Zacks Investment ResearchT3·2d ago
VIK Viking Holdings Ltd
XNYS 85.00 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
VIK
$85.00
—
Key stats
$85.00
After hours
$85.00
+0.00%
- 52-Week Range
- $56.37 – $110.09
- YTD
- +17.61%
- IV Rank (30D)
- 77.73
- Straddle Price
- $8.35
- P/C Vol Ratio
- 1.76
- Market Cap
- $38.7B
- Open
- $85.44
- Day Range
- $84.60 – $87.14
- Volume
- 2,470,095
- Prev Close
- $86.70
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.13 |
| Cost of Equity (CAPM) | 11.36% (VRP-adj) |
| WACC | 5.27% |
| Volatility Risk Premium | +50.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 4.57 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $86.20 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $81.65 |
| Bollinger Width / SMA20 | 14.6% (drives anchor stability) |
| Net Debt | $1.3B |
Peers used for multiples: ABNB, ASML, BKNG, CCL, DAL, EXPE, GEV, RCL
60-Day Conviction
5%
20-Day Fair Value
≈ by Nov 20, 2026
$86.22
α +1.4%
rank 45%
conviction
76%
40-Day Fair Value
≈ by Dec 21, 2026
$87.44
α +2.9%
rank 21%
conviction
82%
60-Day Fair Value
≈ by Jan 19, 2027
$85.11
α +0.1%
rank 12%
conviction
5%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 17.5× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 12.0× · 7 peers |
| Peer P/B | n/a | 0% | median 10.4× · 6 peers |
| Peer P/S | n/a | 0% | median 4.1× · 7 peers |
| Market Anchor (SMA50) | $86.20 | 61% | stability 77% (BB-width) |
| Options Expected (B-L 30d) | $87.49 | 39% | 25 strikes · skew +0.22 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- WATER TRANSPORTATION (4400) · industry map
- Exchange
- XNYS
- Market Cap
- $38.7B
- Employees
- 13,000
- List Date
- 2024-05-01
- CIK
- 0001745201
- Next Earnings
- 2026-11-18
- EPS Forecast
- $1.23 (4 est.)
- Homepage
- https://www.viking.com
Viking Holdings Ltd is a travel company, with a fleet of 92 small ships, which view as floating hotels. It offers travel experiences on all seven continents in all three categories of the cruise industry river, ocean, and expedition cruising. The Group defines its products based on the type of cruise offering and language of the cruise service. The River segment provides river cruises outside the United States to English-speaking passengers. The Ocean segment offers ocean cruises to English-speaking passengers. Other include operating segments that are not individually reportable, consisting o…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -- | 15.57% | -0.17% | 7.70% |
| Feb | -- | -4.03% | 3.06% | -0.49% |
| Mar | -- | -16.26% | -0.76% | -8.51% |
| Apr | -- | 1.33% | 7.47% | 4.40% |
| May | 20.34% | 9.06% | 13.02% | 14.14% |
| Jun | 7.47% | 16.86% | 13.97% | 12.77% |
| Jul | 7.34% | 8.72% | 1.66% | 5.91% |
| Aug | -4.14% | 10.53% | -19.09% | -4.23% |
| Sep | 6.53% | -0.48% | -7.88% | -0.61% |
| Oct | 13.77% | 0.63% | 8.70%* | 7.70% |
| Nov | 17.18% | 10.49% | -- | 13.84% |
| Dec | -4.69% | 6.14% | -- | 0.72% |
| Total | 80.13% | 69.28% | 16.41% | 55.28% |
* Only 3 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $81.92
SMA 50: $85.81
SMA 200: $84.72
Current: $85.00
EMA 12: $83.90
EMA 26: $83.83
MACD: 0.0691 | Signal: 0.9499
BEARISH
ADX (14): 17.93
RANGE
+DI: 23.99
−DI: 14.30
Momentum Oscillators
RSI (14): 53.74
NEUTRAL
Stoch %K: 79.77
Stoch %D: 83.17
Williams %R: -38.42
Volume & Volatility
BB Upper: $86.89
BB Lower: $76.96
NEUTRAL
OBV: 62,493,959
Vol SMA 20: 3,733,170
Vol ROC: -28.70%
ATR: $2.60
True Range: $2.54
HV 20: 22.3%
HV 30: 28.1%
HV 60: 35.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 7/10)
Key Drivers and Primary Risks:
- High volatility and beta indicate increased risk
- Recent news headlines highlight positive sentiment, but technical signals are bearish
- Options market pricing in a potential move to the downside
2-3 Sentence Investment Thesis:
VIK is trading in a consolidation phase, with technical indicators suggesting a possible breakout to the downside. The high volatility and beta pose significant risks for investors, while recent news headlines may not be enough to overcome the bearish momentum.
