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.
Davanzo Lawrence reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Lawrence Davanzo received a grant of 311 shares of common stock on July 10, 2026, as quarterly board fees paid in stock instead of $28,750 cash, valued using the $92.24 closing price per share. After this award he holds 1,587 shares directly. A revocable trust for Lawrence and Christine Davanzo, where he serves as trustee, holds 190,812 shares; he disclaims beneficial ownership of those trust shares except for his pecuniary interest.
Rappaport Alan reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. director Alan Rappaport received an equity award of 718 shares of Common Stock on July 10, 2026 at $92.24 per share. The shares were issued in lieu of various cash director fees. After this award he holds 156,804 shares directly and 298,861 shares indirectly through ADR Partners, which he controls and for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
Jackson Mary M. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Mary M. Jackson received a grant of 311 shares of Common Stock on July 10, 2026. The shares were issued at the company’s election in lieu of $28,750 in quarterly director fees, using the $92.24 closing share price on that date.
After this stock-based fee payment, Jackson directly holds 7,404 shares of Victory Capital Holdings Common Stock.
Hirtler-Garvey Karin reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Karin Hirtler-Garvey received a grant of 311 shares of Common Stock on July 10, 2026. According to the company, these shares were issued in lieu of $28,750 in quarterly director cash fees, using the $92.24 closing share price for valuation. Following this award, she holds 41,860 shares directly.
Victory Capital Holdings, Inc. Executive Vice President Thomas Michael Sipp had 5,625 shares of common stock withheld by the company on June 15, 2026 to cover withholding taxes on restricted shares granted on June 15, 2025. The shares were settled at $85.97 per share, leaving him with 97,823 shares held directly. This was an issuer tax-withholding disposition rather than an open-market trade.
Crestview Partners II GP, L.P. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. reported an insider compensation transaction involving director Robert V. Delaney Jr. On July 10, 2026, 311 shares of common stock were issued under the 2018 Stock Incentive Plan in lieu of $28,750 in quarterly director fees, valued using the $92.24 closing share price.
Delaney assigned all rights in these shares to Crestview Advisors, L.L.C. After the award, 1,996,158 shares were reported as held indirectly through Crestview-affiliated entities, and additional indirect holdings of 2,420 and 491,682 shares exist through Delaney family LLCs, with each reporting person disclaiming beneficial ownership beyond its pecuniary interest.
Victory Capital Holdings, Inc. reported updated asset levels as of June 30, 2026. The company reported Total Assets Under Management (AUM) of $342.4 billion, Other Assets of $3.6 billion, and Total Client Assets of $346.1 billion. For the month of June, average Total AUM was $340.1 billion, average Other Assets were $3.6 billion, and average Total Client Assets were $343.7 billion. For the second quarter of 2026, long-term AUM net inflows were $4.2 billion.
Within Total Client Assets by asset class as of June 30, 2026, Solutions were $105.6 billion, Fixed Income $83.4 billion, U.S. Large Cap Equity $66.4 billion, Global / Non-U.S. Equity $37.4 billion, U.S. Mid Cap Equity $31.3 billion, U.S. Small Cap Equity $11.3 billion, and Alternative Investments $3.4 billion, with Money Market / Short Term Assets of $3.6 billion. By vehicle, Mutual Funds held $180.7 billion, Separate Accounts and Other Pooled Vehicles $142.6 billion, and ETFs $19.2 billion. By region, U.S. client assets were $283.5 billion and Non-U.S. client assets were $62.6 billion.
The company plans to release second-quarter 2026 financial results after market close on August 5, 2026, and will host a conference call on August 6, 2026 at 8:00 a.m. ET to discuss those results.
Victory Capital Holdings, Inc. reported updated asset figures as of May 31, 2026, with Total Assets Under Management of $338.9 billion and Total Client Assets of $342.4 billion. Average Total AUM for May was $333.6 billion, and average Total Client Assets were $337.1 billion.
By asset class, Total Long-Term Assets reached $335.2 billion, led by Solutions at $104.5 billion and U.S. Large Cap Equity at $67.5 billion. By vehicle, mutual funds held $180.8 billion, separate accounts and other pooled vehicles $139.5 billion, and ETFs $18.5 billion. Total Client Assets increased from $332.6 billion on April 30, 2026 to $342.4 billion on May 31, 2026.
Victory Capital Holdings, Inc. received a Form 4 detailing an internal restructuring of indirect holdings tied to Crestview entities and director Robert V. Delaney Jr. Two “J” code entries reclassified a total of 2,139,742 shares of common stock as part of entity-level changes for no consideration.
Crestview Partners II GP, L.P. and Crestview Victory, L.P. made a pro rata distribution of shares to their partners, while Crestview GP retains voting and dispositive power over Crestview Victory, L.P. Mr. Delaney’s indirect holdings include 2,420 shares through family LLCs, and each reporting person disclaims beneficial ownership beyond its or his pecuniary interest.
Victory Capital Holdings, Inc. entered into a Seventh Amendment to its Credit Agreement on May 18, 2026. The company refinanced its existing term loans with repriced term loans that bear interest at an annual rate equal to either SOFR plus a 1.75% margin or an alternate base rate plus a 0.75% margin. The repriced loans otherwise remain subject to substantially similar terms as the prior term loans, and the amendment is filed as Exhibit 10.1.