VSTMNasdaqPharmaceutical PreparationsFiscal year ends December 31
Verastem, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.62−0.03 (-0.35%)
Close on Oct 19, 2026
- Market cap
- $863.00M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
99M of 91M shares
Institutional holders
158
34 new, 28 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 31 sales
Net sold $712.34K
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 |
|---|---|---|---|---|
| RTW Investments, LP | 9,018,724 | 9.90% | 13G (passive) amendment | Mar 31, 2026 |
| Roderick Wong | 7,836,346 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| David Kroin | 7,719,390 | 9.99% | 13G (passive) | Nov 14, 2025 |
| Steven Boyd | 7,024,000 | 7.76% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 6,187,012 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| Dmitry Balyasny | 5,777,396 | 9.99% | 13G (passive) amendment | Jun 30, 2025 |
| Balyasny Asset Management Holdings LP | 5,718,190 | 9.29% | 13G (passive) amendment | Sep 30, 2025 |
| State Street Corporation | 5,133,859 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Balyasny Asset Management L.P. | 4,767,154 | 6.18% | 13G (passive) amendment | Dec 31, 2025 |
| Lampert Mark N | 4,706,551 | 9.99% | 13G (passive) amendment | Dec 31, 2024 |
| Nantahala Capital Management, LLC | 4,523,184 | 9.99% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 4,423,544 | 5.03% | 13G (passive) | Jun 30, 2026 |
| Ramya Rao | 3,949,801 | 8.87% | 13G (passive) | Dec 31, 2024 |
| Armistice Capital, LLC | 3,536,000 | 5.30% | 13G (passive) | Dec 31, 2025 |
| Arsani William | 3,425,000 | 6.20% | 13G (passive) | Jul 21, 2025 |
| Polar Capital Funds PLC - Biotechnology Fund | 3,398,899 | 5.09% | 13G (passive) | Dec 31, 2025 |
| Soleus Capital Management, L.P. | 3,350,692 | 7.30% | 13G (passive) amendment | Dec 31, 2024 |
| Foresite Capital Fund VI LP | 3,135,120 | 5.10% | 13G (passive) | Oct 16, 2025 |
| Jon M. Plexico | 2,833,333 | 5.00% | 13G (passive) | Jul 22, 2025 |
| AIGH Capital Management LLC | 2,717,827 | 6.10% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VSTM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,192,447 | 10.15% | $35.12M | +2,997,522 | 0.00% |
| Nantahala Capital Management, LLC | 7,169,640 | 7.92% | $27.39M | +3,584,820 | 0.46% |
| Armistice Capital, LLC | 7,024,000 | 7.76% | $26.83M | +2,432,000 | 0.33% |
| Rtw Investments, LP | 6,635,793 | 7.33% | $25.35M | +59,487 | 0.22% |
| Deep Track Capital, LP | 5,740,850 | 6.34% | $21.93M | – | 0.32% |
| State Street Corp | 5,133,859 | 5.67% | $19.61M | +1,617,208 | 0.00% |
| Rosalind Advisors, Inc. | 3,986,509 | 4.40% | $15.23M | +1,848,034 | 5.66% |
| Vanguard Capital Management LLC | 3,851,508 | 4.25% | $14.71M | +528,738 | 0.00% |
| Stonepine Capital Management, LLC | 3,349,627 | 3.70% | $12.80M | +47,327 | 7.22% |
| Vanguard Portfolio Management LLC | 3,266,870 | 3.61% | $12.48M | +2,509,995 | 0.00% |
| Foresite Capital Management VI LLC | 3,146,631 | 3.47% | $12.02M | – | 1.87% |
| Goldman Sachs Group Inc | 2,721,178 | 3.00% | $10.39M | +1,237,175 | 0.00% |
| Baker Bros. Advisors LP | 2,499,338 | 2.76% | $9.55M | +1,914,581 | 0.05% |
| Alyeska Investment Group, L.P. | 2,289,625 | 2.53% | $8.75M | +239,625 | 0.02% |
| Millennium Management LLC | 2,078,003 | 2.29% | $7.94M | −333,962 | 0.00% |
| Geode Capital Management, LLC | 2,074,145 | 2.29% | $7.93M | +356,588 | 0.00% |
| AIGH Capital Management LLC | 1,927,000 | 2.13% | $7.36M | −73,000 | 0.46% |
| Opaleye Management Inc. | 1,800,000 | 1.99% | $6.88M | New | 0.62% |
| Balyasny Asset Management L.P. | 1,686,575 | 1.86% | $6.44M | +1,276,796 | 0.01% |
| Qube Research & Technologies Ltd | 1,628,488 | 1.80% | $6.22M | +152,460 | 0.01% |
