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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 57 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 83,544.0 $8.8M 0.01% +3K +3.7% $105.40 -4.9%
1122 HHH HOWARD HUGHES HOLDINGS INC Real Estate 138,917.0 $8.8M 0.01% $63.26 +0.9%
1123 VNQ VANGUARD INDEX FDS 99,002.0 $8.8M 0.01% $88.70 +9.6%
1124 TPG TPG INC Financial Services 216,686.0 $8.8M 0.01% +202K +1329.2% $40.51 +4.1%
1125 ENVA ENOVA INTL INC Financial Services 64,519.0 $8.8M 0.01% +30K +85.2% $135.83 +17.5%
1126 AEM AGNICO EAGLE MINES LTD Basic Materials 43,146.0 $8.8M 0.01% -12K -21.4% $202.98 -11.7%
1127 ACT ENACT HLDGS INC Financial Services 214,523.0 $8.8M 0.01% +181K +540.3% $40.81 +5.0%
1128 PEGA PEGASYSTEMS INC Technology 205,243.0 $8.7M 0.01% +101K +97.7% $42.56 -19.5%
1129 DDS DILLARDS INC Consumer Cyclical 15,232.0 $8.7M 0.01% +4K +37.2% $572.11 -0.1%
1130 WU WESTERN UN CO Financial Services 995,218.0 $8.7M 0.01% -57K -5.4% $8.73 -5.4%
1131 DT DYNATRACE INC Technology 234,687.0 $8.7M 0.01% -93K -28.3% $36.98 +9.8%
1132 BHE BENCHMARK ELECTRS INC Technology 154,308.0 $8.7M 0.01% -7K -4.4% $56.06 +52.7%
1133 RDN RADIAN GROUP INC Financial Services 259,141.0 $8.6M 0.01% +23K +9.7% $33.08 +9.7%
1134 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 114,292.0 $8.6M 0.01% -519K -82.0% $74.89 +18.0%
1135 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 249,898.0 $8.5M 0.01% +85K +51.7% $33.95 +5.7%
1136 TYL TYLER TECHNOLOGIES INC Technology 24,753.0 $8.5M 0.01% +7K +38.5% $342.38 -10.1%
1137 RGA REINSURANCE GROUP AMER INC Financial Services 41,479.0 $8.5M 0.01% +2K +4.8% $204.16 +5.1%
1138 W WAYFAIR INC Consumer Cyclical 112,311.0 $8.4M 0.01% +82K +272.1% $75.21 -5.5%
1139 STRA STRATEGIC ED INC Consumer Defensive 101,762.0 $8.4M 0.01% -19K -15.9% $82.96 -5.5%
1140 WSFS WSFS FINL CORP Financial Services 128,825.0 $8.4M 0.01% +106K +466.2% $65.46 +10.7%
Page 57 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%