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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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VTEX

VTEX
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001793663
FORM 144 · 8☆ WATCH
INSIDER NET · 180D
-$2.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
67
13F, latest reported quarter
REVENUE GROWTH
+6.1%
XBRL, annual
NET MARGIN
8.3%
CONVERSIONS · 180D
28
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$2.6M over 180 days
-$1.3M over 90 days
below 59% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
67 funds added or opened last quarter
below 59% of Software & IT
REVENUE
+6.1% year over year
below 56% of Software & IT
MARGIN
8.3% net margin
more than 72% of Software & IT
BUYBACKS
$59.1M repurchased, FY to 2025-12-31
below 55% of Software & IT
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$2.6M across 4 people in 180 days.
67 funds added or opened positions in the latest 13F quarter, of 109 holders.
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $2.6M sold by insiders over 180 days, 67 funds added last quarter, $1.4M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, VTEX insiders sold a net $2.6M of stock across 48 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Gomide de Faria Mariano
Chief Executive Officer
SELL
2026-08-18
43,203.0
$152.1K
do Carmo Thomaz Junior Geraldo
Chief Executive Officer
SELL
2026-08-18
43,203.0
$152.1K
Gomes Andre Spolidoro Ferreira
Chief Strategy Officer
SELL
2026-08-17
3,000.0
$10.7K
Gomide de Faria Mariano
Chief Executive Officer
SELL
2026-08-17
76,797.0
$274.9K
do Carmo Thomaz Junior Geraldo
Chief Executive Officer
SELL
2026-08-17
76,797.0
$274.9K
48 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 43 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
SOFTBANK GROUP CORP.
38,434,587.0 sh
$153.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
2,712,866.0 sh
$10.9M
MILLENNIUM MANAGEMENT LLC
1,397,979.0 sh
$5.6M
CITADEL ADVISORS LLC
1,397,368.0 sh
$5.6M
Russell Investments Group, Ltd.
1,259,217.0 sh
$5.1M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ALEJANDRO SCANNAPIECO
FILED 2026-08-24
$44.1K
MIRA LIMITED
FILED 2026-08-18
$151.6K
GERALDO DO CARMO THOMAZ JUNIOR
FILED 2026-08-18
$151.6K
MIRA LIMITED
FILED 2026-08-17
$274.6K
GERALDO DO CARMO THOMAZ JUNIOR
FILED 2026-08-17
$274.6K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Dunham Small Cap Value Fund
$692.6K POSITION · AS OF 2026-04-30
0.7%
Global X E-commerce ETF
$108.8K POSITION · AS OF 2026-04-30
0.4%
Indexperts Gorilla Aggressive Growth ETF
$14.9K POSITION · AS OF 2026-04-30
0.0%
Applied Finance IVS US SMID ETF
$5.0K POSITION · AS OF 2026-03-31
0.0%
Small Cap Core Fund
$57.6K POSITION · AS OF 2026-03-31
0.0%
Acadian Emerging Markets Portfolio
$161.7K POSITION · AS OF 2026-04-30
0.0%
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
2025-122024-122023-122022-12
REVENUE$240.5M$226.7M$200.8M
GROSS PROFIT$186.3M$167.0M$139.8M$104.8M
OPERATING INCOME$18.1M$7.4M$-14.0M
NET INCOME$20.0M$15.8M$-15.8M$-52.4M
EPS (DILUTED)0.110.08-0.09
OPERATING CASH FLOW$33.4M$26.0M$5.4M
CASH$15.7M$18.7M
BUYBACKS$59.1M$11.2M$35.2M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →