Two of 147: Vicor's One Continuing Superinvestor Added 7.4% in a Quarter the Stock Rose 135.9%. Its Insiders Have Sold 1,026 Times and Never Bought.

GetCoattail Research — The Filing Tape #153. Vicor reported third-quarter earnings on October 20, 2026, with revenue up 78.5% year over year, and the stock appeared on trending and most-searched lists the same week. The June filings show exactly two tracked holders, a full market that added 153 filers, and an insider record with 1,026 sales and no purchase in it.

The Hype

The attention is an earnings rebound. Vicor appeared on Truths & News' trending-stocks list for October 20, 2026, printed at $203.50, up 6.72% on the day and tagged "Earnings rebound," and it featured in Zacks' most-searched coverage that week. Truths & News, October 20, 2026 The company reported third-quarter results on October 20: revenue of $197.11 million, up 78.5% year over year, and earnings of $1.33 a share against $0.63 a year earlier; Zacks described the earnings figure as lagging its own $1.39 consensus estimate, and noted the shares were up 74% since the beginning of the year. Zacks, October 20, 2026 Conference-call summaries added revenue up 37.5% sequentially, a gross margin of 68.3% and a backlog of about $406 million. Ticker Report, October 2026 Our own price file, which ends October 2, tells the path in: the stock rose 135.9% in the second quarter, from $161.00 on March 31 to $379.78 on June 30, then closed at $308.90 on October 2, down 18.7% from June 30. The October prices above are figures published after our file ends. The filings answer who held the stock while it rose.

The Tape

For Vicor, the one hundred and fifty-third Filing Tape audit, the tape shows a tracked register of just two managers — one verified holder adding 7.4% and one new position — a full market that added 153 filers and 3.35 million shares, an insider record with no purchase in it, no congressional row at all, a 5% register whose maximum print is an individual at 47.3%, and a borrow that has built 57.0% since the June 30 settlement.

Lens 1 — the superinvestors: two holders, one verified increase, one new name. The collection holds 147 managers (144 at June 30; 3 early filers at September 30, none holding this name). The June 30, 2026 common-stock register is 2 distinct managers holding 16,729 shares worth $6,353,340, long only, with no option rows. Polen Capital Management holds 14,924 shares, 89.2% of the cohort, at a 0.05% weight, labelled INCREASED at +7.4%. The label verifies by two pairing methods (methodology): Polen held 13,899 shares at March 31, so the one continuing holder's verified change is +7.4%. The second holder is new: Lee Ainslie – Maverick Capital opened 1,805 shares (10.8% of the cohort), and the new label is itself verified — the first-quarter register total of 13,899 shares is fully accounted for by Polen alone, with no remainder and no exits, and a label audit of Maverick's own first-quarter filing finds no Vicor row in it. Including the new position, the register rose 20.4%. The register implies $379.78, the June 30 close exactly. At 0.08% of reported institutional shares, this cohort is a very small sample, not the register. 13F figures are as of June 30, 2026, published up to 45 days later.

Lens 2 — institutions: 153 more filers, 3.35 million more shares, and a value figure carried by price. At June 30, 2026, 514 institutions reported positions on the name's single common-stock CUSIP, up 153 from 361 at March 31 (+42.38%); 512 are long. Reported shares rose 18.02% to 21,953,812 (+3,351,655 shares), while reported value rose 185.12% to $7,736,465,727, labelled "reported" because the aggregate includes option rows (methodology). Flow counts agree (487 entered, 334 exited, net +153), and the single-CUSIP aggregate matches the by-ticker total on every field. The aggregate implies $352.40 against the $379.78 close, a gap of −7.21%. The value figure needs its context: the close rose 135.9% over the same quarter, so most of the 185.12% value increase is the price move passing through the aggregate, not new money of that size; the share count, up 18.02%, is the cleaner measure of added exposure.

Lens 3 — insiders: 1,026 sales, and no purchase in the parsed record. The parsed Form 4 record holds 216 filings, beginning with filings dated January 7, 2025, and running through September 3, 2026 (the collection's window end is October 2, 2026; no filing in the record is dated after September 3). The last 90 days (a filing-date window, per the aggregate's own definition) hold no open-market purchase, against 72 sale-coded rows across 54,115 shares worth $17,040,185.28, by 4 sellers, 69 of them officer rows. The last year holds no purchase either, against 1,008 sale-coded rows across 1,935,364 shares worth $410,792,910.95, by 18 sellers, 908 of them officer rows. The full parsed record holds no purchase at all: 0 purchase rows, against 1,026 sale-coded rows across 1,957,477 shares worth $412,129,023.01, 914 of them officer rows, by the same 18 sellers — 18 sale rows, in 37 filings dated before October 3, 2025, sit outside the last year's filing window, so the full record runs wider than the one-year window (216 filings against 179). The claim is bounded by the record's span: the parsed record for this name begins in January 2025, and within that record the purchase column is blank.

Lens 4 — Congress: no row, in any file. The combined aggregate and the House aggregate (as of October 3, 2026) carry no row for this name; the Senate aggregate (as of October 1, 2026) carries no row either; and the House member file attributes no transaction to this name. This audit reports the lens as blank in the collected files. It does not estimate a figure, and a blank lens is not evidence about any individual member's holdings beyond what these collections record.

Lens 5 — the 5% register: passive prints only, and the maximum is an individual at 47.3%. Our full parse holds 13 SC 13D/G filings, all of them in the SC 13G family (2 SC 13G and 11 SC 13G/A amendments); there is no SC 13D. Each filing carries one reporter row; across two name spellings for JPMorgan Chase, five distinct reporting entities appear. The register maximum is Patrizio Vinciarelli, 21,051,235 shares and 47.3%, as of December 31, 2024, filed February 11, 2025 — an individual reporter, printed as filed. The latest filing is T. Rowe Price Associates, 4,384,882 shares and 12.8%, as of August 31, 2026, filed September 8, 2026. The register also holds The Vanguard Group at 0 shares and 0.0% as of March 13, 2026, reported here as printed, without attributing a reason (methodology).

Lens 6 — short interest: building since June, still well below the 2023 maximum. The latest FINRA settlement, September 15, 2026, records 2,045,907 shares sold short at 3.23 days to cover, 4.50% of the share count in our fundamentals file (methodology). It is up 14.86% from the prior settlement, up 57.0% from the June 30, 2026 settlement (1,302,786 shares) and up 42.3% from the year-ago settlement (1,437,342 shares). The series maximum is 3,355,979 shares at August 31, 2023, and the latest reading sits 39.0% below it; the minimum, 687,351 shares at February 26, 2021, is an interior settlement, not a boundary. The summer's build was uneven: 1,302,786 (June 30), 1,287,738 (July 15), 1,509,228 (July 31), 1,461,572 (August 14), 1,781,190 (August 31), 2,045,907 (September 15).

The Gap

The narrative arriving this month is a power-components maker whose earnings rebounded: revenue up 78.5% year over year, a backlog of about $406 million, a stock up 74% since the beginning of the year on Zacks' count and a trending-list tag that reads "Earnings rebound." The June tape — still the most recent complete holdings picture, taken at the very top of a 135.9% quarterly rise — shows how thin the benchmarked register is underneath that story. Only 2 of 147 tracked managers hold the name at all, for 16,729 shares between them: 0.08% of the shares institutions reported. The one continuing holder did add, a verified 7.4%, and one new name opened — but the register's full weight is smaller than a single mid-sized position elsewhere in this series. The broad market, by contrast, genuinely arrived: 153 more filers and 3.35 million more shares in one quarter. Insiders sold in every window of the parsed record and have not bought once in it: 1,026 sale rows, zero purchases, in a record that runs back to January 2025. Congress is absent from every file, the 5% register's largest print is a 47.3% individual holding reported at the end of 2024, and the borrow has risen 57.0% since the June settlement even as the price, in our file, fell 18.7% from its June 30 peak into October 2. One plausible reading is that the October story is being carried by the earnings print and the broad register that built positions during the rise, while the tracked benchmark cohort barely participates, the people inside the company keep selling, and short sellers have been quietly rebuilding since June.

