VSE CORP (VSEC) Institutional Ownership Changes & 13F Activity

VSE CORP (VSEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Durable Capital Partners, Polen Capital Management, First Eagle U.S. Value, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Durable Capital PartnersBuy525,5431,404,771$259,039,772
Q1 2026Polen Capital ManagementBuy7,65042,040$7,752,176
Q1 2026First Eagle U.S. ValueSell-1,60018,922$3,489,217
Q4 2025Durable Capital PartnersBuy14,211879,228$151,904,222
Q4 2025First Eagle U.S. ValueSell-7,25020,522$3,545,586
Q4 2025Polen Capital ManagementSell-3034,390$5,941,560
Q3 2025First Eagle U.S. ValueSell-7,90027,772$4,616,817
Q3 2025Polen Capital ManagementSell-5,16334,420$5,721,981
Q2 2025Polen Capital ManagementBuy39,58339,583$5,184,581
Q2 2025First Eagle U.S. ValueSell-18,55035,672$4,672,319
Q1 2025Durable Capital PartnersBuy255,434865,017$103,793,390
Q1 2025First Eagle U.S. ValueSell-47,20054,222$6,506,098
Q4 2024Durable Capital PartnersBuy217,439609,583$57,971,343
Q4 2024First Eagle U.S. ValueSell-17,500101,422$9,645,232
Q3 2024Durable Capital PartnersBuy86,284392,144$32,442,073
Q3 2024First Eagle U.S. ValueSell-3,000118,922$9,838,417
Q2 2024Durable Capital PartnersBuy305,860305,860$27,001,321
Q2 2024First Eagle U.S. ValueSell-700121,922$10,763,274
Q1 2024First Eagle U.S. ValueSell-3,750122,622$9,809,760
Q4 2023Renaissance Technologies LLCSell-5,5005,400$349
Q4 2023First Eagle U.S. ValueBuy2,799126,372$8,164,895
Q3 2023First Eagle U.S. ValueBuy25,814123,573$6,233,022
Q2 2023First Eagle U.S. ValueSell-12,65097,759$5,346,440
Q2 2023Renaissance Technologies LLCBuy10010,900$596
Q1 2023First Eagle U.S. ValueBuy6,950110,409$4,957,364
Q1 2023Renaissance Technologies LLCSell-90010,800$485
Q4 2022First Eagle U.S. ValueBuy24,478103,459$4,850,158
Q3 2022First Eagle U.S. ValueBuy10,55578,981$2,796
Q3 2022Renaissance Technologies LLCSell-3,50011,700$414
Q2 2022First Eagle U.S. ValueBuy25,30768,426$2,571

Frequently asked questions about VSEC activity

  • Which institutional owners are buying VSEC?

    Institutional owners buying VSEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VSEC activity?

    "Buy" means an investor increased their reported position in VSEC compared to the prior reporting period. This reflects growing exposure to VSE CORP (VSEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VSEC increasing?

    Institutional interest in VSEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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