VRCANasdaqPharmaceutical PreparationsFiscal year ends December 31
Verrica Pharmaceuticals Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$3.44−0.16 (-4.31%)
Close on Oct 19, 2026
- Market cap
- $73.29M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.1%
5M of 17M shares
Institutional holders
43
9 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
12 buys · 0 sales
Net bought $18.17M
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 |
|---|---|---|---|---|
| Affinity Asset Advisors, LLC | 884,172 | 5.50% | 13G (passive) amendment | Jan 22, 2026 |
| Affinity Healthcare Fund, LP | 884,172 | 5.47% | 13G (passive) | Nov 25, 2025 |
| Paul B Manning | 8,056,031 | 49.90% | 13D (active) amendment | Nov 25, 2025 |
| Caligan Partners LP | 6,503,054 | 9.99% | 13D (active) | Nov 23, 2025 |
| David Johnson | 6,503,054 | 9.99% | 13D (active) amendment | Dec 26, 2025 |
| Perceptive Advisors LLC | 4,731,150 | 5.10% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VRCA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Caligan Partners LP | 923,910 | 5.38% | $5.65M | – | 0.27% |
| Cannell Capital LLC | 783,923 | 4.56% | $4.80M | +98,800 | 3.22% |
| Affinity Asset Advisors, LLC | 707,338 | 4.12% | $4.33M | – | 0.20% |
| Velan Capital Investment Management LP | 471,559 | 2.75% | $2.89M | – | 1.76% |
| Armistice Capital, LLC | 426,304 | 2.48% | $2.61M | −91,877 | 0.03% |
| Boothbay Fund Management, LLC | 280,734 | 1.63% | $1.72M | – | 0.02% |
| Vanguard Capital Management LLC | 279,310 | 1.63% | $1.71M | +90,552 | 0.00% |
| Mariner, LLC | 207,230 | 1.21% | $1.27M | +182,686 | 0.00% |
| Geode Capital Management, LLC | 138,160 | 0.80% | $845.66K | −757 | 0.00% |
| BlackRock, Inc. | 74,344 | 0.43% | $454.99K | +35,791 | 0.00% |
| Vanguard Fiduciary Trust Co | 70,173 | 0.41% | $429.46K | +5,072 | 0.00% |
| Two Sigma Investments, LP | 40,825 | 0.24% | $249.85K | −9,837 | 0.00% |
| State Street Corp | 28,916 | 0.17% | $176.97K | – | 0.00% |
| Northern Trust Corp | 26,996 | 0.16% | $165.22K | −4,584 | 0.00% |
| DAFNA Capital Management LLC | 23,750 | 0.14% | $145.35K | −129,962 | 0.03% |
| Jane Street Group, LLC | 23,654 | 0.14% | $144.76K | −25,557 | 0.00% |
| Verdad Advisers, LP | 23,069 | 0.13% | $141.18K | +10,971 | 0.14% |
| Renaissance Technologies LLC | 21,769 | 0.13% | $133.23K | −10,591 | 0.00% |
| Legacy Trust | 16,584 | 0.10% | $101.49K | −650 | 0.02% |
| Fifth Third Bancorp | 14,000 | 0.08% | $85.68K | New | 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 | 43 | 5M | 27.1% | 9 / 7 | 11 / 5 | 0M | 1M |
| Q1 2026 | 39 | 5M | 27.8% | 6 / 10 | 7 / 16 | 1M | 1M |
| Q4 2025 | 50 | 5M | 30.2% | 22 / 5 | 10 / 5 | 3M | 0M |
| Q3 2025 | 33 | 2M | 14.4% | 33 / 0 | 0 / 5 | 2M | 0M |
| Q2 2025 | 5 | 0M | 0.1% | 5 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VRCA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 143,141 | 0.83% | $876.02K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 135,465 | 0.79% | $829.05K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 61,808 | 0.36% | $356.01K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 33,630 | 0.20% | $205.82K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 20,514 | 0.12% | $118.16K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 17,055 | 0.10% | $98.24K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 10,929 | 0.06% | $62.95K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 7,373 | 0.04% | $38.49K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 2,195 | 0.01% | $13.43K | 0.01% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 2,088 | 0.01% | $10.90K | 0.00% | Jul 31, 2026 |
| JNL/DFA U.S. Small Cap Fund | 1,982 | 0.01% | $12.13K | 0.00% | Jun 30, 2026 |
| Dimensional US Core Equity 1 ETF | 1,645 | 0.01% | $8.59K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 800 | 0.00% | $4.18K | 0.00% | Jul 31, 2026 |
| Avantis Total Equity Markets ETF | 481 | 0.00% | $2.77K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 262 | 0.00% | $1.60K | 0.00% | Jun 30, 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 |
|---|---|---|---|---|
| Jayson Rieger | CEO and President, Director | 207,838 | 1.21% | Aug 18, 2026 |
| Ted White | PRESIDENT AND CEO, Director | 278,789 | 1.62% | Feb 6, 2025 |
| John J. Kirby | Interim CFO | 23,962 | 0.14% | Aug 18, 2026 |
| Noah L. Rosenberg | CMO | 8,587 | 0.05% | Aug 18, 2026 |
| David Zawitz | Chief Operating Officer | 27,000 | 0.16% | Aug 18, 2026 |
| Christopher G. Hayes | CHIEF LEGAL OFFICER | 176,458 | 1.03% | Mar 18, 2025 |
| Joe Bonaccorso | CHIEF COMMERCIAL OFFICER | 187,738 | 1.09% | Feb 6, 2025 |
| Terry Kohler | CHIEF FINANCIAL OFFICER | 125,000 | 0.73% | Feb 6, 2025 |
| Gary Goldenberg | Chief Medical Officer | 120,110 | 0.70% | Feb 6, 2025 |
| Diem Nguyen | Director | 100 | 0.00% | Jun 9, 2026 |
| Gavin Corcoran | Director | 20 | 0.00% | Jun 9, 2026 |
| Lawrence Eichenfield | Director | – | – | Jun 9, 2026 |
| Mark A. Prygocki Sr | Director | – | – | Jun 9, 2026 |
| Charles Frantzreb | Director | – | – | Dec 30, 2025 |
| Paul B. Manning | Director, 10% owner | 7,395,748 | 43.05% | Nov 25, 2025 |
| John A. Stalfort III | Director | 1,873,800 | 10.91% | Nov 26, 2024 |
| BKB Growth Investments, LLC | 10% owner | 3,348,372 | 19.49% | Feb 2, 2026 |
| Partners LP Caligan | – | – | – | Dec 30, 2025 |
| David Edward Johnson | – | 923,910 | 5.38% | Dec 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John J. Kirby Interim CFO | Aug 18, 2026 | Buy | +5,000 | $4.93 | $24.65K | 23,962 |
| Noah L. Rosenberg CMO | Aug 18, 2026 | Buy | +2,030 | $4.92 | $9.99K | 8,587 |
| David Zawitz Chief Operating Officer | Aug 17, 2026 | Buy | +6,000 | $4.98 | $29.88K | 27,000 |
| Noah L. Rosenberg CMO | Aug 17, 2026 | Buy | +4,200 | $4.91 | $20.62K | 6,557 |
| Jayson Rieger CEO and President, Director | Aug 17, 2026 | Buy | +5,000 | $4.91 | $24.55K | 207,593 |
| Jayson Rieger CEO and President, Director | Aug 14, 2026 | Buy | +20,000 | $5.06 | $101.20K | 202,593 |
| John J. Kirby Interim CFO | Dec 23, 2025 | Award | +10,000 | – | – | 18,962 |
| Noah L. Rosenberg CMO | Nov 25, 2025 | Buy | +2,357 | $4.24 | $9.99K | 2,357 |
| John J. Kirby Interim CFO | Nov 25, 2025 | Buy | +3,536 | $4.24 | $14.99K | 8,962 |
| Jayson Rieger CEO and President, Director | Nov 25, 2025 | Buy | +94,311 | $4.24 | $399.88K | 182,593 |
