Comparable stake leader
SB Global Advisers Ltd
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001793663.
Comparable stake leader
SB Global Advisers Ltd
Disclosed value leader
Geraldo Do Carmo Thomaz Junior
Comparable rows
3/50
Latest evidence
26 Oct 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
3 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 |
|---|---|---|---|---|---|
| SB Global Advisers Ltd |
13D/G
SB Global Advisers Limited
|
43%
Reported 13D/G
· 15 Oct 2026
|
$156,658,023
37,477,996 shares
|
$0 | 15 Oct 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
13D/G
|
4.7%
Reported 13D/G
· 31 Dec 2024
|
$19,669,183
3,655,982 shares
|
$0 | 31 Dec 2024 |
| Polar Capital Holdings Plc |
13D/G
|
2.8%
Reported 13D/G
· 31 Dec 2024
|
$28,148,268
5,232,020 shares
|
$0 | 31 Dec 2024 |
| Geraldo Do Carmo Thomaz Junior |
3/4/5
Chief Executive Officer
|
—
mixed-class rows
|
$204,911,683
85,115,649 shares
mixed-class rows
|
-$1,281,641 | 26 Oct 2026 |
| SOFTBANK GROUP CORP. |
13F
Company
|
—
denominator unverified
|
$153,738,348
38,434,587 shares
|
— | 30 Jun 2026 |
| Mariano Gomide de Faria |
3/4/5
Chief Executive Officer
|
—
mixed-class rows
|
$129,612,419
34,844,661 shares
mixed-class rows
|
-$1,281,692 | 26 Oct 2026 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$13,810,000
3,460,155 shares
|
— | 30 Jun 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
Company
|
—
denominator unverified
|
$10,851,464
2,712,866 shares
|
— | 30 Jun 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: -$2,862,519.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 333,074 | $0 | $1,225,123 | -$1,225,123 |
| 3-6 | 0 | 357,865 | $0 | $1,391,767 | -$1,391,767 |
| 6-9 | 0 | 60,696 | $0 | $245,629 | -$245,629 |
| 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 | $204,911,683 | -$1,281,641 | -0.62% | Mixed | 26 Oct 2026 |
| Mariano Gomide de Faria | Chief Executive Officer | $129,612,419 | -$1,281,692 | -0.98% | Mixed | 26 Oct 2026 |
| Ricardo Camatta Sodre | Chief Financial Officer | $1,968,560 | Mixed | 26 Aug 2026 | ||
| Andre Spolidoro Ferreira Gomes | Chief Strategy Officer | $1,529,267 | -$197,955 | -11% | Mixed | 16 Oct 2026 |
| Benoit Jean-Claude Marie Fouilland | Director | $794,560 | Mixed | 01 Oct 2026 | ||
| Santiago Naranjo Alvarez | Chief Revenue Officer | $762,500 | Mixed | 29 May 2026 | ||
| Silvia Irene Livia Mazzucchelli | Director | $66,560 | Mixed | 01 Oct 2026 | ||
| Francisco Alvarez-Demalde | Director | $66,560 | Mixed | 01 Oct 2026 | ||
| Alejandro Raul Scannapieco | Director | $18,584 | -$101,232 | -84% | Mixed | 01 Oct 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 | -0.53% | -$19,376 | $4.03 | -4,808 | 899,505 | 26 Oct 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.42% | -$19,376 | $4.03 | -4,808 | 1,126,817 | 26 Oct 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.42% | -$19,665 | $4.09 | -4,808 | 1,131,625 | 19 Oct 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.53% | -$19,713 | $4.10 | -4,808 | 904,313 | 19 Oct 2026 | By Mira Limited |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -9.87% | -$12,570 | $4.19 | -3,000 | 27,400 | 16 Oct 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.98% | -$12,570 | $4.19 | -3,000 | 302,831 | 16 Oct 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.42% | -$19,232 | $4.00 | -4,808 | 1,136,433 | 12 Oct 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.53% | -$19,232 | $4.00 | -4,808 | 909,121 | 12 Oct 2026 | By Mira Limited |
| Benoit Jean-Claude Marie Fouilland | : VTEX | Class A Common Shares | Conversion of derivative security | 2.39% | 4,646 | 198,640 | 01 Oct 2026 | Direct | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Restricted Stock Unit | Conversion of derivative security | -61.4% | -4,646 | 2,915 | 01 Oct 2026 | Direct | ||
