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Allworth Financial’s VTEX VTEX Stock Holding History

Allworth Financial’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.71K Buy
1,177
+924
+365% +$3.23K ﹤0.01% 4000
2025
Q4 		$952 Buy
253
+220
+667% +$902 ﹤0.01% 4370
2025
Q3 		$145 Buy
+33
New +$167 ﹤0.01% 4636

Other funds holding VTEX

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial's VTEX Position: Q1 2026 in Review

Allworth Financial increased its VTEX (VTEX) stake by 365% in Q1 2026, buying an estimated $3.23K and bringing the position to 1,177 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Allworth Financial first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VTEX as of Q1 2026.

  • Allworth Financial held 1,177 shares of VTEX worth $4.71K as of Q1 2026.
  • Allworth Financial bought 924 VTEX shares in Q1 2026, an estimated $3.23K.
  • VTEX made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4000 holding.
  • Allworth Financial first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held VTEX as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.