VNET Group, Inc. (VNET) shareholders
VNETNasdaqServices-Computer Programming, Data Processing, Etc.
$2.98−0.11 (-3.56%)
Close on Nov 13, 2026Market cap $806.06MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9.8%
159M of 1.62B shares
Institutional holders
160
32 new, 61 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $259.81K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Shandong Hi-Speed Holdings Group Limited Joint filing with Success Flow International Investment Limited (26.70%), Choice Faith Group Holdings Limited (11.40%) | 650,424,192 | 38.10% | 13D (active) amendment | May 13, 2026 |
| Lochpine Capital Limited Joint filing with PJ Millennium Limited Partnership (38.10%), Lochpine BG I GP Limited (38.10%) and 2 more | 650,424,192 | 38.10% | 13D (active) amendment | Sep 21, 2026 |
| Sheng Chen Joint filing with Beacon Capital Group Inc. (21.10%), GenTao Capital Limited (21.00%) and 4 more | 423,652,371 | 24.80% | 13D (active) amendment | Sep 21, 2026 |
| Blackstone Inc. Joint filing with Stephen A. Schwarzman (12.50%), Blackstone Holdings IV GP Management (Delaware) L.P. (12.50%) and 10 more | 206,958,235 | 12.50% | 13D (active) amendment | Mar 17, 2025 |
| PJ Millennium Limited Partnership Joint filing with Lochpine BG I GP Limited (11.40%), Lochpine Capital Limited (11.40%) and 2 more | 195,127,260 | 11.40% | 13D (active) | Aug 24, 2026 |
| Point72 Asset Management, L.P. Joint filing with Point72 Capital Advisors, Inc. (6.60%), Steven A. Cohen (6.60%) | 109,989,366 | 6.60% | 13G (passive) amendment | Jun 30, 2026 |
| Norges Bank | 93,195,744 | 5.90% | 13G (passive) amendment | Dec 31, 2025 |
| Steven A. Cohen | 79,848,828 | 5.00% | 13G (passive) | Jan 8, 2026 |
| Point72 Capital Advisors, Inc. Joint filing with Point72 Asset Management, L.P. (5.00%), Steven A. Cohen (5.00%) | 78,825,522 | 5.00% | 13G (passive) | Mar 14, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VNET | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 18,290,761 | 1.13% | $147.06M | +2,177,366 | 0.16% |
| Triata Capital Ltd | 11,763,935 | 0.72% | $94.58M | +576,253 | 16.08% |
| Blackstone Inc. | 10,402,130 | 0.64% | $83.63M | – | 0.25% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,666,879 | 0.60% | $77.72M | +3,805,601 | 0.09% |
| Millennium Management LLC | 8,768,940 | 0.54% | $70.50M | +3,565,311 | 0.03% |
| Norges Bank | 8,527,387 | 0.53% | $68.56M | New | 0.01% |
| Morgan Stanley | 7,876,504 | 0.49% | $63.33M | +785,530 | 0.00% |
| UBS Group AG | 4,964,476 | 0.31% | $39.91M | −772,932 | 0.01% |
| Carmignac Gestion | 4,760,599 | 0.29% | $38.12M | +4,437,879 | 0.49% |
| BlackRock, Inc. | 3,919,113 | 0.24% | $31.51M | +351,407 | 0.00% |
| D. E. Shaw & Co., Inc. | 3,531,345 | 0.22% | $28.39M | +1,004,171 | 0.01% |
| Temasek Holdings (Private) Ltd | 3,525,444 | 0.22% | $28.34M | +2,079,444 | 0.08% |
| Oasis Management Co Ltd. | 3,449,188 | 0.21% | $27.73M | −1,170,000 | 1.48% |
| Hsbc Holdings PLC | 3,429,901 | 0.21% | $27.24M | +3,014,875 | 0.01% |
| Bank Of America Corp /De/ | 3,382,300 | 0.21% | $27.19M | +2,739,688 | 0.00% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,368,659 | 0.21% | $27.08M | +3,316,689 | 5.50% |
| Manufacturers Life Insurance Company, The | 3,201,968 | 0.20% | $25.74M | +578,374 | 0.02% |
| Senvest Management, LLC | 3,099,637 | 0.19% | $24.92M | +320,000 | 0.73% |
| Tiger Pacific Capital LP | 2,909,886 | 0.18% | $23.40M | +2,143,661 | 10.72% |
| Goldman Sachs Group Inc | 2,498,356 | 0.15% | $20.09M | −2,204,424 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 160 | 159M | 9.8% | 32 / 62 | 48 / 61 | 51M | 31M |
| Q1 2026 | 192 | 139M | 8.6% | 61 / 66 | 56 / 31 | 47M | 36M |
| Q4 2025 | 164 | 131M | 8.1% | 36 / 55 | 58 / 31 | 40M | 31M |
| Q3 2025 | 167 | 129M | 7.9% | 45 / 63 | 48 / 29 | 36M | 30M |
| Q2 2025 | 153 | 123M | 7.6% | 32 / 63 | 46 / 40 | 38M | 50M |
| Q1 2025 | 163 | 136M | 8.4% | 83 / 39 | 34 / 25 | 74M | 33M |
| Q4 2024 | 106 | 96M | 5.9% | 40 / 23 | 28 / 11 | 31M | 15M |
| Q3 2024 | 77 | 79M | 4.9% | 16 / 29 | 16 / 11 | 18M | 10M |
| Q2 2024 | 74 | 73M | 4.5% | 7 / 20 | 25 / 12 | 7M | 8M |
| Q1 2024 | 80 | 75M | 4.6% | 15 / 22 | 29 / 13 | 9M | 7M |
| Q4 2023 | 78 | 72M | 4.4% | 10 / 26 | 26 / 13 | 4M | 7M |
