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VNET Group, Inc.

VNET Technology
$9.54 $-0.39 (-3.93%)
Market Cap: $2.72 B
Gurus Holding
2
Popularity Rank
#3603
% of Shares Held
5.66%
Net Activity (Q1 2026)
+$20.64 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 Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.8 M.

Top institutional holders include Steven Cohen and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $20.64 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 37.9%. Conversely, Jefferies Group reduced exposure by 99.6%.

Key Holders

Top 5 by Value

$135.19 M
$67,120

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$37.17 M
Total Buy Value
New Buys 0
Additions 1
-$16.54 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
1

FAQs for VNET Group, Inc. (VNET)

Major holders include Steven Cohen ($135.19 M), Jefferies Group ($67,120). According to the latest reported data, 2 tracked investment managers collectively hold approximately 16.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.64 M, with 1 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited VNET. The total reported sell value was $16.54 M.

Yes, 0 managers opened new positions in VNET, and 1 increased their existing holdings. The total reported buy value was $37.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Add 37.9% 16,113,395 $135.19 M Q1 2026
0.00% Reduce -99.6% 8,000 $67,120 Q1 2026
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