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Vertex (VERX) Institutional Ownership

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$38.97 +0.23 (+0.58%)
As of 12:26 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)
$998.21M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC39,475$1.38M0.0%-63.7%0.025%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC141,206$4.94M0.0%-14.7%0.089%
5/16/2025 Axiom Investors LLC DE188,640$6.60M0.1%-62.5%0.119%
5/16/2025 Fred Alger Management LLC1,672,623$58.56M0.3%-18.8%1.057%
5/16/2025 Redwood Investments LLC32,155$1.13M0.4%-3.8%0.020%
5/16/2025 Goldman Sachs Group Inc.344,665$12.07M0.0%-25.0%0.218%
5/16/2025 Tensile Capital Management LP3,660,474$128.15M16.3%-2.9%2.314%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.81,935$2.87M0.0%+4.4%0.052%
5/16/2025 Granahan Investment Management LLC360,949$12.64M0.6%-0.5%0.228%
5/16/2025 EFG Asset Management North America Corp.54,133$1.90M0.3%N/A0.034%
5/16/2025 Eventide Asset Management LLC13,958$489K0.0%N/A0.009%
5/16/2025 Bosun Asset Management LLC14,114$494K0.2%-2.8%0.009%
5/16/2025 AQR Capital Management LLC12,604$441K0.0%-3.4%0.008%
5/16/2025 Advisors Asset Management Inc.1,933$68K0.0%+25.7%0.001%
5/15/2025 PDT Partners LLC96,465$3.38M0.2%+258.6%0.061%
5/15/2025 Royal Bank of Canada180,978$6.34M0.0%+36.3%0.114%
5/15/2025 Baird Financial Group Inc.118,054$4.13M0.0%-0.3%0.075%
5/15/2025 Aperture Investors LLC644,215$22.55M2.9%+1.8%0.407%
5/15/2025 Vident Advisory LLC10,205$357K0.0%+7.3%0.006%
5/15/2025 Pembroke Management LTD673,992$23.60M3.5%-7.6%0.426%
5/15/2025 State of Wyoming4,669$163K0.0%+16.1%0.003%
5/15/2025 Trexquant Investment LP117,970$4.13M0.0%N/A0.075%
5/15/2025 Next Century Growth Investors LLC333,845$11.69M1.0%+2.1%0.211%
5/14/2025 Greycroft LP10,000$350K0.4%N/A0.006%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC1,531,939$53.63M0.1%+32.2%0.968%
5/14/2025 Comerica Bank225,865$7.91M0.0%+16.2%0.143%
5/14/2025 MetLife Investment Management LLC32,770$1.15M0.0%-1.5%0.021%
5/14/2025 Axiom Investors LLC DE188,640$6.60M0.1%-62.5%0.119%
5/14/2025 AlphaQuest LLC17,006$595K0.1%+91.2%0.011%
5/14/2025 Advantage Alpha Capital Partners LP119,053$4.17M1.0%N/A0.075%
5/14/2025 Osterweis Capital Management Inc.249,760$8.74M0.0%N/A0.158%
5/14/2025 T. Rowe Price Investment Management Inc.2,429,416$85.05M0.1%+63.0%1.536%
5/13/2025 Northern Trust Corp558,231$19.54M0.0%-0.1%0.353%
5/13/2025 Aberdeen Group plc1,511,846$52.13M0.1%+46.9%0.956%
5/13/2025 Lord Abbett & CO. LLC373,650$13.08M0.0%-63.2%0.236%
5/13/2025 Neuberger Berman Group LLC3,255,703$113.98M0.1%-7.7%2.058%
5/13/2025 LGT Fund Management Co Ltd.87,700$3.07M0.3%N/A0.055%
5/12/2025 Nuveen LLC146,251$5.12M0.0%N/A0.092%
5/12/2025 Aigen Investment Management LP8,489$297K0.0%N/A0.005%
5/12/2025 Invesco Ltd.1,281,786$44.88M0.0%-15.3%0.810%
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5/12/2025 Mizuho Markets Americas LLC287,117$10.05M0.2%+40.5%0.182%
5/12/2025 Herald Investment Management Ltd110,000$3.85M0.7%-8.3%0.070%
5/12/2025 Gagnon Advisors LLC161,813$5.67M4.0%+40.0%0.102%
5/12/2025 Swiss National Bank129,300$4.53M0.0%+11.8%0.082%
5/12/2025 Y.D. More Investments Ltd41,000$1.44M0.1%N/A0.026%
5/9/2025 CenterBook Partners LP27,359$958K0.1%N/A0.017%
5/9/2025 Gagnon Securities LLC268,620$9.40M2.1%+52.8%0.170%
5/9/2025 Deutsche Bank AG43,125$1.51M0.0%-7.1%0.027%
5/9/2025 Charles Schwab Investment Management Inc.432,810$15.15M0.0%-1.4%0.274%
5/9/2025 Vanguard Group Inc.6,866,041$240.38M0.0%+0.1%4.341%
5/9/2025 Geneva Capital Management LLC2,043,205$71.53M1.3%+42.1%1.292%
5/9/2025 Banco Santander S.A.350,000$12.25M0.1%+50.9%0.221%
5/9/2025 PNC Financial Services Group Inc.8,607$301K0.0%+596.9%0.005%
5/8/2025 Strategic Advocates LLC5,899$207K0.1%N/A0.004%
5/8/2025Jefferies Financial Group Inc.8,068$282K0.0%-77.4%0.005%
5/8/2025 US Bancorp DE2,024$71K0.0%+88.1%0.001%
5/8/2025 Nicolet Advisory Services LLC12,416$474K0.0%+42.0%0.008%
5/8/2025 Natixis Advisors LLC10,412$365K0.0%-62.1%0.007%
5/8/2025 North Star Asset Management Inc.115,374$4.04M0.2%N/A0.073%
5/8/2025 XTX Topco Ltd15,761$552K0.0%N/A0.010%
5/8/2025 Premier Fund Managers Ltd720,073$25.62M1.0%+38.5%0.455%
5/8/2025 Federated Hermes Inc.573,978$20.10M0.0%-16.9%0.363%
5/7/2025 Fiera Capital Corp782,599$27.40M0.1%N/A0.495%
5/7/2025 Summit Creek Advisors LLC94,484$3.31M0.5%N/A0.060%
5/7/2025 Sterling Investment Advisors Ltd.29,470$1.03M0.3%-7.1%0.019%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 19,082$668K0.0%+22.7%0.012%
5/7/2025 TD Asset Management Inc61,668$2.16M0.0%+57.4%0.039%
5/6/2025 Neo Ivy Capital Management2,772$97K0.0%N/A0.002%
5/6/2025 Assetmark Inc.33,269$1.17M0.0%+2,140.3%0.021%
5/6/2025 Cetera Investment Advisers8,570$300K0.0%+12.1%0.005%
5/6/2025 Avantax Advisory Services Inc.19,584$686K0.0%+30.9%0.012%
5/6/2025 Royce & Associates LP73,272$2.57M0.0%+109.3%0.046%
5/6/2025 KLP Kapitalforvaltning AS15,900$557K0.0%+27.2%0.010%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich149,567$5.37M0.0%-30.5%0.095%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH27,472$962K0.0%-75.6%0.017%
5/6/2025 Y Intercept Hong Kong Ltd10,749$376K0.0%N/A0.007%
5/5/2025 IFP Advisors Inc3,790$133K0.0%N/A0.002%
5/5/2025 Jennison Associates LLC417,237$14.61M0.0%-8.3%0.264%
5/2/2025 Verdence Capital Advisors LLC10,112$354K0.0%+37.5%0.006%
5/2/2025 Victory Capital Management Inc.96,672$3.38M0.0%+122.4%0.061%
5/2/2025 Kornitzer Capital Management Inc. KS347,957$12.18M0.3%+0.8%0.220%
5/2/2025 Whittier Trust Co. of Nevada Inc.132,565$4.64M0.1%+5.1%0.084%
5/2/2025 Whittier Trust Co.254,262$8.90M0.1%+2.5%0.161%
5/2/2025 TimesSquare Capital Management LLC1,064,773$37.28M0.6%+7.3%0.673%
5/1/2025 New York State Common Retirement Fund615,930$21.56M0.0%+34.9%0.389%
5/1/2025 Arizona State Retirement System19,125$670K0.0%+12.1%0.012%
4/30/2025 Banque Pictet & Cie SA1,003,470$35.13M0.3%+63.5%0.634%
4/30/2025 MeadowBrook Investment Advisors LLC6,490$227K0.2%+29.0%0.004%
4/29/2025 Envestnet Asset Management Inc.224,762$7.87M0.0%+25.4%0.142%
4/29/2025 Bank of New York Mellon Corp175,985$6.16M0.0%-24.9%0.111%
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4/29/2025 Palisade Capital Management LP579,945$20.30M0.6%-22.7%0.367%
4/28/2025 Principal Financial Group Inc.546,006$19.12M0.0%-4.6%0.345%
4/28/2025 Teacher Retirement System of Texas9,680$339K0.0%N/A0.006%
4/28/2025 PICTET BANK & TRUST Ltd9,100$319K0.4%+97.9%0.006%
4/25/2025 Peregrine Capital Management LLC254,894$8.92M0.3%N/A0.161%
4/24/2025 Westwind Capital334,502$11.71M2.9%+79.0%0.211%
4/24/2025 Mirae Asset Global Investments Co. Ltd.8,087$283K0.0%+3,751.0%0.005%
4/23/2025 Bessemer Group Inc.694,702$24.32M0.0%+23.8%0.439%
4/23/2025 Spire Wealth Management5,030$176K0.0%-83.5%0.003%
4/23/2025 Legacy Advisors LLC1,323,779$46.35M4.8%-5.3%0.837%
(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 VERX's institutional investors.

What percentage of Vertex stock is owned by institutional investors?

70.32% 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 219 institutional investors that purchased Vertex 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 37,195,811 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 106 institutional investors that sold Vertex 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), Conestoga Capital Advisors LLC ($1.10M), Bryn Mawr Capital Management LLC ($1M), Tensile Capital Management LP ($973.08K), TimesSquare Capital Management LLC ($939.54K), JPMorgan Chase & Co. ($765.83K), and Lord Abbett & CO. LLC ($642.78K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 15,344,845 shares in the last 24 months. This volume of shares sold represents approximately $600.23M in transactions.



This page (NASDAQ:VERX) was last updated on 5/21/2025 by MarketBeat.com Staff
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