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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 111 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 JBLU JETBLUE AIRWAYS CORP Industrials 44,461.0 $197K +520.0 +1.2% $4.42 +3.6%
2202 LUNR INTUITIVE MACHINES INC Industrials 10,518.0 $195K -2K -15.1% $18.56 +81.0%
2203 OCUL OCULAR THERAPEUTIX INC Healthcare 22,528.0 $191K +1K +4.7% $8.47 -1.1%
2204 BBAI BIGBEAR AI HLDGS INC Technology 53,876.0 $190K +4K +8.4% $3.52 +9.1%
2205 EOSE EOS ENERGY ENTERPRISES INC Industrials 38,034.0 $189K +2K +4.8% $4.96 +49.8%
2206 NCNO NCINO INC Technology 12,550.0 $188K -82.0 -0.7% $14.98 +0.9%
2207 CLBT CELLEBRITE DI LTD Technology 13,310.0 $183K +163.0 +1.2% $13.78 -2.3%
2208 LC LENDINGCLUB ISSUANCE TR SER Financial Services 12,743.0 $182K -139.0 -1.1% $14.32 +9.1%
2209 WVE WAVE LIFE SCIENCES LTD Healthcare 24,793.0 $180K +9K +57.7% $7.25 -11.7%
2210 AKBA AKEBIA THREAPEUTICS INC Healthcare 129,170.0 $180K -121K -48.4% $1.39 -35.6%
2211 HTZ HERTZ GLOBAL HLDGS INC Industrials 38,765.0 $179K -400K -91.2% $4.61 +12.8%
2212 BW BABCOCK & WILCOX ENTERPRISES Industrials 12,137.0 $178K +70.0 +0.6% $14.69 +33.4%
2213 QDEL QUIDELORTHO CORP Healthcare 10,764.0 $177K +850.0 +8.6% $16.43 -34.0%
2214 TRTX TPG RE FIN TR INC Real Estate 22,235.0 $174K -119.0 -0.5% $7.81 +5.4%
2215 EPM EVOLUTION PETE CORP Energy 37,474.0 $172K $4.58 +3.3%
2216 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 18,157.0 $168K -483.0 -2.6% $9.28 -10.9%
2217 AESI ATLAS ENERGY SOLUTIONS INC Energy 12,641.0 $166K $13.12 +46.3%
2218 RXRX RECURSION PHARMACEUTICALS IN Healthcare 53,269.0 $164K +4K +7.3% $3.07 -5.9%
2219 LILAK LIBERTY LATIN AMERICA LTD Communication Services 18,454.0 $163K -150.0 -0.8% $8.82 -14.9%
2220 MQ MARQETA INC Technology 39,876.0 $163K -2K -4.0% $4.08 -3.4%
Page 111 of 121  ·  2,410 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%