What is the 13F Pro Quality Score for VRCA?

13F Pro ranks Verrica Pharmaceuticals Inc. (VRCA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View VRCA's current score at https://13fpro.ai/research/VRCA (free sign-up required for the full ranking).

Which hedge funds own the most VRCA stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of VRCA include Caligan Partners, Affinity Asset Advisors,, CANNELL CAPITAL. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/VRCA as soon as new 13F filings post.

Where does 13F Pro source VRCA data?

All Verrica Pharmaceuticals Inc. fundamentals and ownership data come directly from SEC EDGAR. Verrica Pharmaceuticals Inc. files with the SEC under CIK 1660334. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is VRCA in?

Verrica Pharmaceuticals Inc. (VRCA) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is VRCA research updated on 13F Pro?

VRCA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Verrica Pharmaceuticals Inc.(VRCA)Stock Analysis

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13F Pro Quality Score

26.1/100

Rank #2,518 of 2,879 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

95.4/100

Profitability

8.9/100

Balance Sheet

4.6/100

Earnings Quality

30.0/100

Free Cash Flow

7.4/100

Institutional Flow

0.9/100

Revenue Scale

6.5/100

Dilution Risk

17.7/100

VRCA Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Verrica Pharmaceuticals Inc. (VRCA), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores VRCA at 26.1/100 on a 32-signal composite quality model, placing it at rank #2,518 of 2,879 stocks — the bottom half of the AI-ranked universe. VRCA scores in the top quartile across revenue growth (95.4). Areas of concern include institutional flow (0.9) and balance sheet strength (4.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Verrica Pharmaceuticals Inc. reports quarterly revenue of $5.0M, net income of $-9.7M, free cash flow of $-9.2M. Top institutional holders of VRCA by reported 13-F value include Caligan Partners, Affinity Asset Advisors,, CANNELL CAPITAL, based on the most recent SEC filings. VRCA trades on the Nasdaq exchange and files with the SEC under CIK 1660334. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRCA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Verrica Pharmaceuticals Inc. directly from SEC EDGAR. Verrica Pharmaceuticals Inc.'s 13F Pro composite quality score has ranged between 26 and 30 since 2026, currently 26.1 — a declining long-term trajectory across 8 quarterly and live scoring snapshots.

✦

Fun facts about Verrica Pharmaceuticals Inc.

Quirks, history, and lore behind VRCA — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap U.S. pharmaceutical company listed on Nasdaq, focused on developing dermatology treatments.
2
The Numbers
A clinical-stage company with minimal revenue and a market cap well under $100 million — burning cash while chasing FDA approval.
3
The History
Founded in the 2010s and headquartered in Pennsylvania, the company built its entire strategy around a single drug targeting a very common skin condition.
4
The Secret
Its lead candidate is a topical formulation of a well-known antiviral compound, reimagined specifically to treat common warts — yes, warts.
5
The Lore
The company has faced a rocky FDA review path, including a Complete Response Letter, turning a routine dermatology drug into a nail-biting regulatory saga.
6
The Giveaway
Its lead product VP-102 is a cantharidin-based drug — an ancient blister-beetle remedy — repackaged as a modern office treatment for molluscum contagiosum and warts.

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Revenue

Q1 2026

$5.0M

Net Income

Q1 2026

$-9.7M

Free Cash Flow

Q1 2026

$-9.2M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+370.2% YoY

$35.6MFY 2025

FY22 $9.0MFY23 $5.1MFY24 $7.6MFY25 $35.6M

Net Income

+76.6% YoY

$-17.9MFY 2025

FY22 $-24.5MFY23 $-67.0MFY24 $-76.6MFY25 $-17.9M

Operating Income

+81.5% YoY

$-12.2MFY 2025

FY22 $-21.3MFY23 $-65.8MFY24 $-65.9MFY25 $-12.2M

EPS (Diluted)

