Dynamo Administracao de Recursos’s VTEX VTEX Stock Holding History

Dynamo Administracao de Recursos’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
2025 Q3	$281K	Sell	64,160 -4,719	-7%	-$23.9K	1.52%	3
2025 Q2	$455K	Hold	68,879	–	–	1.56%	3
2025 Q1	$349K	Sell	68,879 -56,241	-45%	-$320K	2.1%	3
2024 Q4	$737K	Buy	125,120 +85,589	+217%	+$561K	2.1%	3
2024 Q3	$294K	Sell	39,531 -92,308	-70%	-$642K	12.4%	3
2024 Q2	$957K	Sell	131,839 -142,149	-52%	-$1.03M	5.89%	3
2024 Q1	$2.24M	Sell	273,988 -284,819	-51%	-$2.28M	3.45%	3
2023 Q4	$3.84M	Buy	558,807 +42,000	+8%	+$256K	4.66%	4
2023 Q3	$2.59M	Sell	516,807 -8,537	-2%	-$45.6K	4.3%	4
2023 Q2	$2.52M	Buy	525,344 +14,514	+3%	+$57.6K	7.51%	3
2023 Q1	$1.96M	Sell	510,830 -3,500,000	-87%	-$14.3M	7.2%	3
2022 Q4	$15M	Hold	4,010,830	–	–	11.41%	4
2022 Q3	$14.8M	Hold	4,010,830	–	–	7.21%	5
2022 Q2	$12.4M	Buy	4,010,830 +63,183	+2%	+$305K	5.46%	6
2022 Q1	$24.3M	Buy	3,947,647 +3,677,927	+1,364%	+$27.4M	7.74%	5
2021 Q4	$2.89M	Buy	269,720 +26	+0%	+$407	1.16%	10
2021 Q3	$5.55M	Buy	+269,694	New	+$6.73M	1.81%	8

Other funds holding VTEX

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

Dynamo Administracao de Recursos's VTEX Position: Q3 2025 in Review

Dynamo Administracao de Recursos reduced its VTEX (VTEX) stake by 6.9% in Q3 2025, selling an estimated $23.9K and leaving 64,160 shares worth $281K. The position accounts for 1.52% of the portfolio, ranked #3.

Dynamo Administracao de Recursos first reported a position in VTEX in Q3 2021 and has held it in 17 quarters since. The position peaked at $24.3M in Q1 2022. 110 funds tracked by Wall St. Rank hold VTEX as of Q3 2025.

Dynamo Administracao de Recursos held 64,160 shares of VTEX worth $281K as of Q3 2025.
Dynamo Administracao de Recursos sold 4,719 VTEX shares in Q3 2025, an estimated $23.9K.
VTEX made up 1.52% of Dynamo Administracao de Recursos's portfolio in Q3 2025, its #3 holding.
Dynamo Administracao de Recursos first reported a position in VTEX in Q3 2021 and has held it in 17 quarters since.
Dynamo Administracao de Recursos's VTEX position peaked at $24.3M in Q1 2022.
110 funds tracked by Wall St. Rank held VTEX as of Q3 2025.

Based on Dynamo Administracao de Recursos's 13F filing for Q3 2025, filed 14 Nov 2025.