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 | 158 | 99M | 100.0% | 34 / 69 | 37 / 28 | 29M | 11M |
| Q1 2026 | 155 | 81M | 89.9% | 41 / 70 | 26 / 27 | 26M | 17M |
| Q4 2025 | 143 | 77M | 84.5% | 45 / 50 | 31 / 20 | 32M | 15M |
| Q3 2025 | 118 | 60M | 65.9% | 29 / 40 | 36 / 19 | 22M | 15M |
| Q2 2025 | 109 | 53M | 58.5% | 28 / 46 | 21 / 17 | 20M | 10M |
| Q1 2025 | 99 | 43M | 47.8% | 21 / 36 | 24 / 12 | 14M | 5M |
| Q4 2024 | 92 | 35M | 38.3% | 29 / 37 | 11 / 14 | 14M | 6M |
| Q3 2024 | 77 | 27M | 29.4% | 21 / 36 | 7 / 10 | 15M | 2M |
| Q2 2024 | 68 | 15M | 16.5% | 23 / 22 | 12 / 25 | 5M | 7M |
| Q1 2024 | 70 | 17M | 18.8% | 17 / 16 | 18 / 5 | 2M | 2M |
| Q4 2023 | 58 | 17M | 18.6% | 5 / 16 | 12 / 4 | 1M | 1M |
| Q3 2023 | 57 | 17M | 18.5% | 7 / 18 | 17 / 9 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VSTM | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 3,389,113 | 3.74% | $12.95M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,811,948 | 3.10% | $10.74M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,066,204 | 2.28% | $7.89M | 0.01% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,397,172 | 1.54% | $8.10M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 960,598 | 1.06% | $3.67M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 872,784 | 0.96% | $5.06M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 750,135 | 0.83% | $2.87M | 0.02% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 701,337 | 0.77% | $3.04M | 0.06% | May 29, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 575,899 | 0.64% | $2.20M | 0.04% | Jun 30, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 536,651 | 0.59% | $2.05M | 0.07% | Jun 30, 2026 |
| Franklin Biotechnology Discovery Fund | 401,744 | 0.44% | $2.33M | 0.20% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 378,589 | 0.42% | $1.64M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 343,561 | 0.38% | $1.49M | 0.01% | May 31, 2026 |
| Virtus Biotech Etf | 331,013 | 0.37% | $1.92M | 1.95% | Jul 31, 2026 |
| Small Company Growth Portfolio | 330,409 | 0.36% | $1.26M | 0.07% | 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 |
|---|---|---|---|---|
| Dan Paterson | President and CEO, Director | 783,069 | 0.86% | Aug 5, 2026 |
| Michael Kauffman | President of Development, Director | 8,666 | 0.01% | Jan 8, 2026 |
| Daniel Calkins | Chief Financial Officer | 118,014 | 0.13% | Sep 23, 2026 |
| Matthew Ros | Chief Operating Officer | 50,000 | 0.06% | Apr 3, 2025 |
| Michael P. Bailey | Director | 108,000 | 0.12% | May 27, 2026 |
| Michelle Robertson | Director | 52,666 | 0.06% | May 26, 2026 |
| Paul A. Bunn | Director | 44,333 | 0.05% | May 26, 2026 |
| Karin Anna Tollefson | Director | 52,666 | 0.06% | May 26, 2026 |
| Eric K. Rowinsky | Director | 54,666 | 0.06% | May 26, 2026 |
| John Johnson | Director | 52,666 | 0.06% | May 26, 2026 |
| Brian M. Stuglik | Director | 137,147 | 0.15% | May 26, 2026 |
| Anil Kapur | Director | 52,666 | 0.06% | May 26, 2026 |
| Robert E. Gagnon | Director | 41,678 | 0.05% | Dec 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel Calkins Chief Financial Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −55 | $7.70 | $424 | 118,014 |
| Dan Paterson President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −1,302 | $5.81 | $7.56K | 589,940 |
| Dan Paterson President and CEO, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −20,871 | $4.18 | $87.24K | 591,242 |
| Daniel Calkins Chief Financial Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −57 | $4.13 | $235 | 117,238 |
| Daniel Calkins Chief Financial Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −4,032 | $4.18 | $16.85K | 117,295 |
