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Vertex (VERX) Institutional Ownership

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$25.06 +0.31 (+1.25%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$25.20 +0.15 (+0.58%)
As of 10/3/2025 06:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
207
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$565.55M
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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
9/4/2025Osaic Holdings Inc.5,781$204K0.0%+108.8%0.004%
8/25/2025Neuberger Berman Group LLC3,166,478$111.89M0.1%-2.7%1.986%
8/15/2025CANADA LIFE ASSURANCE Co7,311$259K0.0%+39.1%0.005%
8/15/2025Tower Research Capital LLC TRC 8,070$285K0.0%+363.3%0.005%
8/15/2025Vident Advisory LLC12,236$432K0.0%+19.9%0.008%
8/15/2025Wasatch Advisors LP2,498,730$88.29M0.5%N/A1.577%
8/15/2025Tensile Capital Management LP3,643,850$128.76M15.5%-0.5%2.299%
8/15/2025Tidal Investments LLC400,285$14.14M0.1%+34.5%0.253%
8/15/2025Fortress Investment Group LLC40,000$1.41M0.2%N/A0.025%
8/15/2025Engineers Gate Manager LP46,306$1.64M0.0%N/A0.029%
8/15/2025Brevan Howard Capital Management LP14,119$499K0.0%N/A0.009%
8/15/2025Ameriprise Financial Inc.1,086,509$38.39M0.0%+28.7%0.686%
8/14/2025PDT Partners LLC21,703$767K0.0%-77.5%0.014%
8/14/2025Jane Street Group LLC47,413$1.68M0.0%+20.1%0.030%
8/14/2025California State Teachers Retirement System63,009$2.23M0.0%+2.2%0.040%
8/14/2025Raymond James Financial Inc.1,516$54K0.0%N/A0.001%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.83,056$2.93M0.0%+1.4%0.052%
8/14/2025Osterweis Capital Management Inc.185,640$6.56M0.3%-25.7%0.117%
8/14/2025The Manufacturers Life Insurance Company 36,272$1.28M0.0%+8.4%0.023%
8/14/2025Aperture Investors LLC720,438$25.46M3.3%+11.8%0.455%
8/14/2025Next Century Growth Investors LLC331,383$11.71M0.9%-0.7%0.209%
8/14/2025Qube Research & Technologies Ltd50,045$1.77M0.0%-63.1%0.032%
8/14/2025Daiwa Securities Group Inc.38,000$1.34M0.0%N/A0.024%
8/14/2025Federated Hermes Inc.573,365$20.26M0.0%-0.1%0.362%
8/13/2025Marshall Wace LLP173,682$6.14M0.0%-18.8%0.110%
8/13/2025Brown Capital Management LLC1,428,394$50.47M1.5%+114.8%0.901%
8/13/2025Baird Financial Group Inc.108,380$3.83M0.0%-8.2%0.068%
8/13/2025First Trust Advisors LP30,189$1.07M0.0%-74.9%0.019%
8/13/2025Kennedy Capital Management LLC166,933$5.90M0.1%+1.7%0.105%
8/13/2025Arrowstreet Capital Limited Partnership308,435$10.90M0.0%+58.9%0.195%
8/13/2025New York State Common Retirement Fund878,074$31.03M0.0%+42.6%0.554%
8/13/2025Loomis Sayles & Co. L P1,195,140$42.23M0.1%-19.8%0.754%
8/13/2025Neuberger Berman Group LLC3,166,478$111.89M0.1%-2.7%1.998%
8/13/2025Advantage Alpha Capital Partners LP72,882$2.58M0.7%-38.8%0.046%
8/13/2025DLD Asset Management LP8,500,000$300.35M1.2%N/A5.363%
8/13/2025RiverPark Advisors LLC5,562$197K0.1%-18.9%0.004%
8/13/2025Russell Investments Group Ltd.13,543$479K0.0%+10,910.6%0.009%
8/12/2025Inceptionr LLC17,709$626K0.1%N/A0.011%
8/12/2025North Star Asset Management Inc.131,952$4.66M0.2%+14.4%0.083%
8/12/2025XTX Topco Ltd36,101$1.28M0.1%+129.1%0.023%
8/12/2025Bullseye Asset Management LLC111,699$3.95M2.0%+24.0%0.070%
8/12/2025Champlain Investment Partners LLC1,708,810$60.38M0.4%N/A1.078%
8/12/2025Ameritas Investment Partners Inc.6,643$235K0.0%+17.0%0.004%
8/12/2025Prudential Financial Inc.8,105$286K0.0%+92.1%0.005%
8/12/2025Rhumbline Advisers97,489$3.45M0.0%+15.8%0.062%
8/12/2025Legal & General Group Plc79,575$2.81M0.0%+7.4%0.050%
8/12/2025Swiss National Bank130,400$4.61M0.0%+0.9%0.082%
8/12/2025Handelsbanken Fonder AB14,600$516K0.0%-20.2%0.009%
8/12/2025Bank Julius Baer & Co. Ltd Zurich98,564$3.56M0.1%-34.1%0.062%
8/12/2025Artisan Partners Limited Partnership755,101$26.68M0.0%N/A0.476%
8/8/2025Summitry LLC8,408$297K0.0%N/A0.005%
8/8/2025Cetera Investment Advisers6,852$242K0.0%-20.0%0.004%
8/8/2025Intech Investment Management LLC37,529$1.33M0.0%+30.1%0.024%
8/8/2025ABN Amro Investment Solutions91,171$3.22M0.1%N/A0.058%
8/8/2025Police & Firemen s Retirement System of New Jersey14,752$521K0.0%+27.7%0.009%
8/8/2025Geode Capital Management LLC1,535,368$54.26M0.0%+13.8%0.969%
8/8/2025TimesSquare Capital Management LLC1,067,825$37.73M0.5%+0.3%0.674%
8/8/2025KBC Group NV1,860$66K0.0%-30.3%0.001%
