Vera Bradley Inc (VRA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Vera Bradley Inc (VRA) following the 2026 Q2 hedge fund 13F filings?

As of today, VRA has moved -4.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.4% for the XLY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), VRA gained -19.3% vs -3.7% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vera Bradley Inc (VRA)

66 + Investors. Track Smart Money conviction in VRA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VRA

Based on 66 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their VRA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak

Only 66 funds hold VRA today versus a peak of 108 funds at 2023 Q4 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q

13 fewer hedge funds hold VRA compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 45% buying

30 buying37 selling

Last quarter: 37 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 8 → 14 → 19 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 20% new

42 out of 66 hedge funds have held VRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+18% value, -3% shares)

Value

+18%

-2%

Last quarter: total value of institutional VRA holdings rose +18% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~10 new funds/quarter

19 → 8 → 14 → 19 → 10 new funds/Q

New funds entering each quarter: 8 → 14 → 19 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 7% 1-2yr ■ 26% new

Entry-cohort mix of 68 holders: 45 (66%) are 2+ year veterans, 5 entered 1–2 years ago, and 18 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

19 of 66 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

1.8

out of 10

Low Exit Risk

Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	66	75	-12.0%
13F Shares	11M	11M	-2.62%
Total Value	$40M	$34M	18.15%
New Positions	10	19	-9
Increased Positions	20	14	+6
Closed Positions	19	8	+11
Reduced Positions	17	16	+1
Total Calls	2	2	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-12.0%

13F Shares

11M

-2.62%

Total Value

$40M

$34M

18.15%

New Positions

-9

Increased Positions

Closed Positions

+11

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

66 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VRA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VRA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Peapod Lane Capital LLC	1.80%	684,766	$2.7M
2	Impala Asset Management LLC	0.28%	125,000	$486K
3	Fund 1 Investments, LLC	0.07%	102,899	$400K
4	Marquette Asset Management, LLC	0.05%	92,564	$360K
5	Royce & Associates LP	0.04%	1,289,059	$5.0M
6	Luxor Capital Group, LP	0.03%	192,998	$751K
7	Klingman & Associates, LLC	0.03%	160,064	$623K
8	Bridgeway Capital Management, LLC	0.02%	316,129	$1.2M
9	Saba Capital Management, L.P.	0.02%	179,895	$700K
10	Shay Capital LLC	0.01%	54,167	$211K
11	Gilder Gagnon Howe & Co LLC	0.01%	227,233	$884K
12	Axq Capital, LP	0.01%	20,272	$79K
13	Centiva Capital, LP	0.00%	113,302	$441K
14	Arrowstreet Capital, Limited Partnership	0.00%	1,031,861	$4.0M
15	Empowered Funds, LLC	0.00%	86,241	$335K
16	Marshall Wace, LLP	0.00%	501,404	$2.0M
17	Renaissance Technologies LLC	0.00%	227,516	$885K
18	Two Sigma Investments, LP	0.00%	385,359	$1.5M
19	XTX Topco Ltd	0.00%	21,035	$82K
20	American Century Companies Inc	0.00%	579,041	$2.3M
21	Sapient Capital LLC	0.00%	15,000	$58K
22	Algert Global LLC	0.00%	13,075	$51K
23	Engineers Gate Manager LP	0.00%	10,034	$39K
24	Tower Research Capital LLC (TRC)	0.00%	3,804	$15K
25	Squarepoint Ops LLC	0.00%	84,168	$327K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Vera Bradley Inc (VRA)

What does the Smart Money Trend signal show for VRA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VRA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VRA?

More sellers than buyers — 45% buying: Last quarter: 37 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VRA holders?

Elite ownership — 42% AUM from top-100 funds: 19 of 66 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VRA?

64% of holders stayed for 2+ years: 42 out of 66 hedge funds have held VRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Vera Bradley Inc (VRA) following the 2026 Q2 hedge fund 13F filings?

As of today, VRA has moved -4.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.4% for the XLY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), VRA has gained -19.3% vs -3.7% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Vera Bradley Inc (VRA)

Smart Money Signals — VRA

Selling streak — 1 quarter in a row

Below peak — only 61% of 3.0Y high

Outflows — 16% fewer funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-9 vs last Q)

64% of holders stayed for 2+ years

Price up while funds trimmed (+18% value, -3% shares)

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 66% veterans vs 26% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — VRA

Hedge Fund Ownership: VRA

Market Analysis: VRA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VRA

Is It Too Late to Buy Vera Bradley Inc (VRA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VRA

Statistics: VRA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vera Bradley Inc (VRA)

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