Follow-The-Filings

Security

VFC

V F Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new 1 exit max 26.2% (Glenn Welling - Engaged C...)

grid → activity →
owners 17
max % 26.2%
tracked value $1.8B
qoq N 1 A 7 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glenn Welling - Engaged Capital LLC 2026 Q1 26.2% Reduce +1.73 pp 4,678,989 $79M hist
Dodge & Cox 2026 Q1 0.3% Reduce -0.09 pp 33,024,625 $561M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.05 pp 14,344,320 $240M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 999,200 $17M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 6,928,612 $118M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 713,174 $12M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 670,108 $12M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 437,668 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 36,871,184 $667M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 4,209,501 $76M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 1,427,848 $24M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 1,082,226 $18M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 243,114 $4M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 129,163 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.03 pp 49,741 $845 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 232 $4 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 255 $4 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 201,190 $4M hist

17 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $11.61B $10.45B $9.5B $9.61B
Gross profit * $6.1B $5.44B $5.08B $5.26B
Gross margin * 52.5% 52.0% 53.5% 54.8%
Net income $118.58M -$968.88M -$189.72M $254.92M
Net margin * 1.0% -9.3% -2.0% 2.7%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $5.15B $4.23B $3.79B $4.01B
Total non-current assets * $8.84B $7.39B $5.59B $5.28B
Total assets $13.99B $11.61B $9.38B $9.29B
Total current liabilities $3.55B $3.46B $2.7B $2.18B
Total non-current liabilities * $7.53B $6.5B $5.19B $5.26B
Total equity $2.91B $1.66B $1.49B $1.85B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$655.8M $1.01B $465.24M $671.27M
Cash from investing -$188.05M -$172.26M $1.43B $407.1M
Cash from financing $463.91M -$959.62M -$2.15B -$737.78M
Net change in cash -$460.76M -$139.36M -$245.48M $400.87M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders