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Vinci Compass Investments Ltd. (VINP)

USD10.00 +0.05 (+0.50%)
BR NASDAQ Financial Services Asset Management
Address Avenida Bartolomeu Mitre, 336 22431-002
Rio De Janeiro, RJ, BR
CEO Alessandro Monteiro Morgado Horta
IPO 2021-01-28
CIK 1826286 ISIN KYG9451V1095

Explore sections of this company profile

Description

Vinci Compass Investments Ltd. functions as a Brazilian asset management company, structuring its operations across six distinct segments: Global Investment Products & Solutions (IP&S), Credit, Private Equity, Equities, Real Assets, and Corporate Advisory. The Global IP&S division delivers a wide array of investment products and solutions, connecting clients with a diverse network of general partners and asset managers, while also offering its own proprietary strategies. This segment encompasses multi-asset allocation, comprehensive portfolio management, and various investment vehicles, including liquid and alternative options, separate mandates, commingled funds, brokerage, and specialized pension and retirement services. The Credit segment focuses on various lending activities, providing public and private credit, opportunistic capital solutions, and financing tailored for the agribusiness sector. Within Private Equity, the firm targets investments in small and medium-sized enterprises (SMEs), seeking both controlling or co-controlling stakes and strategic minority positions. The Equities division manages investment strategies across Latin American and other international stock markets. Its Real Assets segment concentrates on tangible asset investments, specifically in areas such as real estate, infrastructure, and forestry. Finally, the Corporate Advisory segment provides comprehensive financial and strategic guidance. This includes specialized advice for initial public offerings (IPOs) and mergers and acquisitions (M&A) transactions, serving entrepreneurs, corporate leadership teams, and boards of directors. Established in 2009 and headquartered in Rio de Janeiro, Brazil, the company will officially adopt its current name, Vinci Compass Investments Ltd., in July 2025, having previously been known as Vinci Partners Investments Ltd.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.00 +0.05 (+0.50%)
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Volume Profile
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Liquidity & share structure
Average Volume
89.4K
Beta
0.27
Float Shares
32.49M
Free Float %
51.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.33% -4.92% -10.11% -19.92% -15.90% -22.93% +1.52% +15.38% -17.96% -40.53% -40.53%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
10.00
Low 13.00 +30.0%
Consensus 13.00 +30.0%
Median 13.00 +30.0%
High 13.00 +30.0%
DCF (Unlevered) 60.92 +509.2%
DCF (Levered) 46.14 +361.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
13.00
+30.0%
All Time 1
13.00
+30.0%
Quality scores
Altman Z-Score
2.39
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +44.1% Q1'26: +17.1% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +50.0% Q1'26: +92.0% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +30.5% Q1'26: +21.6% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +37.2% Q1'26: +32.1% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +21.9% Q1'26: +12.8% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +19.0% Q1'26: +2.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    2.73× Q1'26: 2.95× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.29) × ERP
