🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

VNET Group, Inc.

VNET Technology
$8.19 $-0.4 (-4.66%)
Market Cap: $2.2 B
Gurus Holding
2
Popularity Rank
#3830
% of Shares Held
5.08%
Net Activity (Q4 2025)
+$80.9 M

Guru Ownership Trend

Guru Analysis for VNET Group, Inc. (VNET)

VNET Group, Inc. (VNET), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $111.89 M.

Top institutional holders include Steven Cohen and Jefferies Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $80.9 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 221.6%.

Key Holders

Top 5 by Value

$98.84 M
$16.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$84.85 M
Total Buy Value
New Buys 1
Additions 1
-$3.95 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for VNET Group, Inc. (VNET)

Major holders include Steven Cohen ($98.84 M), Jefferies Group ($16.74 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 13.66 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $80.9 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited VNET. The total reported sell value was $3.95 M.

Yes, 1 managers opened new positions in VNET, and 1 increased their existing holdings. The total reported buy value was $84.85 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 221.6% 11,682,841 $98.84 M Q4 2025
0.09% New Buy 1,979,000 $16.74 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form