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0000921895-25-000002
Stake: 10.00%
Shares: 2,783,155
CUSIP: 92335C106
Class: Common Stock, without par value
Composite Decision Signal · PASS (LOW BASE-RATE EDGE)
Conviction Score: 22/100 · Filer 90d Win Rate: 33% · Hist. 90d Edge: +2.6%
- Filer track record (14 filings): 33% 90d win rate, +2.6% 90d edge
- High conviction ownership stake (10.0%)
- Held by 1 tracked 13F institutional manager
- 5 NPORT-P mutual funds holding CUSIP
- Short interest building (+54.2% vs prior settlement)
Item 4 — Purpose of Transaction
Item 4 is hereby amended to add the following: On December 30, 2024, the Reporting Person delivered a letter (the "Letter") to the Issuer's board of directors (the "Board"), and issued a press release including a full copy of the Letter. In the Letter, the Reporting Person stated that the best option for the Issuer and its shareholders is to commence a strategic alternatives process and pursue opportunities to fix the Issuer under the umbrella of a larger organization or in the private markets. The Reporting Person noted, if a financial buyer provides the best opportunity, the Issuer should consider transaction structures that would enable existing stakeholders to participate in a transaction and maintain or increase their interests in the Issuer, which the Reporting Person would be willing to do. The Reporting Person thanked the Board for its engagement with the Reporting Person, expressed its appreciation that the Board believes everything is on the table to maximize shareholder value, and reiterated its wish to continue constructive engagement with the Board. A copy of the Letter is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Cross-References
Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
9 13D/G filings on this issuer
8 other filings besides this one
Filer Track Record
30 filings by this filer
29 other filings in the data moat
Short Interest · settle 2026-10-15
DTC 1.61
911,287 shares short · +54.2% vs prior
Institutional Consensus · 2025-12-31
Held by elite portfolio managers
1 holder · $62K
Point72 Asset Mgmt
Post-Filing Returns · since 2024-12-30 on VRA
Anchor price 3.84 on closest trading day on/after 2024-12-30. Source: Yahoo Finance daily adj_close (split + dividend adjusted).
Other 13D/G Filings on Vera Bradley, Inc.
| Filed | Form | Filer | Stake | Shares | |
| 2026-10-21 |
SCHEDULE 13G |
ROYCE & ASSOCIATES LP |
— |
— |
view → |
| 2024-10-03 |
SC |
Fund 1 Investments, LLC |
— |
— |
view → |
| 2024-07-11 |
SC |
Fund 1 Investments, LLC |
— |
— |
view → |
| 2021-03-26 |
SC |
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust |
— |
— |
view → |
| 2019-04-15 |
SC |
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust |
— |
— |
view → |
| 2018-07-12 |
SC |
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust |
— |
— |
view → |
| 2018-03-23 |
SC |
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust |
— |
— |
view → |
| 2018-01-10 |
SC |
Barbara B. Baekgaard 2009 Grantor Retained Annuity Trust |
— |
— |
view → |
Other Filings by Fund 1 Investments, LLC
| Filed | Form | Issuer | Stake | Shares | |
| 2026-10-20 |
SCHEDULE 13D/A |
Xponential Fitness, Inc. |
9.90% |
4,170,610 |
view → |
| 2026-10-16 |
SCHEDULE 13D/A |
Funko, Inc. |
9.90% |
5,527,297 |
view → |
| 2026-10-07 |
SCHEDULE 13D/A |
Xponential Fitness, Inc. |
— |
4,170,610 |
view → |
| 2026-09-30 |
SCHEDULE 13D/A |
Xponential Fitness, Inc. |
— |
4,160,610 |
view → |
| 2026-09-22 |
SCHEDULE 13D/A |
Funko, Inc. |
9.80% |
5,497,413 |
view → |
| 2026-09-08 |
SCHEDULE 13D/A |
TILLY'S, INC. |
— |
5,801,933 |
view → |
| 2026-08-25 |
SCHEDULE 13D |
Xponential Fitness, Inc. |
9.90% |
4,170,610 |
view → |
| 2026-06-25 |
SCHEDULE 13D/A |
Citi Trends Inc CTRN |
21.90% |
1,823,486 |
view → |
| 2026-06-18 |
SCHEDULE 13D/A |
Funko, Inc. FNKO |
9.41% |
5,257,086 |
view → |
| 2025-12-03 |
SCHEDULE |
TILE SHOP HOLDINGS, INC. TTSH |
28.80% |
12,859,012 |
view → |
| 2025-04-29 |
SCHEDULE |
BJs RESTAURANTS INC BJRI |
4.69% |
1,046,628 |
view → |
| 2025-04-28 |
SCHEDULE |
Citi Trends Inc CTRN |
31.10% |
2,573,486 |
view → |
| 2025-03-04 |
SCHEDULE |
TILLY'S, INC. TLYS |
35.80% |
8,174,879 |
view → |
| 2025-02-24 |
SCHEDULE |
BJs RESTAURANTS INC BJRI |
9.40% |
2,144,584 |
view → |
| 2025-02-18 |
SCHEDULE |
TILLY'S, INC. TLYS |
35.80% |
8,174,879 |
view → |
| 2025-02-11 |
SCHEDULE |
BJs RESTAURANTS INC BJRI |
9.85% |
2,247,984 |
view → |
| 2025-02-03 |
SCHEDULE |
TILLY'S, INC. TLYS |
35.80% |
8,174,879 |
view → |
| 2025-01-22 |
SCHEDULE |
DESTINATION XL GROUP, INC. DXLG |
10.60% |
5,758,261 |
view → |
| 2025-01-14 |
SCHEDULE |
TILLY'S, INC. TLYS |
35.80% |
8,174,879 |
view → |
| 2025-01-02 |
SCHEDULE |
TILLY'S, INC. TLYS |
35.80% |
8,174,879 |
view → |
Showing 20 of 29
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