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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Victory Capital Holdings's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Victory Capital Holdings's regulatory disclosures and financial reporting.
Rappaport Alan reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Alan Rappaport received a grant of 977 shares of common stock on April 10, 2026. The shares, valued at $67.79 each, were issued in lieu of various cash director and committee fees, so this is compensation rather than an open-market purchase.
After the grant, he directly holds 156,086 shares. An additional 298,861 shares are held indirectly by ADR Partners, an entity he controls; he formally disclaims beneficial ownership of those indirect shares except for his pecuniary interest.
Davanzo Lawrence reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Lawrence Davanzo received 424 shares of Common Stock as a grant in lieu of cash director fees. The stock was valued at $67.79 per share, equivalent to a $28,750 quarterly fee, based on the April 10, 2026 closing price.
After the grant, Davanzo directly holds 1,276 shares. Separately, 190,812 shares are held by the Lawrence E. Davanzo and Christine Davanzo Revocable Trust, where he serves as trustee and disclaims beneficial ownership except for his pecuniary interest.
DEMARTINI RICHARD M reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Richard M. DeMartini received 534 shares of Common Stock as a stock award in lieu of cash director fees. The award, valued at $36,250 based on a price of $67.79 per share, represents fees for Board and committee service. Following this grant, he directly holds 273,671 shares. Additional indirect holdings include 27,841 shares held by his spouse and 572,801 shares held through The DeMartini 2018 Childrens Trust, where he has investment control but disclaims beneficial ownership beyond his pecuniary interest.
Jackson Mary M. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. director Mary M. Jackson received a stock award of 424 shares of Common Stock on April 10, 2026. The shares were issued at $67.79 per share in lieu of quarterly director fees of $28,750 that would have been paid in cash. Following this compensation-related grant, she directly holds 7,093 shares of Victory Capital common stock.
Crestview Partners II GP, L.P. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. reported that director Robert V. Delaney Jr. received an award of 424 shares of common stock under the company’s 2018 Stock Incentive Plan. The shares were issued in lieu of quarterly board fees of $28,750, using a price of $67.79 per share based on the April 10, 2026 closing price.
Mr. Delaney assigned all rights and interests in these shares to Crestview Advisors, L.L.C. The filing also shows indirect holdings of 4,095,847 shares through Crestview Victory, L.P. and Crestview Advisors, L.L.C., plus additional indirect holdings of 451,940 and 2,420 shares through the 2007 and 2010 Delaney Family LLCs. Each reporting person disclaims beneficial ownership beyond its or his pecuniary interest.
Victory Capital Holdings, Inc. reported Total Assets Under Management of $309.8 billion, Other Assets of $3.3 billion, and Total Client Assets of $313.1 billion as of March 31, 2026. Average March Total AUM was $315.3 billion, and first-quarter long-term AUM net flows were -$457 million.
The company also scheduled its first-quarter 2026 financial results release for after market close on May 6, 2026, with a conference call on May 7 at 8:00 a.m. ET, accessible by phone and webcast through its investor relations website.
The Vanguard Group filed Amendment No. 3 to a Schedule 13G/A reporting zero beneficial ownership of Victory Capital Holdings Inc common stock. The filing states Vanguard completed an internal realignment on January 12, 2026, and, "in accordance with SEC Release No. 34-39538 (January 12, 1998)", certain subsidiaries will report separately. The amendment is signed on March 27, 2026 and lists 0 shares and 0% ownership, with all voting and dispositive powers reported as zero.
Victory Capital Holdings, Inc. is calling a fully virtual 2026 annual meeting of stockholders on May 6, 2026 at 8:00 a.m. Eastern, accessible via webcast at www.virtualshareholdermeeting.com/VCTR2026 for stockholders of record as of March 10, 2026.
Stockholders will vote on electing three Class II directors (Celine Boyer‑Chammard, Mary Jackson, and Alan H. Rappaport) to terms ending in 2029, ratifying Deloitte & Touche LLP as independent auditor for 2026, and approving on a non‑binding basis executive compensation. The proxy also details board structure, committee membership, director pay, and ownership, including an employee shareholders’ agreement covering about 11.9% of voting power and Amundi’s board nomination rights.
Victory Capital Holdings, Inc. has withdrawn its proposal to acquire Janus Henderson Group plc, ending talks on a potential negotiated, consensual transaction that lacked full support from Janus Henderson’s Special Committee.
The company emphasizes that its acquisition strategy remains intact and focused on deals that enhance size, scale, product breadth and global distribution. Management highlights a record of eight completed transactions over the past 11 years and describes these as contributing to a stronger, more diversified and competitive firm.
Victory Capital notes that, since its IPO in February 2018, it has delivered a total shareholder return of over 525%. As of February 28, 2026, it reports $327.1 billion in client assets under management, serving institutional, intermediary and individual clients through multiple investment franchises and a centralized solutions platform.