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VSEC position history

The shares of Vse (VSEC) that Durable Capital Partners LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 305,860 shares, $27M, 0.22% of portfolio, New
  2. 2024 Q3: 392,144 shares, $32M, 0.24% of portfolio, Add +28.2%
  3. 2024 Q4: 609,583 shares, $58M, 0.47% of portfolio, Add +55.4%
  4. 2025 Q1: 865,017 shares, $104M, 0.93% of portfolio, Add +41.9%
  5. 2025 Q2: 865,017 shares, $113M, 0.86% of portfolio
  6. 2025 Q3: 865,017 shares, $144M, 1.1% of portfolio
  7. 2025 Q4: 879,228 shares, $152M, 1.4% of portfolio, Add +1.6%
  8. 2026 Q1: 1,404,771 shares, $259M, 2.7% of portfolio, Add +59.8%
  9. 2026 Q2: 980,310 shares, $224M, 2.2% of portfolio, Reduce −30.2%
Holdings date Value % of holdings Shares Filing date All 13F holders