| David Zawitz Chief Operating Officer | Nov 25, 2025 | Buy | +10,000 | $4.24 | $42.40K | 21,000 |
| Paul B. Manning Director, 10% owner | Nov 25, 2025 | Buy | +2,750,762 | $4.24 | $11.66M | 3,348,372 |
| Paul B. Manning Director, 10% owner | Nov 25, 2025 | Buy | +1,375,380 | $4.24 | $5.83M | 3,958,189 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Mar 17, 2025 | Sale | −4,315 | $0.65 | $2.80K | 176,458 |
| Jayson Rieger CEO and President, Director | Nov 26, 2024 | Gift | +50,000 | – | – | 882,826 |
| Paul B. Manning Director, 10% owner | Nov 26, 2024 | Gift | −450,000 | – | – | 25,828,094 |
| John A. Stalfort III Director | Nov 26, 2024 | Gift | +50,000 | – | – | 1,873,800 |
| Jayson Rieger CEO and President, Director | Nov 22, 2024 | Buy | +280,898 | – | – | 832,826 |
| Paul B. Manning Director, 10% owner | Nov 22, 2024 | Buy | +18,426,966 | – | – | 26,278,094 |
| Paul B. Manning Director, 10% owner | Nov 22, 2024 | Buy | +4,494,382 | – | – | 5,976,101 |
| John A. Stalfort III Director | Nov 22, 2024 | Buy | +1,123,595 | – | – | 1,823,800 |
| John J. Kirby Interim CFO | Nov 6, 2024 | Award | +54,267 | – | – | 54,267 |
| Paul B. Manning Director, 10% owner | Sep 19, 2024 | Gift | −2,675,611.25 | – | – | 0 |
| Paul B. Manning Director, 10% owner | Sep 19, 2024 | Gift | +891,870.41 | – | – | 891,870 |
| Paul B. Manning Director, 10% owner | Sep 19, 2024 | Gift | +891,870.42 | – | – | 891,870 |
| Paul B. Manning Director, 10% owner | Sep 19, 2024 | Gift | +891,870.42 | – | – | 891,870 |
| Joe Bonaccorso CHIEF COMMERCIAL OFFICER | Aug 27, 2024 | Sale | −8,993 | $2.46 | $22.12K | 73,114 |
| Gary Goldenberg Chief Medical Officer | Aug 27, 2024 | Sale | −3,601 | $2.46 | $8.86K | 94,261 |
| Ted White PRESIDENT AND CEO, Director | Aug 27, 2024 | Sale | −9,021 | $2.46 | $22.19K | 215,967 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Aug 27, 2024 | Sale | −9,530 | $2.46 | $23.44K | 105,773 |
| Terry Kohler CHIEF FINANCIAL OFFICER | Aug 27, 2024 | Sale | −7,899 | $2.46 | $19.43K | 44,697 |
| Joe Bonaccorso CHIEF COMMERCIAL OFFICER | Aug 26, 2024 | Sale | −24,709 | $2.66 | $65.73K | 82,107 |
| Gary Goldenberg Chief Medical Officer | Aug 26, 2024 | Sale | −9,888 | $2.66 | $26.30K | 97,862 |
| Ted White PRESIDENT AND CEO, Director | Aug 26, 2024 | Sale | −24,979 | $2.66 | $66.44K | 224,988 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Aug 26, 2024 | Sale | −26,183 | $2.66 | $69.65K | 115,303 |
| Terry Kohler CHIEF FINANCIAL OFFICER | Aug 26, 2024 | Sale | −21,820 | $2.66 | $58.04K | 52,596 |
| Joe Bonaccorso CHIEF COMMERCIAL OFFICER | Jul 23, 2024 | Sale | −115 | $6.98 | $803 | 106,816 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Jul 23, 2024 | Sale | −91 | $6.98 | $635 | 141,486 |
| Ted White PRESIDENT AND CEO, Director | Jul 23, 2024 | Sale | −154 | $6.98 | $1.07K | 249,967 |
| Gary Goldenberg Chief Medical Officer | Jul 23, 2024 | Sale | −86 | $6.98 | $600 | 107,750 |
| Joe Bonaccorso CHIEF COMMERCIAL OFFICER | Jul 22, 2024 | Sale | −25,461 | $7.06 | $179.75K | 106,931 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Jul 22, 2024 | Sale | −21,649 | $7.06 | $152.84K | 141,577 |
| Ted White PRESIDENT AND CEO, Director | Jul 22, 2024 | Sale | −32,469 | $7.06 | $229.23K | 250,121 |
| Gary Goldenberg Chief Medical Officer | Jul 22, 2024 | Sale | −18,421 | $7.06 | $130.05K | 107,836 |
| Joe Bonaccorso CHIEF COMMERCIAL OFFICER | Mar 15, 2024 | Award | +40,000 | – | – | 132,392 |
| Ted White PRESIDENT AND CEO, Director | Mar 15, 2024 | Award | +112,500 | – | – | 282,590 |
| Gary Goldenberg CHIEF MEDICAL OFFICER | Mar 15, 2024 | Award | +40,000 | – | – | 126,257 |
| Terry Kohler CHIEF FINANCIAL OFFICER | Mar 15, 2024 | Award | +40,000 | – | – | 74,416 |
| Christopher G. Hayes CHIEF LEGAL OFFICER | Mar 15, 2024 | Award | +40,000 | – | – | 163,226 |
| Joseph Edelman 10% owner | Dec 29, 2023 | Buy | +115,774 | $7.24 | $838.20K | 7,099,182 |
| Joseph Edelman 10% owner | Dec 28, 2023 | Buy | +126,116 | $7.08 | $892.90K | 6,983,408 |
| Joseph Edelman 10% owner | Dec 27, 2023 | Buy | +79,726 | $7.20 | $574.03K | 6,857,292 |
| Advisors Llc Perceptive 10% owner | Dec 26, 2023 | Buy | +54,652 | $6.49 | $354.69K | 6,777,566 |
| Advisors Llc Perceptive 10% owner | Dec 22, 2023 | Buy | +250,000 | $6.67 | $1.67M | 6,722,914 |
| Advisors Llc Perceptive 10% owner | Dec 21, 2023 | Buy | +200,000 | $6.17 | $1.23M | 6,472,914 |
| Advisors Llc Perceptive 10% owner | Dec 19, 2023 | Buy | +277,008 | $5.36 | $1.48M | 6,272,914 |
| Advisors Llc Perceptive 10% owner | Dec 18, 2023 | Buy | +456,923 | $5.41 | $2.47M | 5,995,906 |
| Advisors Llc Perceptive 10% owner | Dec 15, 2023 | Buy | +500,000 | $5.97 | $2.99M | 5,538,983 |
| Ted White President and CEO, Director | Nov 15, 2023 | Sale | −11,558 | $2.97 | $34.33K | 170,090 |
| Joe Bonaccorso Chief Commercial Officer | Nov 15, 2023 | Sale | −11,266 | $2.97 | $33.46K | 92,392 |
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 |
|---|---|---|---|---|---|
| Gary Goldenberg Officer | Aug 26, 2024 | 14,000 | $37.00K | Aug 26, 2024 | RSU Vesting |
| Joe Bonaccorso Officer | Aug 26, 2024 | 34,000 | $90.10K | Aug 26, 2024 | RSU Vesting |
| Ted White Officer | Aug 26, 2024 | 34,000 | $90.10K | Aug 26, 2024 | RSU Vesting |
| Christopher G. Hayes Officer | Aug 26, 2024 | 36,000 | $94.30K | Aug 26, 2024 | RSU Vesting |
| Terry Kohler Officer | Aug 26, 2024 | 30,000 | $79.50K | Aug 26, 2024 | RSU Vesting |
| Christopher G. Hayes Officer | Jul 22, 2024 | 21,971 | $153.09K | Jul 22, 2024 | RSU Vesting |
| Joe Bonaccorso Officer | Jul 22, 2024 | 25,840 | $180.05K | Jul 22, 2024 | RSU Vesting |
| Ted White Officer | Jul 22, 2024 | 32,953 | $229.63K | Jul 22, 2024 | RSU Vesting |
| Gary Goldenberg Officer | Jul 22, 2024 | 18,695 | $130.25K | Jul 22, 2024 | RSU Vesting |
| Joe Bonaccorso Officer | Nov 16, 2023 | 32,943 | $96.52K | Nov 14, 2023 | RSU Vesting |
| Gary Goldenberg Officer | Nov 15, 2023 | 8,879 | $26.02K | Nov 14, 2023 | RSU Vesting |
| Ted White Officer, Director | Nov 15, 2023 | 33,798 | $99.03K | Nov 14, 2023 | RSU Vesting |
| Joe Bonaccorso Officer | Nov 15, 2023 | 32,943 | $96.52K | Nov 14, 2023 | RSU Vesting |
| Christopher G. Hayes Officer | Nov 15, 2023 | 33,798 | $99.03K | Nov 14, 2023 | RSU Vesting |
| Terry Kohler Officer | Nov 15, 2023 | 28,167 | $82.53K | Nov 14, 2023 | RSU Vesting |