VLTO β€” VERALTO CORP

Ownership history in DF DENT & CO INC  Β·  9 quarters on record

AI Ownership Summary

DF DENT & CO INC reported VERALTO CORP (VLTO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2024 Q2. The latest visible filing shows VLTO at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in VERALTO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VLTO was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held VLTO β€” position size vs. price
% of Fund (quarterly)    VLTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,143,729 -434,768 -27.5% 1.64% $114.1M 2026-02-14 (Est.) $92.40
2025 Q3 REDUCED 1,578,497 -75,059 -4.5% 2.17% $168.3M 2025-11-14 $98.50
2025 Q2 REDUCED 1,653,556 -127,307 -7.1% 2.12% $166.9M 2025-08-14 $107.26
2025 Q1 ADDED 1,780,863 +99,883 +5.9% 2.32% $173.5M 2025-05-15 $100.43
2024 Q4 ADDED 1,680,980 +168,346 +11.1% 2.17% $171.2M 2025-02-12 $99.45
2024 Q3 REDUCED 1,512,634 -558,869 -27.0% 2.06% $169.2M 2024-11-15 $101.95
2024 Q2 REDUCED 2,071,503 -160,570 -7.2% 2.56% $197.8M 2024-08-14 $107.65
2024 Q1 ADDED 2,232,073 +297,322 +15.4% 2.42% $197.9M 2024-05-15 $98.02
2023 Q4 INITIATED 1,934,751 β€” β€” 2.11% $159.2M 2024-02-14 $83.39

FAQ About DF DENT & CO INC and VLTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning VLTO?

DF DENT & CO INC reported VLTO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VLTO position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for VLTO was 2.56% in 2024 Q2.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2025 Q4, when DF DENT & CO INC reported 1,143,729 shares, equal to 1.64% of portfolio, with an estimated market value of $114.1M.

What does the chart on this VLTO ownership page compare?

The chart compares DF DENT & CO INC's quarterly VLTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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