VIASAT INC VSAT
COM · Common Stock · CUSIP 92552V100 · ISIN US92552V1008
American communications company
- SectorCommunication
- IndustryCommunications Services, NEC
- HeadquartersCarlsbad, CA
- Founded1986
- Websiteviasat.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($976.0k this quarter). Holder counts are more reliable. Shares outstanding: 124.1m as of 2023-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $41.25. Options: 8 managers hold calls ($7.6m notional), 3 hold puts ($2.9m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 205 |
| Q4 2022 | 211 |
| Q1 2023 | 203 |
| Q2 2023 | 210 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 94 | 104 |
| Q1 2023 | 106 | 94 |
| Q2 2023 | 97 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $5.3m | $5.0m | 0.94 |
| Q4 2022 | $8.2m | $5.3m | 0.64 |
| Q1 2023 | $3.9m | $4.9m | 1.28 |
| Q2 2023 | $7.6m | $2.9m | 0.38 |
Biggest buyers
| CANADA PENSION PLAN INVESTMENT BOARD | New | +11.4m |
| ONTARIO TEACHERS PENSION PLAN BOARD | New | +11.4m |
| WARBURG PINCUS LLC | New | +11.2m |
| VANGUARD GROUP INC | Added | +333.2k |
| MARSHALL WACE, LLP | New | +150.8k |
| Soviero Asset Management, LP | New | +143.8k |
| ASHFORD CAPITAL MANAGEMENT INC | Added | +130.8k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +83.2k |
| MORGAN STANLEY | Added | +83.1k |
| Financial Engines Advisors L.L.C. | Added | +61.5k |
Biggest sellers
| BlackRock Inc. | Reduced | -360.8k |
| Retirement Systems of Alabama | Sold out | -195.0k |
| Orchard Capital Management, LLC | Sold out | -164.5k |
| NORGES BANK | Reduced | -139.8k |
| AWH Capital, L.P. | Reduced | -132.5k |
| BLAIR WILLIAM & CO/IL | Sold out | -95.7k |
| ExodusPoint Capital Management, LP | Sold out | -95.3k |
| Cove Street Capital, LLC | Reduced | -86.5k |
| NEW SOUTH CAPITAL MANAGEMENT INC | Reduced | -82.0k |
| GREAT LAKES ADVISORS, LLC | Sold out | -70.2k |
Biggest calls
| D. E. Shaw & Co., Inc. | Unchanged | $2.2m53.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m42.4k shares |
| CITADEL ADVISORS LLC | Added | $1.5m35.2k shares |
| GROUP ONE TRADING LLC | Added | $837.6k20.3k shares |
| JANE STREET GROUP, LLC | New | $656.0k15.9k shares |
| SIMPLEX TRADING, LLC | Added | $515.0k12.5k shares |
| CenterStar Asset Management, LLC | New | $206.3k5.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $2.1m51.1k shares |
| CITADEL ADVISORS LLC | Reduced | $536.4k13.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $235.2k5.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 14.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
| WP Triton Co-Invest, L.P. 13G · passive investor new · filed 2025-05-23 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $66.1k | 1 | $1.4m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $7.4k | — |
| Q4 2022 | 0 | — | 2 | $119.6k | — |
| Q1 2023 | 0 | — | 2 | $281.4k | — |
| Q2 2023 | 0 | — | 1 | $66.1k | $66.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-05 | Miller Craig Andrew Pres. Government Systems | Sold plan | $12.7k272 shares |
| 2023-05-23 | Miller Craig Andrew Pres. Government Systems | Sold plan | $33.1k735 shares |
| 2023-05-08 | Miller Craig Andrew Pres. Government Systems | Sold plan | $10.2k272 shares |
| 2023-04-03 | Miller Craig Andrew Pres. Government Systems | Sold plan | $10.1k300 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BAUPOST GROUP LLC/MA 11.97% of their portfolio | 16.3m $672.1m | Unchanged |
| ONTARIO TEACHERS PENSION PLAN BOARD 4.90% of their portfolio | 11.4m $468.6m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.71% of their portfolio | 11.4m $468.6m | New |
| WARBURG PINCUS LLC 14.43% of their portfolio | 11.2m $462.2m | New |
| BlackRock Inc. 0.01% of their portfolio | 9.9m $409.8m | Reduced -360.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.5m $349.9m | Added +333.2k |
| FPR PARTNERS LLC 8.84% of their portfolio | 4.4m $182.6m | Reduced -17.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.2m $131.6m | Reduced -6.1k |
| DISCIPLINED GROWTH INVESTORS INC /MN 2.65% of their portfolio | 2.8m $117.5m | Added +19.6k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $106.9m | Reduced -707 |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 2.0m $82.2m | Added +18.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $48.0m | Added +50.9k |
| NEW SOUTH CAPITAL MANAGEMENT INC 2.02% of their portfolio | 1.1m $45.5m | Reduced -82.0k |
| Kohlberg Kravis Roberts & Co. L.P. 1.18% of their portfolio | 922.5k $38.1m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 912.3k $37.6m | Added +49.6k |
| ASHFORD CAPITAL MANAGEMENT INC 5.26% of their portfolio | 912.0k $37.6m | Added +130.8k |
| Cove Street Capital, LLC 11.00% of their portfolio | 859.2k $35.5m | Reduced -86.5k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 830.6k $34.3m | Reduced -18.4k |
| MORGAN STANLEY 0.00% of their portfolio | 818.7k $33.8m | Added +83.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 751.8k $31.0m | Added +9.1k |
| Invesco Ltd. 0.01% of their portfolio | 674.5k $27.8m | Reduced -48.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 638.6k $26.3m | Added +6.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 614.7k $25.4m | Reduced -46.0k |
| NORGES BANK 0.00% of their portfolio | 565.4k $23.3m | Reduced -139.8k |
| Erste Asset Management GmbH 0.32% of their portfolio | 436.0k $18.0m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 431.0k $17.8m | Reduced -28.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 390.1k $16.1m | Added +10.0k |
| LEE DANNER & BASS INC 1.18% of their portfolio | 333.0k $13.7m | Reduced -1.0k |
