Fund Update: New $55.0M $VRT stock position opened by TimesSquare Capital Management, LLC

TimesSquare Capital Management, LLC has opened a new $55.0M position in $VRT, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 03-31-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $VRT.

$VRT Hedge Fund Activity

We have seen 939 institutional investors add shares of $VRT stock to their portfolio, and 716 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 6,324,895 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $1,024,696,238
• BLACKROCK, INC. removed 4,035,153 shares (-11.2%) from their portfolio in Q4 2025, for an estimated $653,735,137
• JANE STREET GROUP, LLC added 2,423,833 shares (+238.9%) to their portfolio in Q4 2025, for an estimated $392,685,184
• BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 2,247,767 shares (-62.4%) from their portfolio in Q4 2025, for an estimated $364,160,731
• UBS GROUP AG added 2,232,208 shares (+69.4%) to their portfolio in Q1 2026, for an estimated $543,364,071
• NORDEA INVESTMENT MANAGEMENT AB removed 1,969,090 shares (-85.7%) from their portfolio in Q4 2025, for an estimated $319,012,270
• MARSHALL WACE, LLP added 1,939,749 shares (+265.6%) to their portfolio in Q4 2025, for an estimated $314,258,735

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$VRT Insider Trading Activity

$VRT insiders have traded $VRT stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.

Here’s a breakdown of recent trading of $VRT stock by insiders over the last 6 months:

• ROGER FRADIN has made 0 purchases and 20 sales selling 203,333 shares for an estimated $51,397,591.
• STEVEN REINEMUND has made 0 purchases and 18 sales selling 100,000 shares for an estimated $25,394,523.
• EDWARD L MONSER has made 0 purchases and 12 sales selling 77,294 shares for an estimated $18,974,827.
• DAVID M COTE (Executive Chairman) has made 0 purchases and 8 sales selling 40,000 shares for an estimated $10,211,592.
• JAN VAN DOKKUM has made 0 purchases and 2 sales selling 38,647 shares for an estimated $9,849,836.
• ANDERS KARLBORG (EVP, Man., Logistics and Op Ex) has made 0 purchases and 4 sales selling 30,487 shares for an estimated $7,527,885.
• STEPHEN LIANG (Chief Technology Officer & EVP) sold 5,501 shares for an estimated $937,810

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$VRT Congressional Stock Trading

Members of Congress have traded $VRT stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $VRT stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$VRT Price Targets

Multiple analysts have issued price targets for $VRT recently. We have seen 11 analysts offer price targets for $VRT in the last 6 months, with a median target of $345.0.

Here are some recent targets:

• Stephen Tusa from JP Morgan set a target price of $350.0 on 04/24/2026
• Chris Snyder from Morgan Stanley set a target price of $350.0 on 04/23/2026
• Andrew Kaplowitz from Citigroup set a target price of $353.0 on 04/23/2026
• Julian Mitchell from Barclays set a target price of $345.0 on 04/23/2026
• Deane Dray from RBC Capital set a target price of $356.0 on 04/23/2026
• Michael Elias from TD Cowen set a target price of $347.0 on 04/23/2026
• Andrew Buscaglia from BNP Paribas set a target price of $345.0 on 04/14/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative’s $VRT ticker page for more data.