VTEX
VTEX
49 hedge funds and large institutions have $634M invested in VTEX in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 19 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
3.41% more ownership
Funds ownership: 76.27% → 79.68% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
9% less funds holding
Funds holding: 54 → 49 (-5)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
46% less capital invested
Capital invested by funds: $1.16B → $634M (-$531M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$54.2M |
| 2 |
Goldman Sachs
New York
|
+$23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.6M |
| 4 |
CG
Compass Group
New York
|
+$5.4M |
| 5 |
JP Morgan Chase
New York
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$30.8M |
| 2 |
Jennison Associates
New York
|
-$18.5M |
| 3 |
Alkeon Capital Management
New York
|
-$10.3M |
| 4 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$5.49M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$4.29M |
VTEX Hedge Fund Activity: Q4 2021 in Review
49 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in VTEX (VTEX) for Q4 2021, worth a combined $634M — down 46% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of VTEX and 15 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $54.2M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $30.8M sold.
- 49 institutional investors held VTEX (VTEX) as of Q4 2021, down from 54 in Q3 2021.
- Funds reported $634M of VTEX stock for Q4 2021, down 46% quarter-over-quarter.
- 15 funds opened new VTEX positions in Q4 2021 and 19 closed out, a net change of -4 holders.
- The largest VTEX buyer in Q4 2021 was Capital Research Global Investors, an estimated $54.2M added.
- The largest VTEX seller in Q4 2021 was Whale Rock Capital Management, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2021.