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Vertex (VERX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Vertex (NASDAQ:VERX)

Current
Institutional Ownership
Percentage
59.10%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$360.06M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$97.06M
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VERX Institutional Buying and Selling by Quarter

Vertex Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Pembroke Management LTD927,129$29.45M3.5%+255.3%0.601%
5/8/2024William Blair Investment Management LLC724,037$23.00M0.1%-45.8%0.469%
5/8/2024Russell Investments Group Ltd.3,467$110K0.0%-97.5%0.002%
5/7/2024 Sei Investments Co.44,636$1.42M0.0%-11.9%0.029%
5/7/2024 Swiss National Bank101,200$3.21M0.0%+5.4%0.066%
5/7/2024 TimesSquare Capital Management LLC1,386,848$44.05M0.6%+2.3%0.899%
5/7/2024 Oppenheimer Asset Management Inc.51,624$1.64M0.0%+1.2%0.033%
5/7/2024 SG Americas Securities LLC5,237$166K0.0%N/A0.003%
5/6/2024 Quantbot Technologies LP18,833$598K0.0%-50.5%0.012%
5/3/2024 RiverPark Advisors LLC15,309$486K0.4%+361.3%0.010%
5/1/2024 Mirae Asset Global Investments Co. Ltd.68,036$2.16M0.0%+13.9%0.044%
4/30/2024 Allspring Global Investments Holdings LLC379,180$12.04M0.0%N/A0.246%
4/29/2024 Principal Financial Group Inc.293,760$9.33M0.0%+25.6%0.190%
4/26/2024 Conestoga Capital Advisors LLC2,806,830$89.15M1.3%-0.9%1.819%
4/26/2024 Verdence Capital Advisors LLC6,702$213K0.0%N/A0.004%
4/23/2024 F M Investments LLC6,578$209K0.1%N/A0.004%
4/18/2024 Allspring Global Investments Holdings LLC379,180$12.04M0.0%N/A0.246%
4/17/2024 Cannon Global Investment Management LLC21,200$673K1.8%N/A0.014%
4/16/2024 Toth Financial Advisory Corp19,780$628K0.1%N/A0.013%
4/16/2024 Harbour Capital Advisors LLC12,560$403K0.1%-6.5%0.008%
4/11/2024 Capital CS Group LLC19,403$616K0.6%N/A0.013%
4/4/2024 Moody National Bank Trust Division25,369$806K0.1%+34.7%0.016%
3/25/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%
3/11/2024Vanguard Group Inc.5,555,808$149.67M0.0%+13.0%3.600%
2/17/2024Bullseye Asset Management LLC45,071$1.21M0.6%+12.5%0.029%
2/15/2024Palisade Capital Management LP1,176,808$31.70M0.8%-6.9%0.769%
2/15/2024Palogic Value Management L.P.175,000$4.71M2.1%-22.2%0.114%
2/15/2024G2 Investment Partners Management LLC258,768$6.97M2.0%-3.8%0.169%
2/15/2024Granahan Investment Management LLC663,606$17.88M0.6%+49.4%0.434%
2/14/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%
2/13/2024Tower Research Capital LLC TRC2,672$72K0.0%N/A0.002%
2/12/2024Axiom Investors LLC DE343,470$9.25M0.1%N/A0.225%
2/12/2024 Legacy Advisors LLC3,244,871$87.42M11.3%+1,517.0%2.121%
2/9/2024Trexquant Investment LP52,134$1.40M0.0%+97.9%0.034%
2/7/2024 Principal Financial Group Inc.233,813$6.30M0.0%+164.0%0.153%
2/7/2024Jump Financial LLC71,901$1.94M0.1%N/A0.047%
2/7/2024 TimesSquare Capital Management LLC1,356,325$36.54M0.5%-6.1%0.887%
2/6/2024Charles Schwab Investment Management Inc.252,869$6.81M0.0%+13.6%0.165%
2/6/2024 Natixis Advisors L.P.48,567$1.31M0.0%-4.7%0.032%
2/6/2024 Swiss National Bank96,000$2.59M0.0%-9.9%0.063%
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2/5/2024Russell Investments Group Ltd.141,155$3.80M0.0%N/A0.092%
2/2/2024Truist Financial Corp71,509$1.93M0.0%-42.7%0.047%
2/2/2024 Bryn Mawr Capital Management LLC1,596,000$43.00M2.7%-38.5%1.043%
2/1/2024 New York State Common Retirement Fund318,420$8.58M0.0%+1.1%0.208%
1/31/2024 Kornitzer Capital Management Inc. KS345,257$9.30M0.2%+824.0%0.226%
1/31/2024Calamos Advisors LLC74,794$2.02M0.0%N/A0.049%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,953$241K0.0%+33.1%0.006%
1/26/2024 Conestoga Capital Advisors LLC2,832,620$76.31M1.1%+19.0%1.852%
1/24/2024 Mirae Asset Global Investments Co. Ltd.59,727$1.61M0.0%-2.8%0.039%
1/11/2024 RiverPark Advisors LLC3,319$89K0.1%+28.4%0.002%
1/11/2024 Moody National Bank Trust Division18,840$508K0.0%+39.6%0.012%
1/5/2024 Harbour Capital Advisors LLC13,435$347K0.1%N/A0.009%
12/18/2023Vanguard Group Inc.4,918,733$113.62M0.0%+5.7%3.215%
11/21/2023Comerica Bank206,172$4.76M0.0%N/A0.136%
11/17/2023 TimesSquare Capital Management LLC1,444,930$33.38M0.5%+9.6%0.950%
11/15/2023Kennedy Capital Management LLC297,308$6.87M0.2%N/A0.195%
11/15/2023Ardsley Advisory Partners LP61,000$1.41M0.3%-39.2%0.040%
11/15/2023Glenmede Trust Co. NA16,896$390K0.0%+14.6%0.011%
11/14/2023Quadrature Capital Ltd26,878$621K0.0%-19.8%0.018%
11/14/2023Fred Alger Management LLC4,651,701$107.45M0.6%+9.5%3.059%
11/14/2023Trexquant Investment LP26,348$609K0.0%-63.8%0.017%
11/13/2023 Natixis Advisors L.P.50,967$1.18M0.0%+29.4%0.034%
11/13/2023Algert Global LLC33,760$780K0.0%N/A0.022%
11/13/2023Invesco Ltd.425,192$9.82M0.0%+85.7%0.280%
11/13/2023Envestnet Asset Management Inc.284,834$6.58M0.0%+31.5%0.187%
11/13/2023 Nordea Investment Management AB303,499$7.08M0.0%-1.1%0.200%
11/9/2023William Blair Investment Management LLC1,428,008$32.99M0.1%+32.4%0.939%
11/8/2023Campbell & CO Investment Adviser LLC13,789$319K0.0%-15.0%0.009%
11/8/2023Pathstone Family Office LLC14,905$344K0.0%N/A0.010%
11/8/2023Charles Schwab Investment Management Inc.222,675$5.14M0.0%+1,195.7%0.146%
11/8/2023 Swiss National Bank106,500$2.46M0.0%+14.8%0.070%
11/8/2023 RiverPark Advisors LLC2,584$60K0.1%N/A0.002%
11/8/2023 Bryn Mawr Capital Management LLC2,596,000$59.97M3.9%+0.3%1.707%
11/8/2023 Oppenheimer Asset Management Inc.61,235$1.42M0.0%+13.0%0.040%
11/8/2023Premier Fund Managers Ltd11,848$267K0.0%N/A0.008%
11/7/2023 Quantbot Technologies LP13,031$301K0.0%-6.0%0.009%
11/7/2023 New York State Common Retirement Fund314,812$7.27M0.0%+12.0%0.207%
11/7/2023Barclays PLC23,112$534K0.0%+43.4%0.015%
11/7/2023 Arizona State Retirement System13,802$319K0.0%+15.2%0.009%
11/6/2023 Sterling Investment Advisors Ltd.33,067$764K0.3%+2.6%0.022%
11/3/2023Meridian Wealth Partners LLC125,865$2.91M0.6%N/A0.083%
11/2/2023 Principal Financial Group Inc.88,567$2.05M0.0%+131.1%0.058%
10/31/2023 Teacher Retirement System of Texas9,346$216K0.0%-16.9%0.006%
10/31/2023 Kornitzer Capital Management Inc. KS37,365$863K0.0%N/A0.025%
10/30/2023 Conestoga Capital Advisors LLC2,379,780$54.97M0.9%-15.8%1.565%
10/27/2023 Allspring Global Investments Holdings LLC2,129$49K0.0%N/A0.001%
10/26/2023 Mirae Asset Global Investments Co. Ltd.61,455$1.42M0.0%-2.5%0.040%
10/24/2023 Bank of New York Mellon Corp34,526$798K0.0%+2.0%0.023%
10/24/2023 Raymond James & Associates9,712$224K0.0%N/A0.006%
10/23/2023 Arcadia Investment Management Corp MI2,664$62K0.0%+22.4%0.002%
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10/12/2023 Moody National Bank Trust Division13,500$312K0.0%N/A0.009%
8/14/2023Schonfeld Strategic Advisors LLC616,300$12.02M0.1%+7.5%0.407%
8/14/2023Palisade Capital Management LP1,134,375$22.12M0.6%+5.0%0.748%
8/14/2023Silvercrest Asset Management Group LLC574,236$11.20M0.1%N/A0.379%
8/11/2023 Bryn Mawr Capital Management LLC2,589,000$50.49M4.7%N/A1.708%
8/11/2023Pinebridge Investments L.P.1,376$27K0.0%N/A0.001%
8/11/2023Campbell & CO Investment Adviser LLC16,220$316K0.1%N/A0.011%
8/11/2023Trexquant Investment LP72,834$1.42M0.0%-4.5%0.048%
8/11/2023JPMorgan Chase & Co.2,358,543$45.99M0.0%-1.3%1.556%
8/11/2023William Blair Investment Management LLC1,078,325$21.03M0.1%-2.1%0.711%
(Data available from 1/1/2016 forward)

VERX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VERX shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($149.67M), Fred Alger Management LLC ($107.45M), Conestoga Capital Advisors LLC ($89.15M), Legacy Advisors LLC ($87.42M), Neuberger Berman Group LLC ($79.58M), Tensile Capital Management LP ($71.36M), and JPMorgan Chase & Co. ($45.99M).Learn more on VERX's institutional investors.

What percentage of Vertex stock is owned by institutional investors?

59.10% of Vertex stock is owned by institutional investors. Learn more on VERX's institutional investor holdings.

Which institutional investors have been buying Vertex stock?

Of the 86 institutional investors that purchased Vertex stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tensile Capital Management LP ($4.50M), Legacy Advisors LLC ($3.35M), Bryn Mawr Capital Management LLC ($2.60M), Vanguard Group Inc. ($901.96K), Allspring Global Investments Holdings LLC ($760.49K), William Blair Investment Management LLC ($671.97K), and Pembroke Management LTD ($666.22K).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 21,794,341 shares in the last 24 months. This purchase volume represents approximately $460.37M in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 36 institutional investors that sold Vertex stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Conestoga Capital Advisors LLC ($1.02M), Bryn Mawr Capital Management LLC ($1M), William Blair Investment Management LLC ($861.23K), TimesSquare Capital Management LLC ($510.86K), Fred Alger Management LLC ($253.63K), Legacy Advisors LLC ($168.92K), and Mirae Asset Global Investments Co. Ltd. ($160.30K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 4,860,643 shares in the last 24 months. This volume of shares sold represents approximately $111.95M in transactions.


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This page (NASDAQ:VERX) was last updated on 5/9/2024 by MarketBeat.com Staff

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