VTEX
VTEX
+0.00 (+0.14%)3.68USD118K成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 26 · 1.3M · 4 |
| 其中 10b5-1 計畫賣出 | 20 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 2.7M |
| 近 180 天 淨額 | −2.7M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-26 | 08-28 | Sodre Ricardo | Chief Financial Officer | C 轉換 | 6.9K | – | – | 496K | SEC |
| 2026-08-26 | 08-28 | Sodre Ricardo | Chief Financial Officer | C 轉換 | 6.9K | – | – | 489K | SEC |
| 2026-08-26 | 08-28 | Sodre Ricardo | Chief Financial Officer | J 其他 | 3.7K | 4.39 | 16K | 492K | SEC |
| 2026-08-26 | 08-28 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 17.2K | – | – | 619K | SEC |
| 2026-08-26 | 08-28 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 17.2K | – | – | 636K | SEC |
| 2026-08-26 | 08-28 | Gomide de Faria Mariano | Chief Executive Officer | J 其他 | 12.4K | 4.39 | 54K | 624K | SEC |
| 2026-08-26 | 08-28 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 17.2K | – | – | 1.1M | SEC |
| 2026-08-26 | 08-28 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 17.2K | – | – | 1.2M | SEC |
| 2026-08-26 | 08-28 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | J 其他 | 10.8K | 4.39 | 47K | 1.1M | SEC |
| 2026-08-26 | 08-26 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | C 轉換 | 6.9K | – | – | 305K | SEC |
| 2026-08-26 | 08-26 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | C 轉換 | 6.9K | – | – | 312K | SEC |
| 2026-08-26 | 08-26 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | J 其他 | 3.4K | 4.39 | 15K | 309K | SEC |
| 2026-08-24 | 08-25 | Scannapieco Alejandro Raul | Director | S 公開市場賣出 | 12.0K | 3.67 | 44K | 0 | SEC |
| 2026-08-18 | 08-19 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出 | 43.2K | 3.52 | 152K | 914K | SEC |
| 2026-08-18 | 08-19 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出 | 43.2K | 3.52 | 152K | 1.1M | SEC |
| 2026-08-17 | 08-19 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出 | 76.8K | 3.58 | 275K | 957K | SEC |
| 2026-08-17 | 08-19 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出 | 76.8K | 3.58 | 275K | 1.2M | SEC |
| 2026-08-17 | 08-18 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 3.57 | 11K | 33.4K | SEC |
| 2026-08-17 | 08-18 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 3.57 | 11K | 298K | SEC |
| 2026-08-10 | 08-12 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出 | 15.0K | 4.04 | 61K | 301K | SEC |
| 2026-08-10 | 08-11 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.05 | 19K | 1.0M | SEC |
| 2026-08-10 | 08-11 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.05 | 19K | 1.2M | SEC |
| 2026-08-03 | 08-05 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.40 | 21K | 1.0M | SEC |
| 2026-08-03 | 08-05 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.40 | 21K | 1.2M | SEC |
| 2026-07-27 | 07-29 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.01 | 19K | 1.2M | SEC |
| 2026-07-27 | 07-29 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.01 | 19K | 1.0M | SEC |
| 2026-07-20 | 07-21 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.22 | 20K | 1.3M | SEC |
| 2026-07-20 | 07-21 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.22 | 20K | 1.0M | SEC |
| 2026-07-16 | 07-17 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 4.04 | 12K | 316K | SEC |
| 2026-07-16 | 07-17 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 4.04 | 12K | 36.4K | SEC |
| 2026-07-13 | 07-15 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.09 | 20K | 1.3M | SEC |
| 2026-07-13 | 07-15 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.09 | 20K | 1.1M | SEC |
| 2026-07-06 | 07-08 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.06 | 20K | 1.1M | SEC |
| 2026-07-06 | 07-08 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.06 | 20K | 1.3M | SEC |
| 2026-07-01 | 07-06 | Scannapieco Alejandro Raul | Director | C 轉換 | 972 | – | – | 10.9K | SEC |
