Vtex (VTEX) — Who's Buying and Selling (13F, Q2 2026)

VTEX ranks #4397 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

VTEX is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

109 institutions disclose a position in VTEX, but none treat it as a major bet — even Softbank Group CORP., its most concentrated holder, allocates just 0.8% of its own portfolio to it.

Essential Partners LLC has trimmed its VTEX position for two straight quarters, cutting it by $11.9K while still holding $1.5K.

VTEX is down 0.5% today, but institutions show net buying of $11.0M this quarter — a divergence between today's price move and the underlying institutional flow.

VTEX closed its latest fiscal year with net income of $20.0M.

• Profitable — net income of $20.0M in the latest fiscal year
• Revenue grew 6.1% year over year
• Net income improved year over year, from $15.8M to $20.0M
• Generated $33.4M in positive operating cash flow
• Current ratio of 3.04x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting