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Vertex (VERX) Institutional Ownership

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$23.75 -0.30 (-1.26%)
As of 11:07 AM 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)
208
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
9/4/2025 Osaic Holdings Inc.5,781$204K0.0%+108.8%0.004%
8/25/2025 Neuberger Berman Group LLC3,166,478$111.89M0.1%-2.7%1.986%
8/15/2025 CANADA LIFE ASSURANCE Co7,311$259K0.0%+39.1%0.005%
8/15/2025 Tower Research Capital LLC TRC 8,070$285K0.0%+363.3%0.005%
8/15/2025 Vident Advisory LLC12,236$432K0.0%+19.9%0.008%
8/15/2025 Wasatch Advisors LP2,498,730$88.29M0.5%N/A1.577%
8/15/2025 Tensile Capital Management LP3,643,850$128.76M15.5%-0.5%2.299%
8/15/2025 Tidal Investments LLC400,285$14.14M0.1%+34.5%0.253%
8/15/2025 Fortress Investment Group LLC40,000$1.41M0.2%N/A0.025%
8/15/2025 Engineers Gate Manager LP46,306$1.64M0.0%N/A0.029%
8/15/2025 Brevan Howard Capital Management LP14,119$499K0.0%N/A0.009%
8/15/2025 Ameriprise Financial Inc.1,086,509$38.39M0.0%+28.7%0.686%
8/14/2025 PDT Partners LLC21,703$767K0.0%-77.5%0.014%
8/14/2025 Jane Street Group LLC47,413$1.68M0.0%+20.1%0.030%
8/14/2025 California State Teachers Retirement System63,009$2.23M0.0%+2.2%0.040%
8/14/2025 Raymond James Financial Inc.1,516$54K0.0%N/A0.001%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.83,056$2.93M0.0%+1.4%0.052%
8/14/2025 Osterweis Capital Management Inc.185,640$6.56M0.3%-25.7%0.117%
8/14/2025 The Manufacturers Life Insurance Company 36,272$1.28M0.0%+8.4%0.023%
8/14/2025 Aperture Investors LLC720,438$25.46M3.3%+11.8%0.455%
8/14/2025 Next Century Growth Investors LLC331,383$11.71M0.9%-0.7%0.209%
8/14/2025 Qube Research & Technologies Ltd50,045$1.77M0.0%-63.1%0.032%
8/14/2025 Daiwa Securities Group Inc.38,000$1.34M0.0%N/A0.024%
8/14/2025 Federated Hermes Inc.573,365$20.26M0.0%-0.1%0.362%
8/13/2025 Marshall Wace LLP173,682$6.14M0.0%-18.8%0.110%
8/13/2025 Brown Capital Management LLC1,428,394$50.47M1.5%+114.8%0.901%
8/13/2025 Baird Financial Group Inc.108,380$3.83M0.0%-8.2%0.068%
8/13/2025 First Trust Advisors LP30,189$1.07M0.0%-74.9%0.019%
8/13/2025 Kennedy Capital Management LLC166,933$5.90M0.1%+1.7%0.105%
8/13/2025 Arrowstreet Capital Limited Partnership308,435$10.90M0.0%+58.9%0.195%
8/13/2025 New York State Common Retirement Fund878,074$31.03M0.0%+42.6%0.554%
8/13/2025 Loomis Sayles & Co. L P1,195,140$42.23M0.1%-19.8%0.754%
8/13/2025 Neuberger Berman Group LLC3,166,478$111.89M0.1%-2.7%1.998%
8/13/2025 Advantage Alpha Capital Partners LP72,882$2.58M0.7%-38.8%0.046%
8/13/2025 DLD Asset Management LP8,500,000$300.35M1.2%N/A5.363%
8/13/2025 RiverPark Advisors LLC5,562$197K0.1%-18.9%0.004%
8/13/2025 Russell Investments Group Ltd.13,543$479K0.0%+10,910.6%0.009%
8/12/2025 Inceptionr LLC17,709$626K0.1%N/A0.011%
8/12/2025 North Star Asset Management Inc.131,952$4.66M0.2%+14.4%0.083%
8/12/2025 XTX Topco Ltd36,101$1.28M0.1%+129.1%0.023%
8/12/2025 Bullseye Asset Management LLC111,699$3.95M2.0%+24.0%0.070%
8/12/2025 Champlain Investment Partners LLC1,708,810$60.38M0.4%N/A1.078%
8/12/2025 Ameritas Investment Partners Inc.6,643$235K0.0%+17.0%0.004%
8/12/2025 Prudential Financial Inc.8,105$286K0.0%+92.1%0.005%
8/12/2025 Rhumbline Advisers97,489$3.45M0.0%+15.8%0.062%
8/12/2025 Legal & General Group Plc79,575$2.81M0.0%+7.4%0.050%
8/12/2025 Swiss National Bank130,400$4.61M0.0%+0.9%0.082%
8/12/2025 Handelsbanken Fonder AB14,600$516K0.0%-20.2%0.009%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich98,564$3.56M0.1%-34.1%0.062%