WACC = 75% × Ke + 25% × Kd (8.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 60.34 Current price: 10.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Revenue
348.72M
est: 329.18M (+5.9%)
493.44M
est: 471.49M (+4.7%)
502.27M
est: 441.92M (+13.7%)
564.78M
est: 2.65B (-78.7%)
665.10M
est: 456.36M (+45.7%)
958.20M
est: 886.91M (+8.0%)
1.18B
1.13B – 1.21B
+32.8% YoY
1.32B
1.26B – 1.36B
+12.2% YoY
1.73B
1.66B – 1.79B
+31.0% YoY
EBITDA
238.24M
est: 186.01M (+28.1%)
284.14M
est: 266.42M (+6.6%)
302.77M
est: 249.72M (+21.2%)
322.71M
est: 1.37B (-76.4%)
260.82M
est: 234.89M (+11.0%)
413.32M
est: 456.49M (-9.5%)
606.20M
580.23M – 625.27M
+32.8% YoY
680.09M
650.96M – 701.48M
+12.2% YoY
891.17M
852.99M – 919.20M
+31.0% YoY
EBIT
225.01M
est: 174.46M (+29.0%)
270.41M
est: 249.89M (+8.2%)
286.98M
est: 234.22M (+22.5%)
302.93M
est: 1.26B (-76.0%)
232.12M
est: 216.97M (+7.0%)
356.87M
est: 421.67M (-15.4%)
559.95M
535.97M – 577.57M
+32.8% YoY
628.21M
601.29M – 647.97M
+12.2% YoY
823.18M
787.91M – 849.07M
+31.0% YoY
Net Income
170.20M
est: 182.85M (-6.9%)
208.62M
est: 209.90M (-0.6%)
219.42M
est: 234.37M (-6.4%)
220.61M
est: 1.20B (-81.7%)
118.20M
est: 240.76M (-50.9%)
213.31M
est: 283.17M (-24.7%)
350.86M
331.32M – 365.21M
+23.9% YoY
431.90M
407.84M – 449.56M
+23.1% YoY
559.27M
528.12M – 582.14M
+29.5% YoY
SGA
29.25M
est: 52.50M (-44.3%)
46.43M
est: 75.20M (-38.3%)
60.96M
est: 70.48M (-13.5%)
149.89M
est: 378.49M (-60.4%)
154.76M
est: 65.13M (+137.6%)
est: 126.57M (-100.0%)
168.08M
160.88M – 173.37M
+32.8% YoY
188.57M
180.49M – 194.50M
+12.2% YoY
247.09M
236.51M – 254.87M
+31.0% YoY
EPS
19.60
est: 3.21 (+510.2%)
3.77
est: 3.69 (+2.2%)
3.89
est: 4.11 (-5.3%)
4.02
est: 17.91 (-77.6%)
2.14
est: 3.58 (-40.2%)
3.34
est: 4.21 (-20.7%)
5.18
4.89 – 5.39
+23.0% YoY
6.37
6.02 – 6.64
+23.1% YoY
8.25
7.79 – 8.59
+29.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-19 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-18 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-05-15 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-05-14 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-13 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-12 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-11 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-05 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-04 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-01 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-30 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-29 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-28 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-27 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-24 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-23 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-22 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-04-21 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-16 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
276.33M
OE per share TTM
4.28
Owner's Yield
42.03%
Maintenance CapEx ratio
29.35%
Maint CapEx / Avg PPE
20.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
7
Total invested
1.85M
Insider transactions (90d)
48
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Gilberto Sayão da Silva 14.47M 25.40% 14.47M 14.47M IN Brazil 2022-02-04
2 Alessandro Monteiro Morgado Horta 8.27M 19.50% 8.27M 8.27M IN Brazil 2022-02-04
