Vault-13

AFYA LTD AFYA

CL A COM · Common Stock · CUSIP G01125106

61 institutional holders -12 vs Q1 2023
15,427,27115.4m shares reported held*
$216.4mreported value*
10 new 10 added 30 reduced 22 sold out net sold ≈ $46.0m (-3.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($625.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.03. Options: 2 managers hold calls ($23.9k notional), 2 hold puts ($70.2k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 62Q4 22: 73Q1 23: 73Q2 23: 6161Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202262
Q4 202273
Q1 202373
Q2 202361

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 42 bought or addedQ4 22: 30 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 39 cut or sold outQ1 23Q2 23: 20 bought or addedQ2 23: 52 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224230
Q1 20234039
Q2 20232052

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 22 calls: $1.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $96.8kQ4 22 puts: $0Q4 22P/C 0.00Q1 23 calls: $81.5kQ1 23 puts: $290.8kQ1 23P/C 3.57Q2 23 calls: $23.9kQ2 23 puts: $70.2kQ2 23P/C 2.94
Numbers
QuarterCallsPutsP/C
Q3 2022$1.0k$00.00
Q4 2022$96.8k$00.00
Q1 2023$81.5k$290.8k3.57
Q2 2023$23.9k$70.2k2.94

Biggest buyers

Sagil Capital LLP New +670,872+670.9k
SPX Gestao de Recursos Ltda New +307,433+307.4k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +162,641+162.6k
Ninety One UK Ltd New +43,190+43.2k
STATE STREET CORP Added +42,263+42.3k
BANK OF MONTREAL /CAN/ New +37,032+37.0k
RENAISSANCE GROUP LLC Added +27,475+27.5k
GOLDMAN SACHS GROUP INC New +26,956+27.0k
Campbell & CO Investment Adviser LLC New +26,489+26.5k
BANK OF AMERICA CORP /DE/ Added +23,375+23.4k

Biggest sellers

AMERIPRISE FINANCIAL INC Sold out -940,472-940.5k
FMR LLC Reduced -806,218-806.2k
DekaBank Deutsche Girozentrale Reduced -324,450-324.4k
MILLENNIUM MANAGEMENT LLC Reduced -305,251-305.3k
Russell Investments Group, Ltd. Sold out -286,433-286.4k
BAMCO INC /NY/ Reduced -253,195-253.2k
MARSHALL WACE, LLP Reduced -227,076-227.1k
Perpetual Ltd Reduced -198,574-198.6k
CITADEL ADVISORS LLC Reduced -190,687-190.7k
TimesSquare Capital Management, LLC Sold out -157,900-157.9k

Biggest calls

CITADEL ADVISORS LLC Reduced $23.9k1.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $70.2k5.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Bertelsmann SE & Co. KGaA 13D · may seek influence -3.1 pts · filed 2026-06-16 72.3% -3.1 pts 61.1m≈ $906.4m 2026-06-16
Doma Perpetual Capital Management LLC 13G · passive investor new · filed 2026-08-13 5.1% new 2.7m≈ $40.4m 2026-08-13

