What smart money is saying about Veracyte, Inc.
2 funds in our archive have pitched Veracyte, Inc., most recently Artisan Partners U.S. Mid-Cap Growth Strategy in September 2026.
Veracyte, Inc. operates as a diagnostics company in the United States and internationally. The company offers Afirma Genomic Sequencing Classifier for cancerous thyroid nodules; Decipher Prostate Genomic Classifiers for prostate cancer diagnosis; Decipher Bladder Genomic Classifier for bladder cancer diagnosis; Prosigna Breast Cancer Assay for breast cancer diagnosis; and Percepta Nasal Swab Test for lung cancer diagnosis. It also provides the nCounter analysis system services. The company was formerly known as Calderome, Inc. and changed its name to Veracyte, Inc. in March 2008. Veracyte, Inc. was incorporated in 2006 and is headquartered in South San Francisco, California.
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Position history
Between Q3 2025 and Q3 2026, 6 fund letters reported a position in Veracyte, Inc., with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 2 | 1 | 1 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 5 moves
- September 2026
“Veracyte is a molecular diagnostics company offering genomic tests that help physicians make more informed treatment decisions and reduce unnecessary procedures. Recent results were mixed, with continued strength in its Afirma® test for thyroid cancer offset by a modest shortfall in its Decipher® test for prostate cancer following treatment guideline changes for low-risk patients. We see Veracyte as well positioned to benefit from expanding adoption of precision oncology, with its Prosigna® test for breast cancer representing a potential new growth driver. We trimmed the position as questions around growth of the Decipher® test are likely to persist until newer products become more meaningful contributors.”
Veracyte, Inc. - September 2026
“Veracyte is a molecular diagnostics company offering genomic tests that help physicians make more informed treatment decisions and reduce unnecessary procedures. Recent results were mixed, with continued strength in its Afirma® test for thyroid cancer offset by a modest shortfall in its Decipher® test for prostate cancer following treatment guideline changes for low-risk patients. We see Veracyte as well positioned to benefit from expanding adoption of precision oncology, with its Prosigna® test for breast cancer representing a potential new growth driver. We trimmed the position as questions around growth of the Decipher® test are likely to persist until newer products become more meaningful contributors.”
Veracyte, Inc. - September 2026
“Veracyte is a molecular diagnostics company offering genomic tests that help physicians make more informed treatment decisions and reduce unnecessary procedures. Recent results were mixed, with continued strength in its Afirma® test for thyroid cancer offset by a modest shortfall in its Decipher® test for prostate cancer following treatment guideline changes for low-risk patients. We see Veracyte as well positioned to benefit from expanding adoption of precision oncology, with its Prosigna® test for breast cancer representing a potential new growth driver. We trimmed the position as questions around growth of the Decipher® test are likely to persist until newer products become more meaningful contributors.”
Veracyte, Inc. - June 2026
“In health care, we saw strong earnings and stock returns from biotech drug companies like Argenx and Ascendis Pharma, as well as from life sciences tools, diagnostics and drug- delivery-related businesses such as Twist Bioscience, West Pharmaceutical and Veracyte.”
Veracyte, Inc. - September 2025
“We also added to RBC Bearings, Reddit and Veracyte during the quarter.”
Veracyte, Inc. - September 2025
“six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics”
Veracyte, Inc.
Also mentioned · 1
These funds discuss Veracyte, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“Health care was another area of strength during the quarter. We saw strong earnings and stock performance from biotech drug companies such as Rhythm Pharmaceuticals, as well as life sciences tools and diagnostics innovators including Twist Bioscience, Guardant Health and Veracyte.”
Veracyte, Inc.
Fund coverage · 2 theses
- Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Veracyte, Inc. is positioned to benefit from expanding precision oncology adoption, with additional growth potential from Prosigna.
Read the full thesis - Artisan US Mid Cap Growth StrategySeptember 2025
Veracyte is a molecular diagnostics company that enables noninvasive cancer testing, leading to significant revenue growth and expansion of its product offerings.
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