3 Ares Holdco LLC 7.35M 15.30% 7.35M 10.00 OO Delaware 2023-11-06
4 Ares Holdings L.P. 7.35M 15.30% 7.35M 10.00 PN Delaware 2023-11-06
5 Ares Investments Holdings LLC 7.35M 15.30% 7.35M 10.00 OO Delaware 2023-11-06
6 Ares Management Corporation 7.35M 15.30% 7.35M 10.00 CO Delaware 2023-11-06
7 Ares Management GP LLC 7.35M 15.30% 7.35M 10.00 OO Delaware 2023-11-06
8 Ares Partners Holdco LLC 7.35M 15.30% 7.35M 10.00 OO Delaware 2023-11-06
9 Ares Voting LLC 7.35M 15.30% 7.35M 10.00 OO Delaware 2023-11-06
10 BEATRIZ ULIVI 6.97M 10.70% 6.97M 6.97M IN 2024-11-05
11 JOSE BALBONTIN FERNANDEZ 6.97M 10.70% 6.97M 6.97M IN 2024-11-05
12 MANAGEMENT LLC 6.97M 10.70% 6.97M 6.97M OO 2024-11-05
13 DE LA BARRA 4.81M 7.40% 4.81M 4.81M IN 2024-11-05
14 GROUP CAYMAN LTD 4.81M 7.40% 4.81M 4.81M OO 2024-11-05
15 RODRIGUEZ 4.81M 7.40% 4.81M 4.81M IN 2024-11-05
16 FIL Limited 3.50M 8.32% 2.99M 3.50M FI Delaware 2022-02-09
17 Pandanus Associates, Inc. 3.50M 8.32% 3.50M CO Delaware 2022-02-09
18 Pandanus Partners, L.P. 3.50M 8.32% 3.50M PN Delaware 2022-02-09
19 SPX Gestao de Recursos Ltda. 2.49M 6.30% 2.49M 2.49M FI, IA, CO Person 2024-02-08
20 Robert Pohly 2.38M 5.70% 2.38M 2.38M HC, IN 2023-02-14
21 Samlyn Capital, LLC 2.38M 5.70% 2.38M 2.38M IA, OO 2023-02-14
22 Samlyn, LP 2.38M 5.70% 2.38M 2.38M PN 2023-02-14
23 Adage Capital Advisors, L.L.C. 2.36M 5.56% 2.36M OO Delaware 2021-03-19
24 Adage Capital Partners GP, L.L.C. 2.36M 5.56% 2.36M OO Delaware 2021-03-19
25 Adage Capital Partners, L.P. 2.36M 5.56% 2.36M PN Delaware 2021-03-19
26 Phillip Gross 2.36M 5.56% 2.36M IN United States 2021-03-19
27 Robert Atchinson 2.36M 5.56% 2.36M IN United States 2021-03-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
7
-37 vs prev Q
New positions
0
Closed positions
37
Increased
2
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 SPX GESTAO DE RECURSOS LTDA 4.00M -37.7K (-0.9%) 52.17M +8.8M (+20.2%) 6.33% +0.014 pp 5.33% +1.721 pp USD11.01 +18.4% 11 qtrs
2 SAMLYN CAPITAL, LLC 2.40M +59.7K (+2.6%) 31.24M +6.1M (+24.4%) 3.79% +0.137 pp 0.50% +0.152 pp USD12.78 +2.0% 20 qtrs
3 UBS GROUP AG 631.2K -189.2K (-23.1%) 8.23M -588.8K (-6.7%) 1.00% -0.284 pp 0.00% +0.000 pp USD11.53 +13.1% 20 qtrs
4 BLACKROCK, INC. 559.4K -3.0K (-0.5%) 7.30M +1.2M (+20.7%) 0.88% +0.006 pp 0.00% +0.000 pp USD9.91 +31.6% 6 qtrs
5 JPMORGAN CHASE & CO 309.2K -25.6K (-7.6%) 4.03M +433.4K (+12.0%) 0.49% -0.034 pp 0.00% +0.000 pp USD10.78 +21.0% 10 qtrs
6 GOLDMAN SACHS GROUP INC 302.4K +519.0 (+0.2%) 3.94M +698.1K (+21.5%) 0.48% +0.006 pp 0.00% +0.000 pp USD9.88 +32.0% 6 qtrs
7 DRIEHAUS CAPITAL MANAGEMENT LLC 278.9K +— (+0.0%) 3.64M +638.6K (+21.3%) 0.44% +0.005 pp 0.02% +0.003 pp USD10.77 +21.1% 8 qtrs
8 STATE STREET CORP 236.3K +30.9K (+15.0%) 3.08M +873.2K (+39.6%) 0.37% +0.053 pp 0.00% +0.000 pp USD10.54 +23.7% 18 qtrs
9 FIL LTD 136.0K +7.6K (+5.9%) 1.77M +393.3K (+28.5%) 0.22% +0.014 pp 0.00% +0.000 pp USD13.17 -1.0% 20 qtrs
10 MIRABELLA FINANCIAL SERVICES LLP 106.3K +8.3K (+8.5%) 1.39M +332.6K (+31.6%) 0.17% +0.015 pp 0.13% +0.040 pp USD10.93 +19.3% 4 qtrs
11 ROCKEFELLER CAPITAL MANAGEMENT L.P. 101.5K +101.5K (+100.0%) 1.32M +1.3M (+100.0%) 0.16% +0.161 pp 0.00% +0.002 pp USD13.04 +0.0% 1 qtrs NEW
12 TWO SIGMA INVESTMENTS, LP 91.6K +16.7K (+22.4%) 1.19M +389.8K (+48.4%) 0.14% +0.028 pp 0.00% +0.001 pp USD10.97 +18.9% 3 qtrs
13 MARSHALL WACE, LLP 79.8K +26.0K (+48.4%) 1.04M +462.3K (+80.0%) 0.13% +0.042 pp 0.00% +0.000 pp USD11.50 +13.4% 2 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 75.6K +3.5K (+4.9%) 986.3K +210.9K (+27.2%) 0.12% +0.007 pp 0.00% +0.001 pp USD10.77 +21.1% 19 qtrs
