Welcome to our dedicated page for Victory Capital Holdings SEC filings (Ticker: VCTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Victory Capital Holdings, Inc. filings document an investment-management issuer with Delaware incorporation, Nasdaq-listed common stock and a business centered on fee-based asset management products. Form 8-K reports include operating and financial results, monthly assets under management and total client assets, and material-event disclosures tied to acquisition strategy and executive compensation arrangements.
Proxy materials cover board governance, shareholder voting matters, executive compensation, equity awards and pay-versus-performance disclosure. The filing record also reflects capital-structure and security disclosures, including common-stock references and performance-based restricted stock awards under the Victory Capital Holdings, Inc. 2018 Equity Plan.
Victory Capital Holdings, Inc. reported that Mannik S. Dhillon, President Investment Franchise, exercised performance-based restricted stock on August 5, 2026. 16,390 Performance Shares, each representing a right to one share, settled into an equal number of Common Stock shares, following approval of the first stock price performance hurdle.
Of the resulting Common Stock, 6,452 shares were withheld to satisfy Dhillon’s tax obligation, based on the closing share price of $99.97 on August 5, 2026. After this vesting, Dhillon continued to hold 49,171 performance-based restricted shares under the company’s 2018 Equity Plan.
Victory Capital Holdings, Inc. reported that Executive Vice President Thomas Michael Sipp settled performance-based restricted stock awards on August 5, 2026. 40,982 performance-based restricted stock units converted into an equal number of common shares. In connection with this vesting, 18,177 common shares were withheld at $99.9700 per share to satisfy his tax obligation. After this event, 122,944 performance-based restricted shares remain outstanding and unvested.
Victory Capital Holdings’ Chief Legal Officer Nina Gupta had performance-based restricted stock vest on August 5, 2026 after the Compensation Committee approved achievement of the first stock price performance hurdle. The vesting converted 19,124 Performance Shares into common stock; 9,732 shares were withheld at $99.97 per share to satisfy tax obligations, and 57,372 performance-based restricted shares were reported as remaining awards.
Victory Capital Holdings executive Michael Dennis Policarpo, President, CFO & CAO, reported vesting of 73,763 performance-based restricted shares on August 5, 2026, upon achievement of the first stock price performance hurdle under the 2018 Equity Plan. These converted into an equal number of common shares, of which 33,453 were withheld at $99.97 per share to satisfy tax obligations. Following the settlement, he directly held 221,287 shares of common stock.
Victory Capital Holdings, Inc. reported that Chairman and CEO David Craig Brown settled 147,529 performance-based restricted stock awards into an equal number of common shares on August 5, 2026, after approval of the first stock price performance hurdle. Of these shares, 58,056 were withheld at $99.97 per share to cover tax obligations. Following the settlement, he continued to hold 442,586 performance-based restricted stock awards as reported.
Victory Capital Holdings reported strong growth for the three months ended June 30, 2026, with total revenue of $435,361 (in thousands) versus $351,212 (in thousands) a year earlier. Income from operations rose to $193,749 (in thousands) from $94,214 (in thousands), and net income reached $139,404 (in thousands), driving diluted EPS to $1.68 from $0.68.
For the first half of 2026, revenue was $823,350 (in thousands) and net income $251,544 (in thousands), with diluted EPS of $3.01. Pioneer Investments, the business acquired from Amundi, contributed revenue of $204 (in millions) in Q2 and $362 (in millions) year‑to‑date, highlighting the scale impact of the transaction.
Operating cash flow strengthened to $256,379 (in thousands) for the six-month period. As of June 30, 2026, cash and cash equivalents were $70,126 (in thousands), long‑term debt, net, was $967,974 (in thousands) in term loans due 2032, and total stockholders’ equity was $2,375,062 (in thousands).
Victory Capital Holdings, Inc. reported record second-quarter 2026 results, including revenue of $435.4 million and GAAP net income of $139.4 million, or $1.68 per diluted share. Adjusted EBITDA reached $242.7 million with a 55.8% margin, and adjusted net income with tax benefit was $182.9 million, or $2.21 per diluted share.
Total client assets were $346.1 billion at June 30, 2026. Total assets under management increased by $32.7 billion to $342.5 billion, primarily due to positive market action of $28.5 billion and net inflows of $4.1 billion; long-term net inflows were $4.2 billion. Investment performance was strong, with 71%, 68%, 65%, and 81% of AUM outperforming benchmarks over 1-, 3-, 5-, and 10-year periods, and 60% of rated mutual fund and ETF AUM holding four- or five-star Morningstar ratings. The company returned $138 million to shareholders through repurchases of 1.1 million shares and dividends, and the board approved a regular quarterly cash dividend of $0.50 per share.
Victory Capital Holdings, Inc. submitted an initial insider ownership report for Nicolas Calcoen, identifying him as a member of the company’s board of directors. The report shows no listed equity holdings or transactions in Victory Capital securities and notes a Power of Attorney for SEC reporting matters.
Victory Capital Holdings, Inc. announced a change in its Board of Directors. Dominique Carrel-Billiard resigned as director effective July 23, 2026, due to his departure from Amundi; the company states his resignation was not related to any disagreement regarding operations, policies, or practices.
The Board appointed Nicolas Calcoen, Deputy Chief Executive Officer and Head of Strategy, Finance and Control at Amundi, as a Class III director effective July 23, 2026, with a term expiring at the 2027 Annual Meeting of Stockholders. He has waived any compensation for serving as a non-employee director, entered into a standard indemnification agreement, and has no related party transactions requiring disclosure. Victory Capital is described as a diversified global asset manager with $346.1 billion in total client assets as of June 30, 2026.
DEMARTINI RICHARD M reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. director Richard M. DeMartini received a grant of 392 shares of common stock on July 10, 2026 at $92.24 per share, issued in lieu of cash director fees of $28,750, $5,000 and $2,500. After this award he held 274,063 shares directly, plus 645,184 shares indirectly through The DeMartini 2018 Childrens Trust (where he has investment control but disclaims beneficial ownership beyond his pecuniary interest) and 27,841 shares indirectly through his spouse. The reported entries other than the grant reflect holdings rather than open-market trades.