VRANasdaqLeather & Leather ProductsFiscal year ends January 30
Vera Bradley, Inc.
Financials through Q2 FY2027, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 15, 2026
$5.84−0.01 (-0.17%)
Close on Oct 19, 2026
- Market cap
- $175.22M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.4%
11M of 29M shares
Institutional holders
67
10 new, 16 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $909.14K
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 |
|---|---|---|---|---|
| Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust | 4,035,768 | 14.45% | 13D (active) amendment | Jun 16, 2025 |
| Patricia R. Miller | 3,042,590 | 10.90% | 13G (passive) amendment | Jun 30, 2025 |
| Nomura Holdings Inc | 1,660,300 | 6.00% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VRA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,289,059 | 4.49% | $5.01M | +692,067 | 0.04% |
| Arrowstreet Capital, Limited Partnership | 1,031,861 | 3.60% | $4.01M | −6,946 | 0.00% |
| Vanguard Capital Management LLC | 853,863 | 2.98% | $3.32M | −160,180 | 0.00% |
| Dimensional Fund Advisors LP | 810,955 | 2.83% | $3.15M | −130,051 | 0.00% |
| Peapod Lane Capital LLC | 684,766 | 2.39% | $2.66M | −149,341 | 1.80% |
| American Century Companies Inc | 579,041 | 2.02% | $2.25M | +72,668 | 0.00% |
| Marshall Wace, Llp | 501,404 | 1.75% | $1.95M | −305,562 | 0.00% |
| BlackRock, Inc. | 433,299 | 1.51% | $1.69M | +23,981 | 0.00% |
| Two Sigma Investments, LP | 385,359 | 1.34% | $1.50M | +78,582 | 0.00% |
| Jane Street Group, LLC | 322,927 | 1.13% | $1.26M | −84,876 | 0.00% |
| Bridgeway Capital Management, LLC | 316,129 | 1.10% | $1.23M | +5,056 | 0.02% |
| Acadian Asset Management LLC | 268,050 | 0.93% | $1.04K | +123,707 | 0.00% |
| Citadel Advisors LLC | 248,798 | 0.87% | $967.82K | +164,264 | 0.00% |
| Geode Capital Management, LLC | 242,841 | 0.85% | $945.47K | −12,624 | 0.00% |
| Renaissance Technologies LLC | 227,516 | 0.79% | $885.04K | +5,800 | 0.00% |
| Gilder Gagnon Howe & Co LLC | 227,233 | 0.79% | $883.94K | +143,981 | 0.01% |
| UBS Group AG | 198,938 | 0.69% | $773.87K | −55,922 | 0.00% |
| Luxor Capital Group, LP | 192,998 | 0.67% | $750.76K | – | 0.03% |
| Saba Capital Management, L.P. | 179,895 | 0.63% | $699.79K | −110,105 | 0.02% |
| Klingman & Associates, LLC | 160,064 | 0.56% | $622.65K | +53,342 | 0.03% |
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 | 67 | 11M | 37.4% | 10 / 20 | 17 / 16 | 2M | 2M |
| Q1 2026 | 74 | 11M | 38.1% | 18 / 14 | 17 / 9 | 4M | 2M |
| Q4 2025 | 67 | 10M | 33.5% | 15 / 16 | 18 / 14 | 2M | 7M |
| Q3 2025 | 66 | 14M | 49.1% | 8 / 11 | 32 / 20 | 1M | 3M |
| Q2 2025 | 78 | 17M | 58.2% | 19 / 19 | 33 / 25 | 1M | 4M |
| Q1 2025 | 84 | 19M | 66.5% | 15 / 19 | 36 / 11 | 1M | 2M |
| Q4 2024 | 81 | 20M | 69.2% | 14 / 19 | 35 / 18 | 4M | 3M |
| Q3 2024 | 85 | 20M | 68.2% | 12 / 35 | 26 / 27 | 5M | 3M |
| Q2 2024 | 101 | 19M | 67.5% | 18 / 38 | 35 / 22 | 2M | 3M |
| Q1 2024 | 105 | 20M | 70.5% | 13 / 39 | 37 / 16 | 4M | 2M |
| Q4 2023 | 110 | 19M | 65.8% | 20 / 45 | 28 / 9 | 4M | 2M |
| Q3 2023 | 99 | 17M | 59.1% | 17 / 33 | 30 / 12 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VRA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 580,397 | 2.02% | $2.26M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 526,283 | 1.83% | $1.74M | 0.01% | May 31, 2026 |
| Royce Micro-Cap Fund | 357,667 | 1.25% | $1.39M | 0.33% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 249,120 | 0.87% | $969.08K | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 203,399 | 0.71% | $693.59K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Fund | 176,788 | 0.62% | $687.71K | 0.70% | Jun 30, 2026 |
| Royce Capital Fund - Micro-Cap Portfolio | 116,673 | 0.41% | $453.86K | 0.32% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 115,842 | 0.40% | $383.44K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 97,832 | 0.34% | $333.61K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 92,037 | 0.32% | $313.85K | 0.00% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 86,241 | 0.30% | $335.48K | 0.01% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 83,297 | 0.29% | $284.04K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 66,904 | 0.23% | $260.26K | 0.02% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 45,100 | 0.16% | $175.44K | 0.12% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 44,423 | 0.15% | $151.48K | 0.00% | Jul 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 |
|---|---|---|---|---|
| Ian Bickley | Chief Executive Officer, Director | 1,193,960 | 4.16% | Jul 7, 2026 |
| Jacqueline Ardrey | PRESIDENT AND CEO, Director | 462,805 | 1.61% | Apr 8, 2025 |
| Mark C. Dely | CHIEF ADMINISTRATIVE OFFICER | 343,362 | 1.20% | Jun 26, 2026 |
| Martin Layding | Chief Financial Officer | 489,196 | 1.71% | Jun 16, 2026 |
| Melinda Paraie | Chief Branding Officer | 342,977 | 1.20% | Apr 7, 2026 |
| Michael Schwindle | CHIEF FINANCIAL OFFICER | 186,724 | 0.65% | May 9, 2025 |
| Alison Hiatt | CHIEF MARKETING OFFICER | 112,480 | 0.39% | Apr 8, 2025 |
| Ivan Brockman | Director | 27,574 | 0.10% | Sep 29, 2026 |
| Andrew Meslow | Director | 650,000 | 2.27% | Jun 16, 2026 |
| Robert J. Hall | Director | 2,885,507 | 10.06% | Apr 7, 2026 |
| Kristina K. Cashman | Director | 111,537 | 0.39% | Apr 7, 2026 |
| Carrie Tharp | Director | 111,537 | 0.39% | Apr 7, 2026 |
| Jessica Rodriguez | Director | 77,667 | 0.27% | Apr 7, 2026 |
| Frances P. Philip | Director | 122,380 | 0.43% | Apr 8, 2025 |
| B. Baekgaard 2009 Grantor Retained Annuity Trust Barbara | – | 2,369,380 | 8.26% | Jun 18, 2025 |
| Anne Marie Ray | – | 3,272,990 | 11.41% | Jun 18, 2025 |
| Thomas Farrell Byrne II | – | 2,886,479 | 10.06% | Jun 18, 2025 |
| James Bradley Byrne | – | 2,812,757 | 9.80% | Jun 18, 2025 |
| Joan B. Hall | – | 2,767,557 | 9.65% | Jun 18, 2025 |
| Michael C. Ray | – | 2,772,990 | 9.67% | Jun 18, 2025 |
| Lake Partners LLC Pleasant | 10% owner | – | – | Apr 28, 2025 |
| Funds Master Fund LP PLP | 10% owner | – | – | Apr 28, 2025 |
| Fund 1 Investments, LLC | 10% owner | 2,783,155 | 9.70% | Apr 28, 2025 |
| Patricia R. Miller | 10% owner | 2,921,811 | 10.18% | Apr 8, 2025 |
| P. Michael Miller | 10% owner | 1,542,610 | 5.38% | Apr 8, 2025 |
| Lake Onshore Feeder Fund LP Pleasant | 10% owner | – | – | Dec 23, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ivan Brockman Director | Sep 25, 2026 | Buy | +2,500 | $4.00 | $10.00K | 2,500 |
| Ian Bickley Chief Executive Officer, Director | Jul 3, 2026 | Tax withholding | −30,273 | $3.91 | $118.37K | 1,058,337 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Jun 24, 2026 | Tax withholding | −13,709 | $3.84 | $52.64K | 343,362 |
| Ian Bickley Chief Executive Officer, Director | Jun 12, 2026 | Buy | +28,901 | $3.87 | $111.85K | 135,623 |
| Martin Layding Chief Financial Officer | Jun 12, 2026 | Tax withholding | −13,989 | $3.46 | $48.40K | 488,946 |
| Martin Layding Chief Financial Officer | Jun 12, 2026 | Tax withholding | −29,376 | $3.46 | $101.64K | 459,570 |
| Andrew Meslow Director | Jun 12, 2026 | Buy | +24,926 | $3.73 | $92.97K | 650,000 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Jun 8, 2026 | Award | +9,110 | – | – | 359,982 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Jun 8, 2026 | Tax withholding | −2,911 | $3.08 | $8.97K | 357,071 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Jun 8, 2026 | Tax withholding | −1,008 | $3.08 | $3.10K | 350,872 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Apr 5, 2026 | Tax withholding | −4,174 | $3.39 | $14.15K | 351,880 |
| Ian Bickley Chief Executive Officer, Director | Apr 4, 2026 | Tax withholding | −15,465 | $3.39 | $52.43K | 1,195,332 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Apr 4, 2026 | Tax withholding | −9,845 | $3.39 | $33.37K | 356,054 |
| Melinda Paraie Chief Branding Officer | Apr 3, 2026 | Award | +73,746 | – | – | 342,977 |
| Ivan Brockman Director | Apr 3, 2026 | Award | +25,074 | – | – | 25,074 |
| Martin Layding Chief Financial Officer | Apr 3, 2026 | Award | +88,496 | – | – | 502,935 |
| Carrie Tharp Director | Apr 3, 2026 | Award | +25,074 | – | – | 111,537 |
| Ian Bickley Chief Executive Officer, Director | Apr 3, 2026 | Award | +221,239 | – | – | 1,210,797 |