| Francisco Alvarez-Demalde | : VTEX | Class A Common Shares | Conversion of derivative security | 38.7% | 4,646 | 16,640 | 01 Oct 2026 | Direct | ||
| Francisco Alvarez-Demalde | : VTEX | Restricted Stock Unit | Conversion of derivative security | -61.4% | -4,646 | 2,915 | 01 Oct 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Class A Common Shares | Conversion of derivative security | 4,646 | 4,646 | 01 Oct 2026 | Direct | |||
| Alejandro Raul Scannapieco | : VTEX | Restricted Stock Unit | Conversion of derivative security | -61.4% | -4,646 | 2,915 | 01 Oct 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Class A Common Shares | Conversion of derivative security | 38.7% | 4,646 | 16,640 | 01 Oct 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Restricted Stock Unit | Conversion of derivative security | -61.4% | -4,646 | 2,915 | 01 Oct 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -8.98% | -$11,040 | $3.68 | -3,000 | 30,400 | 16 Sep 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.97% | -$11,040 | $3.68 | -3,000 | 305,831 | 16 Sep 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Other | -0.94% | -10,820 | 1,141,241 | 26 Aug 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Conversion of derivative security | 3.08% | 34,374 | 1,152,061 | 26 Aug 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Restricted Stock Unit | Conversion of derivative security | -28.6% | -34,374 | 85,938 | 26 Aug 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Other | -1.95% | -12,392 | 623,779 | 26 Aug 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Conversion of derivative security | 5.71% | 34,374 | 636,171 | 26 Aug 2026 | Direct | ||
| Mariano Gomide de Faria | : VTEX | Restricted Stock Unit | Conversion of derivative security | -28.6% | -34,374 | 85,938 | 26 Aug 2026 | Direct | ||
| Ricardo Camatta Sodre | : VTEX | Class A Common Shares | Other | -0.76% | -3,744 | 492,140 | 26 Aug 2026 | Direct | ||
| Ricardo Camatta Sodre | : VTEX | Class A Common Shares | Conversion of derivative security | 2.85% | 13,750 | 495,884 | 26 Aug 2026 | Direct | ||
| Ricardo Camatta Sodre | : VTEX | Restricted Stock Unit | Conversion of derivative security | -28.6% | -13,750 | 34,375 | 26 Aug 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Other | 1.1% | 3,350 | 308,831 | 26 Aug 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Conversion of derivative security | 4.61% | 13,750 | 312,181 | 26 Aug 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Restricted Stock Unit | Conversion of derivative security | -28.6% | -13,750 | 34,375 | 26 Aug 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Class A Common Shares | Sale | -100% | -$44,018 | $3.67 | -11,994 | 0 | 24 Aug 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -3.72% | -$152,075 | $3.52 | -43,203 | 1,117,687 | 18 Aug 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -4.51% | -$152,075 | $3.52 | -43,203 | 913,929 | 18 Aug 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -6.2% | -$274,933 | $3.58 | -76,797 | 1,160,890 | 17 Aug 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -7.43% | -$274,933 | $3.58 | -76,797 | 957,132 | 17 Aug 2026 | By Mira Limited |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -8.24% | -$10,710 | $3.57 | -3,000 | 33,400 | 17 Aug 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -1% | -$10,710 | $3.57 | -3,000 | 298,431 | 17 Aug 2026 | Direct |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -4.74% | -$60,600 | $4.04 | -15,000 | 301,431 | 10 Aug 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -0.39% | -$19,472 | $4.05 | -4,808 | 1,237,687 | 10 Aug 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -0.46% | -$19,472 | $4.05 | -4,808 | 1,033,929 | 10 Aug 2026 | By Mira Limited |
| 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 |