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BAMCO INC /NY/ 0.14% of their portfolio NEW YORK, NY 3,626,0353.6m $50.9m $50.9m 0.14% Reduced -253.2k -253,195
2 SOFTBANK GROUP CORP. 0.38% of their portfolio TOKYO, M0 2,433,3232.4m $34.2m $34.2m 0.38% Unchanged
3 FMR LLC 0.00% of their portfolio BOSTON, MA 1,677,7121.7m $23.6m $23.6m 0.00% Reduced -806.2k -806,218
4 Perpetual Ltd 0.11% of their portfolio SYDNEY, NEW SOUTH WALES, C3 907,149907.1k $12.7m $12.7m 0.11% Reduced -198.6k -198,574
5 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 882,319882.3k $12.4m $12.4m 0.00% Added +162.6k +162,641
6 Sagil Capital LLP 4.56% of their portfolio LONDON, X0 670,872670.9k $9.4m $9.4m 4.56% New
7 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 653,085653.1k $9.2m $9.2m 0.01% Reduced -31.5k -31,468
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 419,229419.2k $5.9m $5.9m 0.00% Reduced -41.7k -41,699
9 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 417,552417.6k $5.9m $5.9m 0.01% Reduced -305.3k -305,251
10 Arisaig Partners (Asia) Pte Ltd. 2.64% of their portfolio SINGAPORE, U0 392,889392.9k $5.5m $5.5m 2.64% Reduced -53.7k -53,700
11 Amundi 0.00% of their portfolio Paris, I0 361,242361.2k $5.1m $5.1m 0.00% Reduced -8.2k -8,191
12 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 355,450355.4k $4.8m $4.8m 0.01% Reduced -324.4k -324,450
13 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 316,143316.1k $4.4m $4.4m 0.01% Reduced -227.1k -227,076
14 FIL Ltd 0.00% of their portfolio HAMILTON, D0 309,091309.1k $4.3m $4.3m 0.00% Reduced -21.5k -21,476
15 SPX Gestao de Recursos Ltda 0.21% of their portfolio RIO DE JANEIRO, D5 307,433307.4k $4.3m $4.3m 0.21% New
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 148,181148.2k $2.1m $2.1m 0.00% Added +42.3k +42,263
17 RENAISSANCE GROUP LLC 0.08% of their portfolio Covington, KY 136,674136.7k $1.9m $1.9m 0.08% Added +27.5k +27,475
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 135,500135.5k $1.9m $1.9m 0.00% Added +19.5k +19,500
19 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 128,215128.2k $1.8m $1.8m 0.00% Reduced -78.7k -78,733
20 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 125,293125.3k $1.8m $1.8m 0.00% Reduced -29.7k -29,707
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 100,398100.4k $1.4m $1.4m 0.00% Added +23.4k +23,375
22 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 86,50086.5k $1.2m $1.2m 0.01% Unchanged
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 67,71467.7k $950.7k $950.7k 0.00% Reduced -156 -156
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,77758.8k $825.2k $825.2k 0.00% Reduced -30.0k -30,032
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,78056.8k $797.2k $797.2k 0.00% Reduced -190.7k -190,687
26 Lingohr Asset Management GmbH 2.02% of their portfolio DUESSELDORF, 2M 56,40056.4k $792.0k $792.0k 2.02% Unchanged
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 46,22246.2k $649.0k $649.0k 0.00% Reduced -452 -452
28 Ninety One UK Ltd 0.00% of their portfolio London, X0 43,19043.2k $606.4k $606.4k 0.00% New
29 COMPASS GROUP LLC 0.25% of their portfolio NEW YORK, NY 42,41442.4k $595.5k $595.5k 0.25% Unchanged
30 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 38,17138.2k $535.9k $535.9k 0.02% Reduced -17.1k -17,138
31 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 37,03237.0k $524.0k $524.0k 0.00% New
32 Erste Asset Management GmbH 0.01% of their portfolio VIENNA, C4 33,19133.2k $461.7k $461.7k 0.01% Unchanged
33 BlackRock Inc. 0.00% of their portfolio New York, NY 27,38827.4k $384.5k $384.5k 0.00% Reduced -25.1k -25,125
34 Dodge & Cox 0.00% of their portfolio San Francisco, CA 27,28327.3k $383.1k $383.1k 0.00% Added +2.8k +2,750
35 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 27,04227.0k $379.7k $379.7k 0.00% Reduced -49.2k -49,192
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 26,95627.0k $378.5k $378.5k 0.00% New
37 Campbell & CO Investment Adviser LLC 0.07% of their portfolio BALTIMORE, MD 26,48926.5k $371.9k $371.9k 0.07% New
38 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 26,13526.1k $366.9k $366.9k 0.00% Unchanged
39 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 24,12824.1k $338.8k $338.8k 0.04% Reduced -8.4k -8,398
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 24,02824.0k $337.4k $337.4k 0.00% Unchanged
41 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 21,91321.9k $307.7k $307.7k 0.00% Reduced -5.8k -5,830
42 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 21,66821.7k $304.0k $304.0k 0.03% Reduced -13.4k -13,426
43 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 18,08718.1k $254.0k $254.0k 0.00% Reduced -3.0k -3,045
44 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% of their portfolio DUBLIN 2, L2 17,42217.4k $244.6k $244.6k 0.05% Reduced -1.2k -1,245
45 Ergoteles LLC 0.01% of their portfolio NEW YORK, NY 17,20517.2k $241.6k $241.6k 0.01% Reduced -2.3k -2,269
46 Lifestyle Asset Management, Inc. 0.13% of their portfolio FRIENDSWOOD, TX 15,55415.6k $218.4k $218.4k 0.13% New
47 State of Wyoming 0.06% of their portfolio CHEYENNE, WY 15,05515.1k $211.4k $211.4k 0.06% Reduced -5.1k -5,119
48 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 14,47214.5k $203.0k $203.0k 0.00% Added +14.3k +14,334
49 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 13,88013.9k $194.0k $194.0k 0.00% Reduced -3.0k -2,958
50 Itau Unibanco Holding S.A. 0.01% of their portfolio SAO PAULO, D5 13,06213.1k $183.4k $183.4k 0.01% New
51 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 12,63412.6k $177.4k $177.4k 0.00% Reduced -18.6k -18,583
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,1984.2k $58.9k $58.9k 0.00% Added +1.4k +1,423
53 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 3,1253.1k $44.0k $44.0k 0.00% Added +1.9k +1,925
54 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 2,1102.1k $29.6k $29.6k 0.00% Added +27 +27
55 Legal & General Group Plc 0.00% of their portfolio London, X0 1,2271.2k $17.2k $17.2k 0.00% Unchanged
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 200200 $3.0k $3.0k 0.00% Unchanged
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 152152 $2.1k $2.1k 0.00% Unchanged
58 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 148148 $2.1k $2.1k 0.00% New
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4141 $576 $576 0.00% Reduced -7.9k -7,883
60 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1717 $0 $0 0.00% New
61 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged