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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 37 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AGM FEDERAL AGRIC MTG CORP Financial Services 15,724.0 $2.3M 0.00% +189.0 +1.2% $148.35 +17.8%
722 CIFR CIPHER DIGITAL INC Financial Services 179,559.0 $2.3M 0.00% +40K +28.5% $12.87 +48.6%
723 RPD RAPID7 INC Technology 412,019.0 $2.3M 0.00% +291K +241.6% $5.51 +18.0%
724 EVER EVERQUOTE INC Communication Services 145,887.0 $2.2M 0.00% +101K +222.5% $15.42 +13.4%
725 HLX HELIX ENERGY SOLUTIONS GRP I Energy 224,130.0 $2.2M 0.00% +20K +9.6% $9.89 +1.6%
726 CRVL CORVEL CORP Financial Services 40,149.0 $2.2M 0.00% +10K +33.4% $54.65 +4.5%
727 CPNG COUPANG INC Consumer Cyclical 114,655.0 $2.2M 0.00% +20K +21.3% $18.88 -14.6%
728 TWST TWIST BIOSCIENCE CORP Healthcare 45,411.0 $2.2M 0.00% +8K +20.9% $47.52 +3.5%
729 FLNC FLUENCE ENERGY INC Utilities 153,441.0 $2.1M 0.00% +143K +1384.8% $13.76 +50.9%
730 FTRE FORTREA HLDGS INC Healthcare 220,871.0 $2.1M 0.00% +207K +1499.0% $9.42 +45.0%
731 PENG PENGUIN SOLUTIONS INC Technology 117,560.0 $2.1M 0.00% +4K +3.8% $17.60 +166.0%
732 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 36,641.0 $2.0M 0.00% +25K +211.9% $55.65 +1.5%
733 SIGA SIGA TECHNOLOGIES INC Healthcare 376,571.0 $2.0M 0.00% +37K +10.8% $5.35 -22.1%
734 CARS CARS COM INC Consumer Cyclical 247,645.0 $2.0M 0.00% +113K +83.4% $8.12 +23.5%
735 MAC MACERICH CO Real Estate 106,176.0 $2.0M 0.00% +22K +25.4% $18.90 +14.3%
736 GATX GATX CORP Industrials 11,397.0 $1.9M 0.00% +734.0 +6.9% $170.74 +1.1%
737 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 48,519.0 $1.9M 0.00% +8K +20.0% $39.39 -8.0%
738 REGCO REGENCY CTRS CORP Real Estate 25,248.0 $1.9M 0.00% +1K +4.4% $75.66 -70.3%
739 HXL HEXCEL CORP NEW Industrials 23,396.0 $1.9M 0.00% +756.0 +3.3% $80.93 +9.5%
740 TNET TRINET GROUP INC Industrials 51,830.0 $1.9M 0.00% +17K +47.8% $36.43 +11.2%
Page 37 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%