VRTS
VIRTUS INVESTMENT PARTNERS, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
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 | $180 | $140 | -22% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $183 | $140 | -23% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $183 | $140 | -23% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $183 | $140 | -23% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $183 | $140 | -23% |
“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 |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $138 | +2% |
| D.E. Shaw | Q3 2024 | Q4 2025 | → $157 | -14% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | → $220 | +20% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at VIRTUS INVESTMENT PARTNERS, 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 21, 2026 — the most recent Form 4 on file — not from today.
- Form 40001263022-26-000002May 21, 2026
- Form 40001550507-26-000002May 21, 2026
- Form 40001385266-26-000005May 21, 2026
- Form 40001203078-26-000002May 21, 2026
- Form 40001363674-26-000002May 21, 2026
- Form 40001206658-26-000002May 21, 2026
- Form 40002031367-26-000002Mar 17, 2026
- Form 40001222403-26-000002Mar 17, 2026
- Form 40001374331-26-000002Mar 17, 2026
- Form 40001497269-26-000002Mar 17, 2026
- Form 40002001546-26-000002Mar 17, 2026
- Form 40001860677-26-000002Mar 17, 2026
- Form 40001385266-26-000003Mar 16, 2026
- Form 40001179676-26-000005Feb 11, 2026
- Form 40001179676-25-000005Dec 12, 2025
Fundamentals
XBRL · VIRTUS INVESTMENT PARTNERS, INC.Annual figures sourced directly from VIRTUS INVESTMENT PARTNERS, 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 VIRTUS INVESTMENT PARTNERS, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-K8-K MAY 20 2026 ANNUAL MEETINGMay 20, 2026
- 8-K/A8-K/A KEYSTONE ACQUISITIONMay 14, 2026
- 10-Q10-Q VRTS 03.31.2026May 8, 2026
- 8-K8-K Q1 2026 EARNINGS RELEASEMay 1, 2026
- 8-K8-K NON-GAAP APRIL 2026Apr 17, 2026
- DEF 14AProxy statementApr 7, 2026
- 8-K8-K MAR 1 2026 KEYSTONEMar 2, 2026
- 10-K10-K VRTS 12.31.2025Feb 27, 2026
- 8-K8-K Q4 2025 EARNINGS RELEASEFeb 6, 2026
- 8-K8-K CRESCENT 16DEC2025Dec 16, 2025
- 8-K8-K VRTS KEYSTONE DEC2025Dec 5, 2025
- 10-Q10-Q VRTS 09.30.2025Nov 7, 2025
- 8-K8-K Q3 2025 EARNINGS RELEASEOct 24, 2025
- 8-K8-K CREDIT AGREEMENT SEPTEMBER 2025Oct 1, 2025
- 10-Q10-Q VRTS 06.30.2025Aug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $138 | $140 | +2% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $136 | $138 | +2% |
| Citadel Advisors | Q2 2025 | Q4 2025 | $167 | $157 | -6% |
| Point72 Asset Management | Q4 2024 | Q4 2025 | $222 | $157 | -29% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $183 | $220 | +20% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $183 | $174 | -5% |
| Two Sigma Investments | Q3 2024 | open | $183 | $140 | -23% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $183 | $157 | -14% |
| AQR Capital Management | Q3 2024 | open | $183 | $140 | -23% |
| Millennium Management | Q3 2024 | open | $183 | $140 | -23% |
| Renaissance Technologies | Q3 2024 | open | $180 | $140 | -22% |
- 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.