§ TECHNOLOGY
USD · TechnologyVNET
VNET GROUP INC-ADR
USDSector · TechnologyBeta · 0.22
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
102 increased/new, 52 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 2.47 | EPS (TTM) | -0.40 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Point72 | 16.1M | 0.2% | +38% |
| Triata Capital Ltd | 11.2M | 17.0% | −10% |
| Morgan Stanley | 7.1M | 0.0% | n/a |
| Balyasny Asset Management | 6.8M | 0.1% | +68% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 6.0M | 2.6% | −5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.9M | 0.1% | +53% |
◇ AC INTELLIGENCE
Top institutional owners for VNET as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.7% · 0 holders
OTHER5.1% · 135 holders
DEALER / BANK1.6% · 18 holders
TACTICAL / MACRO0.9% · 3 holders
PASSIVE / INDEX0.6% · 7 holders
QUALITY / COMPOUNDER0.5% · 15 holders
SYSTEMATIC / QUANT0.3% · 8 holders
ACTIVIST0.2% · 1 holder
INCOME / DEFENSIVE0.2% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VNET in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VNET yet.