VSTM at a glance
Verastem, Inc. (VSTM, SEC CIK 1526119) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Verastem, Inc. (VSTM) reported revenue of $30.9 million (up 209.1% from FY2024) and a net loss of $209.5 million. Diluted EPS was -$3.02.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Verastem, Inc. (VSTM) shares worth $124.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Calkins Daniel on October 1, 2026 of 2,566 shares at $8.00 per share.
- In the last 90 days, VSTM insiders reported 0 open-market purchases ($0) and 4 open-market sales ($381K) on Form 4, a net sale of $381K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $30.9M
- +209.1% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$381K
- 13F holders
- 25 funds
- $124.5M · +2 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 2.03 · Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Going-concern risk reaffirmed under ASC 205-40, driven by historical losses and continued operating costs
- Liquidity risk from dependence on cash, product revenues, milestones, royalties, strategic financing, or debt
- Financing shortfall could force delays or elimination of AVMAPKI FAKZYNJA CO-PACK commercialization and research activities
- Commercial execution risk tied to ongoing costs of AVMAPKI FAKZYNJA CO-PACK commercialization
- No newly added regulatory, legal, or compliance risk disclosed beyond the 10-K reference
AI summary of the VSTM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 identifies a newly created direct financial obligation or off-balance-sheet arrangement
Item 1.01: Entry into a Material Definitive Agreement
- New Revenue Notes provide up to $75.0M, including a $50.0M tranche scheduled for August 28, 2026
- Optional $25.0M tranche requires quarterly worldwide net sales of avutometinib-defactinib of at least $40.0M
Item 7.01: Regulation FD Disclosure
- Updated corporate presentation posted August 6, 2026
- Presentation furnished as Exhibit 99.1, providing current corporate and investor information
Item EX-99.1: Item EX-99.1
- Q2’26 AVMAPKI FAKZYNJA CO-PACK net product revenue reached $25.1M, with ~$74.5M cumulative revenue since May 2025 launch
- RAMP 301 topline primary PFS readout expected mid-2027, determining confirmation and potential KRAS-independent label expansion
Item 2.02: Results of Operations and Financial Condition
- August 6, 2026 filing references Exhibit 99.1 for Verastem’s results press release
- Investors should review Exhibit 99.1 for fiscal-year financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue reached $40.1M versus $2.1M, driven by $25.1M AVMAPKI FAKZYNJA sales and a $15.0M COPIKTRA milestone
- Commercial traction is emerging, but $72.8M operating expenses produced a $34.7M GAAP net loss
Item 7.01: Regulation FD Disclosure
- Verastem disclosed preliminary TARGET-D 101 Phase 1/2 data for investigational VS-7375
- VS-7375 targets KRAS G12D-mutated advanced solid tumors as an oral ON/OFF inhibitor
Item EX-99.1: Item EX-99.1
- VS-7375 clinical update supports potential best-in-class positioning in KRAS G12D cancers, but evidence remains preliminary and non-randomized
- 150+ patients enrolled across Phase 1/2 cohorts covering pancreatic, colorectal, and lung cancers
Item 8.01: Other Events
- VS-7375 showed preliminary activity across PDAC, CRC and NSCLC, supporting expansion into registration-directed Phase 2 studies
- In mPDAC, 93% of patients at 900 mg QD achieved over 50% CA19-9 reductions; all 14 patients remained on treatment
AI summaries of VSTM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VSTM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Calkins Daniel | Sell | Oct 1, 2026 | 2,566 | $8.00 |
| Paterson Dan | Sell | Oct 1, 2026 | 44,121 | $8.00 |
| Calkins Daniel | A | Sep 30, 2026 | 8,333 | - |
| Paterson Dan | A | Sep 30, 2026 | 106,893 | - |
| Calkins Daniel | Sell | Sep 21, 2026 | 55 | $7.70 |
| Paterson Dan | Sell | Aug 3, 2026 | 1,302 | $5.81 |
| Paterson Dan | Sell | Jun 22, 2026 | 20,871 | $4.18 |
| Calkins Daniel | Sell | Jun 22, 2026 | 57 | $4.13 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.0M | $30.9M |
| Operating Income | -$92.1M | -$115.0M | -$170.1M |
| Net Income | -$87.4M | -$130.6M | -$209.5M |
| Op. Margin | - | -1149.6% | -550.3% |
| Net Margin | - | -1306.4% | -677.6% |
| Balance Sheet | |||
| Total Assets | $149.7M | $101.5M | $246.4M |
| Equity | - | -$28.9M | $57.2M |
| ROE | - | 452.1% | -366.2% |
| Per Share | |||
| EPS | $-3.93 | $-3.66 | $-3.02 |
| Cash Flow | |||
| Operating CF | -$86.5M | -$104.8M | -$137.5M |
| CapEx | - | $28K | - |
Source: XBRL data in Verastem, Inc. (VSTM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VSTM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $124.5M |
| Q1 2026 | 23 | $138.3M |
| Q4 2025 | 22 | $164.8M |
| Q3 2025 | 21 | $136.9M |
| Q2 2025 | 21 | $53.7M |
| Q1 2025 | 16 | $36.9M |
| Q4 2024 | 12 | $21.0M |
| Q3 2024 | 10 | $3.2M |
- BlackRock+3.00M (+48%)
- Vanguard Portfolio Management LLC+2.51M (+332%)
- State Street Corp+1.62M (+46%)
- Goldman Sachs Group+1.24M (+83%)
- AQR Capital Management+868.5K (+1315%)
- Citadel Advisors LLC−1.99M (-86%)
- Morgan Stanley−1.53M (-68%)
- Two Sigma Investments−617.1K (-93%)
- Millennium Management−334.0K (-14%)
- Franklin Resources−864 (-0%)
- Dimensional Fund Advisors+235.2K
- Prudential Financial+12.3K
- U.S. Bancorp+259
- D.E. Shaw & Co−26.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 150 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VSTM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | Mar 23, 2026 | - | - | - |
| 8-K | Mar 4, 2026 | - | Analysis | - |
| 10-K | Mar 4, 2026 | Dec 31, 2025 | - | |
| SC 13G | Feb 17, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 8-K | Feb 4, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - |
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VSTM SEC filings: frequently asked questions
Are VSTM insiders buying or selling?
In the last 90 days, Verastem, Inc. (VSTM) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $381,484 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VSTM stock?
As of June 30, 2026, the largest Verastem, Inc. (VSTM) holders among the 13F filers tracked by SignalX were BlackRock ($35.1 million), State Street Corp ($19.6 million), Vanguard Capital Management LLC ($14.7 million), Vanguard Portfolio Management LLC ($12.5 million), Goldman Sachs Group ($10.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VSTM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Verastem, Inc. (VSTM) reported revenue of $30.9 million (up 209.1% from FY2024) and a net loss of $209.5 million. Diluted EPS was -$3.02. The figures come from the XBRL data in the 10-K.
What did VSTM report in its latest 8-K?
Verastem, Inc. (VSTM) filed an 8-K on August 7, 2026 reporting Item 2.03 (Creation of a Direct Financial Obligation), Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Item 2.03 identifies a newly created direct financial obligation or off-balance-sheet arrangement.
What are the latest VSTM SEC filings?
Verastem, Inc. (VSTM) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on October 2, 2026.
What is VSTM's SEC CIK number?
Verastem, Inc. (VSTM)'s SEC Central Index Key (CIK) is 1526119. EDGAR lists every VSTM filing under that number.
Ask anything about VSTM
The research agent reads VSTM's filings, financials, insider trades and 13F holders, then answers with sources.