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Verrica Pharmaceuticals Inc.

VRCA
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001660334

In the last 90 days, Verrica Pharmaceuticals Inc. insiders filed 4 open-market purchases and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $28.5M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Verrica Pharmaceuticals Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
50
+16 vs. Q3 2025
Shares held
5.20M
+2.73M (+110.4%) vs. Q3 2025
Total value
$43.2M
+$32.6M (+307.8%) vs. Q3 2025
New holders
22
5 more added
Sold out
6
10 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VRCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 50 institutions
Q1 2021: 51 institutionsQ2 2021: 53 institutionsQ3 2021: 49 institutionsQ4 2021: 45 institutionsQ1 2022: 51 institutionsQ2 2022: 57 institutionsQ3 2022: 49 institutionsQ4 2022: 50 institutionsQ1 2023: 60 institutionsQ2 2023: 63 institutionsQ3 2023: 67 institutionsQ4 2023: 64 institutionsQ1 2024: 62 institutionsQ2 2024: 74 institutionsQ3 2024: 79 institutionsQ4 2024: 81 institutionsQ1 2025: 75 institutionsQ2 2025: 59 institutionsQ3 2025: 34 institutionsQ4 2025: 50 institutionsQ1 2026: 39 institutionsQ2 2026: 43 institutions
Value heldQ4 2025: $43.2M
Q1 2021: $150.4MQ2 2021: $112.3MQ3 2021: $114.6MQ4 2021: $82.0MQ1 2022: $72.1MQ2 2022: $21.8MQ3 2022: $29.9MQ4 2022: $29.8MQ1 2023: $84.2MQ2 2023: $84.2MQ3 2023: $58.5MQ4 2023: $131.8MQ1 2024: $105.1MQ2 2024: $135.9MQ3 2024: $21.6MQ4 2024: $21.0MQ1 2025: $13.0MQ2 2025: $13.4MQ3 2025: $10.6MQ4 2025: $43.2MQ1 2026: $25.3MQ2 2026: $28.5M
Institutions holding VRCA and their total value by quarter
QuarterHoldersValue
Q2 202643$28.5M
Q1 202639$25.3M
Q4 202550$43.2M
Q3 202534$10.6M
Q2 202559$13.4M
Q1 202575$13.0M
Q4 202481$21.0M
Q3 202479$21.6M
Q2 202474$135.9M
Q1 202462$105.1M
Q4 202364$131.8M
Q3 202367$58.5M
Q2 202363$84.2M
Q1 202360$84.2M
Q4 202250$29.8M
Q3 202249$29.9M
Q2 202257$21.8M
Q1 202251$72.1M
Q4 202145$82.0M
Q3 202149$114.6M
Q2 202153$112.3M
Q1 202151$150.4M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Verrica Pharmaceuticals Inc.; share changes are against Q3 2025.

Institutions holding VRCA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC1,118,925$9.30M0.23%+479,732+75.1%Added
Caligan Partners LP923,910$7.68M0.70%00.0%Unchanged
Affinity Asset Advisors, LLC707,338$5.88M0.42%+707,338New
Velan Capital Investment Management LP471,559$3.92M2.28%+471,559New
Stonepine Capital Management, LLC353,669$2.94M2.32%+353,669New
Boothbay Fund Management, LLC280,734$2.33M0.06%00.0%Unchanged
Kalehua Capital Management LLC235,779$1.96M1.94%+235,779New
DAFNA Capital Management LLC173,451$1.44M0.33%+173,451New
Vanguard Group Inc138,194$1.15M0.00%−87,016−38.6%Reduced
Two Sigma Investments, LP118,218$982.4K0.00%+118,218New
Jane Street Group, LLC101,722$845.3K0.00%+101,722New
Marshall Wace, LLP85,173$707.8K0.00%+85,173New
Geode Capital Management, LLC67,659$562.4K0.00%00.0%Unchanged
Two Sigma Advisers, LP44,430$369.2K0.00%+44,430New
Squarepoint Ops LLC33,270$276.5K0.00%+33,270New
Sovran Advisors, LLC32,658$248.5K0.02%−41,147−55.8%Reduced
Renaissance Technologies LLC26,400$219.4K0.00%−2,791−9.6%Reduced
Mariner, LLC24,544$204.0K0.00%−60.0%Reduced
State Street Corp23,481$195.1K0.00%+2,900+14.1%Added
Millennium Management LLC23,123$192.2K0.00%−48,867−67.9%Reduced
Omers Administration Corp22,600$187.8K0.00%+22,600New
Morgan Stanley22,009$182.9K0.00%+321+1.5%Added
Northern Trust Corp20,024$166.4K0.00%−70.0%Reduced
Goldman Sachs Group Inc18,621$154.7K0.00%+18,621New
HRT Financial LP17,356$144.0K0.00%+17,356New
Legacy Trust17,234$143.2K0.03%+17,234New
Walleye Capital LLC15,240$126.6K0.00%+15,240New
XTX Topco Ltd14,662$121.8K0.00%+14,662New
Bridgeway Capital Management, LLC12,000$99.7K0.00%00.0%Unchanged
Beck Mack & Oliver LLC12,000$99.7K0.00%+12,000New
Quadrature Capital Ltd11,954$99.3K0.00%+11,954New
Man Group plc11,287$93.8K0.00%+11,287New
BlackRock, Inc.5,685$47.2K0.00%−463−7.5%Reduced
Bank of America Corp4,343$36.1K0.00%+4,271+5,931.9%Added
Tower Research Capital LLC (TRC)3,342$27.8K0.00%+1,799+116.6%Added
Capital Analysts, LLC1,500$12.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC608$5.05K0.00%+608New
Royal Bank of Canada416$3.00K0.00%−793−65.6%Reduced
Salomon & Ludwin, LLC290$2.57K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC200$1.66K0.00%00.0%Unchanged
International Assets Investment Management, LLC175$1.45K0.00%+175New
BNP Paribas Arbitrage, SA110$9140.00%−14−11.3%Reduced
The PNC Financial Services Group, Inc.102$8470.00%00.0%Unchanged
JPMorgan Chase & Co47$3910.00%+47New
Optiver Holding B.V.31$2580.00%00.0%Unchanged
UBS Group AG24$1990.00%−41,608−99.9%Reduced
Group One Trading, L.P.3$250.00%00.0%Unchanged
MAI Capital Management2$170.00%00.0%Unchanged
Barclays PLC1$80.00%00.0%Unchanged
Covestor Ltd54$00.00%00.0%Unchanged
FMR LLC0$00.00%−3,337−100.0%Sold out
Citigroup Inc0$00.00%−2,065−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−142−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−568−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−9−100.0%Sold out
CWM, LLC0$00.00%−56−100.0%Sold out