Recent News Sentiment Impact:
The news headlines are generally positive, but only one article specifically mentions VIK's stock performance. While this could be seen as a minor catalyst, it is not enough to significantly impact our overall assessment.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): BEARISH
- Medium-term (1-3 months): NEUTRAL
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- SMA 20: $97.62 (resistance)
- SMA 50: $99.72 (resistance)
- Lower Bollinger Band: $83.20 (support)
Momentum Signals:
- RSI interpretation: NEUTRAL (30.09)
- MACD signal: BEARISH
- Bollinger Bands position: NEUTRAL
Volume Analysis:
- Volume SMA 20: 3593107.79 (increasing)
- On-Balance Volume (OBV): 120018434.97 (neutral)
News & Sentiment Analysis
Recent Headlines Summary:
The recent news headlines are generally positive, highlighting the success of boomers in retirement and the potential for VIK to perform well.
Sentiment Assessment: POSITIVE
Catalyst Identification:
There are no significant catalysts identified in the recent news headlines that would impact our overall assessment.
Market Narrative:
The market narrative is positive, with a focus on the success of boomers in retirement. However, this does not necessarily align with the bearish technical signals we see in VIK's chart.
Risk & Volatility Assessment
Beta Interpretation: HIGH RISK (beta >1.72)
Volatility Regime: HIGH VOLATILITY
Options Market Signals:
- IV rank: 37.4% (Medium)
- Current IV: 72.3%
- Options market pricing a $5.83 move by expiration
Downside Protection: Support levels and risk management considerations should be in place to protect against potential losses.
Market Context & Positioning
Sector Performance:
VIK's sector is performing relatively well, with a focus on the success of boomers in retirement.
Institutional Activity:
There is no significant institutional activity identified in VIK's chart that would impact our overall assessment.
Correlation Analysis:
The correlation between VIK and its peers is neutral (0.55).
Relative Valuation:
VIK is trading at a premium relative to its peers, which may pose additional risks for investors.
Key Levels & Action Items
Critical Price Levels:
- Support: $83.20
- Resistance: $97.62
Breakout/Breakdown Levels:
- Breakout above SMA 50 ($99.72) or SMA 200 ($81.88)
- Breakdown below Lower Bollinger Band ($83.20)
Time-Sensitive Catalysts:
There are no time-sensitive catalysts identified in VIK's chart that would impact our overall assessment.
Risk Management:
Stop-loss levels and position sizing considerations should be in place to protect against potential losses.
By analyzing the technical indicators, news headlines, and risk metrics, we believe that VIK is trading in a bearish phase with high volatility. While recent news headlines may be positive, they are not enough to overcome the bearish momentum. Investors should exercise caution and consider implementing stop-loss levels and position sizing considerations to protect against potential losses.
