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VNET Group, Inc.

VNET
Exchange
Nasdaq
Industry
Services-Computer Programming, Data Processing, Etc.
SEC CIK
0001508475

No open-market purchases or sales by VNET Group, Inc. insiders were filed in the last 90 days; 160 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; Greenwoods Asset Management is the only superinvestor holding it.

13F holders, Q1 2026

Institutional positions in VNET Group, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
192
+31 vs. Q4 2025
Shares held
139.0M
+20.0M (+16.8%) vs. Q4 2025
Total value
$1.17B
+$158.2M (+15.7%) vs. Q4 2025
New holders
61
66 more added
Sold out
30
56 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VNET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 192 institutions
Q1 2021: 187 institutionsQ2 2021: 165 institutionsQ3 2021: 142 institutionsQ4 2021: 139 institutionsQ1 2022: 110 institutionsQ2 2022: 106 institutionsQ3 2022: 105 institutionsQ4 2022: 104 institutionsQ1 2023: 96 institutionsQ2 2023: 89 institutionsQ3 2023: 81 institutionsQ4 2023: 78 institutionsQ1 2024: 80 institutionsQ2 2024: 74 institutionsQ3 2024: 77 institutionsQ4 2024: 106 institutionsQ1 2025: 163 institutionsQ2 2025: 153 institutionsQ3 2025: 167 institutionsQ4 2025: 164 institutionsQ1 2026: 192 institutionsQ2 2026: 160 institutions
Value heldQ1 2026: $1.17B
Q1 2021: $3.25BQ2 2021: $2.18BQ3 2021: $1.70BQ4 2021: $858.1MQ1 2022: $556.8MQ2 2022: $520.3MQ3 2022: $504.8MQ4 2022: $524.3MQ1 2023: $295.5MQ2 2023: $241.8MQ3 2023: $233.6MQ4 2023: $205.7MQ1 2024: $112.5MQ2 2024: $153.0MQ3 2024: $322.4MQ4 2024: $453.4MQ1 2025: $1.12BQ2 2025: $850.1MQ3 2025: $1.33BQ4 2025: $1.09BQ1 2026: $1.17BQ2 2026: $1.31B
Institutions holding VNET and their total value by quarter
QuarterHoldersValue
Q2 2026160$1.31B
Q1 2026192$1.17B
Q4 2025164$1.09B
Q3 2025167$1.33B
Q2 2025153$850.1M
Q1 2025163$1.12B
Q4 2024106$453.4M
Q3 202477$322.4M
Q2 202474$153.0M
Q1 202480$112.5M
Q4 202378$205.7M
Q3 202381$233.6M
Q2 202389$241.8M
Q1 202396$295.5M
Q4 2022104$524.3M
Q3 2022105$504.8M
Q2 2022106$520.3M
Q1 2022110$556.8M
Q4 2021139$858.1M
Q3 2021142$1.70B
Q2 2021165$2.18B
Q1 2021187$3.25B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding VNET Group, Inc.; share changes are against Q4 2025.

Institutions holding VNET in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Point72 Asset Management, L.P.16,113,395$135.2M0.24%+4,430,554+37.9%Added
Triata Capital Ltd11,187,682$93.9M17.01%−1,311,128−10.5%Reduced
Blackstone Group Inc.10,402,130$87.3M0.36%00.0%Unchanged
Morgan Stanley7,090,974$59.5M0.00%−3,241,323−31.4%Reduced
Balyasny Asset Management LLC6,791,611$57.0M0.11%+2,740,121+67.6%Added
Discovery Capital Management, LLC6,008,300$50.4M2.62%−310,800−4.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.5,861,278$49.2M0.07%+2,033,783+53.1%Added
UBS Group AG5,737,408$48.1M0.01%+2,408,413+72.3%Added
Millennium Management LLC5,203,629$43.7M0.03%+1,724,890+49.6%Added
Goldman Sachs Group Inc4,702,780$39.5M0.01%+4,361,038+1,276.1%Added
Oasis Management Co Ltd.4,619,188$38.8M4.64%+1,170,000+33.9%Added
BlackRock, Inc.3,567,706$29.9M0.00%+167,165+4.9%Added
Senvest Management, LLC2,779,637$23.3M0.78%+1,887,883+211.7%Added
Manufacturers Life Insurance Company, The2,623,594$22.0M0.02%+443,656+20.4%Added
D. E. Shaw & Co., Inc.2,527,174$21.2M0.02%+2,499,202+8,934.7%Added
Vanguard Capital Management LLC2,041,574$17.1M0.00%+2,041,574New
Citadel Advisors LLC1,750,674$14.7M0.01%+1,151,844+192.3%Added
Qube Research & Technologies Ltd1,726,480$14.5M0.02%+1,726,480New
Carrhae Capital LLP1,513,055$12.7M0.90%+1,513,055New
Dimensional Fund Advisors LP1,470,654$12.3M0.00%+209,694+16.6%Added
Capital International Investors1,453,259$12.2M0.00%+1,453,259New
Temasek Holdings (Private) Ltd1,446,000$12.1M0.04%−1,807,150−55.6%Reduced
Kadensa Capital Ltd1,434,531$12.0M1.68%+1,434,531New
Two Sigma Investments, LP1,408,300$11.8M0.01%+1,408,300New
American Century Companies Inc1,398,651$11.7M0.01%−15,003−1.1%Reduced
Marshall Wace, LLP1,358,018$11.4M0.01%+1,329,527+4,666.5%Added
Allianz Asset Management GmbH1,335,170$11.2M0.01%−120,692−8.3%Reduced
Hidden Lake Asset Management LP1,324,730$11.1M7.37%+775,525+141.2%Added
Ghisallo Capital Management LLC1,250,000$10.5M0.29%+1,250,000New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,019,336$8.55M0.01%+555,461+119.7%Added
FIL Ltd1,003,272$8.42M0.01%−140,724−12.3%Reduced
Alden Global Capital LLC922,950$7.74M4.37%−152,550−14.2%Reduced
State Street Corp921,315$7.73M0.00%−6,324−0.7%Reduced
Portolan Capital Management, LLC825,490$6.93M0.37%+18,690+2.3%Added
Tiger Pacific Capital LP766,225$6.43M3.00%+766,225New
Brevan Howard Capital Management LP772,066$6.22M0.06%+260,000+50.8%Added
Nishkama Capital, LLC670,112$5.62M0.80%+670,112New
Bank of America Corp642,612$5.39M0.00%+85,780+15.4%Added
Farallon Capital Management, L.L.C.623,347$5.23M0.03%−5,662,039−90.1%Reduced
AI-Squared Management Ltd614,400$5.15M3.75%+172,829+39.1%Added
Deutsche Bank AG597,225$5.01M0.00%+138,450+30.2%Added
CastleKnight Management LP593,500$4.98M0.23%+50,200+9.2%Added
Vanguard Fiduciary Trust Co527,489$4.43M0.00%+527,489New
Mackenzie Financial Corp522,164$4.38M0.01%+175,842+50.8%Added
FACT Capital, LP478,246$4.01M2.67%+478,246New
Pinebridge Investments Asia Ltd451,078$3.78M1.63%−70,783−13.6%Reduced
Longaeva Partners L.P.429,542$3.60M0.17%+429,542New
