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: -$1,378,334.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 345,249 | $0 | $1,339,774 | -$1,339,774 |
| 3-6 | 0 | 9,616 | $0 | $38,560 | -$38,560 |
| 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 | $140,573,196 | -$638,321 | -0.45% | Mixed | 02 Jun 2026 |
| Mariano Gomide de Faria | Chief Executive Officer | $119,555,013 | -$638,324 | -0.53% | Mixed | 09 Jun 2026 |
| Ricardo Camatta Sodre | Chief Financial Officer | $1,924,536 | Median | 29 May 2026 | ||
| Andre Spolidoro Ferreira Gomes | Chief Strategy Officer | $1,291,791 | -$44,475 | -3.3% | Filing P/S | 16 Jun 2026 |
| Benoit Jean-Claude Marie Fouilland | Director | $767,860 | Median | 03 Jun 2026 | ||
| Santiago Naranjo Alvarez | Chief Revenue Officer | $762,500 | Median | 29 May 2026 | ||
| Silvia Irene Livia Mazzucchelli | Director | $37,468 | Mixed | 01 Apr 2026 | ||
| Francisco Alvarez-Demalde | Director | $37,468 | Mixed | 01 Apr 2026 | ||
| Alejandro Raul Scannapieco | Director | $35,774 | -$57,214 | -62% | Filing P/S | 22 May 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Mariano Gomide de Faria | : VTEX | Restricted Stock Unit | Conversion of derivative security | -25% | -34,376 | 103,125 | 29 May 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Other | 2.75% | 10,882 | 405,959 | 29 May 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Conversion of derivative security | 8.99% | 34,376 | 416,787 | 29 May 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Restricted Stock Unit | Conversion of derivative security | -25% | -34,376 | 103,125 | 29 May 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Conversion of derivative security | 3.33% | 10,402 | 322,431 | 29 May 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Restricted Stock Unit | Conversion of derivative security | -20.1% | -10,402 | 41,250 | 29 May 2026 | Direct | ||
| Santiago Naranjo Alvarez | : VTEX | Class A Common Shares | Conversion of derivative security | 190,625 | 190,625 | 29 May 2026 | Direct | |||
| Santiago Naranjo Alvarez | : VTEX | Restricted Stock Unit | Conversion of derivative security | -100% | -190,625 | 0 | 29 May 2026 | Direct | ||
| Ricardo Camatta Sodre | : VTEX | Class A Common Shares | Conversion of derivative security | 2.12% | 10,010 | 481,134 | 29 May 2026 | Direct | ||
| Ricardo Camatta Sodre | : VTEX | Restricted Stock Unit | Conversion of derivative security | -19.5% | -10,010 | 41,250 | 29 May 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Class A Common Shares | Sale | -61.5% | $57,214 | $3.59 | -15,937 | 9,965 | 22 May 2026 | Direct |
| Alejandro Raul Scannapieco | : VTEX | Class A Common Shares | Exercise of in-the-money or at-the-money derivative security | 159.9% | 15,937 | 25,902 | 22 May 2026 | Direct | ||
| Alejandro Raul Scannapieco | : VTEX | Stock Options | Exercise of in-the-money or at-the-money derivative security | -8.44% | -15,367 | 166,633 | 22 May 2026 | Direct | ||
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -3.42% | $5,265 | $3.51 | -1,500 | 42,400 | 18 May 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.48% | $5,265 | $3.51 | -1,500 | 312,029 | 18 May 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Sale | -3.27% | $19,280 | $4.01 | -4,808 | 142,201 | 07 May 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.24% | $19,280 | $4.01 | -4,808 | 382,411 | 07 May 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Shares | Conversion of derivative security | 568% | 125,000 | 147,009 | 29 Apr 2026 | By Mira Limited | ||
| Mariano Gomide de Faria | : VTEX | Class B Common Shares | Conversion of derivative security | -5.72% | -125,000 | 2,059,313 | 29 Apr 2026 | By Mira Limited | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Conversion of derivative security | 47.7% | 125,000 | 387,219 | 29 Apr 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class B Common Shares | Conversion of derivative security | -0.88% | -125,000 | 14,118,788 | 29 Apr 2026 | Direct | ||
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.8% | $19,280 | $4.01 | -4,808 | 262,219 | 27 Apr 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Stock | Sale | -17.9% | $19,280 | $4.01 | -4,808 | 22,009 | 27 Apr 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.77% | $20,001 | $4.16 | -4,808 | 267,027 | 20 Apr 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Stock | Sale | -15.2% | $20,001 | $4.16 | -4,808 | 26,817 | 20 Apr 2026 | By Mira Limited |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -3.3% | $6,165 | $4.11 | -1,500 | 43,900 | 16 Apr 2026 | By Botsmark LLC |
| Andre Spolidoro Ferreira Gomes | : VTEX | Class A Common Shares | Sale | -0.48% | $6,180 | $4.12 | -1,500 | 313,529 | 16 Apr 2026 | Direct |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.74% | $19,376 | $4.03 | -4,808 | 271,835 | 13 Apr 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Stock | Sale | -13.2% | $19,376 | $4.03 | -4,808 | 31,625 | 13 Apr 2026 | By Mira Limited |
| Geraldo Do Carmo Thomaz Junior | : VTEX | Class A Common Shares | Sale | -1.71% | $19,424 | $4.04 | -4,808 | 276,643 | 06 Apr 2026 | Direct |
| Mariano Gomide de Faria | : VTEX | Class A Common Stock | Sale | -11.7% | $19,424 | $4.04 | -4,808 | 36,433 | 06 Apr 2026 | By Mira Limited |
| Francisco Alvarez-Demalde | : VTEX | Class A Common Shares | Conversion of derivative security | 25.6% | 2,028 | 9,965 | 01 Apr 2026 | Direct | ||
| Francisco Alvarez-Demalde | : VTEX | Restricted Stock Unit | Conversion of derivative security | -29.4% | -2,028 | 4,858 | 01 Apr 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Class A Common Shares | Conversion of derivative security | 25.6% | 2,028 | 9,965 | 01 Apr 2026 | Direct | ||
| Silvia Irene Livia Mazzucchelli | : VTEX | Restricted Stock Unit | Conversion of derivative security | -29.4% | -2,028 | 4,858 | 01 Apr 2026 | Direct | ||
| Benoit Jean-Claude Marie Fouilland | : VTEX | Class A Common Shares | Conversion of derivative security | 25.6% | 2,028 | 9,965 | 01 Apr 2026 | Direct |