VERSIGENT PLC (VGNT) is a new holding of Alex Roepers' Atlantic Investment Management as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 121K shares worth about $5.1M, 2.64% of the portfolio. The position did not appear in the prior quarter. VGNT enters the book as the 10th largest of 12 stock positions.
What did the 2026 Q2 filing report for VGNT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 121K |
| Reported value | $5.1M |
| Portfolio weight | 2.64% |
| Rank in portfolio | 10th of 12 |
How big is the new VGNT position?
Alex Roepers opened 2 stock positions in 2026 Q2; VGNT is the 2nd largest of them by weight. An average stock position in the Alex Roepers portfolio is 8% of the reported value, so the new name starts below the fund's typical size.
Where does VGNT sit in the Alex Roepers portfolio?
VGNT ranks 10th of 12 stock positions in the Alex Roepers portfolio at 2.64%, below the fund's average stock position of 8%. The largest stock position is ASH at 17.47%. Next come APTV at 14.51% and KEX at 13.22%. The three largest stocks together are 45.21% of the book. The VGNT purchase was the 10th largest of the quarter's 14 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Alex Roepers reported 12 stock positions, with 2 opened and 2 closed. The total portfolio value is about $192M, up 12% from the prior quarter.
Has Alex Roepers held VGNT before?
Alex Roepers has not reported VGNT before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many VGNT shares does Alex Roepers hold?
Alex Roepers holds 121K shares of VGNT as of June 30, 2026, worth about $5.1M.
What is VGNT's weight in the Alex Roepers portfolio?
VGNT is 2.64% of the Alex Roepers portfolio and ranks 10th of 12 stocks by weight.
Has Alex Roepers owned VGNT before?
No. Alex Roepers has not reported VGNT before in the filings we track, which start with the quarter ended June 30, 2013.