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Vtex

VTEX
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001793663

In the last 90 days, Vtex insiders filed 0 open-market purchases and 23 sales; 108 institutions reported holding it in 13F filings for Q2 2026, worth $249.2M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Vtex as of Dec 31, 2021. 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
49
−4 vs. Q3 2021
Shares held
59.2M
+2.56M (+4.5%) vs. Q3 2021
Total value
$634.3M
−$530.2M (−45.5%) vs. Q3 2021
New holders
15
14 more added
Sold out
19
11 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VTEX 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 holdersQ4 2021: 49 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 54 institutionsQ4 2021: 49 institutionsQ1 2022: 66 institutionsQ2 2022: 63 institutionsQ3 2022: 59 institutionsQ4 2022: 53 institutionsQ1 2023: 57 institutionsQ2 2023: 59 institutionsQ3 2023: 67 institutionsQ4 2023: 78 institutionsQ1 2024: 85 institutionsQ2 2024: 82 institutionsQ3 2024: 82 institutionsQ4 2024: 86 institutionsQ1 2025: 76 institutionsQ2 2025: 106 institutionsQ3 2025: 110 institutionsQ4 2025: 113 institutionsQ1 2026: 110 institutionsQ2 2026: 108 institutions
Value heldQ4 2021: $634.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $1.16BQ4 2021: $634.3MQ1 2022: $375.4MQ2 2022: $192.4MQ3 2022: $212.1MQ4 2022: $175.4MQ1 2023: $183.8MQ2 2023: $197.2MQ3 2023: $319.1MQ4 2023: $331.6MQ1 2024: $416.8MQ2 2024: $517.2MQ3 2024: $423.3MQ4 2024: $419.3MQ1 2025: $346.7MQ2 2025: $484.4MQ3 2025: $309.7MQ4 2025: $230.9MQ1 2026: $246.5MQ2 2026: $249.2M
Institutions holding VTEX and their total value by quarter
QuarterHoldersValue
Q2 2026108$249.2M
Q1 2026110$246.5M
Q4 2025113$230.9M
Q3 2025110$309.7M
Q2 2025106$484.4M
Q1 202576$346.7M
Q4 202486$419.3M
Q3 202482$423.3M
Q2 202482$517.2M
Q1 202485$416.8M
Q4 202378$331.6M
Q3 202367$319.1M
Q2 202359$197.2M
Q1 202357$183.8M
Q4 202253$175.4M
Q3 202259$212.1M
Q2 202263$192.4M
Q1 202266$375.4M
Q4 202149$634.3M
Q3 202154$1.16B
Q2 20210$0
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Vtex; share changes are against Q3 2021.