+88.6% YoY

$-1.68FY 2025

FY22 $-0.72FY23 $-1.48FY24 $-14.78FY25 $-1.68

Total Assets

-12.9% YoY

$47.1MFY 2025

FY22 $44.7MFY23 $81.6MFY24 $54.1MFY25 $47.1M

Total Debt

-100.0% YoY

$0.00FY 2025

FY22 $0.00FY23 $42.9MFY24 $43.9MFY25 $0.00

Op. Cash Flow

+71.1% YoY

$-17.6MFY 2025

FY22 $-18.6MFY23 $-38.6MFY24 $-60.9MFY25 $-17.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$35.6M +370.2%	$7.6M +47.7%	$5.1M -43.3%	$9.0M -24.7%	$12.0M	—
Net Income	$-17.9M +76.6%	$-76.6M -14.3%	$-67.0M -173.6%	$-24.5M +30.2%	$-35.1M +17.8%	$-42.7M
Operating Income	$-12.2M +81.5%	$-65.9M -0.2%	$-65.8M -208.8%	$-21.3M +31.1%	$-30.9M +23.1%	$-40.2M
EPS (Diluted)	$-1.68 +88.6%	$-14.78 -898.6%	$-1.48 -105.6%	$-0.72 +44.6%	$-1.30	—
Total Assets	$47.1M -12.9%	$54.1M -33.7%	$81.6M +82.5%	$44.7M -44.2%	$80.1M +8.1%	$74.2M
Total Debt	$0.00 -100.0%	$43.9M +2.4%	$42.9M	$0.00 -100.0%	$41.7M -41.0%	$70.6M
Operating Cash Flow	$-17.6M +71.1%	$-60.9M -57.9%	$-38.6M -106.8%	$-18.6M +32.4%	$-27.6M +8.7%	$-30.2M

AI Insight: VRCA Financial Trends

Verrica swung to positive operating cash flow and near breakeven operations in Q3 2025, then deteriorated sharply in Q4 2025 and Q1 2026.

• Revenue peaked at $14M in Q3 2025, then collapsed to $5M in Q4 2025 and flat $5M in Q1 2026—a 64% sequential decline.

• Operating income turned positive ($2M) in Q2–Q3 2025, but swung negative again in Q4 2025 (–$7M) and Q1 2026 (–$10M).

• Total debt fell from $44M (Q4 2024) to $0M (Q4 2025), signaling debt payoff or restructuring, though equity remained negative through Q3 2025.

⚠ Operating cash flow swung from –$13M (Q1 2025) to +$10M (Q3 2025) but turned negative again at –$9M (Q1 2026)—sustainability unclear.

⚠ Net income returned to –$10M loss in Q1 2026 after near-breakeven Q2–Q3 2025; operating profitability momentum has reversed sharply.

AI Insight: VRCA Ratio Trends

Verrica collapsed to deeply negative profitability in Q1 2026, erasing gains from mid-2025 recovery.

• Operating margin fell to -193.4% in Q1 2026 from +11.9% in Q2 2025, a 205pp deterioration.

• Net profit margin swung to -192.8% in Q1 2026 from +1.6% in Q2 2025, signaling severe profitability breakdown.

• ROA plummeted to -99.9% in Q1 2026 from +2.1% in Q2 2025, indicating asset inefficiency.

⚠ Q4 2025 already showed distress (-141.2% OpMargin, 0.00 D/E); Q1 2026 worsened sharply—investigate underlying cause.

⚠ ROIC spiked to 38.2% in Q3 2025 before metrics collapsed in Q4–Q1; sustainability of recovery highly questionable.

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Available Research

13F Pro tracks comprehensive data for Verrica Pharmaceuticals Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of VRCA

Caligan Partners LP
$4.9M923,910 sh
Affinity Asset Advisors, LLC
$3.7M707,338 sh
CANNELL CAPITAL LLC
$3.6M685,123 sh
ARMISTICE CAPITAL, LLC
$2.7M518,181 sh
Velan Capital Investment Management LP
$2.5M471,559 sh
BOOTHBAY FUND MANAGEMENT, LLC
$1.5M280,734 sh
VANGUARD CAPITAL MANAGEMENT LLC
$998.5K188,758 sh
DAFNA Capital Management LLC
$813.1K153,712 sh
MARSHALL WACE, LLP
$743.2K140,497 sh
GEODE CAPITAL MANAGEMENT, LLC
$735.0K138,917 sh

Fund	Value	Shares
Caligan Partners LP	$4.9M	923,910
Affinity Asset Advisors, LLC	$3.7M	707,338
CANNELL CAPITAL LLC	$3.6M	685,123
ARMISTICE CAPITAL, LLC	$2.7M	518,181
Velan Capital Investment Management LP	$2.5M	471,559
BOOTHBAY FUND MANAGEMENT, LLC	$1.5M	280,734
VANGUARD CAPITAL MANAGEMENT LLC	$998.5K	188,758
DAFNA Capital Management LLC	$813.1K	153,712
MARSHALL WACE, LLP	$743.2K	140,497
GEODE CAPITAL MANAGEMENT, LLC	$735.0K	138,917

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Is VRCA a good stock to buy?

13F Pro's AI-powered analysis of Verrica Pharmaceuticals Inc. (VRCA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VRCA are available on the VRCA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own VRCA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VRCA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Verrica Pharmaceuticals Inc.'s investment landscape.