WAVEMAN · COMPANY

VNET · Vnet Group, Inc.

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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VNET

Name: VNET Group, Inc. (VNET) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

VNET Group, Inc.

SOFTWARE & IT · SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · CIK 0001508475

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

-$244.1K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+10.0%

XBRL, annual

NET MARGIN

-6.6%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$244.1K over 180 days

more than 62% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

96 funds added or opened last quarter

more than 51% of Software & IT

REVENUE

+10.0% year over year

more than 54% of Software & IT

MARGIN

-6.6% net margin

below 59% of Software & IT

BUYBACKS

$2.5M repurchased, FY to 2025-12-31

below 88% of Software & IT

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$244.1K across 3 people in 180 days.

96 funds added or opened positions in the latest 13F quarter, of 162 holders.

PJ Millennium Limited Partnership disclosed a 5%+ stake (11.4%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -24.7%

-24.7%12M

INSIDER SELL13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $244.1K sold by insiders over 180 days, 96 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, VNET Group, Inc. insiders sold a net $244.1K of stock across 3 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Shao Sean

Director

SELL

2026-06-01

60,000.0

$102.6K

ZHANG ZHIHUA

SVP, Operational Finance

SELL

2026-05-18

9,072.0

$15.3K

Chen David Lifeng

Director

SELL

2026-03-23

83,544.0

$126.2K

3 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

Point72 Asset Management, L.P.

18,290,761.0 sh

$147.1M

Triata Capital Ltd

11,763,935.0 sh

$94.6M

Blackstone Inc.

10,402,130.0 sh

$83.6M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

9,666,879.0 sh

$77.7M

MILLENNIUM MANAGEMENT LLC

8,768,940.0 sh

$70.5M

5%+ owners

13D = intent to influence · 13G = passive

PJ Millennium Limited Partnership

ACTIVIST 13D · 2026-08-28

11.4%

PJ Millennium I Limited

ACTIVIST 13D · 2026-08-28

5.7%

PJ Millennium II Limited

ACTIVIST 13D · 2026-08-28

5.7%

Lochpine BG I GP Limited

ACTIVIST 13D · 2026-08-28

11.4%

Lochpine Capital Limited

ACTIVIST 13D · 2026-08-28

11.4%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Global X Data Center & Digital Infrastructure ETF

$46.7M POSITION · AS OF 2026-02-28

3.8%

Global X Cloud Computing ETF

$6.3M POSITION · AS OF 2026-02-28

3.1%

AdvisorShares Dorsey Wright ADR ETF

$1.3M POSITION · AS OF 2026-03-31

2.9%

KraneShares MSCI China Clean Technology Index ETF

$770.4K POSITION · AS OF 2026-03-31

1.3%

Driehaus Emerging Markets Small Cap Growth Fund

$1.4M POSITION · AS OF 2026-03-31

0.9%

iShares MSCI China Small-Cap ETF

$828.4K POSITION · AS OF 2026-02-28

0.9%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
GROSS PROFIT	$2.2B	$1.8B	$1.3B	$1.4B
OPERATING INCOME	$780.3M	$669.4M	$-2.0B	$121.2M
NET INCOME	$-251.8M	$183.2M	$-2.6B	$-776.0M
EPS (DILUTED)	-0.16	0.02	-2.93	-0.87
OPERATING CASH FLOW	$1.9B	$2.0B	$2.1B	$2.4B
CASH	$5.5B	$1.5B	$2.2B	$2.7B
LONG-TERM DEBT	$13.6B	$9.2B	$5.8B	—
BUYBACKS	$17.2M	—	—	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE