13FPulse
VR

VRRM VERRA MOBILITY CORP

2026Q2 · CUSIP 92511U102 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
311
Institutions that reported holding it to the SEC
Net increase in holders
+26
Last quarter 285 → now 311
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

311 funds held VRRM at the end of 2026Q2, up 26 from the quarter before. That is stronger buying than 87.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 16.9x, return on equity is 19.8%. VRRM has had 12 buying rushes in its history, and the price moved +2.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2018Q4: holders=44 2019Q1: holders=67 2019Q2: holders=122 2019Q3: holders=129 2019Q4: holders=168 2020Q1: holders=152 2020Q2: holders=151 2020Q3: holders=140 2020Q4: holders=150 2021Q1: holders=159 2021Q2: holders=162 2021Q3: holders=180 2021Q4: holders=182 2022Q1: holders=201 2022Q2: holders=197 2022Q3: holders=209 2022Q4: holders=220 2023Q1: holders=230 2023Q2: holders=234 2023Q3: holders=230 2023Q4: holders=244 2024Q1: holders=247 2024Q2: holders=264 2024Q3: holders=291 2024Q4: holders=287 2025Q1: holders=305 2025Q2: holders=299 2025Q3: holders=313 2025Q4: holders=314 2026Q1: holders=285 2026Q2: holders=311 -55 -27.5 +0 +27.5 +55 39185330 18Q419Q320Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q1 Top 20% +6.3% +2.1%
2024Q3 Top 20% +8.2% +14.4%
2024Q2 Top 20% +0.7% -14.1%
2023Q1 Top 20% +11.9% +7.1%
2022Q3 Top 20% -9.4% +2.8%
2022Q1 Top 10% +5.3% +11.9%
2021Q3 Top 10% +2.8% +11.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
149
Change in large funds
+6
Total value they hold
$654M
Funds buying for the first time
115
Funds that sold out entirely
89
Price change that quarter
-67.2%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
16.9
EPS (TTM)
$0.26
EPS YoY
0.0%
Revenue (TTM)
Revenue YoY
Net margin
ROE
19.8%
Debt ratio
86.2%
FCF (TTM)
$97M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.14 2021-12-31: EPS 0.14 2022-03-31: EPS 0.06 2022-06-30: EPS 0.15 2022-09-30: EPS 0.15 2022-12-31: EPS 0.14 2023-03-31: EPS 0.03 2023-06-30: EPS 0.13 2023-09-30: EPS 0.18 2023-12-31: EPS 0.02 2024-03-31: EPS 0.17 2024-06-30: EPS 0.20 2024-09-30: EPS 0.21 2024-12-31: EPS -0.39 2025-03-31: EPS 0.20 2025-06-30: EPS 0.24 2025-09-30: EPS 0.29 2025-12-31: EPS 0.12 2026-03-31: EPS 0.17 2026-06-30: EPS -0.32 -0.43 -0.06 0.32 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 42 14 80 146 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-8M39M85M 201820192020202120222023202420252026
Latest quarter $10M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.