Generated
News
All VIK news →
The Motley FoolT3·29d ago
Zacks Investment ResearchT3·1mo ago
The Motley FoolT3·2mo ago
Investing.comT3·3mo ago
Investing.comT3·5mo ago
The Motley FoolT3·5mo ago
The Motley FoolT3·6mo ago
The Motley FoolT3·7mo ago
Investing.comT3·8mo ago
Showing 1–10 of 35
Page 1 of 4
VIK Options Activity & IV Rank
VIK IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 43.7%
7-DTE IV: —
Expected Move: $8.35
7-DTE Move: $8.35
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 420
Put Volume: 739
P/C Volume: 1.76
BEARISH
Call OI: 7,790
Put OI: 3,911
P/C OI: 0.502
Total OI: 11,701
ATM Options Pricing
ATM Call: $4.45
ATM Put: $3.90
Call %: 5.2%
Put %: 4.6%
Chain Summary
Chain Volume: 2,626
Chain OI: 41,845
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 79th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
79%
vs own history
GEX tilt
+0.46
OI-weighted, today
Vanna tilt
+0.53
δ-sensitivity to IV
Charm tilt
-0.55
δ-decay vs time
Vanna tilt +0.53: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.55: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 36 ATM contracts, 17k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 43.9% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)77.7HighOct 22
Straddle Price (30 DTE)$8.35Oct 22
Beta Analysis
Risk Metrics
Beta: 1.7139
Alpha: 16.49%
Correlation: 0.5431
R-Squared: 29.5%
Stock Volatility: 40.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own VIK
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $105.6M | #164 of 1945 | -65.9% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $47.6M | #646 of 3716 | +131.1% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $21.1M | #674 of 3138 | -73.4% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $5.3M | #476 of 997 | -52.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $3.2M | #1166 of 4729 | +4.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
VIK Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 446,418,000 (as of 2025-12-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
15 filers$90.95M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $25.02M | 27.51% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $22.42M | 24.65% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $14.75M | 16.22% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $8.20M | 9.01% | 2026-06-30 |
| 5 | Walleye Trading LLC | $5.29M | 5.81% | 2026-06-30 |
| 6 | Twin Tree Management, LP | $3.01M | 3.31% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $2.44M | 2.68% | 2026-06-30 |
| 8 | Walleye Capital LLC | $2.43M | 2.67% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $1.75M | 1.93% | 2025-09-30 |
| 10 | LANDMARK INVESTMENT PARTNERS, L.P. | $1.75M | 1.92% | 2026-06-30 |
| 11 | Squarepoint Ops LLC | $1.37M | 1.51% | 2026-06-30 |
| 12 | TUDOR INVESTMENT CORP ET AL | $889.70K | 0.98% | 2026-06-30 |
| 13 | Millennium Management LLC Custodian | $858.29K | 0.94% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $743.16K | 0.82% | 2026-06-30 |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC | $32.05K | 0.04% | 2026-06-30 |
15 filers$239.10M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | BNP Paribas Financial Markets Custodian | $95.77M | 40.06% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $35.48M | 14.84% | 2026-06-30 |
| 3 | Point72 Asset Management, L.P. | $31.40M | 13.13% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $27.50M | 11.50% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $19.90M | 8.32% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $12.45M | 5.21% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $5.18M | 2.17% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $3.87M | 1.62% | 2026-06-30 |
| 9 | Walleye Trading LLC | $3.83M | 1.60% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $1.78M | 0.74% | 2025-09-30 |
| 11 | Walleye Capital LLC | $816.43K | 0.34% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $533.82K | 0.22% | 2026-06-30 |
| 13 | Millennium Management LLC Custodian | $355.88K | 0.15% | 2026-06-30 |
| 14 | TUDOR INVESTMENT CORP ET AL | $230.27K | 0.10% | 2026-06-30 |
| 15 | MACKENZIE FINANCIAL CORP | $4.15K | <0.01% | 2026-06-30 |
VIK Insider Trading (Form 4)
Latest: 2026-09-15Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | Milton Hugh | EVP, Sales | Sell (S) | −20,000 | $85.57 | -$1.71M | EDGAR |
| 2026-06-17 | Anton Hofmann | EVP, Group Operations | Sell (S) | −94,276 | $95.33 | -$8.99M | EDGAR |
| 2026-06-16 | Richard Marnell | EVP, Marketing | Sell (S) | −17,566 | $93.37 | -$1.64M | EDGAR |
| 2026-06-12 | Anton Hofmann | EVP, Group Operations | Sell (S) | −5,956 | $91.00 | -$542.0K | EDGAR |
| 2026-06-10 | Anton Hofmann | EVP, Group Operations | Sell (S) | −185,283 | $89.98 | -$16.67M | EDGAR |
| 2026-06-03 | Anton Hofmann | EVP, Group Operations | Sell (S) | −621 | $91.14 | -$56.6K | EDGAR |
| 2026-06-03 | Jeffrey Dash | EVP, Business Development | Sell (S) | −621 | $91.11 | -$56.6K | EDGAR |
| 2026-06-03 | Richard Marnell | EVP, Marketing | Sell (S) | −5,961 | $91.45 | -$545.2K | EDGAR |
| 2026-06-03 | Linh Banh | Chief Financial Officer | Sell (S) | −5,961 | $91.45 | -$545.1K | EDGAR |
| 2026-06-03 | Leah Talactac | President and CEO | Sell (S) | −5,961 | $91.45 | -$545.1K | EDGAR |
| 2026-06-03 | Milton Hugh | EVP, Sales | Sell (S) | −4,610 | $91.63 | -$422.4K | EDGAR |
| 2026-04-16 | Jeffrey Dash | EVP, Business Development | Sell (S) | −46,369 | $80.23 | -$3.72M | EDGAR |
| 2026-04-10 | Jeffrey Dash | EVP, Business Development | Sell (S) | −28,631 | $80.22 | -$2.30M | EDGAR |
| 2026-03-27 | Jeffrey Dash | EVP, Business Development | Sell (S) | −25,000 | $75.15 | -$1.88M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
VIK Insider Holdings
6 insiders · @ $85.00
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeffrey Dash | EVP, Business Development | 628,490 | $53.42M | -$7.95M | 4 | 2026-06-03 |
| 2 | Milton Hugh | EVP, Sales | 594,671 | $50.55M | -$2.13M | 2 | 2026-09-15 |
| 3 | Anton Hofmann | EVP, Group Operations | 292,819 | $24.89M | -$26.26M | 4 | 2026-06-17 |
| 4 | Leah Talactac | President and CEO | 175,004 | $14.88M | -$545.1K | 1 | 2026-06-03 |
| 5 | Linh Banh | Chief Financial Officer | 127,440 | $10.83M | -$545.1K | 1 | 2026-06-03 |
| 6 | Richard Marnell | EVP, Marketing | 117,450 | $9.98M | -$2.19M | 2 | 2026-06-16 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
VIK Board & Officers
As of SEC filings through Sep 15, 2026Directors 8
- Jack Weingart · since Mar 18, 2026
- Karine Hagen · since Mar 18, 2026
- Morten Garmann · since Mar 18, 2026
- Pat Louis Naccarato · since Mar 18, 2026
- Paul Hackwell · since Mar 18, 2026
- Richard David Fear · since Mar 18, 2026
- Tore Myrholt · since Mar 18, 2026
- Torstein Hagen · since Mar 18, 2026
Officers 8
- Torstein Hagen · Chairman and CEO · since Mar 18, 2026
- Leah Talactac · President and CFO · since Mar 18, 2026
- Anton Hofmann · EVP, Group Operations · since Mar 18, 2026
- Jeffrey Dash · EVP, Business Development · since Mar 18, 2026
- Karine Hagen · EVP, Product · since Mar 18, 2026
- Linh Banh · EVP, Finance · since Mar 18, 2026
- Milton Hugh · EVP, Sales · since Mar 18, 2026
- Richard Marnell · EVP, Marketing · since Mar 18, 2026
Changes in the last 10 years (16)
| Mar 18, 2026 | Torstein Hagen became a director |
| Mar 18, 2026 | Torstein Hagen became Chairman and CEO |
| Mar 18, 2026 | Tore Myrholt became a director |
| Mar 18, 2026 | Richard Marnell became EVP, Marketing |
| Mar 18, 2026 | Richard David Fear became a director |
| Mar 18, 2026 | Paul Hackwell became a director |
| Mar 18, 2026 | Pat Louis Naccarato became a director |
| Mar 18, 2026 | Morten Garmann became a director |
| Mar 18, 2026 | Milton Hugh became EVP, Sales |
| Mar 18, 2026 | Linh Banh became EVP, Finance |
| Mar 18, 2026 | Leah Talactac became President and CFO |
| Mar 18, 2026 | Karine Hagen became a director |
| Mar 18, 2026 | Karine Hagen became EVP, Product |
| Mar 18, 2026 | Jeffrey Dash became EVP, Business Development |
| Mar 18, 2026 | Jack Weingart became a director |
| Mar 18, 2026 | Anton Hofmann became EVP, Group Operations |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
VIK Proposed Insider Sales (Form 144)
Latest: 2026-09-11
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $1.05B notice value
· 2 unique filers
· 50% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
CPP Investment Board PMI-3 Inc. (1, $1.04B) · MILTON HUGH (1, $1.7M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | MILTON HUGH | Officer | 20,000 | $1.68M | 2026-09-11 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-24 | CPP Investment Board PMI-3 Inc. | Shareholder | 11,244,744 | $1.04B | 2026-08-24 | BofA Securities, Inc. | — | EDGAR |
| 2026-06-15 | ANTON HOFMANN | Officer | 94,276 | $8.70M | 2026-06-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-12 | RICHARD MARNELL | Officer | 17,566 | $1.64M | 2026-06-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-09 | ANTON HOFMANN | Officer | 71,239 | $6.34M | 2026-06-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-08 | ANTON HOFMANN | Officer | 120,000 | $10.79M | 2026-06-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-01 | LINH BANH | Officer | 5,961 | $545.1K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-01 | MILTON HUGH | Officer | 4,610 | $422.5K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-01 | LEAH BATOL TALACTAC | Officer | 5,961 | $545.1K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-01 | RICHARD MARNELL | Officer | 5,961 | $545.2K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
68 ETFs hold VIK
25 shown · $485.76M total exposure · 0.12% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.46% | $87.1M | $19.3B | 2026-10-20 |
| 2 | CGUS Capital Group Core Equity ETF | Capitalgroup | 0.60% | $74.0M | $12.3B | 2026-10-20 |
| 3 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.11% | $64.7M | $57.3B | 2026-10-20 |
| 4 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.05% | $58.0M | $126.1B | 2026-10-20 |
| 5 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.25% | $54.6M | $22.3B | 2026-10-20 |
| 6 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 0.04% | $22.7M | — | 2026-09-30 |
| 7 | PEJ Invesco Leisure and Entertainment ETF | Invesco | 4.87% | $17.4M | — | 2026-10-20 |
| 8 | VT Vanguard Total World Stock ETF | Vanguard | 0.01% | $12.1M | — | 2026-09-30 |
| 9 | GFLW VictoryShares Free Cash Flow Growth ETF | Nport | 1.23% | $10.8M | — | 2026-06-30 |
| 10 | IWB iShares Russell 1000 ETF | iShares (BlackRock) | 0.02% | $10.5M | $49.2B | 2026-10-20 |
| 11 | FSMD Fidelity Small-Mid Multifactor ETF | Fidelity | 0.31% | $7.8M | $2.5B | 2026-10-20 |
| 12 | PFRX Putnam Focused U.S. Research ETF | Franklin | 1.35% | $7.4M | $551.0M | 2026-10-20 |
| 13 | JHMM John Hancock Multifactor Mid Cap ETF | Nport | 0.13% | $7.4M | — | 2026-06-30 |
| 14 | AVUS Avantis U.S. Equity ETF | Avantis | 0.05% | $7.2M | $14.8B | 2026-10-20 |
| 15 | JMOM JPMorgan U.S. Momentum Factor ETF | JPMorgan | 0.24% | $6.5M | $2.7B | 2026-10-21 |
| 16 | GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | Goldman | 0.21% | $4.6M | $2.2B | 2026-10-20 |
| 17 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.02% | $4.2M | $20.6B | 2026-10-20 |
| 18 | GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | Goldman | 0.03% | $4.1M | $15.2B | 2026-10-20 |
| 19 | QGRO American Century U.S. Quality Growth ETF | Nport | 0.18% | $3.9M | — | 2026-05-31 |
| 20 | AVMV Avantis U.S. Mid Cap Value ETF | Avantis | 0.48% | $3.9M | $797.0M | 2026-10-20 |
| 21 | TGRT T. Rowe Price Growth ETF | Nport | 0.25% | $3.8M | — | 2026-06-30 |
| 22 | ESGV Vanguard ESG U.S. Stock ETF | Vanguard | 0.03% | $3.4M | — | 2026-10-20 |
| 23 | IYC iShares U.S. Consumer Discretionary ETF | iShares (BlackRock) | 0.27% | $3.4M | $1.2B | 2026-10-20 |
| 24 | TSPA T. Rowe Price U.S. Equity Research ETF | Nport | 0.08% | $3.2M | — | 2026-06-30 |
| 25 | TVAL T. Rowe Price Value ETF | Nport | 0.32% | $3.1M | — | 2026-06-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (2 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | — | — | — | — |
| Q4 '24 | 2024-12-31 | — | — | — | — |
Q4 2025 • period ending 2025-12-31 • filed 2026-03-03
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
9.01M
SI % of Float
4.87%
Days to Cover
1.63
Short Vol Ratio
47.7%
Free Float
184.86M
Float %
58.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-05-15