Who owns VTEX
Which tracked institutional funds hold VTEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTEX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
22 tracked funds added or opened VTEX while 17 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VTEX’s largest tracked holder by dollar value, SOFTBANK GROUP CORP., sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 104 tracked filers holding VTEX, 65 increased or opened the position and 68 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VTEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
- LAZARD ASSET MANAGEMENT LLC$3M
- Jain Global LLC$1M
- Weiss Asset Management LP$725K
- Turim 21 Investimentos Ltda.$584K
- Aquatic Capital Management LLC$544K
Full exits 5
- ACADIAN ASSET MANAGEMENT LLC$8M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- LOS ANGELES CAPITAL MANAGEMENT LLC$936K
- RAYMOND JAMES FINANCIAL INC$906K
Largest adds
- MILLENNIUM MANAGEMENT LLC$4M
- CITADEL ADVISORS LLC$4M
- MARSHALL WACE, LLP$4M
- Legal & General Group Plc$2M
- UBS Group AG$2M
- XTX Topco Ltd$873K
Largest trims
- BlackRock, Inc.$16M
- STATE STREET CORP$5M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$2M
- NORTHERN TRUST CORP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 38,434,587 | $154M | 65.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,712,866 | $11M | 4.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,397,979 | $6M | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,397,368 | $6M | 2.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,259,217 | $5M | 2.2% | 2026-Q2 |
| UBS Group AG added | 1,249,502 | $5M | 2.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,070,126 | $4M | 1.8% | 2026-Q2 |
| Legal & General Group Plc added | 1,051,747 | $4M | 1.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 979,353 | $4M | 1.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 759,588 | $3M | 1.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 593,500 | $2M | 1.0% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 572,929 | $2M | 1.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 354,401 | $1M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 333,317 | $1M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 305,835 | $1M | 0.5% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 285,953 | $1M | 0.5% | 2026-Q2 |
| Jain Global LLC added | 283,372 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 268,730 | $1M | 0.5% | 2026-Q2 |
| XTX Topco Ltd added | 262,116 | $1M | 0.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 253,199 | $1M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 225,536 | $902K | 0.4% | 2026-Q2 |
| FMR LLC added | 220,350 | $881K | 0.4% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 205,919 | $824K | 0.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 195,158 | $781K | 0.3% | 2026-Q2 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. trimmed | 191,255 | $765K | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 181,418 | $726K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 181,251 | $725K | 0.3% | 2026-Q2 |
| Weiss Asset Management LP new | 181,192 | $725K | 0.3% | 2026-Q2 |
| Quantbot Technologies LP added | 176,924 | $708K | 0.3% | 2026-Q2 |
| Boston Partners trimmed | 166,037 | $664K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 162,946 | $686K | 0.3% | 2026-Q2 |
| Numerai GP LLC added | 152,573 | $610K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 142,472 | $570K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 141,813 | $567K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 139,237 | $557K | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 136,006 | $544K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 135,731 | $543K | 0.2% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 133,534 | $534K | 0.2% | 2026-Q2 |
| AVIVA PLC new | 121,805 | $487K | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 111,316 | $445K | 0.2% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd new | 96,820 | $387K | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP | 93,610 | $374K | 0.2% | 2026-Q2 |
| State of Wyoming added | 90,769 | $363K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 89,361 | $357K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 85,024 | $340K | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC trimmed | 67,366 | $269K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 50,446 | $202K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 49,932 | $200K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 41,341 | $165K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 39,692 | $159K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 39,420 | $158K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 36,982 | $148K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 36,632 | $147K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 30,073 | $120K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,001 | $120K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 27,390 | $110K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. added | 27,289 | $109K | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 27,009 | $108K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 26,000 | $104K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 25,940 | $105K | 0.0% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 25,930 | $104K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 24,699 | $99K | 0.0% | 2026-Q2 |
| Polymer Capital Management (US) LLC trimmed | 24,213 | $97K | 0.0% | 2026-Q2 |
| EntryPoint Capital, LLC | 21,257 | $85K | 0.0% | 2026-Q2 |
| nVerses Capital, LLC trimmed | 20,370 | $81K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 19,134 | $77K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 18,442 | $74K | 0.0% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd trimmed | 17,609 | $70K | 0.0% | 2026-Q2 |
| MQS Management LLC trimmed | 17,334 | $69K | 0.0% | 2026-Q2 |
| Jump Financial, LLC trimmed | 16,746 | $67K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 16,636 | $67K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 15,525 | $62K | 0.0% | 2026-Q2 |
| Creative Planning added | 15,384 | $62K | 0.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 14,690 | $59K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP new | 14,540 | $58K | 0.0% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 13,929 | $56K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 11,794 | $47K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC new | 11,270 | $45K | 0.0% | 2026-Q2 |
| Simplify Asset Management Inc. new | 11,195 | $45K | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 11,000 | $44K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 10,165 | $41K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 9,953 | $40K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,512 | $30K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 6,148 | $25K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,404 | $14K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 2,640 | $11K | 0.0% | 2026-Q2 |
| Turim 21 Investimentos Ltda. added | 2,570 | $584K | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 2,058 | $8K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 1,713 | $7K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,690 | $7K | 0.0% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC trimmed | 1,412 | $6K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,278 | $5K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 608 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 505 | $2K | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 487 | $2K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 406 | $2K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 307 | $1K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 271 | $1K | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 171 | $684 | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 160 | $640 | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.