| Hi-Line Capital Management, LLC 5.06% of their portfolio | 329.9k $13.6m | Reduced -34.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 276.7k $11.4m | Reduced -13.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 208.1k $8.6m | Added +498 |
| Legal & General Group Plc 0.00% of their portfolio | 200.3k $8.3m | Reduced -10.7k |
| South Dakota Investment Council 0.16% of their portfolio | 181.4k $7.5m | Reduced -23.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 169.1k $7.0m | Added +23.0k |
| SHELL ASSET MANAGEMENT CO 0.25% of their portfolio | 152.8k $6.3m | Reduced -2.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 150.8k $6.2m | New |
| Financial Engines Advisors L.L.C. 0.02% of their portfolio | 148.3k $6.1m | Added +61.5k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 1.00% of their portfolio | 147.5k $6.1m | Reduced -1.5k |
| STEINBERG ASSET MANAGEMENT LLC 5.69% of their portfolio | 143.8k $5.9m | Reduced -675 |
| Soviero Asset Management, LP 2.95% of their portfolio | 143.8k $5.9m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 138.7k $5.7m | Added +21.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 138.4k $5.7m | Added +3.1k |
| Waypoint Capital Advisors, LLC 1.76% of their portfolio | 136.3k $5.6m | Unchanged |
| Public Sector Pension Investment Board 0.04% of their portfolio | 135.6k $5.6m | Added +1.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 128.4k $5.3m | Reduced -3.6k |
| Swiss National Bank 0.00% of their portfolio | 124.7k $5.1m | Added +2.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 107.8k $4.4m | Reduced -7.4k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.80% of their portfolio | 100.0k $4.1m | Unchanged |
| AWH Capital, L.P. 3.63% of their portfolio | 100.0k $4.1m | Reduced -132.5k |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.29% of their portfolio | 99.7k $4.1m | Reduced -1.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 92.5k $3.8m | Added +83.2k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 86.3k $3.6m | Added +5.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 81.0k $3.3m | Added +488 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 81.0k $2.7m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.3k $3.1m | Added +909 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 74.5k $3.1m | Reduced -2.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 73.1k $3.0m | Reduced -2.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 67.1k $2.8m | Reduced -1.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 66.1k $2.7m | Reduced -5.9k |
| FMR LLC 0.00% of their portfolio | 63.7k $2.6m | Reduced -61.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 62.5k $2.6m | Reduced -14.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 61.6k $2.5m | Reduced -2.9k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 61.4k $2.5m | Added +11.3k |
| Aquila Investment Management LLC 2.02% of their portfolio | 60.0k $2.5m | Added +20.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 58.4k $2.4m | Reduced -1.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 57.4k $2.4m | Reduced -32.4k |
| CITIGROUP INC 0.00% of their portfolio | 54.0k $2.2m | Added +19.7k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 53.7k $2.2m | Reduced -15.0k |
| IMA Advisory Services, Inc. 0.56% of their portfolio | 53.1k $2.2m | Added +115 |
| Penserra Capital Management LLC 0.04% of their portfolio | 50.7k $2.1m | Reduced -19.1k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 50.3k $2.1m | Reduced -2.0k |
| Balefire, LLC 0.82% of their portfolio | 48.8k $2.0m | Added +2.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 47.8k $2.0m | Added +17.3k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 47.2k $1.9m | Reduced -40.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 44.2k $1.8m | Reduced -926 |
| LPL Financial LLC 0.00% of their portfolio | 43.6k $1.8m | Added +914 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 40.7k $1.7m | Reduced -48.2k |
| BARCLAYS PLC 0.00% of their portfolio | 40.4k $1.7m | Added +8.0k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 40.3k $1.7m | Reduced -2.6k |
| Louisiana State Employees Retirement System 0.04% of their portfolio | 40.1k $1.7m | Added +4.5k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 37.9k $1.6m | Reduced -29.9k |
| Maryland State Retirement & Pension System 0.03% of their portfolio | 35.2k $1.5m | Reduced -1.0k |
| AMALGAMATED BANK 0.01% of their portfolio | 34.1k $1.4m | Reduced -1.8k |
| Intellectus Partners, LLC 0.40% of their portfolio | 31.9k $1.3m | Reduced -16.6k |
| STRS OHIO 0.01% of their portfolio | 31.8k $1.3m | Reduced -41.9k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 31.4k $1.3m | Reduced -310 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 29.5k $1.2m | Reduced -13.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 29.0k $1.2m | Reduced -82 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.7k $1.2m | Added +2.0k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 28.3k $1.2m | Added +4.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.7k $1.1m | Reduced -11.7k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 27.6k $1.1m | Reduced -41 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 27.2k $1.1m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 25.5k $1.1m | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 25.1k $1.0m | Added +15.0k |
| AlphaCore Capital LLC 0.17% of their portfolio | 25.0k $1.0m | Unchanged |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% of their portfolio | 23.8k $980.5k | Reduced -735 |
| UBS Group AG 0.00% of their portfolio | 23.7k $976.0k | Reduced -328 |
| PRING TURNER CAPITAL GROUP INC 0.89% of their portfolio | 23.5k $969.6k | Unchanged |
| Clayton Partners LLC 0.82% of their portfolio | 23.0k $949.0k | New |