Institutions holding VTEX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp19,875,188$213.1M1.98%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management11,312,217$121.3M0.26%00.0%Unchanged
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,274,887$56.5M0.23%00.0%Unchanged
Gavea Investimentos Ltda4,163,670$44.6M40.18%00.0%Unchanged
Goldman Sachs Group Inc3,598,249$38.6M0.01%+1,468,983+69.0%Added
Capital Research Global Investors3,461,800$37.1M0.01%+3,461,800New
Viking Global Investors LPSuperinvestorViking Global Investors3,023,280$32.4M0.09%−17,616−0.6%Reduced
Constellation Investimentos e Participacoes Ltda1,276,109$13.7M5.11%+15,804+1.3%Added
Advent International Corp1,000,000$10.7M0.04%00.0%Unchanged
VELT Partners Investimentos Ltda.932,004$9.99M8.94%+30,100+3.3%Added
Ameriprise Financial Inc865,987$9.28M0.00%+865,987New
Compass Group LLC459,300$4.92M1.90%+345,000+301.8%Added
JPMorgan Chase & Co350,127$3.75M0.00%+318,301+1,000.1%Added
Dragoneer Investment Group, LLC350,000$3.75M0.04%00.0%Unchanged
Scge Management, L.P.300,000$3.22M0.04%00.0%Unchanged
Kiron Capital Gestao de Recursos Ltda.280,567$3.01M4.75%−25,500−8.3%Reduced
Atmos Capital Gestao de Recursos Ltda.280,571$3.01M0.35%−1,929−0.7%Reduced
Dynamo Administracao de Recursos Ltda.269,720$2.89M1.16%+260.0%Added
Janus Henderson Group PLC264,271$2.83M0.00%+14,271+5.7%Added
Dynamo Internacional Gestao de Recursos Ltda.230,363$2.47M0.26%−260.0%Reduced
Ghisallo Capital Management LLC200,000$2.14M0.11%00.0%Unchanged
Loomis Sayles & Co L P178,973$1.92M0.00%+178,973New
Marshall Wace, LLP172,930$1.85M0.00%+112,917+188.2%Added
State Street Corp170,440$1.83M0.00%+170,440New
Champlain Investment Partners, LLC91,680$983.0K0.00%+2,695+3.0%Added
Northwest & Ethical Investments L.P.91,577$981.7K0.03%+91,577New
Citadel Advisors LLC89,522$960.0K0.00%−33,772−27.4%Reduced
Euro Pacific Asset Management, LLC82,130$880.0K0.20%+345+0.4%Added
Deutsche Bank AG69,690$747.0K0.00%+69,690New
Blackcrane Capital, LLC64,232$689.0K0.96%+64,232New
Renaissance Technologies LLC55,200$592.0K0.00%+55,200New
Kornitzer Capital Management Inc55,000$590.0K0.01%00.0%Unchanged
Moon Capital Management LP45,000$482.0K0.46%+45,000New
Tudor Investment Corp Et Al43,105$462.0K0.01%−38,108−46.9%Reduced
Penserra Capital Management LLC37,829$405.0K0.01%+37,829New
Kapitalo Investimentos Ltda34,900$374.1K0.44%−128,840−78.7%Reduced
Paloma Partners Management Co31,331$336.0K0.01%+31,331New
Morgan Stanley28,331$303.0K0.00%+26,897+1,875.7%Added
Susquehanna International Group, LLP26,980$290.0K0.00%+26,980New
Alpine Global Management, LLC12,222$131.0K0.02%+12,222New
BlackRock Inc.7,289$78.0K0.00%−2,711−27.1%Reduced
Bank of America Corp2,500$27.0K0.00%−100−3.8%Reduced
Quantbot Technologies LP2,541$27.0K0.00%+2,541New
UBS Group AG2,048$22.0K0.00%+478+30.4%Added
Exchange Traded Concepts, LLC1,634$18.0K0.00%+1,352+479.4%Added
Bank Julius Baer & Co. Ltd, Zurich1,600$17.0K0.00%+1,600New
US Bancorp1,267$14.0K0.00%−633−33.3%Reduced
Citigroup Inc599$6.00K0.00%−102,475−99.4%Reduced
State of Wyoming521$6.00K0.00%+142+37.5%Added
Whale Rock Capital Management LLC0$00.00%−1,497,398−100.0%Sold out
Jennison Associates LLC0$00.00%−900,969−100.0%Sold out
Alkeon Capital Management LLC0$00.00%−498,621−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−267,000−100.0%Sold out
Franklin Resources Inc0$00.00%−208,368−100.0%Sold out
Blackstone Group Inc.0$00.00%−196,781−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−183,690−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−158,181−100.0%Sold out
Untitled Investments LP0$00.00%−150,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−139,717−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−100,192−100.0%Sold out
Absoluto Partners Gestao de Recursos Ltda0$00.00%−86,072−100.0%Sold out
Millennium Management LLC0$00.00%−74,515−100.0%Sold out
Truxt Investmentos Ltda.0$00.00%−43,100−100.0%Sold out
Norges Bank0$00.00%−14,501−100.0%Sold out
Fred Alger Management, LLC0$00.00%−11,375−100.0%Sold out
Caas Capital Management LP0$00.00%−10,000−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−571−100.0%Sold out
Herold Advisors, Inc.0$00.00%−200−100.0%Sold out
Marshall Wace North America L.P.––––Not filed