L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
21 May 2025
latest of these filings; the earliest 14 May 2025
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 2 listed it in both
Shares listed
4,474,993
combined, among listed positions
Reported value
$23m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +35,054.

Managers listing VTEX in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Acadian Asset Management LLC3,005,818$15munder 0.1%Added+29,80421 May 2025 (the filing on sec.gov)
Artisan Partners LP1,469,175$7.4munder 0.1%Added+5,25014 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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.
1 in Q4 2023 to 1 in Q3 2025

Tracked managers listing it, at least.

0246Q3 2021Q1 2022Q3 2022Q1 2023Q1 2024Q3 2024Q1 2025Q3 2025
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VTEX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20215$442mn.a.n.a.
Q4 20215$251mn.a.n.a.
Q1 20224$99mn.a.n.a.
Q2 20223$54mn.a.n.a.
Q3 20222$46mn.a.n.a.
Q4 20221$25mn.a.n.a.
Q1 20231$26mn.a.n.a.
Q4 20231$316k10
Q1 20242$17m20
Q2 20242$22m20
Q3 20242$28m20
Q4 20242$26m20
Q1 20252$23m20
Q2 20252$27m11
Q3 20251$12m11

Compare with…

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

VTEX and GOOGL →VTEX and AMZN →VTEX and MSFT →Choose a stock to compare with VTEX →

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 VTEX, latest filings →Back to the 13F Explorer →