VNET
VNET Group, Inc. · Technology · Information Technology Services
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +8.3% ·
net new positions -15.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -4 | 97.10M | $780.28M | +4 | −8 |
| Q1 2026 | 72 | +9 | 83.07M | $696.90M | +15 | −7 |
| Q4 2025 | 64 | -1 | 69.58M | $588.69M | +2 | −2 |
| Q3 2025 | 13 | -1 | 27.55M | $284.57M | +1 | −3 |
| Q2 2025 | 12 | -2 | 20.94M | $144.47M | — | −2 |
| Q1 2025 | 11 | 0 | 25.15M | $206.21M | +1 | −1 |
| Q4 2024 | 11 | +6 | 11.56M | $54.78M | +6 | — |
| Q3 2024 | 4 | -1 | 6.53M | $26.65M | — | −1 |
| Q2 2024 | 5 | — | 3.70M | $7.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 11.48M | — | $118.63M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | Point72 Asset Management ✦ | 3.63M | +60.3% | $37.53M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.52M | +91.7% | $36.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | The Vanguard Group ✦ (passive) | 2.52M | +1.0% | $26.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Millennium Management ✦ | 2.00M | +556.0% | $20.70M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.65M | 0.0% | $17.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 869.55K | +42.9% | $8.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 602.16K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 374.95K | -46.0% | $3.87M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 308.77K | -77.9% | $3.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 270.42K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 12 | Geode Capital Management ✦ (passive) | 264.62K | +9.4% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Marshall Wace ✦ | 55.46K | New | $572,861 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $572,861 | 0.0% |
Exited
| Norges Bank | $54.20M | was 0.0% |
| D. E. Shaw & Co. | $8.80M | was 0.0% |
| Two Sigma Investments | $2.20M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 64.40K shares, $540 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.