| 2026-07-01 | 07-06 | Scannapieco Alejandro Raul | Director | C 轉換 | 1.1K | – | – | 12.0K | SEC |
| 2026-07-01 | 07-06 | Mazzucchelli Silvia | Director | C 轉換 | 972 | – | – | 10.9K | SEC |
| 2026-07-01 | 07-06 | Mazzucchelli Silvia | Director | C 轉換 | 1.1K | – | – | 12.0K | SEC |
| 2026-07-01 | 07-06 | Fouilland Benoit | Director | C 轉換 | 972 | – | – | 10.9K | SEC |
| 2026-07-01 | 07-06 | Fouilland Benoit | Director | C 轉換 | 1.1K | – | – | 12.0K | SEC |
| 2026-07-01 | 07-06 | Alvarez-Demalde Francisco | Director | C 轉換 | 972 | – | – | 10.9K | SEC |
| 2026-07-01 | 07-06 | Alvarez-Demalde Francisco | Director | C 轉換 | 1.1K | – | – | 12.0K | SEC |
| 2026-06-29 | 06-30 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.04 | 19K | 1.3M | SEC |
| 2026-06-29 | 06-30 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.04 | 19K | 1.1M | SEC |
| 2026-06-26 | 06-29 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.00 | 19K | 1.3M | SEC |
| 2026-06-26 | 06-29 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.00 | 19K | 1.1M | SEC |
| 2026-06-24 | 06-26 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 1.0M | – | – | 1.1M | SEC |
| 2026-06-24 | 06-26 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 1.0M | – | – | 1.3M | SEC |
| 2026-06-16 | 06-17 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 3.60 | 11K | 319K | SEC |
| 2026-06-16 | 06-17 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.0K | 3.60 | 11K | 39.4K | SEC |
| 2026-06-09 | 06-10 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 60.0K | – | – | 72.4K | SEC |
| 2026-06-03 | 06-05 | Fouilland Benoit | Director | X 選擇權履約 | 182K | 3.55 | 646K | 192K | SEC |
| 2026-06-03 | 06-03 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出 | 42.9K | 3.78 | 162K | 276K | SEC |
| 2026-06-03 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出 | 42.9K | 3.78 | 162K | 12.4K | SEC |
| 2026-06-02 | 06-03 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出 | 82.1K | 3.91 | 321K | 319K | SEC |
| 2026-06-02 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出 | 82.1K | 3.91 | 321K | 55.3K | SEC |
| 2026-06-01 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.00 | 19K | 137K | SEC |
| 2026-06-01 | 06-02 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.00 | 19K | 401K | SEC |
| 2026-05-29 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | J 其他 | 12.4K | 3.91 | 48K | 602K | SEC |
| 2026-05-29 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 17.2K | – | – | 597K | SEC |
| 2026-05-29 | 06-03 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 17.2K | – | – | 614K | SEC |
| 2026-05-29 | 06-02 | Naranjo Alvarez Santiago | Chief Revenue Officer | C 轉換 | 15.6K | – | – | 90.6K | SEC |
| 2026-05-29 | 06-02 | Sodre Ricardo | Chief Financial Officer | C 轉換 | 5.0K | – | – | 476K | SEC |
| 2026-05-29 | 06-02 | Sodre Ricardo | Chief Financial Officer | C 轉換 | 5.0K | – | – | 481K | SEC |
| 2026-05-29 | 06-02 | Naranjo Alvarez Santiago | Chief Revenue Officer | C 轉換 | 75.0K | – | – | 75.0K | SEC |
| 2026-05-29 | 06-02 | Naranjo Alvarez Santiago | Chief Revenue Officer | C 轉換 | 100K | – | – | 191K | SEC |
| 2026-05-29 | 06-02 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | C 轉換 | 5.2K | – | – | 317K | SEC |
| 2026-05-29 | 06-02 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | C 轉換 | 5.2K | – | – | 322K | SEC |
| 2026-05-29 | 06-02 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 17.2K | – | – | 400K | SEC |
| 2026-05-29 | 06-02 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 17.2K | – | – | 417K | SEC |
| 2026-05-29 | 06-02 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | J 其他 | 10.9K | 3.91 | 43K | 406K | SEC |
| 2026-05-22 | 05-27 | Scannapieco Alejandro Raul | Director | X 選擇權履約 | 15.9K | 3.55 | 57K | 25.9K | SEC |
| 2026-05-22 | 05-27 | Scannapieco Alejandro Raul | Director | S 公開市場賣出 | 15.9K | 3.59 | 57K | 10.0K | SEC |
| 2026-05-18 | 05-19 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.5K | 3.51 | 5K | 312K | SEC |
| 2026-05-18 | 05-19 | Gomes Andre Spolidoro Ferreira | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.5K | 3.51 | 5K | 42.4K | SEC |
| 2026-05-07 | 05-11 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.01 | 19K | 382K | SEC |
| 2026-05-07 | 05-11 | Gomide de Faria Mariano | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.01 | 19K | 142K | SEC |
| 2026-04-29 | 05-11 | Gomide de Faria Mariano | Chief Executive Officer | C 轉換 | 125K | – | – | 147K | SEC |
| 2026-04-29 | 05-11 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | C 轉換 | 125K | – | – | 387K | SEC |
| 2026-04-27 | 04-28 | do Carmo Thomaz Junior Geraldo | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.8K | 4.01 | 19K | 262K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 38.4M | 154M | 不變 | 持平 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.7M | 10.9M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 1.4M | 5.6M | +992K (+245%) | 加碼 |
| 城堡 CITADEL ADVISORS LLC | 1.4M | 5.6M | +965K (+223%) | 加碼 |
| Russell Investments Group, Ltd. | 1.3M | 5.1M | −159K (-11%) | 減碼 |
| UBS Group AG | 1.2M | 5.0M | +442K (+55%) | 加碼 |
| MARSHALL WACE, LLP | 1.1M | 4.3M | +896K (+515%) | 加碼 |
| Legal & General Group Plc | 1.1M | 4.2M | +503K (+92%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 979K | 3.9M | −10.5K (-1%) | 減碼 |
| LAZARD ASSET MANAGEMENT LLC | 760K | 3.0M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 594K | 2.4M | −120K (-17%) | 減碼 |
| HSBC HOLDINGS PLC | 573K | 2.3M | −2.5K (-0%) | 減碼 |
| PRINCIPAL FINANCIAL GROUP INC | 354K | 1.4M | +24.3K (+7%) | 加碼 |
| Point72(柯恩) Point72 Asset Management, L.P. | 333K | 1.3M | +117K (+54%) | 加碼 |
| SEI INVESTMENTS CO | 306K | 1.2M | +94.7K (+45%) | 加碼 |
| GLOBEFLEX CAPITAL L P | 286K | 1.1M | 不變 | 持平 |
| Jain Global LLC | 283K | 1.1M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 269K | 1.1M | +31.7K (+13%) | 加碼 |
| XTX Topco Ltd | 262K | 1.0M | +218K (+498%) | 加碼 |
| STATE STREET CORP | 253K | 1.0M | −1.4M (-84%) | 減碼 |
| MORGAN STANLEY | 226K | 902K | −393K (-64%) | 減碼 |
| FMR LLC | 220K | 881K | +144K (+189%) | 加碼 |
| Schonfeld Strategic Advisors LLC | 206K | 824K | +164K (+391%) | 加碼 |
| BlackRock, Inc. | 195K | 781K | −4.0M (-95%) | 減碼 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 191K | 765K | −1.9K (-1%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 109 -1 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 30 / 31 / 37 / 35 |
| 機構合計持股 · 佔流通股 | 62.1M |
| 合計季末市值 | 235M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.8M |
|---|---|
| 與上期比 | -36.4% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 686K |
| 回補天數 | 2.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.8M | -36.4% | – | 686K | 2.7 |
| 2026-08-14 | 2.9M | +18.9% | – | 980K | 2.9 |
| 2026-07-31 | 2.4M | +10.1% | – | 968K | 2.5 |
| 2026-07-15 | 2.2M | -3.2% | – | 739K | 3.0 |
| 2026-06-30 | 2.3M | -23.6% | – | 2.7M | 1.0 |
| 2026-06-15 | 3.0M | +26.5% | – | 1.3M | 2.3 |
| 2026-05-29 | 2.3M | +22.4% | – | 1.6M | 1.4 |
| 2026-05-15 | 1.9M | -0.9% | – | 1.4M | 1.4 |
| 2026-04-30 | 1.9M | -0.5% | – | 1.3M | 1.5 |
| 2026-04-15 | 1.9M | +1.1% | – | 904K | 2.1 |
| 2026-03-31 | 1.9M | -20.5% | – | 1.4M | 1.4 |
| 2026-03-13 | 2.4M | -18.2% | – | 1.7M | 1.4 |
| 2026-02-27 | 2.9M | +7.5% | – | 1.0M | 2.9 |
| 2026-02-13 | 2.7M | +23.3% | – | 1.1M | 2.5 |
| 2026-01-30 | 2.2M | -13.3% | – | 1.0M | 2.1 |
| 2026-01-15 | 2.6M | +4.0% | – | 1.0M | 2.5 |
| 2025-12-31 | 2.5M | -8.7% | – | 662K | 3.7 |
| 2025-12-15 | 2.7M | +6.1% | – | 958K | 2.8 |
| 2025-11-28 | 2.5M | -9.6% | – | 1.5M | 1.7 |
| 2025-11-14 | 2.8M | -11.9% | – | 2.5M | 1.1 |
| 2025-10-31 | 3.2M | -7.0% | – | 1.2M | 2.7 |
| 2025-10-15 | 3.4M | -13.6% | – | 992K | 3.5 |
| 2025-09-30 | 4.0M | +5.5% | – | 1.2M | 3.3 |
| 2025-09-15 | 3.8M | -11.4% | – | 1.2M | 3.1 |
| 2025-08-29 | 4.3M | -5.5% | – | 1.3M | 3.2 |
| 2025-08-15 | 4.5M | -9.5% | – | 1.9M | 2.3 |