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 reported the results of its 2026 annual general meeting of shareholders. Shareholder participation was very high, with 61,671,652 Class A shares and 80,356,730 Class B shares represented, corresponding to 96.82% of the company’s voting power.
Shareholders ratified and approved the financial statements and auditor’s report for the year ended December 31, 2025, with 865,074,798 votes for, 33,300 against, and 130,854 abstentions. They also approved the appointment of PricewaterhouseCoopers Auditores Independentes Ltda. as independent auditor for the year ending December 31, 2026, with 865,235,926 votes for, 737 against, and 2,289 abstentions.
VTEX Chief Strategy Officer Gomes Andre Spolidoro Ferreira reported routine insider sales totaling 3,000 Class A Common Shares on May 18, 2026 at $3.51 per share in open-market transactions.
One 1,500-share sale was executed through Botsmark LLC as indirect ownership, leaving 42,400 indirectly held shares. A separate 1,500-share sale reduced his direct holdings to 312,029 shares.
All transactions were carried out under a pre-arranged Rule 10b5-1 Trading Plan adopted on February 28, 2025, indicating they were scheduled in advance rather than timed discretionarily.
VTEX Chief Executive Officer Gomide de Faria Mariano, through affiliated entities, reported both a share conversion and a small open-market sale of Class A Common Shares.
Mira Limited converted 125,000 Class B Common Shares into 125,000 Class A Common Shares and then sold 4,808 Class A shares at a weighted average price of $4.01 per share. The sale was executed under a Rule 10b5-1 Trading Plan adopted on October 11, 2025, with individual sale prices ranging from $4.00 to $4.02.
After these transactions, Mira Limited holds 142,201 Class A Common Shares and 2,059,313 Class B Common Shares indirectly for the reporting person. The filing also shows 579,813 Class A Common Shares held directly, 14,100 Class A shares held indirectly through Class M, and 32,153,276 Class B shares held indirectly through Abrolhos One Limited, each Class B share being convertible at any time into one Class A share.
VTEX Chief Executive Officer do Carmo Thomaz Junior Geraldo reported several equity moves. He converted 125,000 Class B Common Shares into Class A Common Shares at a conversion price of $0.00 per share and then sold 4,808 Class A Common Shares in an open-market sale at a weighted average price of $4.01 per share, executed under a Rule 10b5-1 Trading Plan.
Following these transactions, he holds 382,411 Class A Common Shares directly and additional Class A and Class B interests through entities including Signo Inv Tech Co Ltd and Imbetiba Parent Limited.
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.