VCTR at a glance
Victory Capital Holdings, Inc. (VCTR, SEC CIK 1570827) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as August 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Victory Capital Holdings, Inc. (VCTR) reported revenue of $1.3 billion (up 46.2% from FY2024) and net income of $330.1 million. Diluted EPS was $4.08.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Victory Capital Holdings, Inc. (VCTR) shares worth $1.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- +46.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $1.8B · +0 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Diversified global asset management with a multi-franchise boutique investment approach atop a centralized operational and distribution platform
- New strategic transaction: Completed acquisition and integration of Amundi US, rebranded as Pioneer Investments, becoming largest Franchise with $132.3B AUM, expanding global reach and product capabilities
- Strategic shift: Initiated exclusive 15-year global distribution agreement with Amundi starting 2025, enhancing cross-border access and distribution scale outside the U.S.
- Notable metric: Total client assets grew 1,669% since 2013 to $316.6 billion at year-end 2025; 187 investment strategies managed across 8 Franchises plus Solutions Platform
- Unusual fact: 65% of mutual fund and ETF AUM rated 4- or 5-star by Morningstar as of Dec 31, 2025, with substantial long-term benchmark outperformance (78% of AUM beating benchmarks over 10 years)
Risk Factors
- Cybersecurity incident risk with third-party security operations center authorized for preemptive action per Incident Response Plan
- Dependency on EVP and CISO with combined 47+ years experience influencing security strategy and operations oversight
- Vendor Oversight Committee governs third-party vendor risks, including cybersecurity exposure from external service providers
- Annual reporting to Audit Committee covers enterprise risk management, emphasizing cybersecurity as a key risk category
- Potential communication escalation to Board highlights structured response governance but exposes reputational risk timing
Management Discussion & Analysis
- Revenue $1.31B, up 46% YoY ($893.5M in 2024) driven by investment management fees (+48%) and fund administration fees (+38%)
- Adjusted EBITDA margin 52.3% vs 53.2% in 2024; net income $330.1M up 14%, diluted EPS $4.08 down from $4.38
- Best performing segment: Solutions Platform AUM +$28.6B net flows to $91.2B; worst: U.S. Mid and Small Cap Equity with net outflows of $4.5B and $3.5B respectively
- Total AUM $313.8B up 82.5% from $171.9B mainly due to $114.6B Pioneer (Amundi US) acquisition; net outflows $4.5B; no dividend or buyback details provided
- Management highlights risks from acquisition integration, market fluctuations, and net outflows; emphasizes growth via acquisitions and diversified client channels
AI summary of the VCTR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to 2025 Annual Report risk factors
- Dividend risk: quarterly payments may change based on operating results, cash needs, and Credit Agreement restrictions
- Regulatory and compliance risk: dividend decisions remain subject to legal, tax, and regulatory factors
- Financial risk: contractual restrictions under the 2019 Credit Agreement may constrain dividends
- Market risk: dividend amounts depend partly on general economic and business conditions
AI summary of the VCTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- August 31, 2026 AUM update provides investors with the latest asset-gathering and market-exposure indicator
- Exhibit 99.1 contains the reported AUM figures and supporting detail
Item EX-99.1: Item EX-99.1
- Total client assets reached $360.2B at August 31, 2026, up from $348.8B at July 31
- AUM increased to $356.5B from $345.1B, supporting stronger fee-generating asset potential
Item 1.01: Entry into a Material Definitive Agreement
- Victory Capital may issue common, convertible preferred, and perpetual preferred shares to the seller as merger consideration
- Securities issuance relies on private-placement exemptions under Securities Act Section 4(a)(2) and Rule 506
