NASDAQ · VRCA

Verrica Pharmaceuticals Inc.

Closing price · Nov 13, 2026 $3.56
Last insider buy · Aug 18, 2026 Paid by CMO Noah Rosenberg in an open-market buy (Form 4). $4.92

Latest quarter · ended Sep 30, 2026

Sales slipped and cash got weaker

descriptionFiled Nov 13, 2026
Revenue growthShrinking
−51.8%
Quarter ended Dec 31, 2024: −82.7% sales vs. a year beforeQuarter ended Mar 31, 2025: −10.1% sales vs. a year beforeQuarter ended Jun 30, 2025: +145.4% sales vs. a year beforeQuarter ended Sep 30, 2025: −905.4% sales vs. a year beforeQuarter ended Dec 31, 2025: +1380.2% sales vs. a year beforeQuarter ended Mar 31, 2026: +46.1% sales vs. a year beforeQuarter ended Jun 30, 2026: −53.8% sales vs. a year beforeQuarter ended Sep 30, 2026: −51.8% sales vs. a year before
Dec '24Sep '26
$6.91M vs. $14.3M a year ago
Cash from operationsWorse
−$9.04M
Quarter ended Dec 31, 2024: −$16.1M cash from operationsQuarter ended Mar 31, 2025: −$12.7M cash from operationsQuarter ended Jun 30, 2025: −$10M cash from operationsQuarter ended Sep 30, 2025: $9.69M cash from operationsQuarter ended Dec 31, 2025: −$4.59M cash from operationsQuarter ended Mar 31, 2026: −$9.16M cash from operationsQuarter ended Jun 30, 2026: −$9.28M cash from operationsQuarter ended Sep 30, 2026: −$9.04M cash from operations
Dec '24Sep '26
−193% from $9.69M a year ago
Share countDiluting
+81.0%
Quarter ended Dec 31, 2024: 91.78M sharesQuarter ended Mar 31, 2025: 92.49M sharesQuarter ended Jun 30, 2025: 9.45M sharesQuarter ended Sep 30, 2025: 9.49M sharesQuarter ended Dec 31, 2025: 17.18M sharesQuarter ended Mar 31, 2026: 17.18M sharesQuarter ended Jun 30, 2026: 17.18M sharesQuarter ended Sep 30, 2026: 17.18M shares
Dec '24Sep '26
17.18M shares vs. 9.49M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Buying Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 +50
  • account_balance
    1 fund bought, 1 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
  • info
    No real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

44 funds report owning VRCA, up from 38

Holdings as of Jun 30, 2026
New10
Added7
Held16
Trimmed11
Sold out4

Last quarter

Who bought and who sold

Apr–Jun 2026
Cannell Capital LLC
+14%
Armistice Capital, LLC
−18%

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovStock grant · Dec 23 · 10,000 shOpen-market buy · Aug 14 · $101KOpen-market buy · Aug 17 · $24.6KOpen-market buy · Aug 17 · $50.5K · 2 peopleOpen-market buy · Aug 18 · $24.6KOpen-market buy · Aug 18 · $9.99K
CEOCFOOther officersDirectorsJunJulAugSepOctNovOpen-market buy · Aug 14 · $101KOpen-market buy · Aug 17 · $24.6KOpen-market buy · Aug 17 · $50.5K · 2 peopleOpen-market buy · Aug 18 · $24.6KOpen-market buy · Aug 18 · $9.99K

Last 6 months. A wider screen shows 12.

Showing 6 real trades. Hidden: 1 stock grant. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Aug 18 John Kirby Interim CFO Open-market buy $24.6K 5,000 sh at $4.93
Aug 18 Noah Rosenberg CMO Open-market buy $9.99K 2,030 sh at $4.92
Aug 17 David Zawitz COO Open-market buy $29.9K 6,000 sh at $4.98
Aug 17 Jayson Rieger CEO and President, Director Open-market buy $24.6K 5,000 sh at $4.91
Aug 17 Noah Rosenberg CMO Open-market buy $20.6K 4,200 sh at $4.91
Aug 14 Jayson Rieger CEO and President, Director Open-market buy $101K 20,000 sh at $5.06

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Big bets

Funds with a big share of their money in VRCA

As of Jun 30, 2026
FundOf fundOwnsValueChange
Cannell Capital LLC3%4.6%$4.8M+14%

Funds that hold 150 stocks or fewer, where this stock is 3% or more of what they reported. "Of fund" is its share of the fund's 13F value.

"Owns" is shares reported divided by shares outstanding.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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