Welcome to our dedicated page for Victory Capital 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. 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.
Victory Capital Holdings, Inc. ownership disclosure: Capital World Investors amended a Schedule 13G to report beneficial ownership of 2,417,664 shares of common stock, representing 3.8% of the 64,049,636 shares believed outstanding as stated in the filing. The filing lists 2,417,664 shares as the reporter's sole voting and dispositive power. The amendment is signed on 05/13/2026 and cites an amendment date of 03/31/2026.
Victory Capital Holdings, Inc. reported updated asset levels for April 30, 2026, highlighting its scale as an asset manager. The company had Total Assets Under Management (AUM) of $329.1 billion, Other Assets of $3.5 billion, and Total Client Assets of $332.6 billion as of that date.
Average Total AUM for April was $320.4 billion and average Total Client Assets were $323.8 billion, showing higher average balances over the month. Total Client Assets by asset class were led by Solutions, U.S. Large Cap Equity, and Fixed Income, and by vehicle were concentrated in mutual funds and separate accounts.
By region, Total Client Assets were $272.975 billion in the U.S. and $59.598 billion outside the U.S. as of April 30, 2026, compared with $313.103 billion in total client assets as of March 31, 2026.
Victory Capital Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 6, 2026. Shareholders elected three Class II directors: Celine Boyer-Chammard received 43,027,361 votes for, Mary Jackson received 36,771,308 votes for, and Alan H. Rappaport received 40,815,894 votes for, with additional against, abstain, and broker non-vote tallies for each.
Stockholders also approved the Audit Committee’s selection of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 50,931,890 votes for. In a non-binding advisory vote, shareholders approved the compensation of the company’s named executive officers, with 41,541,250 votes for, alongside recorded against, abstain, and broker non-votes.
Victory Capital Holdings reported sharply higher results for the quarter ended March 31, 2026, driven by the Amundi US (Pioneer Investments) acquisition and organic growth. Total revenue rose to $388.0 million from $219.6 million a year earlier, while net income increased to $112.1 million from $62.0 million.
Average assets under management climbed to $318.7 billion from $173.8 billion, although period‑end AUM dipped slightly to $309.8 billion due to modest net outflows of $0.7 billion and negative market action of $2.8 billion. Long‑term strategies saw mixed flows, with outflows in U.S. equity and fixed income partly offset by inflows into global/non‑U.S. equity and the Solutions platform.
Expenses rose as the business scaled, including higher compensation, distribution, and amortization of acquired intangibles tied to Pioneer. Even so, income from operations increased to $159.2 million versus $92.9 million. Adjusted EBITDA reached $204.0 million (52.6% margin), and adjusted net income with tax benefit was $153.2 million, or $1.82 per diluted share.
Victory Capital reported record first‑quarter 2026 results driven by the Amundi US acquisition and higher assets under management. Revenue rose to $388.0 million, while GAAP net income reached $112.1 million, or $1.33 per diluted share.
Adjusted EBITDA was $204.0 million with a 52.6% margin. Adjusted net income with tax benefit was $153.2 million, or $1.82 per diluted share. Total client assets were $313.1 billion, including AUM of $309.8 billion, despite modest net outflows of $0.7 billion.
The company continued integrating Pioneer Investments, having realized about $104 million of the expected $110 million in expense synergies. Capital returns were strong: Victory repurchased 2 million shares and, with dividends, returned $185 million to shareholders. The quarterly dividend was raised to $0.50 per share.
Hirtler-Garvey Karin reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director receives stock in lieu of fees. Director Karin Hirtler-Garvey received 424 shares of Victory Capital common stock on April 10, 2026, as a grant valued at $67.79 per share, replacing a $28,750 quarterly cash director fee. Following this award, she directly holds 41,549 shares.
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.