Item 8.01: Other Events
- Victory Capital agreed to acquire First Eagle Investments from Genstar Capital
- Consideration includes cash and Victory Capital stock, creating potential dilution and financing needs
AI summaries of VCTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VCTR
Don't miss the next VCTR filing
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- Fund moves. Which tracked funds opened, added or cut VCTR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gupta Nina | F | Aug 13, 2026 | 9,732 | $118.17 |
| Sipp Thomas Michael | F | Aug 13, 2026 | 21,205 | $118.17 |
| Policarpo Michael Dennis | F | Aug 13, 2026 | 33,453 | $118.17 |
| Gupta Nina | M | Aug 13, 2026 | 19,124 | - |
| Gupta Nina | M | Aug 13, 2026 | 19,124 | - |
| Sipp Thomas Michael | M | Aug 13, 2026 | 40,982 | - |
| Dhillon Mannik S. | M | Aug 13, 2026 | 16,390 | - |
| Policarpo Michael Dennis | M | Aug 13, 2026 | 73,763 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $893.5M | $1.3B |
| Operating Income | - | $427.5M | $478.4M |
| Net Income | $213.2M | $288.9M | $330.1M |
| Op. Margin | - | 47.8% | 36.6% |
| Net Margin | - | 32.3% | 25.3% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.5B | $4.2B |
| Equity | - | $1.1B | $2.4B |
| ROE | - | 25.8% | 13.6% |
| Per Share | |||
| EPS | $3.12 | $4.38 | $4.08 |
| Cash Flow | |||
| Operating CF | - | $340.0M | $385.5M |
| CapEx | $5.2M | $1.3M | $4.2M |
Source: XBRL data in Victory Capital Holdings, Inc. (VCTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VCTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.83B |
| Q1 2026 | 29 | $1.38B |
| Q4 2025 | 29 | $1.29B |
| Q3 2025 | 30 | $1.47B |
| Q2 2025 | 26 | $1.06B |
| Q1 2025 | 25 | $764.3M |
| Q4 2024 | 21 | $692.2M |
| Q3 2024 | 18 | $369.2M |
- Ameriprise Financial+263.7K (+236%)
- FMR LLC (Fidelity)+193.5K (+24%)
- Morgan Stanley+153.7K (+50%)
- Dimensional Fund Advisors+149.9K (+9%)
- Goldman Sachs Group+138.7K (+25%)
- Bank of America Corp−188.0K (-19%)
- Franklin Resources−101.0K (-10%)
- Vanguard Capital Management LLC−39.7K (-2%)
- Millennium Management−39.5K (-79%)
- JPMorgan Chase & Co−34.0K (-27%)
- Citadel Advisors LLC−150.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VCTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
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VCTR SEC filings: frequently asked questions
Which institutions hold VCTR stock?
As of June 30, 2026, the largest Victory Capital Holdings, Inc. (VCTR) holders among the 13F filers tracked by SignalX were BlackRock ($585.2 million), Vanguard Capital Management LLC ($185.3 million), Vanguard Portfolio Management LLC ($165.8 million), Dimensional Fund Advisors ($159.2 million), State Street Corp ($158.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VCTR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Victory Capital Holdings, Inc. (VCTR) reported revenue of $1.3 billion (up 46.2% from FY2024) and net income of $330.1 million. Diluted EPS was $4.08. The figures come from the XBRL data in the 10-K.
What are the main risks in VCTR's latest 10-K?
In the 10-K filed February 26, 2026, Victory Capital Holdings, Inc. (VCTR) flagged: Cybersecurity incident risk with third-party security operations center authorized for preemptive action per Incident Response Plan. Dependency on EVP and CISO with combined 47+ years experience influencing security strategy and operations oversight. (AI summary of the Risk Factors section.)
What did VCTR report in its latest 8-K?
Victory Capital Holdings, Inc. (VCTR) filed an 8-K on September 11, 2026 reporting Item 8.01 (Other Events). August 31, 2026 AUM update provides investors with the latest asset-gathering and market-exposure indicator.
What are the latest VCTR SEC filings?
Victory Capital Holdings, Inc. (VCTR) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on August 17, 2026.
What is VCTR's SEC CIK number?
Victory Capital Holdings, Inc. (VCTR)'s SEC Central Index Key (CIK) is 1570827. EDGAR lists every VCTR filing under that number.
Ask anything about VCTR
The research agent reads VCTR's filings, financials, insider trades and 13F holders, then answers with sources.