Root Financial Partners’s VTEX VTEX Stock Holding History

Root Financial 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 Q2	–	Sell	-404	Closed	-$1.62K	–	3129
2026 Q1	$1.62K	Buy	+404	New	+$1.41K	﹤0.01%	2409

Other funds holding VTEX

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's VTEX Position: Q2 2026 in Review

Root Financial Partners sold out of VTEX (VTEX) in Q2 2026, closing a stake of 404 shares — an estimated $1.62K sold.

Root Financial Partners first reported a position in VTEX in Q1 2026 and held it in 1 quarter. The position peaked at $1.62K in Q1 2026. 108 funds tracked by Wall St. Rank hold VTEX as of Q2 2026.

Root Financial Partners reported no remaining VTEX position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 404 VTEX shares in Q2 2026, an estimated $1.62K.
Root Financial Partners first reported a position in VTEX in Q1 2026 and held it in 1 quarter.
Root Financial Partners's VTEX position peaked at $1.62K in Q1 2026.
108 funds tracked by Wall St. Rank held VTEX as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.