VTEX VTEX
SHS CL A · Common Stock · CUSIP G9470A102 · ISIN KYG9470A1022
- SectorTechnology
- IndustryServices-Prepackaged Software
- FilingsSEC EDGAR
* 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.01.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 61 |
| Q4 2022 | 54 |
| Q1 2023 | 58 |
| Q2 2023 | 60 |
| Q3 2023 | 68 |
| Q4 2023 | 79 |
| Q1 2024 | 87 |
| Q2 2024 | 84 |
| Q3 2024 | 84 |
| Q4 2024 | 87 |
| Q1 2025 | 77 |
| Q2 2025 | 107 |
| Q3 2025 | 110 |
| Q4 2025 | 113 |
| Q1 2026 | 110 |
| Q2 2026 | 109 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 51 | 44 |
| Q4 2024 | 50 | 41 |
| Q1 2025 | 45 | 44 |
| Q2 2025 | 71 | 41 |
| Q3 2025 | 61 | 63 |
| Q4 2025 | 66 | 59 |
| Q1 2026 | 67 | 63 |
| Q2 2026 | 67 | 67 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $67.5k | $2.0k | 0.03 |
| Q4 2025 | $56.8k | $376 | 0.01 |
| Q1 2026 | $3.2k | $400 | 0.12 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +2.7m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.5m |
| MILLENNIUM MANAGEMENT LLC | Added | +992.3k |
| CITADEL ADVISORS LLC | Added | +964.7k |
| MARSHALL WACE, LLP | Added | +896.1k |
| LAZARD ASSET MANAGEMENT LLC | New | +759.6k |
| Legal & General Group Plc | Added | +502.7k |
| UBS Group AG | Added | +441.9k |
| Jain Global LLC | New | +283.4k |
| XTX Topco Ltd | Added | +218.3k |
Biggest sellers
| BlackRock, Inc. | Reduced | -4.0m |
| STATE STREET CORP | Reduced | -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -645.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -615.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -541.2k |
| MORGAN STANLEY | Reduced | -393.4k |
| NORTHERN TRUST CORP | Reduced | -375.5k |
| CITIGROUP INC | Reduced | -364.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -320.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -306.8k |
Insider purchases and sales since 1 Apr 2026
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $38.6k | $38.6k |
| Q2 2026 | 0 | — | 4 | $1.2m | $199.7k |
| Q3 2026 | 0 | — | 4 | $718.7k | $187.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $11.0k3.0k shares |
| 2026-09-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $11.0k3.0k shares |
| 2026-08-24 | Scannapieco Alejandro Raul Director | Sold | $44.0k12.0k shares |
| 2026-08-18 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold | $152.1k43.2k shares |
| 2026-08-18 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold | $152.1k43.2k shares |
| 2026-08-17 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold | $274.9k76.8k shares |
| 2026-08-17 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold | $274.9k76.8k shares |
| 2026-08-17 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $10.7k3.0k shares |
| 2026-08-17 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $10.7k3.0k shares |
| 2026-08-10 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold | $60.6k15.0k shares |
| 2026-08-10 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.5k4.8k shares |
| 2026-08-10 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.5k4.8k shares |
| 2026-08-03 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $21.2k4.8k shares |
| 2026-08-03 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $21.2k4.8k shares |
| 2026-07-27 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.3k4.8k shares |
| 2026-07-27 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.3k4.8k shares |
| 2026-07-20 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $20.3k4.8k shares |
| 2026-07-20 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $20.3k4.8k shares |
| 2026-07-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $12.1k3.0k shares |
| 2026-07-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $12.1k3.0k shares |
| 2026-07-13 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.7k4.8k shares |
| 2026-07-13 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.7k4.8k shares |
| 2026-07-06 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.5k4.8k shares |
| 2026-07-06 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.5k4.8k shares |
| 2026-06-29 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.4k4.8k shares |
| 2026-06-29 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.4k4.8k shares |
| 2026-06-26 | do Carmo Thomaz Junior Geraldo Chief Executive Officer | Sold plan | $19.2k4.8k shares |
| 2026-06-26 | Gomide de Faria Mariano Chief Executive Officer · By Mira Limited | Sold plan | $19.2k4.8k shares |
| 2026-06-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $10.8k3.0k shares |
| 2026-06-16 | Gomes Andre Spolidoro Ferreira Chief Strategy Officer | Sold plan | $10.8k3.0k shares |
The latest 30 of 51 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SOFTBANK GROUP CORP. 0.85% of their portfolio | 38.4m $153.7m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 3.5m $13.8m | Added +1.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 2.7m $10.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.4m $5.6m | Added +992.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.4m $5.6m | Added +964.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.3m $5.1m | Reduced -158.6k |
| UBS Group AG 0.00% of their portfolio | 1.2m $5.0m | Added +441.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.1m $4.3m | Added +896.1k |
| Legal & General Group Plc 0.00% of their portfolio | 1.1m $4.2m | Added +502.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 979.4k $3.9m | Reduced -10.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 759.6k $3.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 593.5k $2.4m | Reduced -120.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 572.9k $2.3m | Reduced -2.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 354.4k $1.4m | Added +24.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 333.3k $1.3m | Added +116.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 305.8k $1.2m | Added +94.7k |
| GLOBEFLEX CAPITAL L P 0.15% of their portfolio | 286.0k $1.1m | Unchanged |
| Jain Global LLC 0.01% of their portfolio | 283.4k $1.1m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 268.7k $1.1m | Added +31.7k |
| XTX Topco Ltd 0.01% of their portfolio | 262.1k $1.0m | Added +218.3k |
| STATE STREET CORP 0.00% of their portfolio | 253.2k $1.0m | Reduced -1.4m |