15 NORTHERN TRUST CORP 71.4K +3.5K (+5.2%) 931.3K +201.6K (+27.6%) 0.11% +0.007 pp 0.00% +0.000 pp USD10.19 +28.0% 6 qtrs
16 MORGAN STANLEY 61.4K +46.4K (+311.3%) 800.2K +639.8K (+398.9%) 0.10% +0.074 pp 0.00% +0.000 pp USD12.31 +5.9% 20 qtrs
17 TWO SIGMA ADVISERS, LP 55.7K +26.6K (+91.4%) 726.3K +413.5K (+132.2%) 0.09% +0.043 pp 0.00% +0.001 pp USD11.84 +10.1% 2 qtrs
18 R SQUARED LTD 49.5K +4.7K (+10.6%) 645.9K +164.3K (+34.1%) 0.08% +0.008 pp 0.30% +0.095 pp USD10.34 +26.1% 3 qtrs
19 CITADEL ADVISORS LLC 46.3K +31.5K (+212.8%) 604.4K +445.1K (+279.5%) 0.07% +0.050 pp 0.00% +0.000 pp USD12.31 +5.9% 2 qtrs
20 NATIONAL BANK OF CANADA /FI/ 45.5K +10.0K (+28.0%) 592.8K +210.6K (+55.1%) 0.07% +0.016 pp 0.00% +0.000 pp USD10.77 +21.1% 9 qtrs
21 PICTET ASSET MANAGEMENT HOLDING SA 43.6K +32.0K (+276.3%) 569.0K +444.4K (+356.5%) 0.07% +0.051 pp 0.00% +0.000 pp USD12.43 +4.9% 2 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 34.1K +34.1K (+100.0%) 444.7K +444.7K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD13.04 +0.0% 1 qtrs NEW
23 GEODE CAPITAL MANAGEMENT, LLC 30.1K +1.9K (+6.7%) 392.7K +89.3K (+29.5%) 0.05% +0.004 pp 0.00% +0.000 pp USD13.04 +0.0% 20 qtrs
24 DELTEC ASSET MANAGEMENT LLC 25.4K +25.4K (+100.0%) 331.0K +331.0K (+100.0%) 0.04% +0.040 pp 0.05% +0.055 pp USD13.04 +0.0% 1 qtrs NEW
25 TREXQUANT INVESTMENT LP 19.0K +19.0K (+100.0%) 248.0K +248.0K (+100.0%) 0.03% +0.030 pp 0.00% +0.002 pp USD13.04 +0.0% 1 qtrs NEW
26 LONDON & CAPITAL ASSET MANAGEMENT LTD 18.0K +18.0K (+100.0%) 234.1K +234.1K (+100.0%) 0.03% +0.029 pp 0.00% +0.002 pp USD13.04 +0.0% 1 qtrs NEW
27 MILLENNIUM MANAGEMENT LLC 17.9K -377.0 (-2.1%) 233.9K +37.0K (+18.8%) 0.03% 0.000 pp 0.00% +0.000 pp USD10.75 +21.3% 2 qtrs
28 NUVEEN, LLC 16.1K +— (+0.0%) 209.5K +36.8K (+21.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD10.12 +28.9% 4 qtrs
29 VAN ECK ASSOCIATES CORP 14.7K -360.0 (-2.4%) 192.0K +30.0K (+18.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD11.95 +9.1% 20 qtrs
30 XTX TOPCO LTD 12.5K +12.5K (+100.0%) 163.1K +163.1K (+100.0%) 0.02% +0.020 pp 0.00% +0.004 pp USD13.04 +0.0% 1 qtrs NEW
31 CAPSTONE FINANCIAL ADVISORS, INC. 10.0K +— (+0.0%) 130.4K +22.9K (+21.3%) 0.02% +0.000 pp 0.01% +0.001 pp USD13.15 -0.8% 20 qtrs
32 LEGAL & GENERAL GROUP PLC 6.6K +— (+0.0%) 85.8K +15.1K (+21.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.93 +31.3% 6 qtrs
33 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 5.9K -400.0 (-6.3%) 76.9K +9.2K (+13.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD10.01 +30.3% 6 qtrs
34 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 4.9K -4.7K (-49.2%) 63.4K -39.4K (-38.3%) 0.01% -0.007 pp 0.00% 0.000 pp USD10.07 +29.5% 5 qtrs
35 WELLS FARGO & COMPANY/MN 4.0K -1.0K (-20.0%) 52.2K -1.6K (-3.0%) 0.01% -0.002 pp 0.00% +0.000 pp USD11.07 +17.8% 20 qtrs
36 MONDRIAN INVESTMENT PARTNERS LTD 2.8K +2.8K (+100.0%) 36.6K +36.6K (+100.0%) 0.00% +0.004 pp 0.00% +0.001 pp USD13.04 +0.0% 1 qtrs NEW
37 ADIRONDACK TRUST CO 855.00 +— (+0.0%) 11.1K +2.0K (+21.3%) 0.00% +0.000 pp 0.00% +0.001 pp USD12.04 +8.3% 17 qtrs
38 NOMURA ASSET MANAGEMENT CO LTD 388.00 -2.8K (-87.8%) 5.1K -29.2K (-85.2%) 0.00% -0.004 pp 0.00% 0.000 pp USD9.67 +34.9% 3 qtrs
39 BANK OF AMERICA CORP /DE/ 204.00 -6.5K (-97.0%) 2.7K -69.7K (-96.3%) 0.00% -0.010 pp 0.00% +0.000 pp USD9.92 +31.5% 7 qtrs
