Steven Cohen's VNET Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 16.11 M shares of VNET Group, Inc. (VNET) worth $135.19 M, representing 0.17% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in VNET, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 8.05 M shares. Largest reduction occurred in Q2 2025, reducing 6.12 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's VNET Group (VNET) Holding Value Over Time
Track share changes against reported price movement
Quarterly VNET Group (VNET) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4.43 M | Add 37.92% | 16.11 M | $8.39 |
| Q4 2025 | +8.05 M | Add 221.60% | 11.68 M | $8.46 |
| Q3 2025 | +1.37 M | Add 60.33% | 3.63 M | $10.33 |
| Q2 2025 | -6.12 M | Reduce 72.99% | 2.27 M | $6.90 |
| Q1 2025 | +7.96 M | Add 1869.57% | 8.39 M | $8.20 |
| Q4 2024 | +425,900 | New Buy | 425,900 | $4.74 |
| Q3 2024 | -3,100 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,100 | New Buy | 3,100 | $2.10 |
| Q4 2023 | -9,141 | Sold Out | 0 | $0.00 |
| Q3 2023 | -170,959 | Reduce 94.92% | 9,141 | $3.13 |
| Q2 2023 | +180,100 | New Buy | 180,100 | $2.90 |
| Q1 2023 | -186,300 | Sold Out | 0 | $0.00 |
| Q4 2022 | +131,400 | Add 239.34% | 186,300 | $5.67 |
| Q3 2022 | +54,000 | Add 6000.00% | 54,900 | $5.50 |
| Q1 2022 | -157,400 | Reduce 99.43% | 900 | $5.56 |
| Q4 2021 | -1.36 M | Reduce 89.55% | 158,300 | $9.03 |
| Q3 2021 | +298,512 | Add 24.55% | 1.51 M | $17.31 |
| Q2 2021 | -339,200 | Reduce 21.81% | 1.22 M | $22.95 |
| Q1 2021 | -206,886 | Reduce 11.74% | 1.56 M | $32.30 |
| Q4 2020 | +113,548 | Add 6.89% | 1.76 M | $34.69 |
| Q3 2020 | +1.65 M | New Buy | 1.65 M | $23.16 |
| Q2 2019 | -32,829 | Sold Out | 0 | $0.00 |
| Q1 2019 | -94,321 | Reduce 74.18% | 32,829 | $7.95 |
| Q4 2018 | +127,150 | New Buy | 127,150 | $8.64 |
Steven Cohen's VNET Group Investment FAQs
Steven Cohen first purchased VNET Group, Inc. (VNET) in Q4 2018, acquiring 127,150 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held VNET Group, Inc. (VNET) for 25 quarters since Q4 2018.
Steven Cohen's largest addition to VNET Group, Inc. (VNET) was in Q4 2025, adding 11,682,841 shares worth $98.84 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 16,113,395 shares of VNET Group, Inc. (VNET), valued at approximately $135.19 M.
As of the Q1 2026 filing, VNET Group, Inc. (VNET) represents approximately 0.17% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in VNET Group, Inc. (VNET) was 16,113,395 shares, as reported at the end of Q1 2026.