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Victoria's Secret & Co.

VSCO Consumer Discretionary
$54.3 $-0.7 (-1.27%)
Market Cap: $4.31 B
Gurus Holding
8
Popularity Rank
#952
% of Shares Held
1.53%
Net Activity (Q2 2026)
-$156.94 M

Guru Ownership Trend

Guru Analysis for Victoria's Secret & Co. (VSCO)

Victoria's Secret & Co. (VSCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $65.91 M.

Top institutional holders include Renaissance Technologies (RenTech) and Joel Greenblatt.

Institutional sentiment is currently Bearish. This is evidenced by a $156.94 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 89.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$33.47 M
Total Buy Value
New Buys 3
Additions 0
-$190.41 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for Victoria's Secret & Co. (VSCO)

Major holders include Renaissance Technologies (RenTech) ($32.89 M), Joel Greenblatt ($20.96 M), Cliff Asness ($15.36 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.21 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $156.94 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited VSCO. The total reported sell value was $190.41 M.

Yes, 3 managers opened new positions in VSCO, and 0 increased their existing holdings. The total reported buy value was $33.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% New Buy 394,000 $32.89 M Q2 2026
0.05% Reduce -7.7% 251,023 $20.96 M Q2 2026
0.01% Reduce -37.0% 183,938 $15.36 M Q2 2026
0.11% Reduce -33.8% 164,932 $13.77 M Q2 2026
0.05% Reduce -63.4% 146,639 $12.24 M Q2 2026
0.01% Reduce -89.3% 66,276 $5.53 M Q2 2026
0.00% New Buy 4,262 $355,792 Q2 2026
0.00% New Buy 2,710 $226,231 Q2 2026
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