VTEX filings document the reporting framework of a foreign private issuer whose common shares trade on the NYSE and whose business is a SaaS commerce platform for brands and retailers. Form 6-K reports include interim condensed consolidated financial statements, management discussion and analysis, U.S. GAAP operating results, GMV, subscription revenue, non-GAAP measures, cash flow and customer or platform updates.
Annual and governance disclosures include Form 20-F availability, audited financial statements, risk and business disclosures, and proxy materials for annual general meeting votes. The filing record also describes the company's Class A and Class B common shares, auditor appointment matters, shareholder voting mechanics and the capital structure used to report equity, liquidity, marketable securities, trade receivables and deferred commissions.
VTEX Chief Strategy Officer Andre Spolidoro Ferreira reported selling 15,000 Class A Common Shares on 2026-08-10 at $4.04 per share in an open-market or private transaction. After the sale, he holds 301,431 shares directly and 36,400 shares indirectly through Botsmark LLC. The company states its foreign private issuer status makes these equity transactions exempt from Sections 16(b) and 16(c) of the Exchange Act, and the sale was not reported as occurring under a Rule 10b5-1 trading plan.
VTEX Chief Executive Officer Gomide de Faria Mariano reported an indirect sale of 4,808 Class A Common Shares on August 10, 2026 through Mira Limited at a weighted average price of $4.05 per share, with trades ranging from $4.00 to $4.08. Following the sale, indirect holdings through Mira Limited were 1,033,929 shares, in addition to 601,797 shares held directly and 14,100 shares held indirectly through Class M, all in Class A Common Shares. The sale was effected under a Rule 10b5-1 Trading Plan adopted on October 11, 2025, and VTEX is classified as a foreign private issuer exempt from Sections 16(b) and 16(c) of the Securities Exchange Act.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported selling 4,808 Class A Common Shares on August 10, 2026 at a weighted average price of USD $4.05 per share, in open-market or private transactions under a Rule 10b5-1 Trading Plan adopted on October 11, 2025. Following these sales, he held 1,237,687 Class A Common Shares directly and 120,089 Class A Common Shares indirectly through Signo Inv Tech Co Ltd.
VTEX reported improved profitability for the three and six months ended June 30, 2026. Total revenue for the quarter was US$64,389 thousand, up 9.5% year over year, driven by subscription revenue of US$63,798 thousand, while services revenue declined as implementation work shifted to partners.
Quarterly gross profit rose to US$51,714 thousand with gross margin of 80.3%, compared to 77.0% a year earlier, reflecting lower service costs and efficiencies from AI-powered automation in customer support. Net income for the quarter increased to US$10,027 thousand, and net income for the first half reached US$14,078 thousand, versus US$3,847 thousand in the prior-year period.
GMV for the quarter was US$5,700.5 million, up 17.8% in U.S. dollars and 7.0% on an FX-neutral basis. Operating cash flow for the first half increased to US$26,272 thousand, supporting share repurchases of US$32,925 thousand, while VTEX continued to invest in research and development, which grew 16.2% year over year for the first half.
VTEX reported strong second-quarter 2026 results with profitable growth. Total revenue reached US$64.4 million, up 9.5% year over year, while GMV rose to US$5.7 billion, a 17.8% increase in USD. Subscription revenue was US$63.8 million, up 11.4% in USD but only 1.3% on an FX-neutral basis, highlighting softer underlying growth.
Profitability improved markedly. Non-GAAP income from operations grew to US$13.8 million with a 21.4% margin, and non-GAAP net income reached US$13.6 million. Free cash flow increased to US$12.7 million, a 19.8% margin. Headcount declined 14.1% year over year to 1,102, reflecting cost discipline, and the company repurchased 6.2 million Class A shares for US$23.2 million.
Management emphasizes an AI-native commerce strategy and growth drivers in Global Expansion, B2B, Ads, and AI. Guidance calls for flat to low-single-digit FX-neutral subscription and gross profit growth but sustaining low-twenties percentage margins for non-GAAP operating income and free cash flow, assuming FX conditions remain similar to July 2026.
VTEX chief executive officer Mariano Gomide de Faria reported that an associated entity, Mira Limited, sold 4,808 Class A Common Shares on August 3, 2026. The sale was executed in open market or private transactions at a weighted average price of USD $4.40 per share, with individual trades ranging from USD $4.34 to $4.44, and was carried out under a Rule 10b5-1 Trading Plan adopted on October 11, 2025. Following these transactions, the reporting person is shown as indirectly holding 1,038,737 Class A shares through Mira Limited, directly holding 601,797 shares, and indirectly holding 14,100 shares through Class M. VTEX notes its status as a foreign private issuer, with these equity transactions exempt from Sections 16(b) and 16(c) of the Exchange Act.
VTEX Chief Executive Officer Geraldo do Carmo Thomaz Junior reported a sale of 4,808 Class A Common Shares on August 3, 2026, at a weighted average price of $4.40 per share under a Rule 10b5-1 trading plan. He continues to own 1,242,495 shares directly and 120,089 shares indirectly through Signo Inv Tech Co Ltd.
VTEX Chief Executive Officer Gomide de Faria Mariano reported selling 4,808 Class A Common Shares on July 27, 2026, at a weighted average price of $4.01 per share in multiple transactions between $4.00 and $4.03, effected pursuant to a Rule 10b5-1 Trading Plan adopted on October 11, 2025.
After this sale, reported positions include 1,043,545 Class A Common Shares held indirectly through Mira Limited, 601,797 shares held directly, and 14,100 shares held indirectly through Class M. VTEX is identified as a foreign private issuer, and these transactions are described as exempt from Sections 16(b) and 16(c) of the Exchange Act.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported selling 4,808 Class A Common Shares on 2026-07-27 at a weighted-average price of $4.01 per share under a Rule 10b5-1 trading plan adopted on October 11, 2025. Following the sale, he holds 1,247,303 Class A shares directly and 120,089 shares indirectly through Signo Inv Tech Co Ltd.