13FPulse
⚡ This company reported new earnings on 2026-09-03 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
VS

VSXY VICTORIA'S SECRET & CO

2026Q2 · CUSIP 926400102 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
425
Institutions that reported holding it to the SEC
Net increase in holders
+41
Last quarter 384 → now 425
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

425 funds held VSXY at the end of 2026Q2, up 41 from the quarter before. That is stronger buying than 93.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.8B(YoY +8.6%), the P/E is 33.5x, return on equity is 26.7%. VSXY has had 6 buying rushes in its history, and the price moved -27.0% 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 Consumer sector.

How many funds owned it, quarter by quarter

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

2021Q4: holders=331 2022Q1: holders=297 2022Q2: holders=282 2022Q3: holders=253 2022Q4: holders=277 2023Q1: holders=272 2023Q2: holders=234 2023Q3: holders=227 2023Q4: holders=255 2024Q1: holders=250 2024Q2: holders=263 2024Q3: holders=302 2024Q4: holders=343 2025Q1: holders=307 2025Q2: holders=298 2025Q3: holders=303 2025Q4: holders=381 2026Q1: holders=384 2026Q2: holders=425 -78 -39 +0 +39 +78 204326447 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 10% -20.8% -22.2%
2024Q4 Top 20% -44.0% -28.2%
2024Q3 Top 10% +14.4% -23.6%
2023Q4 Top 20% -38.9% -24.9%
2022Q4 Top 20% -17.5% -35.9%

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
194
Change in large funds
+29
Total value they hold
$7.0B
Funds buying for the first time
108
Funds that sold out entirely
67
Price change that quarter
+87.8%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
9

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)
33.5
EPS (TTM)
$2.51
EPS YoY
+20.7%
Revenue (TTM)
$6.8B
Revenue YoY
+8.6%
Net margin
3.1%
ROE
26.7%
Debt ratio
82.3%
FCF (TTM)
$314M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-07-30: EPS 0.83 2022-10-29: EPS 0.29 2023-01-28: EPS 2.09 2023-04-29: EPS 0.01 2023-07-29: EPS -0.02 2023-10-28: EPS -0.92 2024-02-03: EPS 2.32 2024-05-04: EPS -0.05 2024-08-03: EPS 0.40 2024-11-02: EPS -0.71 2025-02-01: EPS 2.41 2025-05-03: EPS -0.02 2025-08-02: EPS 0.20 2025-11-01: EPS -0.46 2026-01-31: EPS 2.21 2026-05-02: EPS 0.56 0B 1.1B 2.3B $B -1.01 0.82 2.65 202020212022202320242025202605/26 Revenue EPS

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

P/E (TTM) over time
4Y median 15 5 20 34 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
-299M189M677M 2020202120222023202420252026
Latest quarter $-191M (2026-05-02)

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

As of 2026-05-02 · 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.