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.
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.
Victory Capital Holdings, Inc. filed a Form 8-K to share a press release about its ongoing proposal to acquire Janus Henderson Group plc. Victory Capital’s proposal would give Janus Henderson shareholders $40.00 in cash plus 0.250 Victory Capital shares per Janus Henderson share, which the company states represents total consideration of $57.05 per share compared with a separate $49.00 per-share bid. The release argues that analysis by Janus Henderson’s financial advisor showed value creation in most modeled scenarios and responds to concerns raised by Janus Henderson’s special committee about client consents, employee retention, synergy assumptions, shareholder votes, and financing. Victory Capital highlights its track record since its 2018 IPO, citing more than 525% total shareholder return, asset growth to $327.1 billion under management, higher margins than Janus Henderson, and a target of about $500 million in annual cost synergies, which it characterizes as in line with prior large asset management deals.
Victory Capital Holdings, Inc. insider Amundi Asset Management S.A.S. reclassified part of its stake by exchanging 100,000 shares of Common Stock for 100,000 shares of non-voting convertible Preferred Stock on March 18, 2026, with both legs recorded at $0.00 per share.
According to the filing, this exchange was made under rights in a Shareholder Agreement allowing Amundi AM to swap Common Stock into Preferred Stock on a one-to-one basis. After the transaction, Amundi AM indirectly holds 20,036,821 shares of Preferred Stock and 2,954,924 shares of Common Stock, reflecting a change in share class rather than a cash purchase or sale.
Victory Capital Holdings, Inc. filed a Form 8-K to disclose an improved proposal to acquire Janus Henderson Group plc. The revised offer gives Janus Henderson shareholders $40.00 in cash plus 0.250 Victory Capital shares for each share owned, implying 31% ownership of the combined company.
Based on Victory Capital’s closing share price on March 16, 2026, the proposal equates to $56.84 per Janus Henderson share, a 37% premium to Janus Henderson’s unaffected share price on October 24, 2025, and $1.2 billion of additional aggregate consideration versus Victory’s prior proposal. Using Victory’s unaffected share price before its February 26, 2026 approach, the total consideration would be $59.32 per share, a 42% premium to the same unaffected reference price.
Victory states the proposal is fully financed with no financing out, targets about $500 million of annual synergies, and would result in pro forma net leverage of 3.5x last‑twelve‑month EBITDA excluding synergies and 2.7x including synergies at close. Victory, which reports managing approximately $327 billion of assets, emphasizes that the proposal is non-binding, subject to due diligence, regulatory and client consents, and shareholder approvals, and includes extensive forward‑looking statement and no‑offer disclaimers.
Policarpo Michael Dennis reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. reported that President, CFO & CAO Michael Dennis Policarpo received an equity grant of 62,246 shares of Common Stock, valued using a share price of $66.6700. Following this grant, he directly holds 1,194,267 shares.
According to the terms, these 62,246 shares vest in equal installments on March 15, 2027, March 15, 2028 and March 15, 2029, making this a multi‑year incentive award rather than an immediate cash transaction.