VTEXVTEX
About: Vtex provides a software-as-a-service digital commerce platform for enterprise brands and retailers. Its platform enables customers to execute their commerce plan, including building online stores, integrating and managing orders across channels, and creating marketplaces to sell products from third-party vendors. It generates maximum revenues from Brazil followed by Latin America and the rest of the world.
Employees: 1,277
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
1,425% more call options, than puts
Call options by funds: $244K | Put options by funds: $16K
14% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 8 (+1) [Q2]
0.49% less ownership
Funds ownership: 65.36% [Q1] → 64.87% (-0.49%) [Q2]
5% less funds holding
Funds holding: 84 [Q1] → 80 (-4) [Q2]
10% less capital invested
Capital invested by funds: $411M [Q1] → $369M (-$42.3M) [Q2]
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
JP Morgan Noah Herman 0 / 0 met price target | 38%upside $10 | Overweight Maintained | 7 Aug 2024 |
Financial journalist opinion
Based on 8 articles about VTEX published over the past 30 days