VTEX SEC Filings

VTEX has a notice covering the planned sale of 4,500 shares of common stock on the NYSE, with Morgan Stanley Smith Barney LLC as broker, at an aggregate market value of 16,965.00.

The seller acquired these 4,500 shares on 03/19/2019 through previously exercised stock options from the issuer and paid the purchase price in cash. Shares outstanding were 103,947,244 as of this notice; this is a baseline figure, not the amount being sold.

Over the past three months, the disclosure lists 10b5-1 sales of 1,500 common shares each for BOTSMARK LLC and Andre Spolidoro Ferreira Gomes on 10/16/2025 and 11/17/2025, with gross proceeds of 6,412.95, 6,410.55, 5,880.00, and 5,880.00. The signer represents that they do not know of any material adverse information about VTEX’s current or prospective operations that has not been publicly disclosed.

VTEX reported strong holiday performance, with customers generating US$1.0B in gross merchandise volume (GMV) during the 2025 Black Friday–Cyber Monday week. Compared to 2024, orders rose 10.2%, while GMV grew 8.1% in FX-neutral terms and 18.2% in U.S. dollars, helped by favorable currency movements.

Key verticals led growth: Apparel & Accessories GMV rose 24.2%, Beauty & Health 23.5%, and Home, Furniture & Decoration 19.7%, all in dollars. Over the full month of November, GMV increased 9.4% FX-neutral and 16.8% in dollars, with the 11/11 week delivering GMV growth of 24.9% FX-neutral and 35.7% in dollars.

VTEX handled 9.9 million orders in the week, peaking at US$0.6M GMV per minute on November 28. Two out of five orders used inventory from physical stores, and VTEX’s infrastructure processed 273 billion edge requests, reaching 53 million requests per minute, underscoring its scalability during peak demand.

VTEX insider plans a small share sale under Rule 144. A holder of VTEX Class A common stock filed a notice to sell 4,808 shares through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate aggregate market value of $19,953.20 and 103,947,244 Class A shares outstanding. The shares being sold were originally acquired as founder stock on 11/02/2021 for cash. The filer also reports a prior sale during the past three months, where ITACARE CORPORATION sold 4,808 Class A shares on 11/26/2025 for gross proceeds of $19,232.00. The signer represents they are not aware of undisclosed material adverse information about the issuer’s current or prospective operations.

VTEX reported a planned insider sale under Rule 144. A holder has filed to sell up to 67,926 shares of common stock through broker Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $281,926.86. The filing notes that 103,947,244 shares of common stock were outstanding at the time stated; this is a baseline figure, not the amount being sold.

The shares to be sold were acquired through a mix of restricted stock vesting under a registered plan on several dates in 2024 and earlier private acquisitions from the issuer or an affiliate in 2019 and 2020. By signing the notice, the seller represents that they are not aware of any undisclosed material adverse information about VTEX’s current or prospective operations.

VTEX has a holder filing a notice of proposed sale under Rule 144 for 32,414 shares of common stock, with an aggregate market value of $133,720.72. These shares are planned to be sold through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 12/01/2025. The issuer has 178,035,595 shares of common stock outstanding, providing context for the size of this planned sale.

The shares to be sold were acquired as restricted stock directly from the issuer on 11/01/2024 and 02/01/2025 in four grants of 11,445, 1,907, 11,437, and 7,625 shares, all noted as "Not Applicable" for cash payment, consistent with stock-based awards. The person on whose behalf the sale is planned represents that they do not know of any undisclosed material adverse information about VTEX.

A VTEX shareholder filed a Form 144 notice indicating an intent to sell up to 9,616 shares of common stock, with an aggregate market value of $38,560.16. The sale is to be executed through Morgan Stanley Smith Barney LLC on the NYSE, and the filing notes that 103,947,244 common shares are outstanding. The seller acquired these 9,616 shares as founder shares from the issuer on 10/25/2021.

The notice also lists prior sales over the last three months under a Rule 10b5-1 trading program for MIRA LIMITED, including one transaction of 4,808 common shares on 11/10/2025 for $19,236.81. By signing the form, the seller represents that they are not aware of any undisclosed material adverse information about VTEX’s current or prospective operations.

VTEX shareholder Signo Inv. Tech Co. Ltd filed a Form 144 indicating a proposed sale of 9,616 shares of common stock through Morgan Stanley Smith Barney on the NYSE. The shares have an aggregate market value of $38,560.16 and are part of a class with 103,947,244 shares outstanding. The securities were acquired as founder shares on 10/25/2019. Over the prior three months, the same holder executed multiple Rule 10b5-1 sales of 4,808 shares each between August 18 and November 10, 2025, with individual gross proceeds ranging from about $19,347.87 to $22,164.88. The signer certifies they are not aware of undisclosed material adverse information about VTEX.

VTEX reported Q3 results showing steady top-line growth and stronger profitability. Total revenue was $59.6 million (up 6.5% year over year), driven by higher transaction activity as GMV reached $5.0 billion (up 13.1%). Subscription revenue rose to $58.4 million, while services revenue declined to $1.2 million as the company phased out hyper-care implementations.

Gross profit increased to $46.1 million, lifting gross margin to 77.3% from 74.4%, helped by efficiencies in support. Operating income improved to $4.2 million and net income doubled to $6.4 million, with diluted EPS of $0.034. Year to date, operating cash flow strengthened to $22.1 million, aided by lower receivables. The company executed a share repurchase of $37.8 million year to date and subsequently canceled 1,817,461 Class A shares in October. R&D expense increased as VTEX invested in product and IT, while G&A and S&M were stable.

Cash and cash equivalents were $20.4 million and marketable securities $182.1 million as of September 30, 2025, supporting continued investment and operations.

VTEX (NYSE: VTEX) reported Q3 2025 results with GMV of US$5.0 billion (up 13.1% YoY) and total revenue of US$59.6 million (up 6.5%). Subscription revenue was US$58.4 million, 98% of total, rising 8.4%. Profitability improved: non-GAAP subscription gross margin reached 80.2%, non-GAAP income from operations was US$9.5 million (16% margin), and non-GAAP net income was US$10.6 million (18% margin). Non-GAAP free cash flow was US$7.5 million.

The company reduced headcount to 1,234 as of September 30, 2025. VTEX repurchased 4.5 million Class A shares at an average US$4.14 for US$18.8 million, bringing cumulative buybacks to 20.5 million shares for US$96.6 million. For Q4 2025, VTEX targets FX-neutral subscription revenue growth of 5.0%–10.0% (implying US$65.8–US$68.8 million), with a non-GAAP income from operations margin in the mid‑twenties and free cash flow margin in the high‑teens. For full-year 2025, VTEX targets FX-neutral subscription revenue growth of 9.3%–10.7% (implying US$234–US$237 million).