What Would Change the Picture

Nothing above is a recommendation. These filings would change it:

• 1. The 2026Q3 13F season (filing window closing mid-November 2026). The baseline is 2 June holders with 16,729 shares, the continuing holder verified at +7.4%. Whether Polen adds again, whether Maverick's 1,805 shares grow or vanish, and whether any of the other 145 tracked managers opens a position would each change this lens.
• 2. A first insider open-market purchase — the first in the parsed record — or further sales. The record through the October 2 window end holds 0 purchases against 1,026 sale-coded rows. A single purchase filed after October 2 would break a pattern that currently has no exception in the record; more sales would extend it.
• 3. A first congressional row, in any aggregate or the member file. Every congressional collection we hold carries no row for this name. Any House or Senate transaction would change this lens from blank to present.
• 4. A first SC 13D, or a 13G print above 47.3%. The register holds no activist filing at all; its maximum is an individual's passive 47.3% print dated December 31, 2024. A 13D from any reporter, or a passive print above 47.3%, would change this lens.
• 5. Short interest above 3,355,979 shares, or below 1,302,786 shares. Above the August 31, 2023 series maximum would set a new series high; below the June 30, 2026 settlement would unwind the summer's build entirely.

Methodology and data notes

• As-of & limits: The lenses rest on different clocks, none live: 13F is a June 30, 2026 snapshot published up to 45 days later; Form 4 windows run through October 2, 2026 (the last Vicor filing in the parsed record is dated September 3, 2026); Congress aggregates run through October 3, 2026 (Senate through October 1, 2026); 13D/G through September 8, 2026; short interest through September 15, 2026; the price file ends October 2, 2026. Nine limits are specific to this audit. First, the roster expanded before the recent audits — from 85 managers (83 filing) to 149 (147 filing) — so "of 147" counts are not comparable to earlier pieces' "of 83" figures. Second, this name's common stock carries a single CUSIP (925815102), and the full-market by-CUSIP row matches the by-ticker aggregate on every field — holders, long holders, shares, reported value, prior holders and prior reported value — so no CUSIP blending question arises. Third, the tracked register's change labels are verified, not taken on trust: the one continuing holder was verified by two pairing methods — accession-prefix matching and accession identity plus CUSIP-overlap (an overlap of 151 CUSIPs, uniquely paired) — with the label recomputing exactly (+7.4% on 13,899 first-quarter shares). The registers then reconcile exactly: the first-quarter register holds 13,899 shares, equal to the verified continuing holder's first-quarter sum, because the sole new holder (Maverick, 1,805 shares) has no first-quarter row and no manager exited; the June 30 register holds 16,729 shares, equal to the June cohort with no remainder, because none of the three September 30 early filers holds this name. Maverick's new label was additionally audited against its own first-quarter filing under the same filing prefix (CUSIP overlap 93), which holds no Vicor row. Fourth, the full-market aggregate implies $352.40 against the June 30 close of $379.78 (−7.21%): the aggregate is a reported sum that includes option rows, so its implied price need not equal the close; this audit uses filer counts and share counts as this lens's primary measures and reports the value as reported only. Fifth, the insider lens rests on a corrected full-issuer record, and the correction is disclosed rather than smoothed over: the production Form 4 aggregate keys filings by the raw XML trading symbol with no case normalisation, so this issuer's filings sit in two aggregate buckets — "VICR" (90 filings, filed May 5, 2025 – September 3, 2026) and "vicr" (126 filings, filed January 7, 2025 – June 17, 2026) — with zero overlapping accessions between them. This audit merges both buckets and cross-checks the merge against a row-level scan of all 216 parsed filings for the issuer (CIK 751978): filing counts, transaction counts, share counts and officer-row counts reproduce exactly in every window, and values match except for a $0.01 rounding difference in the full-record total (the merged figure, $412,129,023.01, sums the two buckets' separately rounded totals — $227,634,234.49 plus $184,494,788.52 — while the unrounded row sum rounds to $412,129,023.00); distinct-seller counts (18 in the full record and the last year, 4 in the last 90 days) are the scan's union across both buckets, not a sum of per-bucket counts. The lowercase bucket's latest filing (June 17, 2026) precedes the 90-day window's July 5 start, so it contributes no rows to that window and the 90-day figures are unchanged by the correction. On that corrected record, the insider implied-price check fails for one window, and