Vera Therapeutics Inc.

VERA

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

Avoro Capital Advisors OrbiMed Advisors Rock Springs Capital

Position Trend

Feb 17, 2026

$252.3M

3 funds

Mar 16, 2026

$298.2M

1 fund

+18% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management0.0%Feb 14, 2023

SC 13GRA Capital Management7.5%Feb 24, 2022

Position Details

Avoro Capital AdvisorsNEWMar 16, 2026

Shares: 5,888,888Value: $298.2M

# Signal Note: Avoro Capital Initiates $298M Position in Vera Therapeutics Avoro's significant new stake signals conviction in Vera's lead program, VERA-002 (infigratinib), a selective FGFR inhibitor in development for IgA nephropathy—a rare progressive kidney disease with limited treatment options. The timing suggests confidence ahead of anticipated clinical data readouts or regulatory milestones, likely Phase 2b efficacy results expected in 2024-2025 that could validate the FGFR pathway for this indication. This positions Avoro to capitalize on a potential value inflection in a therapy addressing an underserved autoimmune kidney disease market.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

GPCR4 funds XENE4 funds RVMD4 funds NBIX3 funds APLS3 funds ARGX3 funds OCUL3 funds ALNY

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**SIGNAL NOTE: OrbiMed Initiates $17.9M Position in Vera Therapeutics** OrbiMed's entry signals confidence in Vera's lead program, VER-002 (sparsentan), a dual endothelin-A/angiotensin II receptor antagonist for IgA nephropathy—a rare progressive kidney disease with limited treatment options and $1B+ peak sales potential. The timing suggests positioning ahead of anticipated Phase 3 data readouts expected in 2024-2025, which could de-risk the program and unlock value if efficacy/safety validates the dual mechanism hypothesis in this high-unmet-need indication.