HSBC Holdings PLC415,026$3.48M0.00%−878,545−67.9%Reduced
VGI Partners Ltd368,879$3.09M0.17%+368,879New
Capital International Inc359,795$3.02M0.02%+359,795New
Susquehanna Fundamental Investments, LLC341,012$2.86M0.11%+341,012New
Carmignac Gestion322,720$2.71M0.04%−71,896−18.2%Reduced
Dorsey Wright & Associates315,553$2.65M0.33%+93,071+41.8%Added
William Blair Investment Management, LLC308,997$2.59M0.01%−571,198−64.9%Reduced
Baker Avenue Asset Management, LP287,516$2.41M0.05%+63,133+28.1%Added
Candriam Luxembourg S.C.A.271,875$2.28M0.01%+93,875+52.7%Added
Geode Capital Management, LLC267,717$2.25M0.00%−5,168−1.9%Reduced
Diversify Wealth Management, LLC268,672$2.23M0.04%+73,773+37.9%Added
Northern Trust Corp257,585$2.16M0.00%+1,808+0.7%Added
Envestnet Asset Management Inc254,307$2.13M0.00%+16,083+6.8%Added
Amundi248,802$2.09M0.00%+57,616+30.1%Added
SeaTown Holdings Pte. Ltd.248,550$2.09M1.37%+248,550New
Janus Henderson Group PLC215,229$1.81M0.00%+215,229New
Citigroup Inc212,198$1.78M0.00%+159,447+302.3%Added
KR Capital LP195,728$1.64M0.33%+195,728New
Susquehanna International Group, LLP187,571$1.57M0.00%+187,571New
Aperture Investors, LLC187,058$1.57M0.20%−290,588−60.8%Reduced
LPL Financial LLC180,305$1.51M0.00%+18,503+11.4%Added
Centiva Capital, LP175,184$1.47M0.07%+175,184New
IMC-Chicago, LLC173,349$1.45M0.02%+100,038+136.5%Added
Driehaus Capital Management LLC168,449$1.41M0.01%+168,449New
Pacer Advisors, Inc.160,554$1.35M0.00%−17,754−10.0%Reduced
AdvisorShares Investments LLC155,704$1.31M0.24%+5,743+3.8%Added
DnB Asset Management AS128,063$1.08M0.00%−36,637−22.2%Reduced
Bank of New York Mellon Corp118,897$997.5K0.00%+4,762+4.2%Added
Nuveen, LLC111,500$935.5K0.00%−8,600−7.2%Reduced
LMR Partners LLP110,000$922.9K0.01%+110,000New
Invesco Ltd.104,473$876.5K0.00%−2,782−2.6%Reduced
Walleye Capital LLC99,119$831.6K0.01%+99,109+991,090.0%Added
Barclays PLC97,878$821.2K0.00%−347,596−78.0%Reduced
Vident Advisory, LLC94,224$790.5K0.01%−1,846−1.9%Reduced
Toroso Investments, LLC93,484$784.3K0.00%+93,484New
Stifel Financial Corp92,144$773.1K0.00%+7,042+8.3%Added
ExodusPoint Capital Management, LP91,237$765.5K0.01%+91,237New
Group One Trading, L.P.91,236$765.5K0.03%+91,236New
Defiance ETFs, LLC90,816$761.9K0.01%+90,816New
Krane Funds Advisors LLC91,829$747.5K0.03%+91,829New
Triasima Portfolio Management inc.77,265$648.3K0.10%00.0%Unchanged
Neuberger Berman Group LLC74,009$608.9K0.00%−1,299−1.7%Reduced
California Public Employees Retirement System72,102$604.9K0.00%−4,100−5.4%Reduced
Itau Unibanco Holding S.A.72,025$604.3K0.01%+72,025New
Burns Matteson Capital Management, LLC71,981$603.9K0.24%+34,252+90.8%Added
Vontobel Holding Ltd.70,100$588.1K0.00%−29,775−29.8%Reduced
XTX Topco Ltd69,632$584.2K0.01%+69,632New
Diametric Capital, LP65,173$546.8K0.14%+65,173New
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)65,100$546.2K0.03%+12,000+22.6%Added
China Universal Asset Management Co., Ltd.65,000$545.4K0.04%+35,000+116.7%Added
Brinker Capital Investments, LLC62,355$523.2K0.00%−2,155−3.3%Reduced
Weiss Asset Management LP61,138$512.9K0.01%+61,138New
Prelude Capital Management, LLC59,919$502.7K0.04%+17,419+41.0%Added