13FPulse
VV

VVX V2X INC

2026Q2 · CUSIP 92242T101 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
322
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 291 → now 322
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

322 funds held VVX at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.9B(YoY +13.0%), the P/E is 25.8x, return on equity is 8.1%. VVX has had 8 buying rushes in its history, and the price moved +5.4% 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 Other sector.

How many funds owned it, quarter by quarter

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

2014Q3: holders=179 2014Q4: holders=163 2015Q1: holders=154 2015Q2: holders=158 2015Q3: holders=154 2015Q4: holders=155 2016Q1: holders=154 2016Q2: holders=169 2016Q3: holders=165 2016Q4: holders=160 2017Q1: holders=147 2017Q2: holders=152 2017Q3: holders=142 2017Q4: holders=163 2018Q1: holders=174 2018Q2: holders=175 2018Q3: holders=166 2018Q4: holders=166 2019Q1: holders=166 2019Q2: holders=164 2019Q3: holders=163 2019Q4: holders=170 2020Q1: holders=162 2020Q2: holders=164 2020Q3: holders=155 2020Q4: holders=158 2021Q1: holders=151 2021Q2: holders=143 2021Q3: holders=148 2021Q4: holders=156 2022Q1: holders=147 2022Q2: holders=140 2022Q3: holders=148 2022Q4: holders=159 2023Q1: holders=151 2023Q2: holders=150 2023Q3: holders=141 2023Q4: holders=161 2024Q1: holders=167 2024Q2: holders=159 2024Q3: holders=176 2024Q4: holders=206 2025Q1: holders=219 2025Q2: holders=216 2025Q3: holders=233 2025Q4: holders=264 2026Q1: holders=291 2026Q2: holders=322 -178 -89 +0 +89 +178 126233339 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20% +7.1%
2025Q4 Top 20% +0.1% +1.2%
2025Q1 Top 20% +3.4% +23.8%
2024Q4 Top 20% +13.2% +6.9%
2022Q3 Top 20% +0.1% +9.1%
2016Q2 Top 20% -48.8% -33.0%
2014Q3 Top 1% in the market -2.5% +24.3%

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
158
Change in large funds
+20
Total value they hold
$2.3B
Funds buying for the first time
72
Funds that sold out entirely
41
Price change that quarter
+4.4%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

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)
25.8
EPS (TTM)
$2.91
EPS YoY
+32.3%
Revenue (TTM)
$4.9B
Revenue YoY
+13.0%
Net margin
1.9%
ROE
8.1%
Debt ratio
64.5%
FCF (TTM)
$130M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS -0.57 2022-12-31: EPS -1.23 2023-03-31: EPS -0.57 2023-06-30: EPS 0.06 2023-09-29: EPS -0.21 2023-12-31: EPS -0.01 2024-03-29: EPS 0.04 2024-06-28: EPS -0.21 2024-09-27: EPS 0.47 2024-12-31: EPS 0.78 2025-03-28: EPS 0.25 2025-06-27: EPS 0.70 2025-09-26: EPS 0.77 2025-12-31: EPS 0.73 2026-04-03: EPS 0.60 2026-07-03: EPS 0.81 0B 0.6B 1.3B $B -1.35 -0.23 0.89 201720182019202020212022202320242025202607/26 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 28 20 120 220 202420252026

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
-132M45M222M 20162017201820192020202120222023202420252026
Latest quarter $-132M (2026-04-03)

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

As of 2026-07-03 · 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.