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MANE · Veradermics, Inc
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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MANE

Veradermics, Inc
PHARMA & BIOTECH · PHARMACEUTICAL PREPARATIONS · CIK 0001827635
ACTIVIST 13DFORM 144 · 6☆ WATCH
INSIDER NET · 180D
-$103.1M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
139
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
-
CONVERSIONS · 180D
2
codes C/M, not in net · $84.2K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$103.1M over 180 days
-$103.1M over 90 days
below 98% of Pharma & Biotech
CONGRESS
no member of Congress has reported trading it
FUNDS
139 funds added or opened last quarter
more than 76% of Pharma & Biotech
REVENUE
no revenue reported in any filing
MARGIN
no margin: this company reports no revenue to divide by
BUYBACKS
no share repurchases reported
SHORT
11.5% of shares outstanding short · 6.9 days to cover · settled 2026-07-31
more than 82% of Pharma & Biotech
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$103.1M across 4 people in 180 days.
139 funds added or opened positions in the latest 13F quarter, of 166 holders.
Seven Fleet Master Fund LP disclosed a 5%+ stake (0.2%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +161.0%
+161.0%12M
-2%+80%+162%+244%2026-022026-032026-042026-052026-062026-072026-09 2026-08-19 · MONTANOVA CAPITAL, LLC sold $74.1M2026-02-05 · Longitude Venture Partners V, L.P. bought $15.0M2026-02-05 · ENRIGHT PATRICK G bought $15.0M2026-08-12 · CHILDS JOHN W sold $8.6M2026-08-19 · MONTANOVA CAPITAL, LLC sold $6.4M2026-02-05 · CHILDS JOHN W bought $5.0M2026-02-05 · CHILDS JOHN W bought $5.0M2026-02-05 · Longitude Venture Partners V, L.P. bought $3.3M2026-02-05 · ENRIGHT PATRICK G bought $3.3M2026-08-17 · Waldman Reid Alexander sold $3.0M2026-08-17 · Waldman Reid Alexander sold $2.7M2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $2.0M2026-08-17 · Durso Timothy August sold $1.8M2026-08-17 · Durso Timothy August sold $1.8M2026-08-12 · CHILDS JOHN W sold $1.6M2026-02-05 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $1.5M2026-08-17 · Waldman Reid Alexander sold $1.2M2026-02-05 · Coric Vlad bought $1,000.0K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $986.8K2026-08-17 · Durso Timothy August sold $844.9K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $719.2K2026-02-05 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $709.0K2026-02-06 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $706.8K2026-02-05 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $689.7K2026-02-05 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $659.2K2026-08-12 · CHILDS JOHN W sold $541.2K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $531.7K2026-02-06 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $402.3K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $370.9K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $342.6K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $340.2K2026-08-17 · Waldman Reid Alexander sold $328.1K2026-08-17 · Durso Timothy August sold $256.7K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $169.6K2026-02-05 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $138.2K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $123.6K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $91.4K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $63.7K2026-02-04 · SUVRETTA CAPITAL MANAGEMENT, LLC bought $58.9K2026-08-17 · Waldman Reid Alexander sold $27.7K2026-08-17 · Durso Timothy August sold $17.9K2026-05-05 · Seven Fleet Master Fund LP filed a 5%+ stake (0.2%)2026-05-05 · Seven Fleet Capital Management LP filed a 5%+ stake (0.2%)2026-05-05 · Seven Fleet Capital Management GP LLC filed a 5%+ stake (0.2%)2026-05-05 · Brian Liu filed a 5%+ stake (0.2%)2026-02-12 · Longitude Capital Partners V, LLC filed a 5%+ stake (7.0%)2026-02-12 · Longitude Venture Partners V, L.P. filed