Estimated market cap $379.79MShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Aug 31, 2026, last close Nov 13, 2026.9.38M shares, shares as of Aug 31, 2026CIK 717720The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
1 buy · 0 sells
$6,778 bought, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Value Line, Inc.'s latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Value Line, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
42
5.1% of shares · 19 added
Latest 10-Q
Q3 2026
What changed in Value Line, Inc.'s latest quarterly report, compared with the one before.
Filed Sep 14, 2026 · Quarter ended Jul 31, 2026
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AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-K for the period ended Apr 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since May 21, 2026. Insiders have two business days to file.
Recent insider trades
Insider
Traded
Type
Value
Since tradeHow the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
42 funds report VALU. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 5.6% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 523,623 reported shares by 9.38M shares, from the company’s SEC filing as of Jun 30, 2026.
52 funds hold the stock.
Q3 2026: 5.1% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 20255.6%
Q3 20255.7%
Q4 20255.5%
Q1 20265.4%
Q2 20265.6%
Q3 2026 (so far)5.1%
Q3 2026. 4 new, 19 added to, 4 trimmed, 14 exited since Q2 2026.
Download CSVEvery fund that holds VALU, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Value Line, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
23
—
576,266
$4.9M
Q3 2013
19
-4
555,717
$4.9M
Q4 2013
20
+1
665,682
$7.7M
Q1 2014
24
+4
730,591
$10.9M
Q2 2014
26
+2
754,047
$12.9M
Q3 2014
23
-3
766,850
$12.2M
Q4 2014
21
-2
753,706
$12.4M
Q1 2015
23
+2
784,409
$11.5M
Q2 2015
24
+1
780,914
$8.1M
Q3 2015
22
-2
786,054
$12.0M
Q4 2015
24
+2
795,220
$11.0M
Q1 2016
27
+3
783,834
$12.6M
Q2 2016
32
+5
815,470
$13.3M
Q3 2016
36
+4
783,427
$12.7M
Q4 2016
35
-1
784,235
$15.3M
Q1 2017
36
+1
783,335
$13.5M
Q2 2017
35
-1
793,775
$14.5M
Q3 2017
33
-2
778,447
$13.7M
Q4 2017
33
0
772,081
$14.9M
Q1 2018
29
-4
756,419
$13.8M
Q2 2018
33
+4
774,913
$18.4M
Q3 2018
32
-1
766,249
$19.1M
Q4 2018
33
+1
800,279
$20.8M
Q1 2019
32
-1
734,707
$18.1M
Q2 2019
39
+7
759,923
$20.9M
Q3 2019
36
-3
742,818
$16.9M
Q4 2019
38
+2
784,732
$22.7M
Q1 2020
36
-2
747,617
$24.2M
Q2 2020
35
-1
724,639
$19.6M
Q3 2020
34
-1
708,668
$17.5M
Q4 2020
35
+1
704,256
$23.2M
Q1 2021
36
+1
676,171
$19.1M
Q2 2021
36
0
689,426
$21.4M
Q3 2021
36
0
677,604
$23.2M
Q4 2021
40
+4
715,191
$33.5M
Q1 2022
43
+3
733,202
$49.1M
Q2 2022
47
+4
697,054
$46.0M
Q3 2022
40
-7
649,207
$28.5M
Q4 2022
42
+2
627,507
$31.9M
Q1 2023
39
-3
627,205
$30.3M
Q2 2023
39
0
601,811
$27.6M
Q3 2023
39
0
592,620
$25.9M
Q4 2023
41
+2
593,508
$28.9M
Q1 2024
41
0
591,750
$24.0M
Q2 2024
41
0
577,406
$24.9M
Q3 2024
47
+6
576,594
$26.8M
Q4 2024
49
+2
577,051
$30.5M
Q1 2025
50
+1
543,384
$21.0M
Q2 2025
50
0
530,380
$20.8M
Q3 2025
55
+5
531,840
$20.8M
Q4 2025
53
-2
515,947
$19.8M
Q1 2026
53
0
509,114
$18.0M
Q2 2026
52
-1
523,623
$21.2M
Q3 2026
42
-10
482,257
$19.0M
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (920437100). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.