8/7/2025Pembroke Management LTD757,522$26.77M3.3%+12.4%0.478%
8/7/2025Legacy Advisors LLC47,482$1.68M1.5%-96.4%0.030%
8/7/2025ProShare Advisors LLC13,343$471K0.0%+11.7%0.008%
8/7/2025Campbell & CO Investment Adviser LLC48,739$1.72M0.1%N/A0.031%
8/7/2025Connor Clark & Lunn Investment Management Ltd.18,577$656K0.0%N/A0.012%
8/6/2025Summit Creek Advisors LLC205,330$7.26M1.0%+117.3%0.130%
8/6/2025EFG Asset Management North America Corp.106,828$3.78M0.5%+97.3%0.067%
8/5/2025Bank of New York Mellon Corp201,797$7.13M0.0%+14.7%0.127%
8/5/2025Pier Capital LLC231,629$8.19M1.2%-6.9%0.146%
8/5/2025Geneva Capital Management LLC3,017,735$106.63M1.8%+47.7%1.904%
8/4/2025MeadowBrook Investment Advisors LLC7,600$269K0.2%+17.1%0.005%
8/4/2025Assetmark Inc.4,743$168K0.0%-85.7%0.003%
8/4/2025Keybank National Association OH7,867$278K0.0%+18.9%0.005%
8/1/2025Jennison Associates LLC524,707$18.54M0.0%+25.8%0.331%
8/1/2025Mizuho Markets Americas LLC355,217$12.55M0.4%+23.7%0.224%
8/1/2025Peregrine Capital Management LLC259,234$9.16M0.3%+1.7%0.164%
8/1/2025Teacher Retirement System of Texas10,310$364K0.0%+6.5%0.007%
8/1/2025Bessemer Group Inc.580,802$20.52M0.0%-16.4%0.366%
8/1/2025Banco Santander S.A.338,000$11.94M0.1%-3.4%0.213%
8/1/2025Envestnet Asset Management Inc.200,985$7.10M0.0%-10.6%0.127%
7/31/2025Oppenheimer Asset Management Inc.54,167$1.91M0.0%+194.6%0.034%
7/31/2025Kornitzer Capital Management Inc. KS261,817$9.25M0.2%-24.8%0.165%
7/31/2025State of New Jersey Common Pension Fund D48,232$1.70M0.0%+8.8%0.030%
7/31/2025AlphaQuest LLC9,718$343K0.0%-42.9%0.006%
7/31/2025Lazard Freres Gestion S.A.S.20,000$706K0.0%N/A0.013%
7/30/2025Whittier Trust Co. of Nevada Inc.137,349$4.85M0.1%+3.6%0.087%
7/30/2025Whittier Trust Co.260,875$9.22M0.1%+2.6%0.165%
7/30/2025Conestoga Capital Advisors LLC3,398,435$120.08M1.8%+15.3%2.144%
7/29/2025West Tower Group LLC13,000$459K1.0%N/A0.008%
7/29/2025William Blair Investment Management LLC761,595$26.91M0.1%+4.8%0.481%
7/25/2025Verdence Capital Advisors LLC10,938$386K0.0%+8.2%0.007%
7/24/2025Aberdeen Group plc1,460,730$52.16M0.1%-3.4%0.922%
7/24/2025Blue Trust Inc.1,664$59K0.0%+44.4%0.001%
7/24/2025IFP Advisors Inc2,703$96K0.0%-28.7%0.002%
7/24/2025Callan Family Office LLC10,469$370K0.0%N/A0.007%
7/23/2025Gagnon Securities LLC269,846$9.54M1.9%+0.5%0.170%
7/23/2025KLP Kapitalforvaltning AS14,700$519K0.0%-7.5%0.009%
7/22/2025LGT Fund Management Co Ltd.101,360$3.58M0.3%+15.6%0.064%
7/18/2025Truist Financial Corp12,317$435K0.0%-8.2%0.008%
7/17/2025Chicago Capital LLC432,453$15.28M0.4%+14.4%0.273%
7/17/2025Norris Perne & French LLP MI252,028$8.91M0.6%+7.6%0.159%
7/16/2025Bank Pictet & Cie Europe AG48,425$1.71M0.0%+6.4%0.031%
(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, 268 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were DLD Asset Management LP ($300.35M), Vanguard Group Inc. ($240.38M), FMR LLC ($153.03M), Tensile Capital Management LP ($128.76M), Conestoga Capital Advisors LLC ($120.08M), Franklin Resources Inc. ($113.59M), and Neuberger Berman Group LLC ($111.89M).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 237 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: DLD Asset Management LP ($8.50M), Legacy Advisors LLC ($3.04M), Wasatch Advisors LP ($2.50M), Geneva Capital Management LLC ($2.00M), Champlain Investment Partners LLC ($1.71M), Conestoga Capital Advisors LLC ($1.59M), and Kayne Anderson Rudnick Investment Management LLC ($1.53M).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 38,308,188 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

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

Of the 101 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 ($2.41M), Legacy Advisors LLC ($1.35M), Tensile Capital Management LP ($989.70K), TimesSquare Capital Management LLC ($761.35K), JPMorgan Chase & Co. ($735.02K), Lord Abbett & CO. LLC ($642.78K), and Axiom Investors LLC DE ($629.88K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 13,567,177 shares in the last 24 months. This volume of shares sold represents approximately $565.55M in transactions.


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This page (NASDAQ:VERX) was last updated on 10/5/2025 by MarketBeat.com Staff
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