40 SMARTLEAF ASSET MANAGEMENT LLC 167.00 +167.0 (+100.0%) 2.2K +2.2K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.04 +0.0% 1 qtrs NEW
41 ADVISOR GROUP HOLDINGS, INC. 153.00 +— (+0.0%) 2.0K +350.0 (+21.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.67 +34.9% 3 qtrs
42 LARSON FINANCIAL GROUP LLC 101.00 +— (+0.0%) 1.3K +231.0 (+21.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.66 +35.0% 3 qtrs
43 SRS CAPITAL ADVISORS, INC. 2.00 +— (+0.0%) 27.00 +5.0 (+22.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.00 +30.4% 4 qtrs
44 CITIGROUP INC 1.00 -41.4K (-100.0%) 13.00 -444.7K (-100.0%) 0.00% -0.065 pp 0.00% 0.000 pp USD9.00 +44.9% 6 qtrs
45 QUADRATURE CAPITAL LTD -11.4K (-100.0%) -122.2K (-100.0%) 0.00% -0.018 pp 0.00% -0.001 pp USD 2 qtrs SOLD
46 COMMONWEALTH EQUITY SERVICES, LLC -11.9K (-100.0%) -128.0K (-100.0%) 0.00% -0.019 pp 0.00% 0.000 pp USD 5 qtrs SOLD
47 PRINCIPAL SECURITIES, INC. -1.2K (-100.0%) -12.7K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 9 qtrs SOLD
48 SQUAREPOINT OPS LLC -22.5K (-100.0%) -242.2K (-100.0%) 0.00% -0.035 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 10 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 VanEck Brazil Small-Cap ETF BRF 0.85% 195.0K 0.60%
2 iShares MSCI Brazil Small-Cap ETF EWZS 0.42% 1.02M 0.59%
3 iShares Listed Private Equity UCITS ETF IPRA.AS 0.10% 85.8K 0.75%
4 iShares Listed Private Equity UCITS ETF IDPE.L 0.10% 771.1K 0.75%
5 Goldman Sachs Innovate Equity ETF GINN 0.02% 50.1K 0.50%
6 State Street SPDR S&P Emerging Markets Small Cap ETF EWX 0.02% 163.9K 0.65%
7 State Street SPDR MSCI Emerging Markets Small Cap UCITS ETF EMSD.L 0.02% 122.0K 0.55%
8 iShares MSCI EM Small Cap UCITS ETF IEMS.L 0.02% 53.9K 0.74%
9 iShares Core MSCI EM IMI UCITS ETF EIMU.L 0.00% 16.8K 0.18%
10 iShares Core MSCI EM IMI UCITS ETF EIMI.L 0.00% 408.8K 0.18%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
78
Shares acquired
Shares disposed
328.1K
Cash buys
Cash sales
78.00
Net activity
-328,053
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-08 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,267 10.87 35.5K 1,102,690 I
2026-05-08 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 778 10.86 8.4K 294,001 I
2026-05-08 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,161 10.86 23.5K 1,083,097 I
2026-05-07 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 7,407 10.84 80.3K 1,105,957 I
2026-05-07 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,852 10.84 20.1K 294,779 I
2026-05-07 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,146 10.84 55.8K 1,085,258 I
2026-05-06 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,238 11.08 35.9K 1,113,364 I
2026-05-06 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 719 11.06 8.0K 296,631 I
2026-05-06 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,992 11.06 22.0K 1,090,404 I
2026-05-05 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 4,304 10.91 47.0K 1,116,602 I
2026-05-05 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 976 10.90 10.6K 297,350 I
2026-05-05 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,713 10.90 29.6K 1,092,396 I
2026-05-04 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 4,764 10.83 51.6K 1,120,906 I
2026-05-04 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,258 10.82 13.6K 298,326 I
2026-05-04 Lovisotto Fernando Officer S-Sale D Class A Common Shares 3,493 10.82 37.8K 1,095,109 I
2026-05-01 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 2,663 10.99 29.3K 1,125,670 I
2026-05-01 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 697 10.97 7.6K 299,584 I
2026-05-01 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,937 10.97 21.2K 1,098,602 I
2026-04-30 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 6,695 10.97 73.4K 1,128,333 I
2026-04-30 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,795 10.93 19.6K 300,281 I
2026-04-30 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,987 10.93 54.5K 1,100,539 I
2026-04-29 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 7,285 10.83 78.9K 1,135,028 I
2026-04-29 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,527 10.81 16.5K 302,076 I
2026-04-29 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,245 10.81 45.9K 1,105,526 I
2026-04-28 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,708 10.94 40.6K 1,142,313 I
2026-04-28 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 997 10.93 10.9K 304 I
2026-04-28 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,768 10.93 30.3K 1,109,771 I
2026-04-27 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 18,997 11.02 209.3K 1,146,021 I
2026-04-27 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 3,125 11.02 34.4K 304,600 I
2026-04-27 Lovisotto Fernando Officer S-Sale D Class A Common Shares 8,929 11.02 98.4K 1,112,539 I
2026-04-24 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 12,720 11.46 145.8K 1,165,018 I
2026-04-24 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,143 11.42 24.5K 307,725 I
2026-04-24 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,952 11.42 68.0K 1,121,468 I
2026-04-23 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 10,178 11.17 113.7K 1,177,738 I
2026-04-23 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,327 11.16 26.0K 309,868 I
2026-04-23 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,734 11.16 64.0K 1,127,420 I
2026-04-22 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 11,521 11.10 127.9K 1,187,916 I
2026-04-22 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,064 11.07 22.8K 312,195 I
2026-04-22 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,734 11.07 63.5K 1,133,154 I
2026-04-21 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,913 11.24 44.0K 1,199,437 I
2026-04-21 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 872 11.21 9.8K 314,259 I
2026-04-21 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,106 11.21 23.6K 1,138,888 I
2026-04-20 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,300 11.20 37.0K 1,203,350 I
2026-04-20 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 762 11.17 8.5K 315,131 I
2026-04-20 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,106 11.17 23.5K 1,140,994 I
2026-04-17 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 8,501 11.11 94.4K 1,206,650 I
2026-04-17 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,701 11.08 18.8K 315,893 I
2026-04-17 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,622 11.08 51.2K 1,143,100 I
2026-04-16 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 10,809 10.96 118.5K 1,215,151 I
2026-04-16 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,717 10.94 29.7K 317,594 I
2026-04-16 Lovisotto Fernando Officer S-Sale D Class A Common Shares 7,551 10.94 82.6K 1,147,722 I
2026-04-15 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 17,681 10.69 189.0K 1,225,960 I
2026-04-15 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,590 10.61 27.5K 320,311 I
2026-04-15 Lovisotto Fernando Officer S-Sale D Class A Common Shares 7,198 10.61 76.4K 1,155,273 I
