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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 2024

Institutional positions in Vtex as of Dec 31, 2024. 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
86
+6 vs. Q3 2024
Shares held
71.2M
+19.7M (+38.2%) vs. Q3 2024
Total value
$419.3M
+$36.2M (+9.5%) vs. Q3 2024
New holders
22
34 more added
Sold out
16
24 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 86 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 2024: $419.3M
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 2024

Shares, value and share of portfolio for each institution holding Vtex; share changes are against Q3 2024.

Institutions holding VTEX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp38,434,587$226.4M0.97%+18,559,399+93.4%Added
Polar Capital Holdings Plc5,229,168$30.8M0.17%+936,551+21.8%Added
Dynamo Internacional Gestao de Recursos Ltda.3,655,982$21.5M7.39%−1,992,966−35.3%Reduced
Acadian Asset Management LLC2,976,014$17.5M0.05%+613,299+26.0%Added
Millennium Management LLC2,599,366$15.3M0.01%+2,047,671+371.2%Added
Fourth Sail Capital LP2,407,557$14.2M4.22%−586,421−19.6%Reduced
Artisan Partners Limited Partnership1,463,925$8.62M0.01%+106,920+7.9%Added
State Street Corp1,155,997$6.81M0.00%+349,776+43.4%Added
AMS Capital Ltda1,121,473$6.61M3.32%+395,030+54.4%Added
Renaissance Technologies LLC897,567$5.29M0.01%−287,833−24.3%Reduced
Banco BTG Pactual S.A.866,856$5.18M1.21%+458,400+112.2%Added
Nuveen Asset Management, LLC876,508$5.16M0.00%+802,381+1,082.4%Added
BlackRock, Inc.849,513$5.00M0.00%+94,474+12.5%Added
UBS Group AG791,450$4.66M0.00%+603,716+321.6%Added
Janus Henderson Group PLC745,650$4.40M0.00%+187,434+33.6%Added
Absoluto Partners Gestao de Recursos Ltda674,355$3.97M4.55%−394,267−36.9%Reduced
Marshall Wace, LLP511,985$3.02M0.00%+11,042+2.2%Added
Trexquant Investment LP482,556$2.84M0.03%+133,647+38.3%Added
Two Sigma Investments, LP399,954$2.36M0.01%−60,183−13.1%Reduced
Russell Investments Group, Ltd.356,660$2.09M0.00%−89,450−20.1%Reduced
JPMorgan Chase & Co298,482$1.76M0.00%−681,986−69.6%Reduced
Absolute Gestao de Investimentos Ltda.288,842$1.70M0.72%−8,530−2.9%Reduced
SEI Investments Co280,193$1.65M0.00%+93,873+50.4%Added
Atmos Capital Gestao de Recursos Ltda.260,358$1.53M0.33%−1,214−0.5%Reduced
Morgan Stanley215,325$1.27M0.00%+35,811+19.9%Added
Penserra Capital Management LLC210,569$1.24M0.02%+47,044+28.8%Added
Walleye Capital LLC197,819$1.17M0.01%+197,819New
Cubist Systematic Strategies, LLC165,381$974.1K0.02%+26,174+18.8%Added
Arrowstreet Capital, Limited Partnership157,002$924.7K0.00%+157,002New
Northern Trust Corp136,898$806.3K0.00%+97,239+245.2%Added
Goldman Sachs Group Inc136,569$804.4K0.00%+52,256+62.0%Added
Petrus Trust Company, LTA135,156$796.1K0.08%00.0%Unchanged
Dynamo Administracao de Recursos Ltda.125,120$737.0K2.10%+85,589+216.5%Added
American Century Companies Inc124,320$732.2K0.00%−1,366,669−91.7%Reduced
Main Management ETF Advisors, LLC118,192$696.0K0.03%−10,624−8.2%Reduced
Qube Research & Technologies Ltd114,598$675.0K0.00%−12,454−9.8%Reduced
Lazard Asset Management LLC106,272$625.0K0.00%+32,897+44.8%Added
New York State Common Retirement Fund104,151$613.4K0.00%+14,986+16.8%Added
Two Sigma Advisers, LP93,200$548.9K0.00%−72,200−43.7%Reduced
Advisor Group Holdings, Inc.82,300$484.7K0.00%+65,134+379.4%Added
Bank of America Corp80,068$471.6K0.00%+58,958+279.3%Added
Public Employees Retirement System of Ohio76,103$448.2K0.00%+25,938+51.7%Added
