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Vertex (VERX) Institutional Ownership

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$33.10 +0.80 (+2.48%)
Closing price 08/4/2025 04:00 PM Eastern
Extended Trading
$33.20 +0.09 (+0.29%)
As of 07:07 AM 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)
191
Total
Institutional Inflows
(last 12 months)
$966.13M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$510.38M
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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
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%
8/1/2025 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%
7/16/2025 Banque Pictet & Cie SA958,370$33.86M0.2%-4.5%0.605%
7/15/2025 Fifth Third Bancorp1,467$52K0.0%+31.0%0.001%
7/11/2025 Westwind Capital339,308$11.99M2.5%+1.4%0.214%
7/11/2025 Diversified Trust Co19,012$672K0.0%N/A0.012%
7/8/2025 Strategic Advocates LLC6,464$228K0.1%+9.6%0.004%
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%
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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%
5/14/2025 AlphaQuest 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%
5/13/2025 Aberdeen 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%
5/13/2025 LGT 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%
5/12/2025 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%
5/12/2025Swiss 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%
5/9/2025 Gagnon 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
5/9/2025 Banco 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%
5/8/2025 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%
5/8/2025Nicolet 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%
(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, 252 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), Conestoga Capital Advisors LLC ($120.08M), Neuberger Berman Group LLC ($113.98M), Franklin Resources Inc. ($113.59M), and Geneva Capital Management LLC ($106.63M).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 222 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), Geneva Capital Management LLC ($2.00M), Conestoga Capital Advisors LLC ($1.59M), Kayne Anderson Rudnick Investment Management LLC ($1.53M), Invesco Ltd. ($1.37M), and T. Rowe Price Investment Management Inc. ($1.36M).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 23,365,247 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 94 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 ($544.19K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 12,007,627 shares in the last 24 months. This volume of shares sold represents approximately $510.94M in transactions.


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This page (NASDAQ:VERX) was last updated on 8/5/2025 by MarketBeat.com Staff
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