VSEC
INSIDER SELLVSE CORP
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveVSE completed its transformative $2.025B Precision Aviation Group acquisition in Q2 2026, delivering a 65% revenue beat to $449.1M and raising full-year guidance to 57-61% growth with 18.1-18.5% EBITDA margins. Strong analyst sentiment with consensus 'Strong Buy' and $270 price target, though stock traded below targets pre-earnings and integration execution risk remains a key concern for some investors.
Red flags
- •Integration risk flagged by multiple analysts (Barclays, implied by near-term stock pressure despite strong fundamentals)
- •Elevated net leverage at 2.4x post-acquisition; debt reduction trajectory will be critical
- •Stock down 13.1% into earnings despite strong results, suggesting investor skepticism about PAG integration execution and valuation at current levels
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| CUOMO JOHN A | CEO and President | SELL | 1K | $238.66 | $0.36M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 454 | $239.40 | $0.11M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 905 | $240.58 | $0.22M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 2K | $241.58 | $0.52M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 4K | $242.62 | $1.02M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 5K | $243.37 | $1.34M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 3K | $244.42 | $0.68M | 2026-08-17 | ↗ |
| CUOMO JOHN A | CEO and President | SELL | 1 | $245.04 | $0.00M | 2026-08-17 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Durable Capital Partners | SC 13G/A | — | 3.5% | -9.5% vs SPY -11.3% abs | 2026-08-14 | ↗ |
| Durable Capital Partners | SC 13G | NEW | 5.5% | — | 2026-02-10 | ↗ |
Tracked Funds Holding (2)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 980K | $224M |
| Soros Fund Management | Soros Family Office | 120K | $27M |
Quarter-end 13F positions for the tracked funds holding this stock.