Verition Fund Management LLC

All 13F Filings

Location
Greenwich, CT
Most recent 13F
Q4 2025
Holdings value ($000)
25,469,090
Description
Greenwich Connecticut based relationship driven wealth allocation platform with an independent advisory structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and model based security selection for fiduciary household mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through allocation integrity standards and exposure consistency.
Founded
2008
Chairman
CEO
Nicholas Maounis
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 3,459 25,469,090 13F-HR Verition Fund Management LLC
Q3 2025 11/14/2025 3,721 24,228,581 13F-HR Verition Fund Management LLC
Q2 2025 8/14/2025 3,603 22,465,171 13F-HR Verition Fund Management LLC
Q1 2025 5/15/2025 3,285 21,467,173 13F-HR Verition Fund Management LLC
Q4 2024 2/14/2025 3,204 25,278,911 13F-HR Verition Fund Management LLC
Q3 2024 11/14/2024 3,142 19,859,488 13F-HR Verition Fund Management LLC
Q2 2024 8/14/2024 2,945 18,282,342 13F-HR Verition Fund Management LLC
Q1 2024 5/14/2024 2,745 14,614,778 13F-HR Verition Fund Management LLC
Q4 2023 2/14/2024 2,285 12,777,176 13F-HR Verition Fund Management LLC
Q3 2023 11/14/2023 2,299 8,572,164 13F-HR Verition Fund Management LLC
Q2 2023 8/14/2023 2,156 7,496,064 13F-HR Verition Fund Management LLC
Q1 2023 5/15/2023 2,113 7,227,874 13F-HR Verition Fund Management LLC
Q4 2022 2/14/2023 2,058 6,399,492 13F-HR Verition Fund Management LLC
Q3 2022 1/18/2023 3,022 8,937,999 13F-HR/A - NEW HOLDINGS Verition Fund Management LLC
Q3 2022 11/14/2022 3,000 8,826,747 13F-HR Verition Fund Management LLC
Q2 2022 8/30/2022 2,267 5,057,610 13F-HR/A - RESTATEMENT Verition Fund Management LLC
Q2 2022 8/15/2022 2,267 5,048,230 13F-HR Verition Fund Management LLC
Q1 2022 6/2/2022 2,677 8,322,405 13F-HR/A - RESTATEMENT Verition Fund Management LLC
Q1 2022 5/13/2022 2,677 8,316,146 13F-HR Verition Fund Management LLC
Q4 2021 5/3/2022 2,505 13,855,295 13F-HR/A - RESTATEMENT Verition Fund Management LLC
Q4 2021 2/14/2022 2,164 15,443,629 13F-HR Verition Fund Management LLC
Q3 2021 11/15/2021 1,848 11,542,696 13F-HR Verition Fund Management LLC
Q2 2021 8/16/2021 1,849 10,996,511 13F-HR Verition Fund Management LLC
Q1 2021 5/18/2021 1,510 8,864,972 13F-HR Verition Fund Management LLC
Q4 2020 2/18/2021 1 31,607 13F-HR/A - NEW HOLDINGS Verition Fund Management LLC
Q4 2020 2/16/2021 1,056 11,379,183 13F-HR Verition Fund Management LLC
Q3 2020 11/16/2020 1,026 5,009,140 13F-HR Verition Fund Management LLC
Q2 2020 8/14/2020 1,036 3,040,901 13F-HR Verition Fund Management LLC
Q1 2020 5/15/2020 561 2,533,190 13F-HR Verition Fund Management LLC
Q4 2019 2/14/2020 1,035 5,496,500 13F-HR Verition Fund Management LLC
Q1 2014 5/14/2014 482 657,392 13F-HR Verition Fund Management LLC
Q4 2013 2/14/2014 492 562,503 13F-HR Verition Fund Management LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 6.969 M (27.4% of total reported value) · QoQ Δ: +261.3 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 16.06 M 86.9% 702.4 K 0 702.4 K
ETFs 1.474 M 8.0% 149 K 0 149 K
Debt 859.8 K 4.7% 99.35 K 0 99.35 K
Other 96.97 K 0.5% 26.34 K 0 26.34 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
25,469,090
Holdings
3459
QoQ value change ($000)
1,240,509 (5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.