Sirios Capital Management’s Viavi Solutions VIAV Stock Holding History

Sirios Capital Management’s Portfolio VIAV Stock Details VIAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Sell	22,158 -39,762	-64%	-$1.9M	0.13%	78
2026 Q1	$2.06M	Sell	61,920 -92,241	-60%	-$2.44M	0.25%	67
2025 Q4	$2.75M	Sell	154,161 -82,445	-35%	-$1.33M	0.34%	47
2025 Q3	$3M	Sell	236,606 -96,616	-29%	-$1.06M	0.39%	39
2025 Q2	$3.36M	Buy	333,222 +207,257	+165%	+$2M	0.49%	35
2025 Q1	$1.41M	Buy	+125,965	New	+$1.4M	0.25%	52

Other funds holding VIAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sirios Capital Management's VIAV Position: Q2 2026 in Review

Sirios Capital Management reduced its Viavi Solutions (VIAV) stake by 64% in Q2 2026, selling an estimated $1.9M and leaving 22,158 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #78.

Sirios Capital Management first reported a position in VIAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36M in Q2 2025. 565 funds tracked by Wall St. Rank hold VIAV as of Q2 2026.

Sirios Capital Management held 22,158 shares of Viavi Solutions worth $1.06M as of Q2 2026.
Sirios Capital Management sold 39,762 Viavi Solutions shares in Q2 2026, an estimated $1.9M.
Viavi Solutions made up 0.13% of Sirios Capital Management's portfolio in Q2 2026, its #78 holding.
Sirios Capital Management first reported a position in Viavi Solutions in Q1 2025 and has held it in 6 quarters since.
Sirios Capital Management's Viavi Solutions position peaked at $3.36M in Q2 2025.
565 funds tracked by Wall St. Rank held Viavi Solutions as of Q2 2026.

Based on Sirios Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.