This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VTEX/capital-change-brief"
Use Arkolith's capital_change_brief for VTEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $16.7M | 4.2M | ▲+8.7% Added · +336K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $6.5M | 1.6M | ▲+2.0% Added · +32K sh | Q1 2026 | |
| 3 | Russell Investments Group, Ltd. | $5.7M | 1.4M | ▲+148% Added · +845K sh | Q1 2026 | |
| 4 | AQR CAPITAL MANAGEMENT LLC | $4.0M | 990K | ▲+704% Added · +867K sh | Q1 2026 | |
| 5 | UBS Group AG | $3.2M | 808K | ▲+72% Added · +338K sh | Q1 2026 | |
| 6 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.9M | 727K | ▼−25% Reduced · −237K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $2.9M | 714K | ▼−25% Reduced · −241K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $2.7M | 683K | ▲+56% Added · +245K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 645K | ▼−2.5% Reduced · −17K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $2.5M | 619K | ▼−3.7% Reduced · −24K sh | Q1 2026 | |
| 11 | HSBC HOLDINGS PLC | $2.3M | 575K | ▲New +575K sh | Q1 2026 | |
| 12 | Legal & General Group Plc | $2.2M | 549K | ▲+4.8% Added · +25K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $2.0M | 488K | ▼−17% Reduced · −99K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $1.8M | 461K | ▼−2.5% Reduced · −12K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $1.8M | 448K | ▲+78% Added · +196K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $1.7M | 433K | ▲+159% Added · +266K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $1.6M | 406K | ▼−81% Reduced · −1.7M sh | Q1 2026 | |
| 18 | CITIGROUP INC | $1.5M | 384K | ▼−12% Reduced · −54K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $1.3M | 330K | ▲+32% Added · +80K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 320K | ▲New +320K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $948K | 237K | ▼−44% Reduced · −183K sh | Q1 2026 | |
| 22 | LOS ANGELES CAPITAL MANAGEMENT LLC | $936K | 234K | ▲+365% Added · +184K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $906K | 227K | ▲+2.9% Added · +6K sh | Q1 2026 | |
| 24 | Point72 Asset Management, L.P. | $867K | 217K | ▼−30% Reduced · −95K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $844K | 211K | ▲New +211K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | Sell (S) | 3K | $12K |
| Jul 16, 2026 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | Sell (S) | 3K | $12K |
| Jul 13, 2026 | Gomide de Faria Mariano | Chief Executive Officer | Sell (S) | 5K | $20K |
| Jul 13, 2026 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | Sell (S) | 5K | $20K |
| Jul 6, 2026 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | Sell (S) | 5K | $20K |
| Jul 6, 2026 | Gomide de Faria Mariano | Chief Executive Officer | Sell (S) | 5K | $20K |
| Jul 1, 2026 | Fouilland Benoit | Director | Conversion (C) | 972 | — |
| Jul 1, 2026 | Fouilland Benoit | Director | Conversion (C) | 1K | — |
| Jul 1, 2026 | Fouilland Benoit | Director | Conversion (C) | 972 | $0 |
| Jul 1, 2026 | Fouilland Benoit | Director | Conversion (C) | 1K | $0 |
| Jul 1, 2026 | Fouilland Benoit | Director | Other (J) | 31K | $0 |
| Jul 1, 2026 | Fouilland Benoit | Director | Other (J) | 31K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $15.0B |
| AMAZON.COM INCAMZN | 31 funds | $12.0B |
| BROADCOM INCAVGO | 31 funds | $8.9B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $8.0B |
| MICRON TECHNOLOGY INCMU | 31 funds | $4.3B |
| COMFORT SYSTEMS USA INCFIX | 31 funds | $994.3M |
| ELEVANCE HEALTH INCELV | 31 funds | $824.2M |
| EMCOR GROUP INCEME | 31 funds | $661.1M |
| CUMMINS INCCMI | 31 funds | $639.8M |
| CENTENE CORPCNC | 31 funds | $466.4M |
| NVIDIA CORPNVDA | 30 funds | $23.9B |
| ALPHABET INC-CL AGOOGL | 30 funds | $9.9B |
Ranked by how many of VTEX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.