| Michael P. Bailey Director | May 21, 2026 | Award | +108,000 | – | – | 108,000 |
| Paul A. Bunn Director | May 21, 2026 | Award | +36,000 | – | – | 44,333 |
| Karin Anna Tollefson Director | May 21, 2026 | Award | +36,000 | – | – | 52,666 |
| Anil Kapur Director | May 21, 2026 | Award | +36,000 | – | – | 52,666 |
| Eric K. Rowinsky Director | May 21, 2026 | Award | +36,000 | – | – | 52,666 |
| John Johnson Director | May 21, 2026 | Award | +36,000 | – | – | 52,666 |
| Michelle Robertson Director | May 21, 2026 | Award | +36,000 | – | – | 52,666 |
| Brian M. Stuglik Director | May 21, 2026 | Award | +36,000 | – | – | 137,147 |
| Dan Paterson President and CEO, Director | May 4, 2026 | Sale(10b5-1 plan) | −806 | $5.82 | $4.69K | 612,113 |
| Daniel Calkins Chief Financial Officer | Mar 20, 2026 | Award | −57 | $5.74 | $327 | 121,327 |
| Dan Paterson President and CEO, Director | Feb 4, 2026 | Sale(10b5-1 plan) | −970 | $6.69 | $6.49K | 612,919 |
| Dan Paterson President and CEO, Director | Jan 21, 2026 | Award | +213,785 | – | – | 613,889 |
| Daniel Calkins Chief Financial Officer | Jan 21, 2026 | Award | +16,665 | – | – | 121,384 |
| Daniel Calkins Chief Financial Officer | Jan 12, 2026 | Sale(10b5-1 plan) | −5,039 | $7.16 | $36.08K | 104,719 |
| Dan Paterson President and CEO, Director | Jan 12, 2026 | Sale(10b5-1 plan) | −10,321 | $7.16 | $73.90K | 400,104 |
| Daniel Calkins Chief Financial Officer | Dec 24, 2025 | Sale(10b5-1 plan) | −80 | $7.86 | $629 | 109,758 |
| Brian M. Stuglik Director | Dec 16, 2025 | Sale(10b5-1 plan) | −592 | $9.14 | $5.41K | 101,147 |
| Dan Paterson President and CEO, Director | Dec 16, 2025 | Sale(10b5-1 plan) | −393 | $9.14 | $3.59K | 410,425 |
| Robert E. Gagnon Director | Dec 16, 2025 | Sale(10b5-1 plan) | −283 | $9.14 | $2.59K | 41,678 |
| Dan Paterson President and CEO, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 410,818 |
| Dan Paterson President and CEO, Director | Dec 10, 2025 | Sale(10b5-1 plan) | −2,000 | $10.07 | $20.14K | 412,818 |
| Dan Paterson President and CEO, Director | Dec 9, 2025 | Sale(10b5-1 plan) | −2,000 | $10.25 | $20.50K | 414,818 |
| Dan Paterson President and CEO, Director | Dec 8, 2025 | Sale(10b5-1 plan) | −2,000 | $10.50 | $21.00K | 416,818 |
| Dan Paterson President and CEO, Director | Dec 5, 2025 | Sale(10b5-1 plan) | −2,000 | $10.61 | $21.22K | 418,818 |
| Dan Paterson President and CEO, Director | Dec 4, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 420,818 |
| Dan Paterson President and CEO, Director | Dec 3, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 422,818 |
| Dan Paterson President and CEO, Director | Dec 2, 2025 | Sale(10b5-1 plan) | −2,000 | $10.32 | $20.64K | 424,818 |
| Dan Paterson President and CEO, Director | Dec 1, 2025 | Sale(10b5-1 plan) | −2,000 | $10.39 | $20.78K | 426,818 |
| Dan Paterson President and CEO, Director | Nov 28, 2025 | Sale(10b5-1 plan) | −2,000 | $10.79 | $21.58K | 428,818 |
| Dan Paterson President and CEO, Director | Nov 26, 2025 | Sale(10b5-1 plan) | −2,000 | $10.32 | $20.64K | 430,818 |
| Dan Paterson President and CEO, Director | Nov 25, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 432,818 |
| Dan Paterson President and CEO, Director | Nov 24, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 434,818 |
| Dan Paterson President and CEO, Director | Nov 21, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 436,818 |
| Michael Kauffman Director | Nov 21, 2025 | Sale(10b5-1 plan) | −8,550 | $10.00 | $85.50K | 8,666 |
| Paul A. Bunn Director | Nov 21, 2025 | Option exercise | +6,250 | $3.27 | $20.44K | 8,333 |
| Paul A. Bunn Director | Nov 21, 2025 | Sale(10b5-1 plan) | −6,250 | $10.00 | $62.50K | 2,083 |
