VCTR Victory Capital Holdings, Inc.

company

SEC Filings & Insider Trading Activity 2026

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

What are the latest VCTR SEC filings in 2026?

Victory Capital Holdings, Inc. (VCTR) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VCTR file its most recent 10-K annual report?

Victory Capital Holdings, Inc. (VCTR) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VCTR 10-Q quarterly reports?

Victory Capital Holdings, Inc. (VCTR)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every VCTR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VCTR filed recently?

Victory Capital Holdings, Inc. (VCTR)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VCTR insider trading activity (Form 4)?

SignalX aggregates every VCTR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VCTR file with the SEC?

Victory Capital Holdings, Inc. (VCTR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VCTR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Victory Capital Holdings, Inc. (VCTR).

What is VCTR's SEC CIK number?

Victory Capital Holdings, Inc. (VCTR)'s SEC CIK (Central Index Key) number is 1570827. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1570827 to look up all VCTR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VCTR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Victory Capital Holdings, Inc. (VCTR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.