Cross-institution positioning
Oct 8, 2026Mixed positioning. 1 accumulating, 3 reducing, 1 exited across 5 comparable institutions.
Source: Schedule 13 researchVRTS Institutional Ownership
VIRTUS INVESTMENT PARTNERS, INC.
Latest stored close $131.22 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
56/100
6 tracked · 5 comparable
Latest filing
Oct 8, 2026
Positive breadth
2 positive · 4 negative
Recent close
$131.22
Research confidence
Medium
Institutional Research 60/100 · 1 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Oct 8, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 56/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 4 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
65/100
Insiders
26/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 15, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 8 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 20, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Director or executive change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 7, 2026Revenue -4.4% YoY; Net income +4.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 22% through its reported 52-week range; -29.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Dimensional Fund Advisors.
Filed Oct 8, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Oct 8, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Dimensional Fund Advisors
Filed Oct 8, 2026
Direction locked
State Street
Filed May 12, 2026
Direction locked
BlackRock
Filed Jul 18, 2025
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
T. Rowe Price Investment Management
Filed Feb 14, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Dimensional Fund Advisors
Filed Oct 8, 2026
State Street
Filed May 12, 2026
BlackRock
Filed Jul 18, 2025
Vanguard Group
Filed Mar 27, 2026
T. Rowe Price Investment Management
Filed Feb 14, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | MORRIS W HOWARD | SOpen-market or private sale | Common Stock | 435 | $138.59 | Indirect | Sep 15, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 120 | $170.29 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 2.3K | $169.72 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 2.6K | $168.41 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 4.6K | $167.44 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 2.8K | $166.53 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 879 | $165.21 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | Angerthal Michael A | SOpen-market or private sale | Common Stock | 1.7K | $164.47 | Direct | Aug 4, 2026 |
| Jun 16, 2026 | Mandinach Barry M. | SOpen-market or private sale | Common Stock | 500 | $145.25 | Direct | Jun 17, 2026 |
| Jun 16, 2026 | Mandinach Barry M. | SOpen-market or private sale | Common Stock | 4.5K | $144.71 | Direct | Jun 17, 2026 |
| May 20, 2026 | HOLT TIMOTHY A | AGrant, award, or other acquisition | Common Stock | 1.4K | $137.93 | Direct | May 21, 2026 |
| May 20, 2026 | Weisenseel John C | AGrant, award, or other acquisition | Common Stock | 779 | $137.93 | Direct | May 21, 2026 |
| May 20, 2026 | MORRIS W HOWARD | AGrant, award, or other acquisition | Common Stock | 779 | $137.93 | Direct | May 21, 2026 |
| May 20, 2026 | JONES MELODY L | AGrant, award, or other acquisition | Common Stock | 842 | $137.93 | Direct | May 21, 2026 |
| May 20, 2026 | Greig Paul G | AGrant, award, or other acquisition | Common Stock | 833 | $137.93 | Direct | May 21, 2026 |
| May 20, 2026 | BAIN PETER L | AGrant, award, or other acquisition | Common Stock | 806 | $137.93 | Direct | May 21, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 20, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jul 30, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 22, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| May 20, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 14, 2026 | 8-K/AAmendment | 9.01 | Financial statements / exhibits | — | Filing |
| May 1, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 17, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 2, 2026 | 8-K | 2.01, 7.01, 9.01 | Acquisition or disposition of assets; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 16, 2025 | 8-K | 8.01 | Other event | — | Filing |
| Dec 5, 2025 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 24, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$201.4M
Q2 2026
-4.4% YoY 10-Q filed Aug 7, 2026
Operating income
$27.3M
Q2 2026
-39.6% YoY 10-Q filed Aug 7, 2026
Operating margin
13.6%
Q2 2026
-7.9 pts YoY 10-Q filed Aug 7, 2026
Net income
$44.6M
Q2 2026
+4.4% YoY 10-Q filed Aug 7, 2026
Diluted EPS
$6.68
Q2 2026
+9.2% YoY 10-Q filed Aug 7, 2026
Operating cash flow
$93.3M
YTD through Jun 30, 2026
+29.7% YoY 10-Q filed Aug 7, 2026
Free cash flow
$89.6M
YTD through Jun 30, 2026
+32.9% YoY 10-Q filed Aug 7, 2026
Assets
$4.5B
As of Jun 30, 2026
+22.7% YoY 10-Q filed Aug 7, 2026
Liabilities
$3.4B
As of Jun 30, 2026
+26.5% YoY 10-Q filed Aug 7, 2026
Stockholders’ equity
$945.3M
As of Jun 30, 2026
+5.5% YoY 10-Q filed Aug 7, 2026
Shares outstanding
6.6M
As of Jul 30, 2026
-1.9% YoY 10-Q filed Aug 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $201.4M | -4.4% |
| Ended Mar 31, 2026 | $199.5M | -8.4% |
| Ended Sep 30, 2025 | $216.4M | -4.7% |
| Ended Jun 30, 2025 | $210.5M | -6.2% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $852.9M | -6.0% |
| Ended Dec 31, 2024 | $906.9M | +7.3% |
| Ended Dec 31, 2023 | $845.3M | -4.6% |
| Ended Dec 31, 2022 | $886.4M | -9.5% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$137.88
View live quote ↗
52-week low
$121.61
Apr 2, 2026
52-week high
$196.24
Sep 17, 2025
Below 52-week high
29.7%
1W return
-12.5%
1M return
-18.4%
3M return
-4.1%
6M return
+9.3%
YTD return
-15.5%
1Y return
-29.2%
30-day volatility
25.0%
90-day volatility
35.9%
1Y max drawdown
-35.6%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 23 filing(s) · 20 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Sep 30, 2026 observed Oct 8, 2026 filed · 8d Initial Schedule 13G | Initial Schedule 13G | 369.9K +106.2K | 5.60% +2.10 pts | $132.32 | $130.91 | $131.22 |
| State Street CIK0000093751 | Mar 31, 2026 observed May 12, 2026 filed · 42d Initial Schedule 13G | Initial Schedule 13G | 438.7K | 12.00% | $134.35 | $140.85 | $131.22 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Reported reduction | 11 -911.3K | 12.00% -0.68 pts | $126.11 | $129.11 | $131.22 |
Explore more institutional activity
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