| Dan Paterson President and CEO, Director | Nov 3, 2025 | Sale(10b5-1 plan) | −2,000 | $10.00 | $20.00K | 438,818 |
| Dan Paterson President and CEO, Director | Nov 3, 2025 | Sale(10b5-1 plan) | −1,299 | $9.35 | $12.15K | 440,818 |
| Paul A. Bunn Director | Oct 9, 2025 | Sale(10b5-1 plan) | −8,333 | $9.06 | $75.50K | 8,333 |
| Daniel Calkins Chief Financial Officer | Sep 24, 2025 | Sale(10b5-1 plan) | −25 | $9.23 | $231 | 109,838 |
| Daniel Calkins Chief Financial Officer | Sep 22, 2025 | Sale(10b5-1 plan) | −57 | $9.08 | $518 | 109,863 |
| Dan Paterson President and CEO, Director | Sep 16, 2025 | Sale(10b5-1 plan) | −390 | $9.99 | $3.90K | 442,117 |
| Brian M. Stuglik Director | Sep 16, 2025 | Sale(10b5-1 plan) | −587 | $9.99 | $5.86K | 101,739 |
| Robert E. Gagnon Director | Sep 16, 2025 | Sale(10b5-1 plan) | −281 | $9.99 | $2.81K | 41,961 |
| Dan Paterson President and CEO, Director | Aug 6, 2025 | Sale(10b5-1 plan) | −1,332 | $5.81 | $7.74K | 442,507 |
| Daniel Calkins Chief Financial Officer | Jun 23, 2025 | Sale(10b5-1 plan) | −25 | $4.71 | $118 | 109,920 |
| Dan Paterson President and CEO, Director | Jun 20, 2025 | Sale(10b5-1 plan) | −17,808 | $5.13 | $91.36K | 443,839 |
| Daniel Calkins Chief Financial Officer | Jun 20, 2025 | Sale(10b5-1 plan) | −4,110 | $5.13 | $21.08K | 109,945 |
| Dan Paterson President and CEO, Director | Jun 16, 2025 | Sale | −335 | $5.65 | $1.89K | 461,647 |
| Brian M. Stuglik Director | Jun 16, 2025 | Sale | −594 | $5.65 | $3.36K | 102,326 |
| Robert E. Gagnon Director | Jun 16, 2025 | Sale | −284 | $5.65 | $1.60K | 42,242 |
| Brian M. Stuglik Director | May 22, 2025 | Award | +8,333 | – | – | 102,920 |
| Paul A. Bunn Director | May 22, 2025 | Award | +8,333 | – | – | 16,666 |
| Karin Anna Tollefson Director | May 22, 2025 | Award | +8,333 | – | – | 16,666 |
| Michelle Robertson Director | May 22, 2025 | Award | +8,333 | – | – | 16,666 |
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 |
|---|---|---|---|---|---|
| Paterson Dan Officer, Director | Oct 1, 2026 | 44,121 | $353.05K | Oct 1, 2026 | Vesting of restricted stock unit award |
| Robert E. Gagnon Director | Jul 23, 2026 | 31,924 | $188.03K | Jul 23, 2026 | Vested Restricted Stock Units |
| Robert E. Gagnon Director | Jun 25, 2026 | 21,492 | $90.48K | Jun 25, 2026 | Vested Restricted Stock Units |
| Paterson Dan Officer, Director | Jun 22, 2026 | 20,871 | $87.24K | Jun 22, 2026 | Vesting of restricted stock unit award |
| Robert E. Gagnon Director | May 27, 2026 | 20,103 | $87.65K | May 27, 2026 | Vested Restricted Stock Units |
| Paterson Dan Officer | Jan 14, 2026 | 5,039 | $36.07K | Jan 12, 2026 | Vesting of restricted stock unit award |
| Paterson Dan Officer, Director | Jan 14, 2026 | 10,321 | $73.85K | Jan 12, 2026 | Vesting of restricted stock unit award |
| Dan Paterson Officer | Dec 10, 2025 | 11,790 | $117.90K | Dec 5, 2025 | Acquired as compensation - RSU |
| Dan Paterson Officer | Dec 9, 2025 | 7,790 | $80.00K | Dec 9, 2025 | Acquired as compensation |
| Paul A. Bunn Board Member | Nov 21, 2025 | 6,250 | $61.31K | Nov 21, 2025 | Stock Option Grant |
| Michael Kauffman Board Member | Nov 21, 2025 | 8,550 | $83.88K | Nov 21, 2025 | Restricted Stock Grant |
| Paul A. Bunn Board Member | Oct 9, 2025 | 8,333 | $74.50K | Oct 9, 2025 | Restricted Stock Grant |
| Dan Paterson Officer, Director | Sep 4, 2025 | 31,790 | $310.43K | Sep 17, 2025 | Acquired as Compensation - RSUs |
| Paterson Dan Officer, Director | Jun 20, 2025 | 17,808 | $91.33K | Jun 20, 2025 | Vesting of restricted stock unit award |
| Paterson Dan Officer, Director | May 20, 2025 | 58,677 | $477.04K | May 20, 2025 | Vesting of restricted stock unit award |