Vse CORP (VSEC) Institutional Ownership Tracker (Q2 2026)

VSEC ranks #1607 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VSEC is a top-conviction position for Dendur Capital LP — at 9.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VSEC belongs to BlackRock, Inc., but the position matters far more to Dendur Capital LP, who has 9.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its VSEC position for two straight quarters, increasing it by $709.4M to reach $1.1B today.

Jennison Associates LLC has trimmed its VSEC position for two straight quarters, cutting it by $35.9M while still holding $89.2M.

VSEC is up 1.2% today, and institutions have been net buyers of $1.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VSEC posted net income of $75.1M over the trailing twelve months, and currently trades at a P/E of 61.6.

• Profitable — net income of $75.1M over the trailing twelve months
• Revenue grew 84.2% year over year
• Net income improved year over year, from $18.9M to $75.1M
• Generated $27.0M in positive operating cash flow
• Current ratio of 3.76x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.41x equity — within a conventional range