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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 115 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 ESRT EMPIRE ST RLTY TR INC Real Estate 15,974.0 $83K $5.20 +3.5%
2282 JANX JANUX THERAPEUTICS INC Healthcare 5,953.0 $83K $13.90 -0.1%
2283 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 14,399.0 $81K -167.0 -1.1% $5.60 +2.9%
2284 TALK TALKSPACE INC Healthcare 15,576.0 $81K -191.0 -1.2% $5.18 +0.5%
2285 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 45,572.0 $80K +517.0 +1.1% $1.76 +92.6%
2286 SABR SABRE CORP Consumer Cyclical 53,639.0 $78K -3K -4.7% $1.45 +10.3%
2287 RNW RENEW ENERGY GLOBAL PLC Utilities 16,880.0 $77K $4.58 +16.8%
2288 ESPR ESPERION THERAPEUTICS INC NE Healthcare 28,207.0 $77K -568K -95.3% $2.74 +13.9%
2289 CTKB CYTEK BIOSCIENCES INC Healthcare 17,621.0 $77K $4.37 -22.0%
2290 KODIAK AI INC. 10,907.0 $76K +370.0 +3.5% $6.94
2291 INDI INDIE SEMICONDUCTOR INC Technology 23,373.0 $75K +609.0 +2.7% $3.22 +30.1%
2292 EGY VAALCO ENERGY INC Energy 11,600.0 $74K -66.0 -0.6% $6.34 -5.7%
2293 GEVO GEVO INC Basic Materials 26,616.0 $73K $2.73 -38.5%
2294 CMPX COMPASS THERAPEUTICS INC Healthcare 13,729.0 $73K -582.0 -4.1% $5.29 -65.4%
2295 CTMX CYTOMX THERAPEUTICS INC. Healthcare 15,161.0 $71K +439.0 +3.0% $4.70 -23.2%
2296 ATYR ATYR PHARMA INC Healthcare 88,436.0 $69K -94K -51.4% $0.78 -33.4%
2297 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 16,048.0 $68K -303.0 -1.9% $4.23 +67.4%
2298 OCGN OCUGEN INC Healthcare 36,556.0 $66K +1K +3.2% $1.81 -23.2%
2299 SVRA SAVARA INC Healthcare 11,914.0 $65K $5.46 -7.9%
2300 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 15,785.0 $64K -26K -62.5% $4.05 -1.0%
Page 115 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%