8/12/2025 Artisan Partners Limited Partnership755,101$26.68M0.0%N/A0.476%
8/8/2025 Summitry LLC8,408$297K0.0%N/A0.005%
8/8/2025 Cetera Investment Advisers6,852$242K0.0%-20.0%0.004%
8/8/2025 Intech Investment Management LLC37,529$1.33M0.0%+30.1%0.024%
8/8/2025 ABN Amro Investment Solutions91,171$3.22M0.1%N/A0.058%
8/8/2025 Police & Firemen s Retirement System of New Jersey14,752$521K0.0%+27.7%0.009%
8/8/2025 Geode Capital Management LLC1,535,368$54.26M0.0%+13.8%0.969%
8/8/2025 TimesSquare Capital Management LLC1,067,825$37.73M0.5%+0.3%0.674%
8/8/2025 KBC Group NV1,860$66K0.0%-30.3%0.001%
8/7/2025 Pembroke Management LTD757,522$26.77M3.3%+12.4%0.478%
8/7/2025 Legacy Advisors LLC47,482$1.68M1.5%-96.4%0.030%
8/7/2025 ProShare Advisors LLC13,343$471K0.0%+11.7%0.008%
8/7/2025 Campbell & CO Investment Adviser LLC48,739$1.72M0.1%N/A0.031%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.18,577$656K0.0%N/A0.012%
8/6/2025 Summit Creek Advisors LLC205,330$7.26M1.0%+117.3%0.130%
8/6/2025 EFG Asset Management North America Corp.106,828$3.78M0.5%+97.3%0.067%
8/5/2025 Bank of New York Mellon Corp201,797$7.13M0.0%+14.7%0.127%
8/5/2025 Pier Capital LLC231,629$8.19M1.2%-6.9%0.146%
8/5/2025 Geneva Capital Management LLC3,017,735$106.63M1.8%+47.7%1.904%
8/4/2025 MeadowBrook Investment Advisors LLC7,600$269K0.2%+17.1%0.005%
8/4/2025 Assetmark Inc.4,743$168K0.0%-85.7%0.003%
8/4/2025 Keybank National Association OH7,867$278K0.0%+18.9%0.005%
8/1/2025 Jennison Associates LLC524,707$18.54M0.0%+25.8%0.331%
8/1/2025 Mizuho Markets Americas LLC355,217$12.55M0.4%+23.7%0.224%
8/1/2025 Peregrine Capital Management LLC259,234$9.16M0.3%+1.7%0.164%
8/1/2025 Teacher Retirement System of Texas10,310$364K0.0%+6.5%0.007%
8/1/2025 Bessemer Group Inc.580,802$20.52M0.0%-16.4%0.366%
8/1/2025 Banco Santander S.A.338,000$11.94M0.1%-3.4%0.213%
8/1/2025 Envestnet Asset Management Inc.200,985$7.10M0.0%-10.6%0.127%
7/31/2025 Oppenheimer Asset Management Inc.54,167$1.91M0.0%+194.6%0.034%
7/31/2025 Kornitzer Capital Management Inc. KS261,817$9.25M0.2%-24.8%0.165%
7/31/2025 State of New Jersey Common Pension Fund D48,232$1.70M0.0%+8.8%0.030%
7/31/2025 AlphaQuest LLC9,718$343K0.0%-42.9%0.006%
7/31/2025 Lazard Freres Gestion S.A.S.20,000$706K0.0%N/A0.013%
7/30/2025 Whittier Trust Co. of Nevada Inc.137,349$4.85M0.1%+3.6%0.087%
7/30/2025 Whittier Trust Co.260,875$9.22M0.1%+2.6%0.165%
7/30/2025 Conestoga Capital Advisors LLC3,398,435$120.08M1.8%+15.3%2.144%
7/29/2025 West Tower Group LLC13,000$459K1.0%N/A0.008%
7/29/2025 William Blair Investment Management LLC761,595$26.91M0.1%+4.8%0.481%
7/25/2025 Verdence Capital Advisors LLC10,938$386K0.0%+8.2%0.007%
7/24/2025 Aberdeen Group plc1,460,730$52.16M0.1%-3.4%0.922%
7/24/2025 Blue Trust Inc.1,664$59K0.0%+44.4%0.001%
7/24/2025 IFP Advisors Inc2,703$96K0.0%-28.7%0.002%
7/24/2025 Callan Family Office LLC10,469$370K0.0%N/A0.007%
7/23/2025 Gagnon Securities LLC269,846$9.54M1.9%+0.5%0.170%
7/23/2025 KLP Kapitalforvaltning AS14,700$519K0.0%-7.5%0.009%
7/22/2025 LGT Fund Management Co Ltd.101,360$3.58M0.3%+15.6%0.064%
7/18/2025 Truist Financial Corp12,317$435K0.0%-8.2%0.008%
7/17/2025 Chicago Capital LLC432,453$15.28M0.4%+14.4%0.273%
7/17/2025 Norris Perne & French LLP MI252,028$8.91M0.6%+7.6%0.159%
7/16/2025 Bank 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 38,322,921 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 9/15/2025 by MarketBeat.com Staff
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