this audit reports that rather than smoothing it over: the 90-day implied sale price of $314.89 sits $5.99 above the top of the filing-window close range ($175.99–$308.90), because the aggregate's windows are filing-date windows and 54 of the 72 sale rows (43,073 shares, 79.6% of the window's sale shares, at transaction prices of $309.15–$366.70) are transactions dated July 1–2, 2026 — before the window's July 5 start, when the closes were $350.21 and $282.95 — that were all filed on July 6. Against the close range over the actual transaction dates ($175.99–$350.21) the implied price sits inside, and the row-level rescan of the parsed filings reproduces the 90-day totals exactly (72 rows, 54,115 shares, $17,040,185.28), so the aggregate's figures are used with this disclosure and no claim is made that the 90-day implied price sits inside the filing-window range. The one-year implied sale price ($212.26) and the full-record implied sale price ($210.54) sit inside their ranges ($48.56–$379.78 and $31.82–$379.78). The site's 90-day insider aggregate (dated October 21, 2026, window ending that day) prints 16 sales totalling $2,220,291.11 against the full parse's 72 sales totalling $17,040,185.28 for the 90 days ending October 2, 2026 — the windows end on different dates, and this audit uses the full parse. Sixth, the congressional lens is an absence in the collected files: no row in the combined, House or Senate aggregates and no attribution in the House member file (politicians_members.json, as of October 3, 2026; window: 2026 House PTR filings, transactions dated on or after April 1, 2026). Seventh, the 5% register's cross-date share total of 50,482,087 is an arithmetic sum of thirteen single-reporter rows across different as-of dates — it exceeds the share count precisely because reporters repeat across dates — and is not a current combined stake; each filing in this register carries exactly one reporter row, so no joint-reporting duplication arises. JPMorgan Chase appears under two name spellings in the register, so six reporter-name strings correspond to five distinct entities. Parsed totals match the aggregates exactly. Eighth, the short-interest series holds no step of 2x or more and none at one-half or less (the largest step is 1.380x, at January 31, 2022; the smallest is 0.654x, at October 31, 2023), and no row carries a split flag; two rows carry a FINRA revision flag (June 15, 2021; February 28, 2023). The issuer-name field reads "Vicor Corporation Common Stock" at all 137 settlements, on a single market class (NNM) throughout. The share count behind the short-interest percentage is 45,450,000 shares in our fundamentals file, where it is recorded as a weighted-average fallback rather than a measured period-end count (as of fiscal 2025), and the 4.50% figure inherits that basis. Ninth, our price file records no split for this name, but it does hold one single-day close move across the thresholds this audit normally treats as split patterns: +57.7% on July 26, 2023 ($59.41 to $93.70). It is reported as measured, with no split recorded in the file and no cause attributed. The company's fundamentals as collected print fiscal 2025 revenue of $407,701,000, net income of $118,556,000 and assets of $785,831,000 (fiscal year ended December 31, 2025); those figures are reported as collected and are not used in any lens above. Every price statement from our own file is mechanical, a date and a close. The October figures in The Hype — the $203.50 trending-list price and the earnings figures — are figures published after our price file ends, and are cited as such, not blended into file-based calculations.
• Market context sources: Truths & News trending-stocks list, October 20, 2026 (Vicor printed at $203.50, +6.72%, tagged "Earnings rebound"; higher names on that list were covered, ETFs, previously skipped, or failed the data gates recorded in the datasheet). Zacks earnings article, October 20, 2026 (third-quarter revenue of $197.11 million, up 78.5% year over year; earnings of $1.33 a share against $0.63 a year earlier; the figure described as lagging Zacks' $1.39 consensus estimate; shares up 74% since the beginning of the year). Ticker Report conference-call summary, October 2026 (revenue up 37.5% sequentially; gross margin 68.3%; backlog of about $406 million). Zacks most-searched coverage, October 21, 2026 articles (Vicor among the most-searched names that week, per the selection record in the datasheet). Figures we could not confirm were left out; the external items above are reported figures from those outlets, not GetCoattail measurements.
• Vicor is in the GetCoattail stock-page universe: Vicor (VICR) stock page. Series data: vicr_lens_data.csv · vicr_short_interest_series.csv. Earlier audits: McKesson · KeyCorp.

Past patterns are not a promise of future results. For education only — not investment advice.

This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.

Revision history: v1.0 — October 22, 2026: first publication.