| Q3 2023 | 81 | 75M | 4.6% | 9 / 27 | 25 / 15 | 2M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
50 funds held VNET in Q2 2026, 71% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of VNET | Value | % of fund | As of |
|---|---|---|---|---|---|
| Global X Data Center & Digital Infrastructure ETF | 6,154,355 | 0.38% | $62.04M | 2.89% | May 31, 2026 |
| iShares Core MSCI Emerging Markets ETF | 1,620,056 | 0.10% | $16.33M | 0.01% | May 31, 2026 |
| SMALLCAP World Fund Inc | 1,453,259 | 0.09% | $11.68M | 0.01% | Jun 30, 2026 |
| Vanguard Total International Stock Index Fund | 897,150 | 0.06% | $6.43M | 0.00% | Jul 31, 2026 |
| Vanguard Emerging Markets Stock Index Fund | 854,763 | 0.05% | $6.13M | 0.00% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 628,857 | 0.04% | $6.34M | 0.01% | May 31, 2026 |
| Global X Cloud Computing ETF | 536,089 | 0.03% | $5.40M | 2.01% | May 31, 2026 |
| Emerging Markets Core Equity 2 Portfolio | 525,630 | 0.03% | $3.77M | 0.01% | Jul 31, 2026 |
| The Emerging Markets Small Cap Series | 292,747 | 0.02% | $2.10M | 0.06% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Small-Cap Index Fund | 264,396 | 0.02% | $1.90M | 0.01% | Jul 31, 2026 |
| Pacer Data & Infrastructure Real Estate ETF | 245,299 | 0.02% | $1.76M | 0.47% | Jul 31, 2026 |
| Defiance AI & Power Infrastructure ETF | 207,721 | 0.01% | $2.09M | 0.28% | May 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 191,342 | 0.01% | $1.37M | 0.00% | Jul 31, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 183,251 | 0.01% | $1.31M | 0.01% | Jul 31, 2026 |
| Dimensional Emerging Core Equity Market ETF | 170,629 | 0.01% | $1.22M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sheng Chen | Exec. Chairperson & Int. CEO, Director | 98,440,275 | 6.07% | Mar 17, 2026 |
| Zhihua Zhang | SVP, Operational Finance | 84,384 | 0.01% | Nov 3, 2026 |
| Qiyu Wang | Chief Financial Officer | – | – | Mar 17, 2026 |
| David Lifeng Chen | Director | 584,790 | 0.04% | Nov 3, 2026 |
| Sean Shao | Director | 983,820 | 0.06% | Jun 3, 2026 |
| Kenneth Tai | Director | 1,262,802 | 0.08% | May 15, 2026 |
| Yoshihisa UENO | Director | 5,489,448 | 0.34% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Zhihua Zhang SVP, Operational Finance | Nov 2, 2026 | Sale | −28,740 | $0.55 | $15.73K | 84,384 |
| Zhihua Zhang SVP, Operational Finance | Oct 31, 2026 | Option exercise | +79,200 | – | – | 113,124 |
| David Lifeng Chen Director | Oct 31, 2026 | Option exercise | +83,538 | – | – | 584,790 |
| David Lifeng Chen Director | Jul 31, 2026 | Option exercise | +83,544 | – | – | 501,252 |
| Sean Shao Director | Jun 1, 2026 | Sale | −60,000 | $1.71 | $102.60K | 983,820 |
| Zhihua Zhang SVP, Operational Finance | May 18, 2026 | Sale | −9,072 | $1.69 | $15.33K | 33,924 |
| Zhihua Zhang SVP, Operational Finance | May 15, 2026 | Option exercise | +42,996 | – | – | 42,996 |
| David Lifeng Chen Director | Apr 30, 2026 | Option exercise | +83,544 | – | – | 417,708 |
| David Lifeng Chen Director | Mar 23, 2026 | Sale | −83,544 | $1.51 | $126.15K | 334,164 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
46M shares short
Days to cover
6.9
At 7M shares a day
Change since last report
-4.0%
From 48M shares
Short volume, 20 days
45.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of VNET's stock actually held short. Settlement fails (shares not delivered on time) peaked at 681,557 shares on Oct 7, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David Lifeng Chen Director | Mar 20, 2026 | 13,924 | $131.86K | Mar 23, 2026 | Vesting of restricted share units granted under share incentive plans |
| Sean Shao Director | Mar 19, 2026 | 150,000 | $1.40M | Mar 20, 2026 | Vesting of restricted share units granted under share incentive plans |
| Qiyu Wang Officer | Nov 24, 2025 | 87,154 | $731.22K | Nov 25, 2025 | RSU vested and exercised |
| Sean Shao Director | Sep 29, 2025 | 1,000 | $10.80K | Sep 30, 2025 | RSU vested and exercised |
| Blackstone Tactical Opportunities Management Associates (Cayman) - NQ L.P. Affiliate | Mar 17, 2025 | 10,402,130 | $118.38M | Mar 17, 2025 | Conversion of Series A Preferred Shares of the Issuer previously purchased for cash pursuant to an Investment Agreement dated June 22, 2020. |
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