Welcome to our dedicated page for VTEX SEC filings (Ticker: VTEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 delivered stronger results for the three months ended March 31, 2026, with total revenue of $60.7M, up 12.1% year over year. Subscription revenue grew 14.0% to $60.0M and represented 98.8% of total revenue, reflecting the strength of its transaction-based SaaS model.
Gross profit rose to $48.5M, lifting gross margin to 79.8% from 75.7%, mainly from lower services cost and AI-powered support efficiencies. Net income increased to $4.1M from $0.9M, with basic EPS of $0.024.
GMV reached $5.08B, up 17.1% in USD and 6.8% on an FX neutral basis, driving higher transaction fees. Operating cash flow more than doubled to $13.4M, helped by improved profitability and a large decrease in trade receivables, while VTEX continued buybacks, spending $9.7M on share repurchases.
VTEX delivered a strong first quarter of 2026, pairing moderate revenue growth with sharply higher profitability and cash generation. Total revenue reached US$60.7 million, up 12.1% year over year, driven by subscription revenue of US$60.0 million, which grew 14.0% and represented nearly all sales.
Commerce activity was solid, with GMV of US$5.1 billion, up 17.1% in U.S. dollars. Profitability improved meaningfully: non-GAAP subscription gross margin rose to 81.5%, non-GAAP income from operations doubled to US$10.6 million, and non-GAAP net income increased to US$8.1 million. Free cash flow also doubled to US$13.3 million, a 21.9% margin, while GAAP net income was US$4.1 million.
Management highlighted its AI-native commerce suite and cited new enterprise wins and expansions across Latin America, North America, and Europe. For 2026, VTEX is targeting mid-single-digit FX-neutral subscription revenue growth and low-twenties percentage margins for both non-GAAP operating income and free cash flow.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported an open-market sale of 4,808 Class A Common Shares on April 27, 2026 at a weighted average price of $4.01 per share, executed in multiple trades between $4.00 and $4.02.
The sale was carried out under a Rule 10b5-1 Trading Plan adopted on October 11, 2025. Following this transaction, he holds 262,219 Class A Common Shares directly and 120,089 Class A Common Shares indirectly through Signo Inv tech Co Ltd.
VTEX Chief Executive Officer Gomide de Faria Mariano, through entity Mira Limited, sold 4,808 shares of Class A Common Stock in an open-market transaction at a weighted average price of $4.01 per share, under a pre-set Rule 10b5-1 Trading Plan.
After this sale, Mira Limited held 22,009 VTEX Class A shares indirectly. Additional reported holdings include 14,100 shares held indirectly "By Class M" and 579,813 shares held directly by the reporting person, indicating a substantial remaining ownership stake.
VTEX is calling an annual general meeting of shareholders on May 26, 2026 at 10:00 a.m. Eastern Time in Grand Cayman. Holders of Class A and Class B common shares as of April 13, 2026 can vote.
Shareholders will be asked to ratify and approve the 2025 financial statements and auditor’s report, and to approve the appointment of PricewaterhouseCoopers Auditores Independentes Ltda. as independent registered public accounting firm for the fiscal year ending December 31, 2026. The board recommends voting “FOR” both proposals and is soliciting proxies via Internet and mail.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported a small open-market sale of 4,808 Class A Common Shares on April 20, 2026 at a weighted average price of $4.16 per share. The sale was executed under a pre-arranged Rule 10b5-1 Trading Plan adopted on October 11, 2025. Following this transaction, he holds 267,027 Class A Common Shares directly and 120,089 Class A Common Shares indirectly through Signo Inv tech Co Ltd.
VTEX Chief Executive Officer Gomide de Faria Mariano reported an open-market sale of 4,808 shares of Class A Common Stock at a weighted average price of $4.16 per share on April 20, 2026. The sale was executed indirectly through Mira Limited and was carried out under a pre-arranged Rule 10b5-1 Trading Plan adopted on October 11, 2025. Following this transaction, indirect holdings through Mira Limited were 26,817 shares, additional indirect holdings by Class M were 14,100 shares, and direct ownership stood at 579,813 shares, indicating that only a small portion of the overall position was sold.
VTEX Chief Strategy Officer Gomes Andre Spolidoro Ferreira reported small, pre-planned share sales. He sold 1,500 Class A Common Shares at $4.12 per share held directly and 1,500 shares at $4.11 per share held indirectly through Botsmark LLC.
The total of 3,000 shares was sold in open-market transactions pursuant to a Rule 10b5-1 Trading Plan adopted on February 28, 2025. Following these sales, he holds 313,529 shares directly and 43,900 shares indirectly through Botsmark LLC, indicating the transactions represent a minor portion of his overall position.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported an open-market sale of 4,808 Class A common shares at a weighted average price of $4.03 per share on April 13, 2026. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on October 11, 2025, indicating it was scheduled in advance. After this transaction, he directly holds 271,835 Class A common shares and indirectly holds 120,089 Class A common shares through Signo Inv tech Co Ltd, so the sale represents a small portion of his overall position.
VTEX Chief Executive Officer Gomide de Faria Mariano reported an indirect open-market sale of 4,808 shares of Class A Common Stock at a weighted average price of $4.03 per share. The shares were sold by Mira Limited pursuant to a pre-arranged Rule 10b5-1 Trading Plan adopted on October 11, 2025.
After this transaction, Mira Limited held 31,625 shares indirectly, while Mariano also held 579,813 shares directly and 14,100 shares indirectly through Class M. The sale price ranged from $4.01 to $4.06 per share in multiple trades.