$VNET

$3.77 -$0.16 (4.07%) Close

$VNET Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.61B shares outstanding

Who owns VNET?

By type of holder

Institutions 10.1% Insiders 0.0% Everyone else 89.9%

Concentration Top 10 holders own 157.6%

Shandong Hi-Speed Holdings Group Limited 40.3% · PJ Millennium Limited Partnership 40.3%

Institutional ownership

10.1%

+1.5 pts vs last qtr

Institutional holders

159

-33 vs last qtr

Net shares bought

+24.4M

by institutions in Q2 2026

New / sold out

33 / 66

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +8.5M
Infini Capital Management Ltd NEW +4.8M

Biggest sellers in Q2 2026

Discovery Capital Management, LLC / CT SOLD OUT −6.0M
Balyasny Asset Management L.P. −5.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.26M

3 notices from 3 people

Shares covered

251.1K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sean Shao Director $1.4M
Wang Qiyu Officer $731K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+161.2%

+11.26% a year

Each share's claim on the business

−61.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2.02B vs $1.05B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years24% 3–5 years10% 1–3 years39% Under 1 year27%

Quarterly turnover

31.6%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting VNET on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PA Point72 Asset Management, L.P.	18.3M	1.13%	+2.2M (+13.5%)	2024	0.2%
Shares held by quarter Peak holding18.3M (Q2'26) Change over 8 quarters+18.3M Share of the company1.130% Point72 Asset Management, L.P.'s full portfolio →
TC Triata Capital Ltd	11.8M	0.73%	+576.3K (+5.2%)	2024	16.1%
Shares held by quarter Peak holding12.5M (Q4'25) Change over 8 quarters+11.8M Share of the company0.730% Triata Capital Ltd's full portfolio →

Point72 Asset Management, L.P.

18.3M

% of company

1.13%

Change vs last qtr

+2.2M (+13.5%)

Held since

2024

Triata Capital Ltd

11.8M

% of company

0.73%

Change vs last qtr

+576.3K (+5.2%)

Held since

2024

28 more super investors behind a free account

See every manager holding VNET Group, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VNET on Form N-PORT; together they hold 0.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
GX Global X Data Center & Digital Infrastructure ETF Global X Funds	$62M	6.2M	0.38%	2.89%	May 31, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$11.7M	1.5M	0.09%	0.01%	June 30, 2026

Global X Data Center & Digital Infrastructure ETF

Global X Funds

Position value

$62M

% of company

0.38%

% of the fund

2.89%

As of

May 31, 2026

SMALLCAP World Fund Inc

Position value

$11.7M

% of company

0.09%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding VNET Group, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SH Shandong Hi-Speed Holdings Group Limited 5%+ holder 13D · 38.1%	650.4M	40.34%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company40.340% Disclosed stake13D · 38.1% View the 13D/G filing →
PM PJ Millennium Limited Partnership 5%+ holder 13D · 38.1%	650.4M	40.34%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company40.340% Disclosed stake13D · 38.1% View the 13D/G filing →

Shandong Hi-Speed Holdings Group Limited

5%+ holder13D · 38.1%

650.4M

% of company

40.34%

Change vs last qtr

—

Held since

—

PJ Millennium Limited Partnership

5%+ holder13D · 38.1%

650.4M

% of company

40.34%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of VNET Group, Inc..

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