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.
The Victory Capital Holdings, Inc. (NASDAQ: VCTR) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Victory Capital is a Delaware-incorporated, diversified global asset management firm headquartered in San Antonio, Texas, and its filings offer detailed insight into its operations, financial condition, and material events.
Investors can review Victory Capital’s Form 8-K current reports, which the company uses to announce key developments. These include earnings press releases under Item 2.02, where Victory Capital reports quarterly and year-to-date financial results, including revenue, operating margin, net income, Adjusted EBITDA, and other non-GAAP metrics. The firm also files 8-Ks under Item 8.01 to furnish monthly and quarterly AUM updates, detailing total client assets, assets under management, other assets, flows, and asset class and regional breakdowns.
Other 8-K filings document material agreements and financing activities. For example, Victory Capital has reported entry into amendments to its credit agreement, including a sixth amendment that extended the maturity of its revolving credit facility, adjusted interest rate margins, and refinanced existing term loans into replacement term loans. Such disclosures help users understand the company’s capital structure and direct financial obligations.
In addition to 8-Ks, users can access Victory Capital’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide comprehensive financial statements, management’s discussion and analysis, and risk factor updates. Proxy statements on Schedule 14A and beneficial ownership reports and insider transaction filings on Forms 3, 4, and 5 are also relevant for analyzing governance and insider activity.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, such as major changes in AUM, notable shifts in margins, new credit arrangements, or significant risk disclosures. Real-time updates from EDGAR ensure that new Victory Capital filings, including 10-Ks, 10-Qs, 8-Ks, and Form 4 insider trading reports, are quickly available with plain-language explanations, helping users interpret complex regulatory information more efficiently.
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. issued a press release on March 23, 2026 regarding its previously announced proposal to acquire Janus Henderson Group plc. The release reiterates the Company’s proposal and describes potential next steps, including possible filings with the SEC if a negotiated transaction proceeds.
The communication contains customary forward-looking statements and cautions that completion depends on conditions such as regulatory approvals, client consents and stockholder approvals.
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. issued a press release on March 17, 2026 stating it submitted an improved proposal to the Special Committee of the Board of Janus Henderson Group plc to acquire Janus Henderson. The press release, attached as Exhibit 99.1, includes the full text of the Updated Proposal.
The communication contains customary forward-looking statements and cautions about required approvals, potential litigation, client consents and other closing conditions. It also explains that any definitive proxy, registration or tender documents will be filed with the SEC if a negotiated transaction is agreed.