2026-04-14 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 6,105 10.75 65.6K 1,243,641 I
2026-04-14 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,421 10.73 15.2K 322,901 I
2026-04-14 Lovisotto Fernando Officer S-Sale D Class A Common Shares 3,950 10.73 42.4K 1,162,471 I
2026-04-13 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 6,439 10.57 68.1K 1,249,746 I
2026-04-13 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,890 10.54 19.9K 324,322 I
2026-04-13 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,249 10.54 55.3K 1,166,421 I
2026-04-10 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 729 10.70 7.8K 1,256,185 I
2026-04-10 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 269 10.70 2.9K 326,212 I
2026-04-10 Lovisotto Fernando Officer S-Sale D Class A Common Shares 737 10.70 7.9K 1,171,670 I
2026-04-09 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 7,976 10.69 85.3K 1,256,914 I
2026-04-09 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,985 10.60 21.0K 326,481 I
2026-04-09 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,515 10.60 58.5K 1,172,407 I
2026-04-08 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 7,836 10.66 83.5K 1,264,890 I
2026-04-08 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,894 10.54 20.0K 328,466 I
2026-04-08 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,263 10.64 56.0K 1,177,922 I
2026-04-07 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 84 10.50 882.00 1,272,726 I
2026-04-07 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 445 10.35 4.6K 330,360 I
2026-04-07 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,231 10.35 12.7K 1,183,185 I
2026-04-06 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 5,857 10.56 61.8K 1,272,810 I
2026-04-06 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,470 10.54 15.5K 330,805 I
2026-04-06 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,084 10.54 43.0K 1,184,416 I
2026-04-02 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 2,000 10.54 21.1K 1,278,667 I
2026-04-02 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 659 10.42 6.9K 332,275 I
2026-04-02 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,826 10.42 19.0K 1,188,500 I
2026-04-01 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 5,113 10.64 54.4K 1,280,667 I
2026-04-01 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,325 10.61 14.1K 332,934 I
2026-04-01 Lovisotto Fernando Officer S-Sale D Class A Common Shares 3,682 10.61 39.1K 1,190,326 I
2026-03-31 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 3,050 10.53 32.1K 1,285,780 I
2026-03-31 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,832 10.43 19.1K 334,259 I
2026-03-31 Lovisotto Fernando Officer S-Sale D Class A Common Shares 5,087 10.43 53.1K 1,194,008 I
2026-03-30 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,252 10.07 22.7K 336,091 I
2026-03-30 Lovisotto Fernando Officer S-Sale D Class A Common Shares 6,259 10.07 63.0K 1,199,095 I
2026-03-27 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,698 10.02 17.0K 338,343 I
2026-03-27 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,104 10.02 41.1K 1,205,354 I
2026-03-26 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,152 10.23 11.8K 340,041 I
2026-03-26 Lovisotto Fernando Officer S-Sale D Class A Common Shares 4,310 10.23 44.1K 1,209,458 I
2026-03-25 Zaremba Bruno Augusto Sacchi Officer S-Sale D Class A Common Shares 1,057 10.59 11.2K 1,288,830 I
