Comparable stake leader
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001793663.
Comparable stake leader
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Disclosed value leader
SOFTBANK GROUP CORP.
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
13D/G
|
4.7%
|
$19,669,183
3,655,982 shares
|
$0 | 31 Dec 2024 |
| Polar Capital Holdings Plc |
13D/G
|
2.8%
|
$28,148,268
5,232,020 shares
|
$0 | 31 Dec 2024 |
| SOFTBANK GROUP CORP. |
13F
Company
|
49%
|
$153,738,348
38,434,587 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
5.4%
|
$16,722,224
4,180,556 shares
|
— | 31 Mar 2026 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
2.5%
|
$7,871,000
1,971,904 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
2.1%
|
$6,492,368
1,623,092 shares
|
— | 31 Mar 2026 |
| Russell Investments Group, Ltd. |
13F
Company
|
1.8%
|
$5,661,438
1,417,844 shares
|
— | 31 Mar 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
1.3%
|
$3,959,428
989,857 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$1,679,707.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 357,865 | $0 | $1,395,518 | -$1,395,518 |
| 3-6 | 0 | 70,312 | $0 | $284,189 | -$284,189 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-9 of 9 reporting-owner rows connected to VTEX. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Geraldo Do Carmo Thomaz Junior | Chief Executive Officer | $205,879,621 | -$776,888 | -0.38% | Mixed | 03 Aug 2026 |
| Mariano Gomide de Faria | Chief Executive Officer | $130,693,186 | -$776,890 | -0.59% | Mixed | 03 Aug 2026 |
| Ricardo Camatta Sodre | Chief Financial Officer | $1,924,536 | Mixed | 29 May 2026 | ||
| Andre Spolidoro Ferreira Gomes | Chief Strategy Officer | $1,425,437 | -$68,715 | -4.6% | Filing P/S | 16 Jul 2026 |
| Santiago Naranjo Alvarez | Chief Revenue Officer | $762,500 | Mixed | 29 May 2026 | ||
| Alejandro Raul Scannapieco | Director | $47,976 | -$57,214 | -54% | Mixed | 01 Jul 2026 |
| Silvia Irene Livia Mazzucchelli | Director | $47,976 | Mixed | 01 Jul 2026 | ||
| Francisco Alvarez-Demalde | Director | $47,976 | Mixed | 01 Jul 2026 | ||
| Benoit Jean-Claude Marie Fouilland | Director | $47,976 | Mixed | 01 Jul 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.46% | $21,155 | $4.40 | -4,808 | 1,038,737 | 03 Aug 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.39% | $21,155 | $4.40 | -4,808 | 1,242,495 | 03 Aug 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.46% | $19,280 | $4.01 | -4,808 | 1,043,545 | 27 Jul 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $19,280 | $4.01 | -4,808 | 1,247,303 | 27 Jul 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.46% | $20,290 | $4.22 | -4,808 | 1,048,353 | 20 Jul 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $20,290 | $4.22 | -4,808 | 1,252,111 | 20 Jul 2026 | Direct |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -7.61% | $12,120 | $4.04 | -3,000 | 36,400 | 16 Jul 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.94% | $12,120 | $4.04 | -3,000 | 316,431 | 16 Jul 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.45% | $19,665 | $4.09 | -4,808 | 1,053,161 | 13 Jul 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $19,665 | $4.09 | -4,808 | 1,256,919 | 13 Jul 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $19,520 | $4.06 | -4,808 | 1,261,727 | 06 Jul 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.45% | $19,520 | $4.06 | -4,808 | 1,057,969 | 06 Jul 2026 | By Mira Limited |
| Francisco Alvarez-Demalde | : VTEX | Class A Common Shares | Conversion of derivative security | 20.4% | 2,029 | 11,994 | 01 Jul 2026 | Direct | ||
