,455 |
| Reid Alexander Waldman Chief Executive Officer, Director | Feb 5, 2026 | Conversion | +1,437 | – | – | 234,872 |
| Longitude Venture Partners V, L.P. 10% owner | Feb 5, 2026 | Conversion | +1,236,631 | – | – | 1,236,631 |
| Longitude Venture Partners V, L.P. 10% owner | Feb 5, 2026 | Buy | +882,353 | $17.00 | $15.00M | 2,053,474 |
| Longitude Venture Partners V, L.P. 10% owner | Feb 5, 2026 | Buy | +192,647 | $17.00 | $3.27M | 2,600,399 |
| Longitude Venture Partners V, L.P. 10% owner | Feb 5, 2026 | Conversion | +1,171,121 | – | – | 1,171,121 |
| Longitude Venture Partners V, L.P. 10% owner | Feb 5, 2026 | Conversion | +1,171,121 | – | – | 2,407,752 |
| Vlad Coric Director | Feb 5, 2026 | Buy | +58,823 | $17.00 | $999.99K | 319,398 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +117,112 | – | – | 129,939 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +78,075 | – | – | 260,575 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +78,075 | – | – | 260,575 |
| Vlad Coric Director | Feb 5, 2026 | Buy | +58,823 | $17.00 | $999.99K | 319,398 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +148,794 | – | – | 182,500 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +33,706 | – | – | 33,706 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +33,706 | – | – | 33,706 |
| Vlad Coric Director | Feb 5, 2026 | Conversion | +148,794 | – | – | 182,500 |
| Timothy August Durso Chief Technical Officer | Feb 5, 2026 | Conversion | +1,473 | – | – | 118,190 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +4,453 | $38.09 | $169.61K | 390,554 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +9,168 | $37.11 | $340.22K | 386,101 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +2,519 | $36.27 | $91.36K | 376,933 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +1,835 | $34.74 | $63.75K | 374,414 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +1,720 | $34.25 | $58.91K | 372,579 |
| Suvretta Capital Management, Llc Director, 10% owner | Feb 4, 2026 | Buy | +18,489 | $38.90 | $719.22K | 3,648,538 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Averill Madison Master Fund, Ltd. Affiliate | Aug 19, 2026 | 59,399 | $6.37M | Aug 19, 2026 | Acquired upon conversion of Series C Preferred Stock of the Issuer, which Series C Preferred Stock was acquired on September 30, 2025. |
| Averill Master Fund, Ltd. Affiliate | Aug 19, 2026 | 690,601 | $74.07M | Aug 19, 2026 | Acquired upon conversion of Series B Preferred Stock of the Issuer, which Series B Preferred Stock was acquired on November 25, 2024 |
| Durso Timothy Officer | Aug 17, 2026 | 87,000 | $9.68M | Aug 17, 2026 | Stock Option |
| Alexander Waldman Reid CEO | Aug 17, 2026 | 135,000 | $15.02M | Aug 17, 2026 | Stock Option |
| W. Childs 2013 Revocable Trust John Affiliate | Aug 14, 2026 | 100,000 | $10.91M | Aug 12, 2026 | IPO |
| Amzl, Lp Shareholder | Aug 12, 2026 | 104,587 | $11.39M | Aug 12, 2026 | Private Placement |
| SR One Capital Fund II Aggregator, LP Shareholder | Aug 12, 2026 | 217,162 | $23.66M | Aug 12, 2026 | Private Placement |