VIRCO MFG CO VIRC
COM · Common Stock · CUSIP 927651109
- SectorConsumer discretionary
- IndustryPublic Bldg & Related Furniture
- HeadquartersTorrance, CA
- 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 ($251.3k this quarter). Holder counts are more reliable. Shares outstanding: 15.7m as of 2026-06-02, 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 ≈ $6.14. Options: 1 managers hold calls ($97.0k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 26 |
| Q4 2022 | 25 |
| Q1 2023 | 22 |
| Q2 2023 | 23 |
| Q3 2023 | 29 |
| Q4 2023 | 51 |
| Q1 2024 | 61 |
| Q2 2024 | 85 |
| Q3 2024 | 104 |
| Q4 2024 | 99 |
| Q1 2025 | 90 |
| Q2 2025 | 84 |
| Q3 2025 | 84 |
| Q4 2025 | 77 |
| Q1 2026 | 73 |
| Q2 2026 | 67 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 74 | 34 |
| Q4 2024 | 53 | 53 |
| Q1 2025 | 38 | 53 |
| Q2 2025 | 46 | 43 |
| Q3 2025 | 36 | 49 |
| Q4 2025 | 28 | 46 |
| Q1 2026 | 25 | 44 |
| Q2 2026 | 34 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $211.9k | $3.9k | 0.02 |
| Q4 2025 | $70.9k | $0 | 0.00 |
| Q1 2026 | $66.1k | $0 | 0.00 |
| Q2 2026 | $97.0k | $0 | 0.00 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +151.2k |
| JANE STREET GROUP, LLC | New | +93.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +68.4k |
| Peapod Lane Capital LLC | New | +62.5k |
| GSA CAPITAL PARTNERS LLP | New | +54.0k |
| KTF INVESTMENTS, LLC | Added | +50.0k |
| Point72 Asset Management, L.P. | New | +48.1k |
| GOLDMAN SACHS GROUP INC | Added | +21.2k |
| Minerva Advisors LLC | Added | +18.0k |
| Quadrature Capital Ltd | New | +12.5k |
Biggest sellers
| BlackRock, Inc. | Reduced | -498.4k |
| LSV ASSET MANAGEMENT | Sold out | -181.7k |
| UBS Group AG | Reduced | -166.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -156.6k |
| STATE STREET CORP | Reduced | -144.7k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -72.9k |
| NORTHERN TRUST CORP | Reduced | -66.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -64.9k |
| Nuveen, LLC | Sold out | -50.6k |
| Trexquant Investment LP | Sold out | -37.3k |
Biggest calls
| IMC-Chicago, LLC | New | $97.0k15.8k shares |
Biggest puts
| None |
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 |
|---|---|
| Cleveland Capital Management, L.L.C. 13G · passive investor +3.1 pts · filed 2026-07-24 | 10.1% |
| Minerva Advisors LLC 13G · passive investor filed 2026-02-17 | 9.2% |
| VIRTUE DOUGLAS A 13G · passive investor +0.2 pts · filed 2026-02-17 | 5.7% |
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $16.3k | 0 | — | — |
| Q4 2025 | 2 | $130.4k | 0 | — | — |
| Q1 2026 | 2 | $28.8k | 0 | — | — |
| Q2 2026 | 4 | $189.8k | 0 | — | — |
| Q3 2026 | 1 | $101.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $18.3k3.0k shares |
| 2026-07-16 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $3.6k600 shares |
| 2026-07-15 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $30.8k5.1k shares |
| 2026-07-09 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $305 shares |
| 2026-07-08 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $48.5k8.1k shares |
| 2026-06-29 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $8.4k1.4k shares |
| 2026-06-11 | VIRTUE ROBERT A CEO, director | Bought | $26.8k4.3k shares |
| 2026-06-09 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $7.9k1.3k shares |
| 2026-04-15 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $71.1k11.7k shares |
| 2026-04-15 | Lind Robert R Director | Bought | $3.0k500 shares |
| 2026-04-14 | VIRTUE DOUGLAS A Executive Vice President, director | Bought | $26.4k4.3k shares |
| 2026-04-14 | VIRTUE ROBERT A CEO, director | Bought | $16.8k2.7k shares |
| 2026-04-13 | RICHARDSON BRADLEY C Director | Bought | $2.3k400 shares |
| 2026-04-10 | VIRTUE ROBERT A CEO, director | Bought | $18.2k3.3k shares |
| 2026-04-10 | RICHARDSON BRADLEY C Director | Bought | $8.9k1.6k 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 2026
| Manager | Shares | Change |
|---|---|---|
| Minerva Advisors LLC 5.96% of their portfolio | 1.5m $9.4m | Added +18.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 651.0k $4.0m | Reduced -33.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 559.3k $3.4m | Added +11.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 432.6k $2.7m | Reduced -23.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 294.5k $1.8m | Reduced -72.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 198.2k $1.2m | Reduced -10.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 151.2k $928.5k | New |
| BlackRock, Inc. 0.00% of their portfolio | 140.0k $859.5k | Reduced -498.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 119.6k $734.8k | Reduced -156.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 103.4k $635.0k | Reduced -26.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 93.7k $575.2k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 89.4k $548.7k | Added +21.2k |
| KTF INVESTMENTS, LLC 0.05% of their portfolio | 78.1k $479.4k | Added +50.0k |
| UBS Group AG 0.00% of their portfolio | 69.4k $426.2k | Reduced -166.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 68.4k $420.2k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 65.8k $404.3k | Reduced -3.9k |
| Peapod Lane Capital LLC 0.26% of their portfolio | 62.5k $383.8k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 61.5k $377.8k | Reduced -35.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 56.4k $346.0k | Added +11.3k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 54.0k $332.0k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 48.1k $295.2k | New |
| STATE STREET CORP 0.00% of their portfolio | 39.9k $245.8k | Reduced -144.7k |
| Empowered Funds, LLC 0.00% of their portfolio | 39.8k $244.5k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 36.2k $222.0k | Reduced -13.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 34.7k $212.9k | Reduced -14.5k |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 30.0k $184.0k | Unchanged |
| Park Edge Advisors, LLC 0.04% of their portfolio | 29.3k $179.7k | Added +146 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 26.8k $164.8k | Added +272 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 23.5k $144.4k | Reduced -66.7k |
| MORGAN STANLEY 0.00% of their portfolio | 17.7k $108.9k | Added +6.5k |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 15.0k $92.0k | Added +7.5k |
| Koss-Olinger Consulting, LLC 0.01% of their portfolio | 14.8k $91.0k | Reduced -33.4k |
| XTX Topco Ltd 0.00% of their portfolio | 14.5k $89.0k | Reduced -3.4k |
| Quadrature Capital Ltd 0.00% of their portfolio | 12.5k $76.7k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.4k $76.0k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10.5k $64.6k | Added +12 |
| JAMES INVESTMENT RESEARCH, INC. 0.01% of their portfolio | 10.5k $64.5k | Unchanged |
| Marquette Asset Management, LLC 0.01% of their portfolio | 6.8k $41.7k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 5.9k $36.0k | Added +3.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.7k $35.0k | Reduced -7.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.1k $25.0k | Added +180 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 3.7k $22.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.2k $19.6k | Reduced -1.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.9k $17.9k | Added +313 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.7k $16.5k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.6k $16.0k | Added +2.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 746 $4.6k | Unchanged |
| FMR LLC 0.00% of their portfolio | 601 $3.7k | Reduced -278 |
| BARCLAYS PLC 0.00% of their portfolio | 490 $3.0k | Reduced -1.8k |
| Arax Advisory Partners 0.00% of their portfolio | 353 $2.2k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 205 $1.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141 $869 | Reduced -4.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 122 $749 | Reduced -2.5k |
| Essential Partners LLC 0.00% of their portfolio | 83 $510 | Added +54 |
| GAMMA Investing LLC 0.00% of their portfolio | 69 $424 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 34 $209 | Added +19 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 33 $203 | New |
| Allworth Financial LP 0.00% of their portfolio | 32 $197 | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 11 $68 | Added +10 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 8 $49 | New |
| Optiver Holding B.V. 0.00% of their portfolio | 4 $24 | Reduced -104 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 3 $18 | New |
| Byrne Asset Management LLC 0.00% of their portfolio | 2 $20 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $6 | Reduced -4.3k |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 1 $6 | Unchanged |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 1 $7 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $6 | Reduced -1 |