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Essential Partners’s VTEX VTEX Stock Holding History

Essential Partners’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
Q3 		$1.54K Sell
423
-1,290
-75% -$4.99K ﹤0.01% 2016
2026
Q2 		$6.85K Sell
1,713
-1,642
-49% -$6.26K ﹤0.01% 1390
2026
Q1 		$13.4K Buy
3,355
+3,042
+972% +$10.6K ﹤0.01% 1102
2025
Q4 		$1.18K Buy
313
+263
+526% +$1.08K ﹤0.01% 1980
2025
Q3 		$219 Buy
+50
New +$253 ﹤0.01% 2386

Other funds holding VTEX

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's VTEX Position: Q3 2026 in Review

Essential Partners reduced its VTEX (VTEX) stake by 75% in Q3 2026, selling an estimated $4.99K and leaving 423 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Essential Partners first reported a position in VTEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold VTEX as of Q3 2026.

  • Essential Partners held 423 shares of VTEX worth $1.54K as of Q3 2026.
  • Essential Partners sold 1,290 VTEX shares in Q3 2026, an estimated $4.99K.
  • VTEX made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2016 holding.
  • Essential Partners first reported a position in VTEX in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's VTEX position peaked at $13.4K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held VTEX as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.