a 5%+ stake (7.0%)2026-02-12 · Longitude 103.8 East Partners, LLC filed a 5%+ stake (5.5%)2026-02-12 · Longitude 103.8 East, L.P. filed a 5%+ stake (5.5%)2026-02-12 · Patrick G. Enright filed a 5%+ stake (12.5%)2026-02-12 · Juliet Tammenoms Bakker filed a 5%+ stake (12.5%)2026-02-11 · SR One Capital Management, LLC filed a 5%+ stake (6.4%)2026-02-11 · SR One Capital Fund II Aggregator, LP filed a 5%+ stake (4.3%)2026-02-11 · SR One Capital Partners II, LP filed a 5%+ stake (4.3%)2026-02-11 · AMZL, LP filed a 5%+ stake (2.1%)2026-02-11 · SR One Capital SMA Partners, LP filed a 5%+ stake (2.1%)2026-02-11 · Simeon George filed a 5%+ stake (6.4%)2026-02-11 · SUVRETTA CAPITAL MANAGEMENT, LLC filed a 5%+ stake (11.9%)2026-02-11 · Averill Master Fund, Ltd. filed a 5%+ stake (10.4%)2026-02-11 · Averill Madison Master Fund, Ltd. filed a 5%+ stake (1.5%)2026-02-11 · Aaron Cowen filed a 5%+ stake (11.9%)2026-08-19 · Averill Madison Master Fund, Ltd. filed to sell $6.4M2026-08-19 · Averill Master Fund, Ltd. filed to sell $74.1M2026-08-17 · Timothy Durso filed to sell $9.7M2026-08-17 · Reid Alexander Waldman filed to sell $15.0M2026-08-12 · AMZL, LP filed to sell $11.4M2026-08-12 · SR One Capital Fund II Aggregator, LP filed to sell $23.7M
INSIDER BUYINSIDER SELL13D/G STAKEFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows a net $103.1M sold by insiders over 180 days, 139 funds added last quarter, $140.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Veradermics, Inc insiders sold a net $103.1M of stock across 41 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
MONTANOVA CAPITAL, LLC
Director
SELL
2026-08-19
690,601.0
$74.1M
MONTANOVA CAPITAL, LLC
Director
SELL
2026-08-19
59,399.0
$6.4M
Waldman Reid Alexander
Chief Executive Officer
SELL
2026-08-17
11,527.0
$1.2M
Waldman Reid Alexander
Chief Executive Officer
SELL
2026-08-17
25,234.0
$2.7M
Waldman Reid Alexander
Chief Executive Officer
SELL
2026-08-17
27,490.0
$3.0M
41 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
MONTANOVA CAPITAL, LLC
4,168,970.0 sh
$512.5M
FMR LLC
3,204,981.0 sh
$394.0M
SR One Capital Management, LP
2,401,868.0 sh
$295.3M
Deep Track Capital, LP
2,000,000.0 sh
$245.9M
CITADEL ADVISORS LLC
1,877,775.0 sh
$230.9M
5%+ owners
13D = intent to influence · 13G = passive
Seven Fleet Master Fund LP
ACTIVIST 13D · 2026-05-05
0.2%
Seven Fleet Capital Management LP
ACTIVIST 13D · 2026-05-05
0.2%
Seven Fleet Capital Management GP LLC
ACTIVIST 13D · 2026-05-05
0.2%
Brian Liu
ACTIVIST 13D · 2026-05-05
0.2%
Longitude Capital Partners V, LLC
ACTIVIST 13D · 2026-02-12
7.0%
Planned sales · Form 144
Filed before the sale — intent, not a trade
Averill Madison Master Fund, Ltd.
FILED 2026-08-19
$6.4M
Averill Master Fund, Ltd.
FILED 2026-08-19
$74.1M
Timothy Durso
FILED 2026-08-17
$9.7M
Reid Alexander Waldman
FILED 2026-08-17
$15.0M
AMZL, LP
FILED 2026-08-12
$11.4M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
JPMorgan Small Cap Growth Fund
$30.1M POSITION · AS OF 2026-03-31
1.4%
Emerald Growth Fund
$10.0M POSITION · AS OF 2026-04-30
0.7%
JPMorgan Small Cap Blend Fund
$9.6M POSITION · AS OF 2026-03-31
0.7%
Baron Health Care Fund
$631.5K POSITION · AS OF 2026-03-31
0.5%
Franklin Biotechnology Discovery Fund
$5.3M POSITION · AS OF 2026-04-30
0.5%
Fidelity Worldwide Fund
$13.3M POSITION · AS OF 2026-04-30
0.4%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Clinical pipeline
ClinicalTrials.gov · 5 registered trials, 4 still enrolling or running — a status change here is dated weeks before the press release
2
Phase 2
1 ACTIVE
2
Phase 3
2 ACTIVE
1
Multi-phase
1 ACTIVE
TRIALS MATCHED TO THIS TICKER BY SPONSOR NAME · STUDIES RUN UNDER A SUBSIDIARY'S OWN NAME ARE NOT INCLUDED
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-12
OPERATING INCOME$-72.3M$-26.8M
NET INCOME$-70.0M$-26.5M
EPS (DILUTED)-111.91-37.05
OPERATING CASH FLOW$-71.6M$-23.7M
CASH$21.8M$53.1M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →