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SCHEDULE Filed 2025-01-02 Event 2024-12-30 SEC 0000921895-25-000002 →

Fund 1 Investments, LLC → Vera Bradley, Inc. VRA

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

+1 day
0.0%
+5 days
0.0%
+30 days
0.0%
+60 days
0.0%
+90 days
0.0%
+180 days
0.0%

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.

FiledFormFilerStakeShares
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

FiledFormIssuerStakeShares
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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