| Jessica Rodriguez Director | Apr 3, 2026 | Award | +25,074 | – | – | 77,667 |
| Robert J. Hall Director | Apr 3, 2026 | Award | +25,074 | – | – | 210,463 |
| Andrew Meslow Director | Apr 3, 2026 | Award | +25,074 | – | – | 625,074 |
| Kristina K. Cashman Director | Apr 3, 2026 | Award | +25,074 | – | – | 111,537 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Mar 31, 2026 | Award | +22,112 | – | – | 375,122 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Mar 31, 2026 | Tax withholding | −3,483 | $3.02 | $10.52K | 353,010 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Mar 31, 2026 | Tax withholding | −9,223 | $3.02 | $27.85K | 365,899 |
| Ian Bickley Chief Executive Officer, Director | Mar 12, 2026 | Award | +147,929 | – | – | 989,558 |
| Ian Bickley Chief Executive Officer, Director | Mar 12, 2026 | Award | +147,929 | $3.38 | $500.00K | 989,558 |
| Andrew Meslow Director | Dec 15, 2025 | Buy | +50,000 | $1.93 | $96.50K | 600,000 |
| Andrew Meslow Director | Dec 12, 2025 | Buy | +250,000 | $1.98 | $495.00K | 550,000 |
| Ian Bickley Director | Dec 12, 2025 | Award | +461,538 | $1.95 | $900.00K | 788,629 |
| Ian Bickley Director | Dec 12, 2025 | Buy | +53,000 | $1.94 | $102.82K | 841,629 |
| Melinda Paraie Chief Branding Officer | Dec 12, 2025 | Award | +269,231 | $1.95 | $525.00K | 269,231 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Dec 9, 2025 | Tax withholding | −7,453 | $2.11 | $15.73K | 356,493 |
| Ian Bickley Director | Jul 3, 2025 | Award | +233,463 | – | – | 327,091 |
| Mark C. Dely CHIEF ADMINISTRATIVE OFFICER | Jun 24, 2025 | Award | +128,755 | $2.33 | $300.00K | 363,946 |
| Thomas Farrell Byrne II – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| Joan B. Hall – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| James Bradley Byrne – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| Robert J. Hall Director | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| Michael C. Ray – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| B. Baekgaard 2009 Grantor Retained Annuity Trust Barbara – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| Anne Marie Ray – | Jun 18, 2025 | Award | +23,674 | $2.19 | $51.85K | 2,369,380 |
| Thomas Farrell Byrne II – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| Joan B. Hall – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| James Bradley Byrne – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| Robert J. Hall Director | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| Michael C. Ray – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| B. Baekgaard 2009 Grantor Retained Annuity Trust Barbara – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| Anne Marie Ray – | Jun 17, 2025 | Award | +30,993 | $2.39 | $74.07K | 2,345,706 |
| Thomas Farrell Byrne II – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| Joan B. Hall – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| James Bradley Byrne – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| Robert J. Hall Director | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| Michael C. Ray – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| B. Baekgaard 2009 Grantor Retained Annuity Trust Barbara – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| Anne Marie Ray – | Jun 16, 2025 | Award | +37,846 | $2.07 | $78.34K | 2,314,713 |
| Martin Layding Chief Financial Officer | Jun 12, 2025 | Award | +414,439 | – | – | 414,439 |
| Martin Layding Chief Financial Officer | Jun 12, 2025 | Award | +414,439 | $1.87 | $775.00K | 414,439 |
| Ian Bickley Director | Jun 12, 2025 | Buy | +53,722 | $1.86 | $99.92K | 93,628 |
| Andrew Meslow Director | Jun 12, 2025 | Buy | +253,094 | $1.88 | $475.82K | 300,000 |
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 |
|---|---|---|---|---|---|
| Mary Lou Kelley Director | Dec 8, 2023 | 33,500 | $251.25K | Dec 8, 2023 | RESTRICTED STOCK |
| Edward M. Schmults Officer | Jun 14, 2023 | 16,430 | $99.73K | Jun 14, 2023 | RESTRICTED STOCK |
| John Enwright Officer | Jun 8, 2023 | 67,359 | $404.15K | Jun 8, 2023 | PERFORMANCE SHARES |