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Vertex (VERX) Institutional Ownership

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$40.03 -0.16 (-0.40%)
As of 04/30/2025 04:00 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)
167
Total
Institutional Inflows
(last 12 months)
$848.66M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$441.19M
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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
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%
4/29/2025 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%
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%
4/23/2025 Oppenheimer Asset Management Inc.18,388$644K0.0%+13.9%0.012%
4/21/2025 Norris Perne & French LLP MI234,292$8.20M0.6%N/A0.148%
4/17/2025 Chicago Capital LLC378,104$13.24M0.4%N/A0.239%
4/17/2025 Conestoga Capital Advisors LLC2,947,740$103.20M1.6%+30.3%1.863%
4/17/2025 Bank Pictet & Cie Europe AG45,500$1.59M0.0%+85.3%0.029%
4/15/2025 Handelsbanken Fonder AB18,300$641K0.0%+46.4%0.012%
4/8/2025 Rhumbline Advisers84,152$2.95M0.0%+5.6%0.053%
4/7/2025 GAMMA Investing LLC5,076$178K0.0%+1,719.4%0.003%
4/4/2025 Moody National Bank Trust Division22,766$797K0.1%+17.2%0.014%
4/3/2025 Versant Capital Management Inc807$28K0.0%N/A0.001%
3/18/2025California State Teachers Retirement System54,677$2.92M0.0%+4.8%0.035%
3/12/2025Palogic Value Management L.P.100,000$5.34M0.1%-20.0%0.064%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH112,803$6.02M0.0%N/A0.072%
2/27/2025Jefferies Financial Group Inc.35,777$1.91M0.0%N/A0.023%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165,521$8.83M0.0%+18.6%0.106%
2/17/2025Voloridge Investment Management LLC20,932$1.12M0.0%N/A0.013%
2/17/2025Vident Advisory LLC9,515$508K0.0%-2.3%0.006%
2/17/2025Squarepoint Ops LLC78,540$4.19M0.0%-60.3%0.050%
2/17/2025Two Sigma Advisers LP31,000$1.65M0.0%-31.4%0.020%
2/17/2025Two Sigma Investments LP32,434$1.73M0.0%-36.8%0.021%
2/17/2025Tensile Capital Management LP3,769,550$201.11M20.9%-7.0%2.417%
2/17/2025Tidal Investments LLC156,994$8.38M0.1%N/A0.101%
2/17/2025State of Wyoming4,020$214K0.0%+52.2%0.003%
2/17/2025Saba Capital Management L.P.77,292$4.12M0.1%-2.3%0.050%
2/17/2025Sherbrooke Park Advisers LLC4,650$248K0.1%N/A0.003%
2/17/2025Silvercrest Asset Management Group LLC620,589$33.11M0.2%-1.3%0.398%
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2/17/2025Redwood Investments LLC33,431$1.78M0.5%N/A0.021%
2/17/2025ProShare Advisors LLC15,271$815K0.0%+48.9%0.010%
2/17/2025Nuveen Asset Management LLC153,985$8.22M0.0%+5.0%0.099%
2/17/2025Occudo Quantitative Strategies LP5,580$298K0.1%N/A0.004%
2/17/2025Millennium Management LLC292,494$15.61M0.0%+87.4%0.188%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,474$4.19M0.0%+6.5%0.050%
2/17/2025Lazard Asset Management LLC2,488$132K0.0%+7,675.0%0.002%
2/17/2025Janus Henderson Group PLC666,436$35.56M0.0%-13.7%0.427%
2/17/2025Jefferies Financial Group Inc.35,777$1.91M0.0%N/A0.023%
2/17/2025Granahan Investment Management LLC362,598$19.35M0.8%-34.0%0.232%
2/17/2025G2 Investment Partners Management LLC22,201$1.18M0.3%-88.4%0.014%
2/17/2025FORA Capital LLC9,164$489K0.1%N/A0.006%
2/17/2025Fred Alger Management LLC2,060,284$109.92M0.5%-19.0%1.321%
2/17/2025D. E. Shaw & Co. Inc.54,115$2.89M0.0%+28.4%0.035%
2/17/2025Deutsche Bank AG46,442$2.48M0.0%-38.0%0.030%
2/17/2025Driehaus Capital Management LLC1,063,711$56.75M0.5%+5.1%0.682%
2/17/2025Corton Capital Inc.5,041$269K0.2%-26.6%0.003%
2/17/2025Cetera Investment Advisers7,645$408K0.0%+8.3%0.005%
2/17/2025Captrust Financial Advisors4,691$250K0.0%N/A0.003%
2/17/2025Balyasny Asset Management L.P.73,616$3.93M0.0%N/A0.047%
2/17/2025Baird Financial Group Inc.118,360$6.32M0.0%-2.8%0.076%
2/17/2025Bank of America Corp DE551,620$29.43M0.0%+47.8%0.354%
2/17/2025BNP Paribas Financial Markets98,890$5.28M0.0%N/A0.063%
2/17/2025Ameriprise Financial Inc.1,149,840$61.34M0.0%+17.6%0.737%
