Follow-The-Filings

Security · featured owners

VSEC Vse Corp.

COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 2.2%
  • $292M
  • 2 add 3 reduce

Who owns this now

Largest portfolio weights among featured holders · max 2.2% (Henry Ellenbogen - Durabl...) · not free-float ownership

  1. Henry Ellenbogen reduce 2.2%
  2. George Soros reduce 0.34%
  3. Polen Capital Management reduce 0.06%
  4. Ron Baron add 0.03%
  5. First Eagle Investment Manage... add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 2.2% Reduce −30.2% 980,310 $224M history
George Soros - Soros Fund Management 2026 Q2 0.34% Reduce −23.5% 120,327 $27M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.03% Add +33.5% 100,166 $23M history
First Eagle Investment Management 2026 Q2 0.02% Add +140.0% 45,422 $10M history
Polen Capital Management 2026 Q2 0.06% Reduce −29.0% 29,853 $7M history

5 current · 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
Revenue $860.49M $1.08B $1.11B
Net income $39.13M $15.32M $11.7M
Net margin * 4.5% 1.4% 1.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $774.03M $874.83M $893.33M
Total non-current assets * $576.31M $859.79M $1.14B
Total assets $1.35B $1.73B $2.03B
Total current liabilities $286.89M $281.84M $237.51M
Total non-current liabilities * $446.73M $464.59M $352.26M
Total equity $616.72M $988.19M $1.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$21.83M -$31.04M $26.99M
Cash from investing -$235.69M -$263.67M -$276.45M
Cash from financing $264.97M $315.81M $289.79M
Net change in cash $7.45M $21.1M $40.33M

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