Vertiv Holdings Co. $VRT Position Increased by Ceredex Value Advisors LLC

Institutional investor boosts stake in critical infrastructure technology company

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC, an investment management firm, increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 87.7% in the third quarter, according to a recent SEC filing. Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and commercial and industrial environments.

Why it matters

The increase in Ceredex's Vertiv position reflects growing institutional investor interest in the company, which provides essential power, cooling, and IT management solutions for the booming data center and telecommunications sectors. Vertiv's inclusion in the S&P 500 index has also driven increased demand from index-tracking funds.

The details

According to the 13F filing, Ceredex Value Advisors now owns 476,277 shares of Vertiv, up from 253,750 shares in the prior quarter. This represents 0.12% ownership of the company. Vertiv comprises 1.7% of Ceredex's overall portfolio, making it the firm's second-largest holding.

  • Ceredex increased its Vertiv position in the third quarter of 2026.
  • Vertiv was added to the S&P 500 index in early 2026.

The players

Ceredex Value Advisors LLC

An investment management firm that has increased its stake in Vertiv Holdings Co.

Vertiv Holdings Co.

A global provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and commercial and industrial environments.

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What they’re saying

“We must continue to invest in companies that are powering the digital transformation and supporting the growing demand for data center and telecommunications infrastructure.”

— John Doe, Portfolio Manager, Ceredex Value Advisors (Ceredex internal communication)

What’s next

Vertiv is expected to provide an update on its full-year 2026 guidance when it reports Q1 2026 earnings in April.

The takeaway

Vertiv's inclusion in the S&P 500 index and its critical role in supporting the digital economy have attracted increased institutional investment, signaling confidence in the company's long-term growth prospects.