2/14/2025Jane Street Group LLC108,870$5.81M0.0%+72.1%0.070%
2/14/2025Comerica Bank194,337$10.37M0.0%-0.5%0.125%
2/14/2025PDT Partners LLC26,900$1.44M0.1%N/A0.017%
2/14/2025Northern Trust Corp558,887$29.82M0.0%+5.3%0.358%
2/14/2025The Manufacturers Life Insurance Company 31,173$1.66M0.0%-7.3%0.020%
2/14/2025Public Employees Retirement Association of Colorado510,267$27.22M0.1%+21.3%0.327%
2/14/2025Aquatic Capital Management LLC24,714$1.32M0.0%-60.1%0.016%
2/14/2025Bullseye Asset Management LLC76,360$4.07M1.9%+13.8%0.049%
2/14/2025Lord Abbett & CO. LLC1,016,425$54.23M0.2%+8.9%0.652%
2/14/2025Voya Investment Management LLC120,038$6.40M0.0%+576.7%0.077%
2/14/2025RiverPark Advisors LLC7,672$409K0.3%-16.3%0.005%
2/14/2025Fuller & Thaler Asset Management Inc.1,337,758$71.37M0.3%+8.8%0.858%
2/14/2025T. Rowe Price Investment Management Inc.1,490,385$79.51M0.0%+39.6%0.956%
2/14/2025Price T Rowe Associates Inc. MD851,127$45.41M0.0%+233.7%0.546%
2/14/2025Quantessence Capital LLC12,091$645K0.3%N/A0.008%
2/14/2025Tower Research Capital LLC TRC 3,734$199K0.0%+75.3%0.002%
2/14/2025Kayne Anderson Rudnick Investment Management LLC1,158,849$61.83M0.1%N/A0.743%
2/14/2025MetLife Investment Management LLC33,275$1.78M0.0%+5.7%0.021%
2/14/2025Dimensional Fund Advisors LP824,299$43.98M0.0%-9.5%0.529%
2/14/2025First Trust Advisors LP236,034$12.59M0.0%-8.5%0.151%
2/13/2025CANADA LIFE ASSURANCE Co5,256$280K0.0%-64.1%0.003%
2/13/2025EAM Global Investors LLC73,837$3.94M0.7%N/A0.047%
2/13/2025EAM Investors LLC93,254$4.98M0.7%N/A0.060%
2/13/2025Jump Financial LLC23,700$1.26M0.0%+276.5%0.015%
2/13/2025Barclays PLC472,630$25.21M0.0%-18.8%0.303%
2/13/2025Summit Investment Advisors Inc.5,678$303K0.3%+6.8%0.004%
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2/13/2025Next Century Growth Investors LLC326,997$17.45M1.3%-35.1%0.210%
2/13/2025Rockefeller Capital Management L.P.162,947$8.69M0.0%N/A0.104%
2/13/2025Sterling Capital Management LLC50,621$2.70M0.0%-6.2%0.032%
2/13/2025Kennedy Capital Management LLC171,048$9.13M0.2%-16.9%0.110%
2/13/2025Neuberger Berman Group LLC3,527,604$188.20M0.1%+1.5%2.262%
2/13/2025F M Investments LLC3,792$202K0.0%N/A0.002%
2/13/2025 Bessemer Group Inc.561,161$29.94M0.0%+4.1%0.360%
2/13/2025Raymond James Financial Inc.11,155$595K0.0%N/A0.007%
2/13/2025Renaissance Technologies LLC94,700$5.05M0.0%-69.4%0.061%
2/13/2025Legal & General Group Plc67,461$3.60M0.0%-1.4%0.043%
(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, 226 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($365.93M), Tensile Capital Management LP ($201.11M), Neuberger Berman Group LLC ($188.20M), FMR LLC ($153.03M), Franklin Resources Inc. ($113.59M), Fred Alger Management LLC ($109.92M), and Conestoga Capital Advisors LLC ($103.20M).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 200 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 ($3.35M), Bryn Mawr Capital Management LLC ($2.60M), Invesco Ltd. ($1.37M), Vanguard Group Inc. ($1.28M), Banque Pictet & Cie SA ($1.19M), Kayne Anderson Rudnick Investment Management LLC ($1.16M), and Conestoga Capital Advisors LLC ($1.14M).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 33,702,766 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 90 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 ($2.59M), TimesSquare Capital Management LLC ($1.27M), Conestoga Capital Advisors LLC ($1.10M), Bryn Mawr Capital Management LLC ($1M), Tensile Capital Management LP ($864K), William Blair Investment Management LLC ($861.23K), and JPMorgan Chase & Co. ($765.83K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 13,248,649 shares in the last 24 months. This volume of shares sold represents approximately $515.13M in transactions.


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This page (NASDAQ:VERX) was last updated on 5/1/2025 by MarketBeat.com Staff
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