$VALU

$42.50 -$0.13 (0.3%) Close

$VALU Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 9.4M shares outstanding

Who owns VALU?

By type of holder

Institutions 5.6% Insiders 0.0% Everyone else 94.4%

Concentration Top 10 holders own 4.7%

Neuberger Berman Group LLC 1.3% · BlackRock, Inc. 1.0%

Institutional ownership

5.6%

+0.2 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+14.5K

by institutions in Q2 2026

New / sold out

2 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +10.5K
Goldman Sachs Group Inc NEW +6.4K

Biggest sellers in Q2 2026

Dimensional Fund Advisors LP −3.5K
Northern Trust Corp −2.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Value Line Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Value Line Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years84% 3–5 years0% 1–3 years8% Under 1 year7%

Quarterly turnover

3.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VALU on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
NB Neuberger Berman Group LLC	120.1K	1.28%	+3.4K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding128.6K (Q3'24) Change over 8 quarters−8.5K Share of the company1.280% Neuberger Berman Group LLC's full portfolio →
B BlackRock, Inc.	94.0K	1.00%	+10.5K (+12.6%)	≤2021	0.0%
Shares held by quarter Peak holding94.0K (Q2'26) Change over 8 quarters+13.4K Share of the company1.000% BlackRock, Inc.'s full portfolio →

Neuberger Berman Group LLC

120.1K

% of company

1.28%

Change vs last qtr

+3.4K (+2.9%)

Held since

≤2021

BlackRock, Inc.

94.0K

% of company

1.00%

Change vs last qtr

+10.5K (+12.6%)

Held since

≤2021

26 more super investors behind a free account

See every manager holding Value Line Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VALU on Form N-PORT; together they hold 2.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GS The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc	$1.39M	34.3K	0.37%	0.07%	June 30, 2026
TW TETON Westwood Mighty Mites Fund Teton Westwood Funds	$1.21M	30.0K	0.32%	0.57%	June 30, 2026

The Gabelli Small Cap Growth Fund

Gabelli Equity Series Funds Inc

Position value

$1.39M

% of company

0.37%

% of the fund

0.07%

As of

June 30, 2026

TETON Westwood Mighty Mites Fund

Teton Westwood Funds

Position value

$1.21M

% of company

0.32%

% of the fund

0.57%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Value Line Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BH Brecher Howard A Insider	1.8K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Brecher Howard A's insider activity →

Brecher Howard A

Insider

1.8K

% of company

0.02%

Change vs last qtr

—

Held since

—

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