Form 8-K

8-K — Victory Capital Holdings, Inc.

Accession: 0001193125-26-153004

Filed: 2026-04-13

Period: 2026-04-13

CIK: 0001570827

SIC: 6282 (INVESTMENT ADVICE)

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — vctr-20260413.htm (Primary)

EX-99.1 (vctr-ex99_1.htm)

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8-K

8-K (Primary)

Filename: vctr-20260413.htm · Sequence: 1

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

April 13, 2026

Date of Report (date of earliest event reported)

Victory Capital Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-38388

32-0402956

(State or other jurisdiction

(Commission

(IRS Employer

of incorporation)

File Number)

Identification No.)

15935 La Cantera Parkway; San Antonio, TX

78256

(Address of principal executive offices)

(Zip Code)

(216) 898-2400

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8‑K filing is intended to simultaneously satisfy the filing obligation of the registrants under any of the following provisions (see General Instruction A.2. below):

 Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 Soliciting material pursuant to Rule 14a‑12 under the Exchange Act (17 CFR 240.14a‑12)

 Pre-commencement communications pursuant to Rule 14d‑2(b) under the Exchange Act (17 CFR 240.14d‑2(b))

 Pre-commencement communications pursuant to Rule 13e‑4(c) under the Exchange Act (17 CFR 240.13e‑4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, Par Value $0.01

VCTR

NASDAQ

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b‑2 of the Securities Exchange Act of 1934 (§240.12b‑2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. 

Item 8.01. Other Events.

On April 13, 2026, Victory Capital Holdings, Inc., (the “Company”) issued a press release reporting certain information about the Company’s assets under management (“AUM”) as of March 31, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit

Number

Description

99.1

Press release reporting March AUM dated April 13, 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

- 2 -

SIGNATURE(S)

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

VICTORY CAPITAL HOLDINGS, INC.

Date: April 13, 2026

By:

/s/ MICHAEL D. POLICARPO

Name: Michael D. Policarpo

Title: President, Chief Financial Officer and Chief Administrative Officer

- 3 -

EX-99.1

Filename: vctr-ex99_1.htm · Sequence: 2

EX-99.1

Exhibit 99.1

News Release

Victory Capital Reports March 2026 Total Client Assets

Schedules First-Quarter Financial Results Conference Call for May 7

San Antonio, Texas, April 13, 2026 ― Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) today reported Total Assets Under Management (AUM) of $309.8 billion, Other Assets of $3.3 billion, and Total Client Assets of $313.1 billion, as of March 31, 2026.

For the month of March, Average Total AUM was $315.3 billion, average Other Assets was $3.2 billion, and average Total Client Assets was $318.5 billion.

For the first quarter, the Company reported long-term AUM net flows of -$457 million.

Victory Capital Holdings, Inc.

Total Client Assets (unaudited; in millions) 1

As of:

By Asset Class

March 31, 2026

February 28, 2026

Solutions

92,396

96,113

Fixed Income

79,716

80,827

U.S. Mid Cap Equity

29,283

31,411

U.S. Small Cap Equity

10,535

11,453

U.S. Large Cap Equity

59,798

63,359

Global / Non-U.S. Equity

31,473

34,176

Alternative Investments

3,033

2,928

Total Long-Term Assets

306,235

320,267

Money Market / Short Term Assets

3,599

3,752

Total Assets Under Management2

309,835

324,019

By Vehicle

Mutual Funds3

167,775

176,203

Separate Accounts and Other Pooled Vehicles4

125,659

131,091

ETFs5

16,401

16,725

Total Assets Under Management

309,835

324,019

Other Assets6

Institutional

3,268

3,083

Total Other Assets

3,268

3,083

Total Client Assets

Total Assets Under Management

309,835

324,019

Total Other Assets

3,268

3,083

Total Client Assets

313,103

327,103

By Region

U.S.

258,054

269,771

Non-U.S.

55,049

57,332

Total Client Assets

313,103

327,103

First-Quarter Conference Call and Webcast Details

Victory Capital will report first-quarter 2026 financial results after the market closes on Wednesday, May 6, 2026. The Company will host a conference call the following morning, Thursday, May 7, at 8:00 a.m. ET to discuss the results. Victory Capital’s earnings release and supplemental materials will be available on the investor relations section of the Company’s website at https://ir.vcm.com before the conference call begins.

To participate in the conference call, please call 1-833-461-5787 (domestic) or 1-585-542-9983 (international), shortly before 8:00 a.m. ET and reference the Victory Capital Conference Call. A live, listen-only webcast will also be available via the investor relations section of the Company’s website at https://ir.vcm.com. For anyone who is unable to join the live event, an archive of the webcast will be available for replay, at the same location, shortly after the call concludes.

1Due to rounding, numbers presented in these tables may not add up precisely to the totals provided.

2Total AUM includes both discretionary assets under management and non-discretionary assets under advisement and excludes Other Assets.

3Includes institutional and retail share classes, money market and VIP funds.

4Includes wrap program accounts, CITs, UMAs, UCITS, private funds, and non-U.S. domiciled pooled vehicles.

5Represents only ETF assets held by third parties and excludes ETF assets held by other Victory Capital products.

6Includes low-fee (2 to 4 bps) institutional assets. These assets are included as part of Victory’s Regulatory Assets Under Management reported in Form ADV Part 1.

About Victory Capital

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm with $313.1 billion in total client assets, as of March 31, 2026. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

Contacts

Investors:

Matthew Dennis, CFA

Chief of Staff

Director, Investor Relations

216-898-2412

mdennis@vcm.com

Media:

Jessica Davila

Director of Global Communications

210-694-9693

Jessica_davila@vcm.com

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