Vtex

VTEX

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001793663

SEC filings (opens in a new tab)

In the last 90 days, Vtex insiders filed 0 open-market purchases and 19 sales; 108 institutions reported holding it in 13F filings for Q2 2026, worth $248.6M in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Vtex changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of VTEX: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	110	2	113	+5
Shares	70.6M	74.3K	61.3M	−9.25M (−13.1%)
Value	$309.2M	$325.9K	$230.4M	−$78.4M (−25.4%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Vtex at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to VTEX in Q4 2025
Institution	Shares	Value	% of portfolio
Absolute Gestao de Investimentos Ltda.	578,098	$2.17M	0.23%
Point72 Asset Management, L.P.	311,508	$1.17M	0.00%
Algert Global LLC	87,280	$328.2K	0.01%
Counterpoint Mutual Funds LLC	79,725	$299.8K	0.02%
Polymer Capital Management (US) LLC	56,469	$212.3K	0.03%
Cerity Partners LLC	22,315	$83.9K	0.00%
Rpo LLC	17,392	$65.4K	0.07%
Daiwa Securities Group Inc.	17,267	$65.0K	0.00%
State Board of Administration of Florida Retirement System	16,738	$62.9K	0.00%
Abel Hall, LLC	15,181	$57.1K	0.01%
Mariner, LLC	14,635	$55.1K	0.00%
Teacher Retirement System of Texas	14,627	$55.0K	0.00%
SG Americas Securities, LLC	14,092	$53.0K	0.00%
nVerses Capital, LLC	13,074	$49.2K	0.11%
Toroso Investments, LLC	12,355	$46.5K	0.00%
Ieq Capital, LLC	10,850	$40.8K	0.00%
ProShare Advisors LLC	10,285	$38.7K	0.00%
Caitong International Asset Management Co., Ltd	3,012	$11.3K	0.00%
Bell Investment Advisors, Inc	1,454	$5.47K	0.00%
Pinnacle Wealth Planning Services, Inc.	466	$1.75K	0.00%
GAMMA Investing LLC	230	$865	0.00%
Rothschild Investment LLC	63	$237	0.00%
Northwestern Mutual Wealth Management Co	20	$75	0.00%
Farther Finance Advisors, LLC	19	$71	0.00%

Sold out (19)

Institutions that held Vtex at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of VTEX in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Polar Capital Holdings Plc	7,034,043	$30.8M
BW Gestao de Investimentos Ltda.	700,757	$3.07M
AMS Capital Ltda	414,500	$1.82M
Penserra Capital Management LLC	178,920	$783.0K
Two Sigma Investments, LP	166,461	$729.1K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	69,587	$304.8K
Atom Investors LP	64,605	$283.0K
SEI Investments Co	58,211	$255.0K
Ceera Investments, LLC	39,800	$174.3K
Diversified Trust Co	28,925	$126.7K
Balyasny Asset Management LLC	22,323	$97.8K
Trexquant Investment LP	17,303	$75.8K
Omers Administration Corp	15,600	$68.3K
Virtu Financial LLC	11,532	$51.0K
Simplex Trading, LLC	547	$2.00K
Advisor Group Holdings, Inc.	297	$1.23K
SRS Capital Advisors, Inc.	269	$1.18K
Massmutual Trust Co FSB	127	$556
True Wealth Design, LLC	10	$44

Not filed for Q4 2025 yet (2)

Institutions that held Vtex at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VTEX in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Dynamo Administracao de Recursos Ltda.	64,160	$281.0K
Wolverine Trading, LLC	10,125	$44.9K