| Francisco Alvarez-Demalde | : VTEX | Stock Options | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Francisco Alvarez-Demalde | : VTEX | Restricted Stock Unit | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Francisco Alvarez-Demalde | : VTEX | Restricted Stock Unit | Conversion of derivative security | -34.3% | -2,029 | 3,886 | 01 Jul 2026 | Direct | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Class A Common Shares | Conversion of derivative security | 20.4% | 2,029 | 11,994 | 01 Jul 2026 | Direct | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Stock Options | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Restricted Stock Unit | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Restricted Stock Unit | Conversion of derivative security | -34.3% | -2,029 | 3,886 | 01 Jul 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Class A Common Shares | Conversion of derivative security | 20.4% | 2,029 | 11,994 | 01 Jul 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Stock Options | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Silvia Irene Livia Mazzucchelli | : VTEX | Restricted Stock Unit | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Silvia Irene Livia Mazzucchelli | : VTEX | Restricted Stock Unit | Conversion of derivative security | -34.3% | -2,029 | 3,886 | 01 Jul 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Class A Common Shares | Conversion of derivative security | 20.4% | 2,029 | 11,994 | 01 Jul 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Stock Options | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Alejandro Raul Scannapieco | : VTEX | Restricted Stock Unit | Other | 31,439 | 31,439 | 01 Jul 2026 | Direct | |||
| Alejandro Raul Scannapieco | : VTEX | Restricted Stock Unit | Conversion of derivative security | -34.3% | -2,029 | 3,886 | 01 Jul 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.45% | $19,424 | $4.04 | -4,808 | 1,062,777 | 29 Jun 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $19,424 | $4.04 | -4,808 | 1,266,535 | 29 Jun 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.45% | $19,232 | $4.00 | -4,808 | 1,067,585 | 26 Jun 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.38% | $19,232 | $4.00 | -4,808 | 1,271,343 | 26 Jun 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Conversion of derivative security | 362.1% | 1,000,000 | 1,276,151 | 24 Jun 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class B Common Shares | Conversion of derivative security | -7.08% | -1,000,000 | 13,118,788 | 24 Jun 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Conversion of derivative security | 1381.4% | 1,000,000 | 1,072,393 | 24 Jun 2026 | By Mira Limited | ||
| Mariano Gomide de Faria | : VTEX | Class B Common Shares | Conversion of derivative security | -50% | -1,000,000 | 999,313 | 24 Jun 2026 | By Mira Limited | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -7.08% | $10,800 | $3.60 | -3,000 | 39,400 | 16 Jun 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.93% | $10,800 | $3.60 | -3,000 | 319,431 | 16 Jun 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Conversion of derivative security | 484.1% | 60,000 | 72,393 | 09 Jun 2026 | By Mira Limited | ||
| Mariano Gomide de Faria | : VTEX | Class B Common Shares | Conversion of derivative security | -2.91% | -60,000 | 1,999,313 | 09 Jun 2026 | By Mira Limited | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Class A Common Shares | Exercise of in-the-money or at-the-money derivative security | 1826.4% | 182,000 | 191,965 | 03 Jun 2026 | Direct | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Stock Options | Exercise of in-the-money or at-the-money derivative security | -100% | -182,000 | 0 | 03 Jun 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -13.5% | $162,336 | $3.78 | -42,946 | 276,151 | 03 Jun 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -77.6% | $162,256 | $3.78 | -42,925 | 12,393 | 03 Jun 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -20.4% | $320,831 | $3.91 | -82,054 | 319,097 | 02 Jun 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -59.7% | $320,913 | $3.91 | -82,075 | 55,318 | 02 Jun 2026 | By Mira Limited |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -3.38% | $19,232 | $4.00 | -4,808 | 137,393 | 01 Jun 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.18% | $19,232 | $4.00 | -4,808 | 401,151 | 01 Jun 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Other | 2.1% | 12,392 | 601,797 | 29 May 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Conversion of derivative security | 5.93% | 34,376 | 614,189 | 29 May 2026 | Direct |