VRSN
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 28.9 | P/B | 8.31 |
| EPS (TTM) | 8.80 | Dividend | 1.26% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 9.3M | 0.0% | −2% |
| Berkshire Hathaway | 9.0M | 0.8% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.2M | n/a | n/a |
| State Street | 4.1M | 0.0% | −4% |
| AQR Capital Management | 3.8M | 0.4% | −7% |
Top institutional owners for VRSN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| OCT 02 | Indelicarto Thomas C | SELL | 500 | −$142K |
| SEP 23 | BIDZOS D JAMES | SELL | 1K | −$340K |
| SEP 16 | BIDZOS D JAMES | SELL | 600 | −$179K |
| SEP 09 | Indelicarto Thomas C | SELL | 500 | −$145K |
| SEP 09 | BIDZOS D JAMES | SELL | 1K | −$289K |
| SEP 02 | Indelicarto Thomas C | SELL | 500 | −$145K |
1 insider buy, 19 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VRSN yet.