| MORGAN STANLEY 0.00% of their portfolio | 225.5k $902.1k | Reduced -393.4k |
| FMR LLC 0.00% of their portfolio | 220.3k $881.4k | Added +144.2k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 205.9k $823.7k | Added +164.0k |
| BlackRock, Inc. 0.00% of their portfolio | 195.2k $780.6k | Reduced -4.0m |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 0.10% of their portfolio | 191.3k $765.0k | Reduced -1.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 181.4k $725.7k | Reduced -266.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 181.3k $725.0k | Reduced -306.8k |
| Weiss Asset Management LP 0.01% of their portfolio | 181.2k $724.8k | Not comparable |
| Quantbot Technologies LP 0.03% of their portfolio | 176.9k $707.7k | Added +110.6k |
| Boston Partners 0.00% of their portfolio | 166.0k $664.1k | Reduced -21.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 162.9k $686.0k | Added +135.7k |
| Numerai GP LLC 0.05% of their portfolio | 152.6k $610.3k | Added +104.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 142.5k $569.9k | Added +125.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 141.8k $567.3k | Reduced -541.2k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 139.2k $556.9k | Reduced -13.5k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 136.0k $544.0k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 135.7k $542.9k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 133.5k $534.1k | Added +33.4k |
| AVIVA PLC 0.00% of their portfolio | 121.8k $487.2k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 111.3k $445.3k | Reduced -615.2k |
| Aster Capital Management (DIFC) Ltd 0.08% of their portfolio | 96.8k $387.3k | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 93.6k $374.4k | Unchanged |
| State of Wyoming 0.04% of their portfolio | 90.8k $363.1k | Added +73.3k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 89.4k $357.4k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 85.0k $340.1k | Reduced -375.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 76.2k $304.0k | New |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 67.4k $269.5k | Reduced -2.4k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 67.2k $269.0k | Reduced -5.8k |
| Cerity Partners LLC 0.00% of their portfolio | 50.4k $201.8k | Reduced -19.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 49.9k $199.7k | Added +8.2k |
| Mariner, LLC 0.00% of their portfolio | 41.3k $165.4k | Reduced -9.0k |
| BARCLAYS PLC 0.00% of their portfolio | 39.7k $158.8k | Added +16.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 39.4k $157.7k | Reduced -1.7k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 37.0k $147.9k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 36.6k $146.5k | Added +18.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 30.1k $120.3k | Reduced -29.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 30.0k $120.0k | Added +1 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 27.4k $109.6k | Added +5.1k |
| Graham Capital Management, L.P. 0.00% of their portfolio | 27.3k $109.2k | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 27.0k $108.0k | Reduced -1.1k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 26.0k $104.0k | Reduced -487 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 25.9k $105.3k | Reduced -6.5k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 25.9k $103.7k | Reduced -63.8k |
| Engineers Gate Manager LP 0.00% of their portfolio | 24.7k $98.8k | Added +248 |
| Polymer Capital Management (US) LLC 0.01% of their portfolio | 24.2k $96.9k | Reduced -33.4k |
| EntryPoint Capital, LLC 0.02% of their portfolio | 21.3k $85.0k | Unchanged |
| nVerses Capital, LLC 0.13% of their portfolio | 20.4k $81.5k | Reduced -36.2k |
| CITIGROUP INC 0.00% of their portfolio | 19.1k $76.5k | Reduced -364.5k |
| Caitong International Asset Management Co., Ltd 0.01% of their portfolio | 18.4k $73.8k | Reduced -11.0k |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 17.6k $70.0k | New |
| MQS Management LLC 0.08% of their portfolio | 17.3k $69.3k | New |
| Jump Financial, LLC 0.00% of their portfolio | 16.7k $67.0k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 16.6k $66.5k | Added +4.1k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 15.5k $62.1k | Added +938 |
| Creative Planning 0.00% of their portfolio | 15.4k $61.5k | Added +4.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 14.7k $58.8k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 14.6k $58.4k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.00% of their portfolio | 13.9k $55.7k | New |
| AXQ CAPITAL, LP 0.01% of their portfolio | 11.8k $47.2k | New |
| BRIGHTON JONES LLC 0.00% of their portfolio | 11.3k $45.1k | New |
| Simplify Asset Management Inc. 0.00% of their portfolio | 11.2k $44.8k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 11.0k $44.0k | New |
| Arax Advisory Partners 0.00% of their portfolio | 10.2k $40.7k | Added +10.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 10.0k $39.8k | Added +7.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.5k $30.0k | Added +7.1k |
| GAMMA Investing LLC 0.00% of their portfolio | 6.1k $24.6k | Reduced -228 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 3.4k $13.6k | Added +931 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 2.6k $10.6k | Added +570 |
| Turim 21 Investimentos Ltda. 0.10% of their portfolio | 2.6k $583.5k | New |
| Employees Retirement System of Texas 0.00% of their portfolio | 2.4k $10.0k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 2.1k $8.2k | Reduced -8.0k |
| Essential Partners LLC 0.00% of their portfolio | 1.7k $6.9k | Reduced -1.6k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.7k $6.8k | New |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 1.4k $5.6k | Reduced -5.7k |
| Allworth Financial LP 0.00% of their portfolio | 1.3k $5.1k | Added +101 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 608 $2.5k | Added +228 |
| IFP Advisors, Inc 0.00% of their portfolio | 505 $2.0k | Reduced -387 |
| Basecamp Wealth Advisors LLC 0.00% of their portfolio | 487 $1.9k | Added +406 |
| True Wealth Design, LLC 0.00% of their portfolio | 406 $1.6k | Added +161 |