EntryPoint Capital, LLC75,637$445.5K0.19%+75,637New
Verde Servicos Internacionais S.A.70,000$412.0K0.18%+70,000New
FNY Investment Advisers, LLC69,432$408.0K0.21%+69,432New
Raymond James Financial Inc67,798$399.3K0.00%+67,798New
XTX Topco Ltd59,472$350.3K0.03%−29,279−33.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys53,389$314.5K0.00%+29,218+120.9%Added
BW Gestao de Investimentos Ltda.53,300$313.9K0.01%+53,300New
Citadel Advisors LLC52,608$309.9K0.00%−579,703−91.7%Reduced
Employees Retirement System of Texas52,238$308.0K0.00%+6,836+15.1%Added
Boston Partners43,335$255.2K0.00%−104,332−70.7%Reduced
BNP Paribas Arbitrage, SA42,036$247.6K0.00%+42,036New
Cresset Asset Management, LLC41,870$246.6K0.00%−5,196−11.0%Reduced
Ceera Investments, LLC38,340$225.8K0.08%00.0%Unchanged
Constellation Investimentos e Participacoes Ltda37,637$221.7K0.21%−1,761−4.5%Reduced
White Oak Capital Partners Pte. Ltd.37,300$216.0K0.12%+37,300New
Point72 Asset Management, L.P.32,200$189.7K0.00%+5,845+22.2%Added
Mirae Asset Global ETFs Holdings Ltd.26,712$157.3K0.00%+3,644+15.8%Added
Van Eck Associates Corp23,262$137.0K0.00%+75+0.3%Added
HighTower Advisors, LLC22,901$134.9K0.00%00.0%Unchanged
Neuberger Berman Group LLC22,131$130.4K0.00%+7,145+47.7%Added
Verition Fund Management LLC21,432$126.2K0.00%+21,432New
Cornerstone Investment Partners, LLC21,155$124.6K0.01%−90.0%Reduced
Envestnet Asset Management Inc19,873$117.1K0.00%+197+1.0%Added
Engineers Gate Manager LP19,057$112.2K0.00%+19,057New
Gsa Capital Partners LLP17,821$105.0K0.01%−70,146−79.7%Reduced
Police & Firemen's Retirement System of New Jersey17,694$104.2K0.00%+17,694New
Graham Capital Management, L.P.17,202$101.3K0.00%+17,202New
Occudo Quantitative Strategies LP13,719$80.8K0.01%+13,719New
Legal & General Group Plc13,143$77.4K0.00%00.0%Unchanged
Flow Traders U.S. LLC12,576$74.0K0.00%00.0%Unchanged
Jane Street Group, LLC11,206$66.0K0.00%−17,121−60.4%Reduced
AQR Capital Management LLC10,727$63.2K0.00%+10,727New
DnB Asset Management AS10,370$61.2K0.00%+131+1.3%Added
Nebula Research & Development LLC10,182$60.0K0.01%−6,862−40.3%Reduced
SBI Securities Co., Ltd.10,032$59.1K0.00%+10,032New
Royal Bank of Canada8,649$50.0K0.00%−513−5.6%Reduced
State of Wyoming7,654$45.1K0.01%+7,654New
Bank Julius Baer & Co. Ltd, Zurich5,083$33.0K0.00%+5,083New
R Squared Ltd3,410$20.1K0.02%+3,410New
Leonteq Securities AG3,138$18.5K0.00%−331−9.5%Reduced
Citigroup Inc866$5.10K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd281$1.66K0.00%+281New
Tower Research Capital LLC (TRC)21$1240.00%+21New
Point72 Asia (Singapore) Pte. Ltd.1$60.00%+1New
Itau Unibanco Holding S.A.0$00.00%−338,410−100.0%Sold out
Truxt Investmentos Ltda.0$00.00%−180,838−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−75,488−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−42,200−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−34,937−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−25,030−100.0%Sold out
Quadrature Capital Ltd0$00.00%−22,242−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−21,662−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−18,108−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,041−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−13,069−100.0%Sold out
MQS Management LLC0$00.00%−12,273−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−10,641−100.0%Sold out
Barclays PLC0$00.00%−4,679−100.0%Sold out