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VNET in the 13F filings

21vianet Group Inc · CUSIP 90138A103

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
34,969,827
combined, among listed positions
Reported value
$296m
combined, at the quarter end

Among the 92 comparable managers: 10 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +9,997,395.

Managers listing VNET in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Point72 Asset Management LP11,682,841$99m0.11%Added+8,050,08417 Feb 2026 (the filing on sec.gov)
Discovery Capital Management LLC6,319,100$53m2.89%Added+4,704,60017 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC6,285,386$53m0.23%Added+796,26617 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC4,051,490$34munder 0.1%Trimmed-535,00717 Feb 2026 (the filing on sec.gov)
Millennium Management LLC3,478,739$29munder 0.1%Added+1,474,74217 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,288,000$11munder 0.1%Trimmed-1,331,60017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC598,830$5.1munder 0.1%Added+223,87517 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP512,066$4.3munder 0.1%Trimmed-22,08617 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC223,465$1.9munder 0.1%Trimmed-181,43813 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP216,000$1.8munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Invesco Ltd107,255$907kunder 0.1%Trimmed-5,34919 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC75,308$638kunder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
Quantbot Technologies LP49,209$416kunder 0.1%Added+34,24310 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP28,491$241kunder 0.1%Trimmed-26,96513 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.27,972$237kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP25,665$217kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC10$00.00%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

024682014201520162020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VNET by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$42mn.a.n.a.
Q3 20133$63mn.a.n.a.
Q4 20132$27mn.a.n.a.
Q1 20145$69mn.a.n.a.
Q2 20145$211mn.a.n.a.
Q3 20145$97mn.a.n.a.
Q4 20145$111mn.a.n.a.
Q1 20153$108mn.a.n.a.
Q2 20153$205mn.a.n.a.
Q3 20153$97mn.a.n.a.
Q4 20152$26mn.a.n.a.
Q1 20161$14mn.a.n.a.
Q2 20161$521kn.a.n.a.
Q3 20181$4.5mn.a.n.a.
Q4 20181$8.1mn.a.n.a.
Q3 20191$107kn.a.n.a.
Q1 20203$4.9mn.a.n.a.
Q2 20203$81mn.a.n.a.
Q3 20202$60mn.a.n.a.
Q4 20205$128mn.a.n.a.
Q1 20216$166mn.a.n.a.
Q2 20213$31mn.a.n.a.
Q3 20213$38mn.a.n.a.
Q4 20213$7.2mn.a.n.a.
Q1 20221$2.5mn.a.n.a.
Q2 20221$2.6mn.a.n.a.
Q3 20224$18mn.a.n.a.
Q4 20223$23mn.a.n.a.
Q1 20235$16mn.a.n.a.
Q2 20235$14mn.a.n.a.
Q3 20234$16mn.a.n.a.
Q4 20234$15m11
Q1 20243$3.7m21
Q2 20243$5.0m00
Q3 20243$13m12
Q4 20242$5.9m10
Q1 20257$147m70
Q2 20253$45m21
Q3 20256$191m42
Q4 20256$246m1013
Q1 20265$254m147
Q2 20263$173m1111

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VNET and GOOGL →VNET and META →VNET and SPCX →Choose a stock to compare with VNET →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VNET, latest filings →Back to the 13F Explorer →