SecBot SecBot
8-K ·Filed Aug 12, 2026

VCTR

Victory Capital Holdings, Inc.
NEUTRAL
Impact 4/10
Horizondays Processed2mo ago SEC0001193125-26-346020
Actionable Insight • Neutral

The sequential AUM growth is a modest positive for revenue visibility, but this is a routine monthly update without earnings or guidance. Monitor the next quarterly earnings (10-Q) for fee-rate trends and net flows to assess the quality of this AUM growth.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
VCTR ▼ -4.45% at T+20d
NEUTRAL call -4.45% · α vs SPY -2.55% · entry $116.23 → $111.06
Next anchor: T+60d in 9d
Latest observation: T+51 -20.59% FF3 residual α
Entry = T+0 close
Aug 12, 2026
via day close
T+1d
+1.67%
call +1.67% · α +0.97%
$118.17
settled 3mo ago
T+5d
-0.36%
call -0.36% · α +0.08%
$115.81
settled 2mo ago
T+20d
-4.45%
call -4.45% · α -2.55%
$111.06
settled 7w ago
T+60d
Pending
in 9d

Price Chart

Loading chart...

Executive Summary

Victory Capital reported July 2026 monthly AUM metrics via an 8-K. Total Client Assets reached $348.8 billion as of July 31, 2026, up from $346.1 billion at June 30, 2026, a sequential increase of ~0.8%. Total AUM grew to $345.1 billion from $342.5 billion. The growth was driven by Solutions and Fixed Income, partially offset by declines in U.S. Mid Cap and Small Cap Equity. This is a routine monthly operational update with no earnings or guidance, providing a modest positive read on organic growth and market movement for the month.

Key Facts

  • Total Client Assets of $348.8 billion as of July 31, 2026, up from $346.1 billion on June 30, 2026.
  • Total AUM of $345.1 billion, up from $342.5 billion month-over-month.
  • Average Total AUM for July was $343.3 billion.
  • Solutions and Fixed Income asset classes drove the increase, while U.S. Mid Cap and Small Cap Equity declined.
  • ETF assets grew to $20.9 billion from $19.2 billion, while Mutual Fund assets declined to $178.9 billion from $180.7 billion.

Financial Impact

Total Client Assets increased by ~$2.7 billion month-over-month, or ~0.8%.

assets under managementtotal client assets

Risk Factors

  • Equity market declines could reverse AUM gains in subsequent months.
  • Net client outflows in Mutual Funds (down $1.8B MoM) may indicate share loss to passive ETFs.

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
50% bullish (14 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 10 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (VCTR) — Batch item 10001193125-26-346020
Document: vctr-20260812.htm0001193125-26-346020
Document: 0001193125-26-346020-index-headers.html0001193125-26-346020
Document: 0001193125-26-346020-index.html0001193125-26-346020
Document: 0001193125-26-346020.txt0001193125-26-346020
8-K Filing (VCTR) — Batch item 60001193125-26-346020
Document: vctr-20260812.htm0001193125-26-346020
Document: 0001193125-26-346020-index-headers.html0001193125-26-346020
Document: 0001193125-26-346020-index.html0001193125-26-346020
Document: 0001193125-26-346020.txt0001193125-26-346020
15 reports for VCTR
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 2 of 4 best @ T+60▲ +23.99%May 6, 2026
Filters
Rows
Reports for VCTR — sortable, filterable
TypeNow
Oct 16, 2026
10d ago
DEFM14A
NEUTRAL ★ 6/10
$108.60awaiting T+60—$108.91 (+0.29%)
Oct 13, 2026
13d ago
8-K
NEUTRAL ★ 4/10
$109.58awaiting T+60—$108.91 (−0.61%)
Aug 31, 2026
8w ago
DEFA14A
MIXED ★ 7/10
$113.08awaiting T+60—$108.91 (−3.69%)
Aug 26, 2026
8w ago
DEFA14A
NEUTRAL ★ 4/10
$121.13awaiting T+60—$108.91 (−10.09%)
Aug 26, 2026
8w ago
DEFA14A
BULLISH ★ 7/10
$121.13awaiting T+60—$108.91 (−10.09%)
Aug 12, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$116.23awaiting T+60—$108.91 (−6.30%)
Jul 23, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$97.20 $107.71▲ +10.81%▲ +7.52%$108.91 (+12.05%)
Jul 13, 2026
15w ago
8-K
NEUTRAL ★ 4/10
$91.98 $113.85▲ +23.78%▲ +19.78%$108.91 (+18.41%)
Jun 11, 2026
19w ago
Institutional Cluster
NEUTRAL ★ 3/10
$86.42 $113.73▲ +31.60%▲ +27.21%$108.91 (+26.02%)
Jun 9, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$89.12 $111.37▲ +24.97%▲ +21.15%$108.91 (+22.21%)
Showing 10 of 15

US Market Status

Market Closed — Opens in 4h 16m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 12, 2026