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Vertex (VERX) Institutional Ownership

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$34.71 -0.67 (-1.89%)
Closing price 04:00 PM Eastern
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$34.71 +0.00 (+0.01%)
As of 06:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vertex (NASDAQ:VERX)

Current
Institutional Ownership
Percentage
70.32%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$505.40M
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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
6/18/2025Voya Investment Management LLC169,468$5.93M0.0%+41.2%0.107%
6/5/2025Osterweis Capital Management Inc.249,760$8.74M0.0%N/A0.158%
5/29/2025Rhumbline Advisers84,152$2.95M0.0%+5.6%0.053%
5/28/2025Strs Ohio19,700$690K0.0%N/A0.012%
5/19/2025Jane Street Group LLC39,475$1.38M0.0%-63.7%0.025%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC141,206$4.94M0.0%-14.7%0.089%
5/16/2025Axiom Investors LLC DE188,640$6.60M0.1%-62.5%0.119%
5/16/2025Fred Alger Management LLC1,672,623$58.56M0.3%-18.8%1.057%
5/16/2025Redwood Investments LLC32,155$1.13M0.4%-3.8%0.020%
5/16/2025Goldman Sachs Group Inc.344,665$12.07M0.0%-25.0%0.217%
5/16/2025Tensile Capital Management LP3,660,474$128.15M16.3%-2.9%2.314%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.81,935$2.87M0.0%+4.4%0.052%
5/16/2025Granahan Investment Management LLC360,949$12.64M0.6%-0.5%0.228%
5/16/2025EFG Asset Management North America Corp.54,133$1.90M0.3%N/A0.034%
5/16/2025Eventide Asset Management LLC13,958$489K0.0%N/A0.009%
5/16/2025Bosun Asset Management LLC14,114$494K0.2%-2.8%0.009%
5/16/2025AQR Capital Management LLC12,604$441K0.0%-3.4%0.008%
5/16/2025Advisors Asset Management Inc.1,933$68K0.0%+25.7%0.001%
5/15/2025PDT Partners LLC96,465$3.38M0.2%+258.6%0.061%
5/15/2025Royal Bank of Canada180,978$6.34M0.0%+36.3%0.114%
5/15/2025Baird Financial Group Inc.118,054$4.13M0.0%-0.3%0.075%
5/15/2025Aperture Investors LLC644,215$22.55M2.9%+1.8%0.407%
5/15/2025Vident Advisory LLC10,205$357K0.0%+7.3%0.006%
5/15/2025Pembroke Management LTD673,992$23.60M3.5%-7.6%0.426%
5/15/2025State of Wyoming4,669$163K0.0%+16.1%0.003%
5/15/2025Trexquant Investment LP117,970$4.13M0.0%N/A0.075%
5/15/2025Next Century Growth Investors LLC333,845$11.69M1.0%+2.1%0.211%
5/14/2025Greycroft LP10,000$350K0.4%N/A0.006%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,531,939$53.63M0.1%+32.2%0.968%
5/14/2025Comerica Bank225,865$7.91M0.0%+16.2%0.143%
5/14/2025MetLife Investment Management LLC32,770$1.15M0.0%-1.5%0.021%
5/14/2025Axiom Investors LLC DE188,640$6.60M0.1%-62.5%0.119%
5/14/2025AlphaQuest LLC17,006$595K0.1%+91.2%0.011%
5/14/2025Advantage Alpha Capital Partners LP119,053$4.17M1.0%N/A0.075%
5/14/2025Osterweis Capital Management Inc.249,760$8.74M0.0%N/A0.158%
5/14/2025T. Rowe Price Investment Management Inc.2,429,416$85.05M0.1%+63.0%1.536%
5/13/2025Northern Trust Corp558,231$19.54M0.0%-0.1%0.353%
5/13/2025Aberdeen Group plc1,511,846$52.13M0.1%+46.9%0.956%
5/13/2025Lord Abbett & CO. LLC373,650$13.08M0.0%-63.2%0.236%
5/13/2025Neuberger Berman Group LLC3,255,703$113.98M0.1%-7.7%2.058%
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5/13/2025LGT Fund Management Co Ltd.87,700$3.07M0.3%N/A0.055%
5/12/2025Nuveen LLC146,251$5.12M0.0%N/A0.092%
5/12/2025Aigen Investment Management LP8,489$297K0.0%N/A0.005%
5/12/2025Invesco Ltd.1,281,786$44.88M0.0%-15.3%0.810%
5/12/2025Mizuho Markets Americas LLC287,117$10.05M0.2%+40.5%0.182%
5/12/2025Herald Investment Management Ltd110,000$3.85M0.7%-8.3%0.070%
5/12/2025Gagnon Advisors LLC161,813$5.67M4.0%+40.0%0.102%
5/12/2025Swiss National Bank129,300$4.53M0.0%+11.8%0.082%
5/12/2025Y.D. More Investments Ltd41,000$1.44M0.1%N/A0.026%
5/9/2025CenterBook Partners LP27,359$958K0.1%N/A0.017%
5/9/2025Gagnon Securities LLC268,620$9.40M2.1%+52.8%0.170%
5/9/2025Deutsche Bank AG43,125$1.51M0.0%-7.1%0.027%
5/9/2025Charles Schwab Investment Management Inc.432,810$15.15M0.0%-1.4%0.274%
5/9/2025Vanguard Group Inc.6,866,041$240.38M0.0%+0.1%4.341%
5/9/2025Geneva Capital Management LLC2,043,205$71.53M1.3%+42.1%1.292%
5/9/2025Banco Santander S.A.350,000$12.25M0.1%+50.9%0.221%
5/9/2025PNC Financial Services Group Inc.8,607$301K0.0%+596.9%0.005%
5/8/2025Strategic Advocates LLC5,899$207K0.1%N/A0.004%
5/8/2025Jefferies Financial Group Inc.8,068$282K0.0%-77.4%0.005%
5/8/2025US Bancorp DE2,024$71K0.0%+88.1%0.001%
5/8/2025Nicolet Advisory Services LLC12,416$474K0.0%+42.0%0.008%
5/8/2025Natixis Advisors LLC10,412$365K0.0%-62.1%0.007%
5/8/2025North Star Asset Management Inc.115,374$4.04M0.2%N/A0.073%
5/8/2025XTX Topco Ltd15,761$552K0.0%N/A0.010%
5/8/2025Premier Fund Managers Ltd720,073$25.62M1.0%+38.5%0.455%
5/8/2025Federated Hermes Inc.573,978$20.10M0.0%-16.9%0.363%
5/7/2025Fiera Capital Corp782,599$27.40M0.1%N/A0.495%
5/7/2025Summit Creek Advisors LLC94,484$3.31M0.5%N/A0.060%
5/7/2025Sterling Investment Advisors Ltd.29,470$1.03M0.3%-7.1%0.019%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 19,082$668K0.0%+22.7%0.012%
5/7/2025TD Asset Management Inc61,668$2.16M0.0%+57.4%0.039%
5/6/2025Neo Ivy Capital Management2,772$97K0.0%N/A0.002%
5/6/2025Assetmark Inc.33,269$1.17M0.0%+2,140.3%0.021%
5/6/2025Cetera Investment Advisers8,570$300K0.0%+12.1%0.005%
5/6/2025Avantax Advisory Services Inc.19,584$686K0.0%+30.9%0.012%
5/6/2025Royce & Associates LP73,272$2.57M0.0%+109.3%0.046%
5/6/2025KLP Kapitalforvaltning AS15,900$557K0.0%+27.2%0.010%
5/6/2025Bank Julius Baer & Co. Ltd Zurich149,567$5.37M0.0%-30.5%0.095%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH27,472$962K0.0%-75.6%0.017%
5/6/2025Y Intercept Hong Kong Ltd10,749$376K0.0%N/A0.007%
5/5/2025IFP Advisors Inc3,790$133K0.0%N/A0.002%
5/5/2025Jennison Associates LLC417,237$14.61M0.0%-8.3%0.264%
5/2/2025Verdence Capital Advisors LLC10,112$354K0.0%+37.5%0.006%
5/2/2025Victory Capital Management Inc.96,672$3.38M0.0%+122.4%0.061%
5/2/2025Kornitzer Capital Management Inc. KS347,957$12.18M0.3%+0.8%0.220%
5/2/2025Whittier Trust Co. of Nevada Inc.132,565$4.64M0.1%+5.1%0.084%
5/2/2025Whittier Trust Co.254,262$8.90M0.1%+2.5%0.161%
5/2/2025TimesSquare Capital Management LLC1,064,773$37.28M0.6%+7.3%0.673%
5/1/2025New York State Common Retirement Fund615,930$21.56M0.0%+34.9%0.389%
5/1/2025Arizona State Retirement System19,125$670K0.0%+12.1%0.012%
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4/30/2025Banque Pictet & Cie SA1,003,470$35.13M0.3%+63.5%0.634%
4/30/2025MeadowBrook Investment Advisors LLC6,490$227K0.2%+29.0%0.004%
4/29/2025Envestnet Asset Management Inc.224,762$7.87M0.0%+25.4%0.142%
4/29/2025Bank of New York Mellon Corp175,985$6.16M0.0%-24.9%0.111%
4/29/2025Palisade Capital Management LP579,945$20.30M0.6%-22.7%0.367%
4/28/2025Principal Financial Group Inc.546,006$19.12M0.0%-4.6%0.345%
4/28/2025Teacher Retirement System of Texas9,680$339K0.0%N/A0.006%
4/28/2025PICTET BANK & TRUST Ltd9,100$319K0.4%+97.9%0.006%
4/25/2025Peregrine Capital Management LLC254,894$8.92M0.3%N/A0.161%
4/24/2025Westwind Capital334,502$11.71M2.9%+79.0%0.211%
(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, 248 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($240.38M), FMR LLC ($153.03M), Tensile Capital Management LP ($128.15M), Neuberger Berman Group LLC ($113.98M), Franklin Resources Inc. ($113.59M), Conestoga Capital Advisors LLC ($103.20M), and T. Rowe Price Investment Management Inc. ($85.05M).Learn more on Vertex's institutional investors.

