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110 hedge funds and large institutions have $310M invested in VTEX in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,250% more call options, than puts

Call options by funds: $67K | Put options by funds: $2K

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4% more funds holding

Funds holding: 106110 (+4)

2.74% less ownership

Funds ownership: 71.92%69.18% (-2.7%)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

36% less capital invested

Capital invested by funds: $484M → $310M (-$175M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
30
Reduced
38
Closed
27
Calls
$67K
Puts
$2K
Net Calls
+$65K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$168M
PCH
2
Polar Capital Holdings
United Kingdom
$30.8M +$3.79M +748,712 +12%
BlackRock
3
BlackRock
New York
$17M +$194K +38,393 +1%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.8M +$993K +196,307 +8%
Millennium Management
5
Millennium Management
New York
$6.71M +$5.18M +1,024,911 +203%
State Street
6
State Street
Massachusetts
$6.47M +$431K +85,276 +6%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.68M +$759K +150,100 +16%
Citadel Advisors
8
Citadel Advisors
Florida
$4.43M +$4.3M +850,132 +524%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$4.41M +$5.1M +1,007,231 New
DIGDR
10
Dynamo Internacional Gestao de Recursos
Brazil
$4.22M -$1.28M -252,643 -21%
BGDI
11
BW Gestao de Investimentos
Brazil
$3.07M -$233K -46,000 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.05M +$35.5K +7,010 +1%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$3.03M -$772K -152,566 -18%
UBS Group
14
UBS Group
Switzerland
$2.51M -$898K -177,446 -24%
Jane Street
15
Jane Street
New York
$2.48M +$2.86M +565,408 New
Northern Trust
16
Northern Trust
Illinois
$2.25M -$106K -20,868 -4%
BBP
17
Banco BTG Pactual
Brazil
$2.04M -$4.87M -962,230 -67%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.98M +$844K +166,904 +58%
AC
19
AMS Capital
Brazil
$1.82M -$5.09M -1,006,429 -71%
Vanguard Group
20
Vanguard Group
Pennsylvania
$1.69M -$109K -21,586 -5%
Goldman Sachs
21
Goldman Sachs
New York
$1.62M +$1.74M +344,643 +1,394%
Bank of America
22
Bank of America
North Carolina
$1.56M +$1.06M +209,892 +144%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.34M +$150K +29,692 +11%
Morgan Stanley
24
Morgan Stanley
New York
$1.33M +$207K +40,898 +16%
FIA
25
FNY Investment Advisers
New York
$1.18M +$1.16M +229,091 +578%

VTEX Hedge Fund Activity: Q3 2025 in Review

110 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in VTEX (VTEX) for Q3 2025, worth a combined $310M — down 36% from $484M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTEX positions and 27 closed out — a net gain of 4 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.18M. The largest seller was Nuveen, cutting an estimated $11.2M.

  • 110 institutional investors held VTEX (VTEX) as of Q3 2025, up from 106 in Q2 2025.
  • Funds reported $310M of VTEX stock for Q3 2025, down 36% quarter-over-quarter.
  • 31 funds opened new VTEX positions in Q3 2025 and 27 closed out, a net change of +4 holders.
  • The largest VTEX buyer in Q3 2025 was Millennium Management, an estimated $5.18M added.
  • The largest VTEX seller in Q3 2025 was Nuveen, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.