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Portfolio (Quarterly) Guide ↗

VICTORY CAPITAL MANAGEMENT INC

· CIK 0001040188
13F Portfolio $156.1B AUM 2,565 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 1099 Added 1042 Reduced 107 Exited
Page 36 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HURN HURON CONSULTING GROUP INC Industrials 21,285.0 $2.7M 0.00% +473.0 +2.3% $127.49 -17.3%
702 DY DYCOM INDS INC Industrials 7,914.0 $2.7M 0.00% +2K +27.5% $338.82 +29.1%
703 IIIV I3 VERTICALS INC Technology 119,340.0 $2.7M 0.00% +74K +165.8% $22.36 -15.6%
704 APLD APPLIED DIGITAL CORP Technology 110,175.0 $2.6M 0.00% +6K +5.9% $23.74 +64.9%
705 CBZ CBIZ INC Industrials 97,335.0 $2.6M 0.00% +71K +274.1% $26.85 +15.0%
706 SPSC SPS COMM INC Technology 46,393.0 $2.6M 0.00% +36K +358.9% $55.67 -8.1%
707 SNEX STONEX GROUP INC Financial Services 31,386.0 $2.5M 0.00% +19K +153.3% $80.65 +36.7%
708 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 713,187.0 $2.5M 0.00% +695K +3852.9% $3.51 +2.0%
709 COUR COURSERA INC Consumer Defensive 429,963.0 $2.5M 0.00% +30K +7.5% $5.82 -9.3%
710 DIVERSIFIED ENERGY CO 142,624.0 $2.5M 0.00% +41K +39.9% $17.44
711 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 68,823.0 $2.5M 0.00% +2K +3.0% $36.10 +9.6%
712 ONDS ONDAS INC Technology 269,959.0 $2.4M 0.00% +228K +549.1% $9.04 +17.5%
713 GOLD GOLD COM INC Financial Services 60,842.0 $2.4M 0.00% +19K +46.0% $40.08 -3.4%
714 WULF TERAWULF INC Financial Services 167,761.0 $2.4M 0.00% +2K +1.4% $14.43 +54.7%
715 CNMD CONMED CORP Healthcare 67,983.0 $2.4M 0.00% +10K +16.4% $35.36 +3.5%
716 GTLB GITLAB INC Technology 110,426.0 $2.4M 0.00% +49K +80.2% $21.64 +9.3%
717 WRLD WORLD ACCEP CORPORATION Financial Services 17,519.0 $2.4M 0.00% +93.0 +0.5% $135.04 +13.4%
718 NVTS NAVITAS SEMICONDUCTOR CORP Technology 269,720.0 $2.4M 0.00% +8K +3.0% $8.77 +143.1%
719 BRBR BELLRING BRANDS INC Consumer Defensive 145,570.0 $2.3M 0.00% +127K +694.7% $16.09 -42.4%
720 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 499,094.0 $2.3M 0.00% +133K +36.5% $4.68 -6.4%
Page 36 of 55  ·  1,099 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Financial Services 12.1%
Industrials 11.6%
Consumer Cyclical 10.7%
Healthcare 10.0%
Communication Services 7.1%
Energy 5.2%
Utilities 4.7%
Consumer Defensive 4.6%
Basic Materials 4.4%