VTEX
VTEX
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: 1,283
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
133% more call options, than puts
Call options by funds: $7K | Put options by funds: $3K
40% more capital invested
Capital invested by funds: $347M [Q1] → $485M (+$138M) [Q2]
39% more funds holding
Funds holding: 76 [Q1] → 106 (+30) [Q2]
6.21% more ownership
Funds ownership: 65.79% [Q1] → 72.01% (+6.21%) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS
Leonardo Olmos
|
$8
|
Buy
Maintained
|
22 Aug 2025 |
JP Morgan
Noah Herman
|
$6
|
Neutral
Downgraded
|
8 Aug 2025 |
Citigroup
Leandro Bastos
|
$10
|
Buy
Initiated
|
23 Jun 2025 |
Financial journalist opinion