13FPulse
VS

VSAT VIASAT INC

2026Q2 · CUSIP 92552V100 · Sector: Media & Telecom

Piling in

Net holder growth ranks near the top of the market

Funds that own it
473
Institutions that reported holding it to the SEC
Net increase in holders
+80
Last quarter 393 → now 473
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

473 funds held VSAT at the end of 2026Q2, up 80 from the quarter before. That is stronger buying than 97.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.6B(YoY +1.4%), return on equity is -0.6%. VSAT has had 11 buying rushes in its history, and the price moved +7.8% 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 Media & Telecom sector.

How many funds owned it, quarter by quarter

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

2013Q3: holders=125 2013Q4: holders=127 2014Q1: holders=136 2014Q2: holders=136 2014Q3: holders=129 2014Q4: holders=149 2015Q1: holders=142 2015Q2: holders=137 2015Q3: holders=139 2015Q4: holders=138 2016Q1: holders=148 2016Q2: holders=153 2016Q3: holders=162 2016Q4: holders=192 2017Q1: holders=191 2017Q2: holders=189 2017Q3: holders=178 2017Q4: holders=195 2018Q1: holders=194 2018Q2: holders=185 2018Q3: holders=189 2018Q4: holders=190 2019Q1: holders=206 2019Q2: holders=245 2019Q3: holders=220 2019Q4: holders=220 2020Q1: holders=194 2020Q2: holders=197 2020Q3: holders=209 2020Q4: holders=198 2021Q1: holders=231 2021Q2: holders=224 2021Q3: holders=219 2021Q4: holders=220 2022Q1: holders=226 2022Q2: holders=200 2022Q3: holders=202 2022Q4: holders=209 2023Q1: holders=200 2023Q2: holders=210 2023Q3: holders=206 2023Q4: holders=210 2024Q1: holders=210 2024Q2: holders=207 2024Q3: holders=219 2024Q4: holders=241 2025Q1: holders=252 2025Q2: holders=260 2025Q3: holders=298 2025Q4: holders=345 2026Q1: holders=393 2026Q2: holders=473 -80 -40 +0 +40 +80 112305497 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +17.2%
2025Q4 Top 20% +17.5% +64.2%
2025Q3 Top 10% +15.4% +37.4%
2021Q1 Top 10% +3.0% +8.8%
2019Q2 Top 5% -7.9% -7.6%
2019Q1 Top 20% -7.8% -13.8%
2016Q4 Top 20% -5.9% -5.7%

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
200
Change in large funds
+32
Total value they hold
$12.7B
Funds buying for the first time
128
Funds that sold out entirely
48
Price change that quarter
-5.9%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
18

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)
EPS (TTM)
$-0.20
EPS YoY
Revenue (TTM)
$4.6B
Revenue YoY
+1.4%
Net margin
-0.6%
ROE
-0.6%
Debt ratio
68.8%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.04 2021-12-31: EPS -0.09 2022-03-31: EPS -0.39 2022-06-30: EPS -0.29 2022-09-30: EPS -0.64 2022-12-31: EPS -0.55 2023-03-31: EPS 15.77 2023-06-30: EPS -0.83 2023-09-30: EPS -6.16 2023-12-31: EPS -0.99 2024-03-31: EPS -1.14 2024-06-30: EPS -0.26 2024-09-30: EPS -1.07 2024-12-31: EPS -1.23 2025-03-31: EPS -1.92 2025-06-30: EPS -0.43 2025-09-30: EPS -0.45 2025-12-31: EPS 0.18 2026-03-31: EPS 0.45 2026-06-30: EPS -0.38 0B 0.6B 1.2B $B -6.78 5.29 17.35 2016201720182019202020212022202320242025202606/26 Revenue EPS

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

P/E (TTM) over time
2 2 3 2023202420252026

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
-271M-114M44M 20162017201820192020202120222023202420252026
Latest quarter $-147M (2023-09-30)

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)

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