Watch for further 13F filings to confirm if Soros increased its stake beyond Q3. The selling by asset managers like Dimensional and Two Sigma may create an overhang, but the large new activist-esque position by Soros suggests a potential catalyst. Given the 45-day reporting lag, monitor for any operational updates or earnings that could validate the thesis.
Executive Summary
Vimeo (VMEO) saw mixed institutional activity in Q3 2025, with 4 buyers accumulating $43.6M (including a new $22.1M position from Soros Fund Management) while 7 sellers reduced positions, though most seller dollar values increased due to stock price appreciation. The net dollar change across all tracked institutions was +$53.4M. The cluster is notable for Soros's new large stake and continuing accumulation by Fidelity and Citadel, but the analyst consensus remains bearish with 0% bullish.
Key Financial Metrics
Institutional Positions
Net institutional flow: $53.5M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Soros Fund Management | NEW | Not reported | $22.1M | $22.1M |
| Fidelity | ADD | +25.7% | $17.1M | $10.0M |
| Citadel | ADD | +91.5% | $7.6M | $5.5M |
▼ Sellers (7)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Two Sigma | TRIM | -72.9% | $3.3M | -$1.6M |
| Ameriprise Financial | NEAR_EXIT | -87.6% | $472.0K | -$359.6K |
Key Facts
- Soros Fund Management initiated a new 2.85M share position valued at $22.1M, the largest single move.
- Fidelity added 449.6K shares (+25.7%), bringing its total to 2.20M shares worth $17.1M.
- Citadel added 469.5K shares (+91.5%), now holding 982.5K shares valued at $7.6M.
- Two Sigma trimmed 592.5K shares (-72.9%), reducing its stake to 220.5K shares worth $1.7M, the largest sell-side change.
- Overall net dollar change across all positions was +$53.4M, driven heavily by Soros and Dimensional (which trimmed shares but saw value increase).
- Analyst consensus is bearish: 0 Strong Buy, 0 Buy, 5 Hold, 1 Sell, 2 Strong Sell.
Financial Impact
Net institutional accumulation of approximately $53.4M in dollar value, with buying concentrated at $56.7M total current holdings vs. sellers' net positive change of $9.8M.
Risk Factors
- 13F filings reflect quarter-end positions; current holdings may differ significantly.
- Analyst consensus is overwhelmingly bearish, indicating potential headwinds.
- Most sellers have positive dollar value changes, implying they trimmed after price appreciation, risk of further profit-taking.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-VMEO-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 19w ago | Institutional Cluster | No price | awaiting T+20 | awaiting T+20 | No price |
Jun 11, 2026 19w ago | Institutional Cluster | No price | awaiting T+20 | awaiting T+20 | No price |
US Market Status
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