VCTR Victory Capital Holdings, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon days Filed Jun 9, 2026 Processed 4d 1h ago SEC 0001193125-26-263039
8-K context-dependent: Items 8.01

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Executive Summary

Victory Capital filed an 8-K reporting monthly AUM data as of May 31, 2026. Total client assets reached $342.4 billion, up from $332.6 billion at April 30, 2026, driven by $335.2 billion in long-term AUM and market appreciation. This is a routine monthly disclosure with no financial guidance, earnings, or material events.

Actionable Insight

Monthly AUM data point is directionally positive with sequential growth, but no earnings or guidance was provided. The next earnings release will be the key catalyst for VCTR — monitor for revenue sensitivity to fee rates and flows. No trade signal from this filing alone.

Key Facts

  • Total Client Assets of $342.4 billion as of May 31, 2026, versus $332.6 billion as of April 30, 2026
  • Total AUM of $338.9 billion, up from $329.1 billion month-over-month
  • Long-term AUM of $335.2 billion, up from $325.4 billion
  • Solutions platform led growth, rising to $104.5 billion from $99.3 billion
  • Average Total AUM for May was $333.6 billion
  • Mutual funds remain the largest vehicle at $180.8 billion AUM

Financial Impact

Sequential AUM growth of approximately $9.8 billion (+3.0%) in May

assets under managementtotal client assets

Risk Factors

  • AUM flows may reverse in June with market volatility
  • No details on net flows vs. market appreciation embedded in the total

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
54% bullish (13 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-263039
Document: vctr-20260609.htm0001193125-26-263039
Document: 0001193125-26-263039-index-headers.html0001193125-26-263039
Document: 0001193125-26-263039-index.html0001193125-26-263039
Document: 0001193125-26-263039.txt0001193125-26-263039
7 reports for VCTR
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +20.38%Feb 26, 2026
Filters
Rows
Reports for VCTR — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 3/10
$88.20 awaiting T+5awaiting T+5$84.84 (−3.81%)
Jun 9, 2026
4d ago
8-K
NEUTRAL ★ 3/10
$87.35 awaiting T+5awaiting T+5$84.84 (−2.87%)
May 21, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$85.91 $84.67▼ −1.44%▼ −3.10%$84.84 (−1.25%)
May 6, 2026
5w ago
8-K
BULLISH ★ 7/10
$83.69 $87.00▲ +3.96%▲ +2.45%$84.84 (+1.37%)
Apr 13, 2026
8w ago
8-K
BEARISH ★ 5/10
$71.97 $74.42▼ −3.40%▼ −2.01%$84.84 (−17.88%)
Mar 27, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$65.13 $62.81▼ −3.56%▼ −7.42%$84.84 (+30.26%)
Feb 26, 2026
15w ago
8-K
BULLISH ★ 8/10
$71.33 $70.59▼ −1.03%▲ +0.10%$84.84 (+18.95%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (47h 33m)

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