2026-03-25 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 1,035 10.44 10.8K 341,193 I
2026-03-25 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,869 10.44 30.0K 1,213,768 I
2026-03-24 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 658 10.21 6.7K 342,228 I
2026-03-24 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,824 10.21 18.6K 1,216,637 I
2026-03-23 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 720 10.26 7.4K 342,886 I
2026-03-23 Lovisotto Fernando Officer S-Sale D Class A Common Shares 1,994 10.26 20.5K 1,218,461 I
2026-03-20 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 7,916 9.83 77.8K 343,606 I
2026-03-19 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 858 10.10 8.7K 351,522 I
2026-03-19 Lovisotto Fernando Officer S-Sale D Class A Common Shares 2,380 10.10 24.0K 1,220,455 I
2026-03-18 Zaremba Bruno Augusto Sacchi Officer Employee Stock Option (right to buy) 93,775 11.90 1.12M 0 D
2026-03-18 Stocco Filho Guilherme Director 0 0.00 0
2026-03-18 Sayao da Silva Gilberto Director Class B Common Shares 14,466,239 0.00 0 I
2026-03-18 Rodriguez Arnal Matias Officer Class A Common Shares 0 0.00 321,333 I
2026-03-18 Ribeiro Sergio Passos Officer Class A Common Shares 0 0.00 465,967 I
2026-03-18 Ogilvie Peter Director 0 0.00 0
2026-03-18 Monteiro Morgado Horta Alessandro Director / Officer Class A Common Shares 0 0.00 8,266,422 I
2026-03-18 Marti Fernandez Jaime Officer Employee Stock Option (right to buy) 11,282 13.13 148.1K 0 D
2026-03-18 Lovisotto Fernando Officer Class A Common Shares 0 0.00 1,243,332 I
2026-03-18 Garza y Garza Eugenio Director 0 0.00 0
2026-03-18 De la Barra Jara Jaime Eduardo Director Class A Common Shares 0 0.00 1,846,270 I
2026-03-18 Consiglio Sonia Aparecida Director 0 0.00 0
2026-03-18 Carvalho de Oliveira Paulo Fernando Director Class A Common Shares 0 0.00 1,859,944 I
2026-03-18 Balbontin Fernandez Manuel Jose Director Class A Common Shares 0 0.00 7,022,893 I
2026-03-17 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 2,782 10.39 28.9K 353,624 I
2026-03-17 Lovisotto Fernando Officer S-Sale D Class A Common Shares 7,726 10.39 80.3K 1,226,286 I
2026-03-16 Ribeiro Sergio Passos Officer S-Sale D Class A Common Shares 3,354 10.28 34.5K 356,406 I
2026-03-16 Lovisotto Fernando Officer S-Sale D Class A Common Shares 9,320 10.28 95.8K 1,234,012 I

Executive team

Top executives
EBIT / Employee
600.8K
Shares Outstanding
63.40M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 4
2026-05-11 4
2026-05-11 4
2026-05-08 4
2026-05-08 4
2026-05-08 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-04 4

Executive team

NameTitleCompensationGender
Alessandro Monteiro Morgado Horta Chief Executive Officer & Director male
Anna Luiza de Castro Santos Investor Relations Manager
Bruno Augusto Sacchi Zaremba President of Finance & Operations male
Carlos Eduardo Martins e Silva Co-Head of Private Equity male
Ilan Nigri Co-Head of Real Estate male
José Guilherme Cruz Souza Managing Partner & Head of Infrastructure Investments male
Omar Avellaneda Head of Research male
Rodrigo Coelho Co-Head of Real Estate
Sergio Passos Ribeiro Chief Operating Officer & Chief Financial Officer male
ESG Rating
B+
ASSET MANAGEMENT
Rank: 35 out of 151
2025
E (Environmental)
65.7 / 67.2
Company / Sector avg.
S (Social)
67.3 / 77.3
Company / Sector avg.
G (Governance)
66.5 / 74.6
Company / Sector avg.
ESG Total
66.5 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits