The cluster is entirely passive rebalancing, not active conviction. Monitor for any active manager 13F filings in the same quarter to see if fundamental investors share the thesis.
Executive Summary
Four mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity) all increased their positions in Veritone during Q3 2025, adding a net $15.8M in holdings. The buying is entirely from index/rebalance-driven passive funds, not active managers, so the signal reflects mechanical portfolio adjustments rather than a fundamental thesis on VERI's business outlook.
Key Financial Metrics
Institutional Positions
Net institutional flow: $15.8M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +63.1% | $13.3M | $11.1M |
| BlackRock | ADD | +84.2% | $4.5M | $3.8M |
| State Street | ADD | +34.6% | $1.1M | $846.0K |
| Fidelity | ADD | +38.5% | $4.0K | $3.0K |
Key Facts
- 4 passive institutional buyers added a net $15.8M in VERI during Q3 2025
- Vanguard increased stake by 63.1% (1.07M shares), adding $11.1M in value
- BlackRock increased by 84.2% (423.8K shares), adding $3.8M
- State Street increased by 34.6% (56K shares), adding $846K
- Fidelity increased by 38.5% (247 shares), adding $3K
- Zero institutional sellers in the cluster
- All buyers are mega-passive index/rebalance funds — no active manager conviction signal
Financial Impact
4 passive institutions accumulated $15.8M in new VERI holdings during Q3 2025, with total disclosed holdings reaching $18.8M
Risk Factors
- Passive buying provides no fundamental thesis — may reverse on next rebalance
- 13F data is 45+ days stale; positions may have already been adjusted
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-VERI-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 26d ago | 8-K | $0.7490 $0.5530 | ▲ +26.17% | ▲ +27.33% | — |
Oct 1, 2026 26d ago | 424B5 | $0.7490 $0.5530 | ▲ +26.17% | ▲ +27.33% | — |
Oct 1, 2026 26d ago | 8-K | $0.7490 $0.5850 | ▲ +21.90% | ▲ +23.20% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $1.57 $1.45 | ▼ −7.64% | ▼ −8.08% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $1.57 $1.45 | ▼ −7.64% | ▼ −8.08% | — |
Jun 10, 2026 19w ago | 8-K | $1.57 $1.45 | ▲ +7.64% | ▲ +8.08% | — |
May 26, 2026 22w ago | DEFA14A | $2.09 $1.99 | ▼ −4.78% | ▼ −6.00% | — |
May 21, 2026 22w ago | 8-K | $2.14 $2.08 | ▼ −2.80% | ▼ −4.48% | — |
May 12, 2026 24w ago | 8-K | $1.97 $2.00 | ▲ +1.52% | ▲ +1.45% | — |
Apr 15, 2026 27w ago | 10-Q/A | $2.09 $2.39 | ▼ −14.35% | ▼ −12.71% | — |
US Market Status
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