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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 53 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LCID LUCID GROUP INC Consumer Cyclical 15,297.0 $146K +320.0 +2.1% $9.53 -34.2%
1042 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 40,463.0 $142K +1K +3.8% $3.51 +0.3%
1043 XNCR XENCOR INC Healthcare 10,831.0 $131K +173.0 +1.6% $12.06 -1.5%
1044 NVCR NOVOCURE LTD Healthcare 11,721.0 $128K +159.0 +1.4% $10.90 +65.6%
1045 BIOHAVEN LTD 14,578.0 $123K +2K +17.1% $8.46
1046 NUVB NUVATION BIO INC Healthcare 27,882.0 $120K +319.0 +1.2% $4.29 +10.0%
1047 COTY COTY INC Consumer Defensive 58,410.0 $117K +5K +8.4% $2.01 +6.0%
1048 LWLG LIGHTWAVE LOGIC INC Basic Materials 16,374.0 $115K +1K +7.9% $7.03 +112.4%
1049 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 18,938.0 $115K +447.0 +2.4% $6.05 -5.3%
1050 REAL THE REALREAL INC Consumer Cyclical 12,223.0 $111K +363.0 +3.1% $9.08 +3.0%
1051 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 18,331.0 $106K +491.0 +2.8% $5.80 +10.0%
1052 BFLY BUTTERFLY NETWORK INC Healthcare 22,346.0 $90K +272.0 +1.2% $4.04 -5.2%
1053 EXPI EXP WORLD HLDGS INC Real Estate 13,966.0 $84K +286.0 +2.1% $5.99 -17.9%
1054 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 45,572.0 $80K +517.0 +1.1% $1.76 +97.2%
1055 KODIAK AI INC. 10,907.0 $76K +370.0 +3.5% $6.94
1056 INDI INDIE SEMICONDUCTOR INC Technology 23,373.0 $75K +609.0 +2.7% $3.22 +34.2%
1057 CTMX CYTOMX THERAPEUTICS INC. Healthcare 15,161.0 $71K +439.0 +3.0% $4.70 -19.6%
1058 OCGN OCUGEN INC Healthcare 36,556.0 $66K +1K +3.2% $1.81 -19.3%
1059 SLDP SOLID POWER INC Industrials 20,486.0 $61K +3K +18.4% $3.00 -0.7%
1060 AMC ENTMT HLDGS INC 60,014.0 $59K +1K +2.1% $0.98
Page 53 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%