Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VTEX (VTEX)

110 + Investors. Track Smart Money conviction in VTEX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — VTEX

Based on 109 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VTEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
109 hedge funds hold VTEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

67 buying58 selling
Last quarter: 67 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 40 → 30 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 30% long-term, 44% new

30% conviction (2yr+) 26% medium 44% new
Of the 109 current holders: 33 (30%) held >2 years, 28 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~23 new funds/quarter

19 → 14 → 40 → 30 → 23 new funds/Q
New funds entering each quarter: 14 → 40 → 30 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 42% of holders stayed 2+ years

42% veterans 15% 1-2yr 44% new
Of 110 current holders: 46 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
24 of 109 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VTEX

How many hedge funds hold VTEX — quarterly history vs. share price
Quarterly hedge fund ownership of VTEX vs. share price

Market Analysis: VTEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTEX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VTEX
2026 Q1 Stats Unlock in 21 days 110 + Investors

Track Smart Money conviction in VTEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 109 0.92%
13F Shares 61M 71M -12.95%
Total Value $231M $309M -25.23%
New Positions 23 31 -8
Increased Positions 44 28 +16
Closed Positions 22 24 -2
Reduced Positions 38 38 -
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTEX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

110 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTEX. Verified SEC 13F-HR filings.

Top 12 institutional holders of VTEX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GAMMA Investing LLC 0.00% 6,376 $26K
2 SBI Securities Co., Ltd. 0.00% 10,058 $40K
3 Janney Montgomery Scott LLC 0.00% 72,925
4 Bell Investment Advisors, Inc 0.00% 760 $3K
5 True Wealth Design, LLC 0.00% 245
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 32,442 $131K
7 Pictet Asset Management Holding SA 0.00% 23,751 $95K
8 Root Financial Partners, LLC 0.00% 404 $2K
9 IFP Advisors, Inc 0.00% 892 $4K
10 Sterling Capital Management LLC 0.00% 350 $1K
11 SJS Investment Consulting Inc. 0.00% 51
12 Farther Finance Advisors, LLC 0.00% 380 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VTEX (VTEX)

What does the Smart Money Trend signal show for VTEX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VTEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTEX?

Slight buying edge — 54% buying: Last quarter: 67 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VTEX holders?

Smaller funds dominant — 12% AUM from top-100: 24 of 109 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTEX?

Mixed — 30% long-term, 44% new: Of the 109 current holders: 33 (30%) held >2 years, 28 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.