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.
Crestview-affiliated entities reported their ownership in Victory Capital Holdings, Inc. Class A common stock. As of August 13, 2026, Crestview Partners II GP, L.P., together with Crestview Victory, L.P. and Crestview Advisors, L.L.C., was deemed to beneficially own 1,996,158 shares of Class A common stock, representing 3.2% of the class. Crestview Victory, L.P. directly owns 1,991,983 shares, while Crestview Advisors, L.L.C. directly holds 4,175 shares assigned by certain current and former directors who received fully vested shares under the 2018 Stock Incentive Plan. The ownership percentages are based on 61,509,572 shares of common stock outstanding as of July 31, 2026. Each reporting person disclaims beneficial ownership except to the extent of its pecuniary interest.
Victory Capital Holdings, Inc. reported updated asset levels as of July 31, 2026. Total Assets Under Management (AUM) were $345.1 billion, with Other Assets of $3.7 billion, resulting in Total Client Assets of $348.8 billion. Average July Total AUM was $343.3 billion and average Total Client Assets were $346.9 billion.
Within AUM, Total Long-Term Assets were $341.4 billion and Money Market / Short Term Assets were $3.7 billion. By asset class, Solutions accounted for $108.1 billion and Fixed Income for $84.8 billion. By vehicle, Mutual Funds held $178.9 billion, Separate Accounts and Other Pooled Vehicles $145.4 billion, and ETFs $20.9 billion.
Compared with June 30, 2026, Total AUM increased from $342.5 billion to $345.1 billion, and Total Client Assets rose from $346.1 billion to $348.8 billion. By region, U.S. client assets were $285.2 billion and Non-U.S. assets were $63.6 billion as of July 31, 2026.
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.