Security

VRT

Vertiv Holdings Co. · COM CL A

CUSIP 92537N108 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 18
rank #110
master % 0.07%
max % 27.3%
tracked value $32.2B
qoq N 1 A 3 R 11

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Engine No. 1 LLC 2025 Q3 27.3% Add -1.16 pp 160,000 $24.1B hist
Leon Cooperman - Omega Advisors 2026 Q1 17.7% — 2,157,789 $541M hist
Senator Investment Group LP 2026 Q1 3.0% Reduce +1.21 pp 260,000 $65M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 2.4% Reduce -1.19 pp 1,939,869 $486M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.9% Add +0.51 pp 981,633 $246M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.5% Reduce +0.23 pp 429,766 $108M hist
Renaissance Technologies LLC 2026 Q1 0.4% Reduce +0.09 pp 967,990 $243M hist
Terry Smith - Fundsmith LLP 2026 Q1 0.2% Reduce -0.21 pp 91,254 $23M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce +0.03 pp 192,588 $48M hist
Vanguard Group Inc. 2025 Q4 0.1% Reduce 0.00 pp 38,258,636 $6.2B hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce +0.03 pp 16,314 $4M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.03 pp 141,395 $35M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 19,000 $5M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% — 11,025 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 147,135 $37M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 106,123 $27M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.11 pp 17,894 $4M hist
Kentucky Trust Co. 2026 Q2 0.0% — 6 $2M hist

18 tracked managers · options excluded

financials

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

Income statement

line FY2023 FY2024 FY2025
Revenue $6.86B $8.01B $10.23B
Gross profit * $2.4B $2.93B $3.72B
Gross margin * 35.0% 36.6% 36.3%
Net income $460.2M $495.8M $1.33B
Net margin * 6.7% 6.2% 13.0%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $4B $5.1B $6.82B
Total non-current assets * $4B $4.03B $5.39B
Total assets $8B $9.13B $12.21B
Total current liabilities $2.31B $3.1B $4.41B
Total non-current liabilities * $3.68B $3.6B $3.86B
Total equity $2.01B $2.43B $3.94B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $900.5M $1.32B $2.11B
Cash from investing -$139.1M -$201.7M -$1.5B
Cash from financing -$247.5M -$652.1M -$72.3M
Net change in cash $515.4M $443.6M $557.6M

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 · CIK 0001674101

ownership over time

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