VALU
VALUE LINE, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $40 | $33 | -18% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management | Q4 2025 | Q1 2026 | → $37 | +2% |
| Citadel Advisors | Q4 2024 | Q2 2025 | → $38 | -28% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at VALUE LINE INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 22, 2026 — the most recent Form 4 on file — not from today.
- Form 40001437749-26-018287May 22, 2026
- Form 40001437749-22-021438Aug 29, 2022
- Form 40001437749-22-012574May 16, 2022
- Form 40001437749-20-018469Aug 20, 2020
- Form 40001437749-20-016897Aug 6, 2020
- Form 40001437749-20-016471Aug 4, 2020
- Form 40001437749-20-015967Jul 29, 2020
- Form 40001437749-20-010965May 15, 2020
- Form 40001437749-19-019765Oct 7, 2019
- Form 40001437749-18-013271Jul 12, 2018
- Form 40001437749-17-019900Nov 29, 2017
- Form 40001437749-17-013000Jul 24, 2017
- Form 40001437749-16-031439May 10, 2016
- Form 40001571049-15-009610Nov 24, 2015
- Form 40001188112-13-001323May 1, 2013
Fundamentals
XBRL · VALUE LINE, INC.Annual figures sourced directly from VALUE LINE, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for VALUE LINE INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QFORM 10-QMar 17, 2026
- 8-KFORM 8-KJan 16, 2026
- 10-QFORM 10-QDec 15, 2025
- 8-KFORM 8-KOct 29, 2025
- 8-KFORM 8-KOct 10, 2025
- 10-QFORM 10-QSep 15, 2025
- DEF 14AFORM DEF 14AAug 22, 2025
- 10-KFORM 10-KJul 29, 2025
- 8-KFORM 8-KApr 21, 2025
- 10-QFORM 10-QMar 14, 2025
- 10-QFORM 10-QDec 13, 2024
- 8-KFORM 8-KOct 8, 2024
- 10-K/AFORM 10-K/AOct 8, 2024
- 10-QFORM 10-QSep 13, 2024
- DEF 14AFORM DEF 14AAug 20, 2024
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q4 2025 | Q1 2026 | $36 | $37 | +2% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $52 | $38 | -28% |
| Renaissance Technologies | Q3 2024 | open | $40 | $33 | -18% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.