What percentage of Vertex's stock is owned by institutional investors?

70.32% of Vertex's stock is owned by institutional investors. Learn more on VERX's institutional investor holdings.

Which institutional investors have been buying Vertex's stock?

Of the 219 institutional investors that purchased Vertex's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Legacy Advisors LLC ($3.04M), Bryn Mawr Capital Management LLC ($2.60M), Kayne Anderson Rudnick Investment Management LLC ($1.53M), Invesco Ltd. ($1.37M), T. Rowe Price Investment Management Inc. ($1.36M), Vanguard Group Inc. ($1.28M), and Banque Pictet & Cie SA ($1.19M).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 23,579,075 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which of Vertex's major shareholders have been selling company stock?

Of the 89 institutional investors that sold Vertex's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fred Alger Management LLC ($2.89M), Tensile Capital Management LP ($973.08K), TimesSquare Capital Management LLC ($761.35K), JPMorgan Chase & Co. ($735.02K), Lord Abbett & CO. LLC ($642.78K), Axiom Investors LLC DE ($629.88K), and Conestoga Capital Advisors LLC ($545.24K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 11,846,167 shares in the last 24 months. This volume of shares sold represents approximately $505.40M in transactions.


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This page (NASDAQ:VERX) was last updated on 7/2/2025 by MarketBeat.com Staff
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