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Vertex (VERX) Institutional Ownership

Vertex logo
$13.17 -0.09 (-0.68%)
Closing price 04:00 PM Eastern
Extended Trading
$12.92 -0.24 (-1.86%)
As of 07:09 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 Massive. 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)
151
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$1.22B
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Skip Chart & View Institutional Buying and Selling Data

VERX Institutional Buying and Selling by Quarter

Vertex Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Janus Henderson Group PLC37,027$440K0.0%-95.2%0.023%
5/16/2026 The Manufacturers Life Insurance Company 31,160$370K0.0%-11.8%0.019%
5/16/2026 Quantinno Capital Management LP141,793$1.69M0.0%+275.2%0.088%
5/16/2026 Lazard Asset Management LLC38,577$459K0.0%-99.7%0.024%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund3,178,800$37.80M0.1%N/A1.987%
5/14/2026 Renaissance Technologies LLC290,500$3.45M0.0%+8.1%0.182%
5/14/2026 Arrowstreet Capital Limited Partnership935,668$11.13M0.0%+1,906.8%0.585%
5/14/2026 Caxton Associates LLP11,121$132K0.0%N/A0.007%
5/14/2026 Mizuho Markets Americas LLC257,927$3.07M0.1%-31.9%0.161%
5/13/2026 Cetera Investment Advisers34,150$406K0.0%+20.5%0.021%
5/7/2026 Dimensional Fund Advisors LP582,427$6.92M0.0%-28.8%0.364%
5/6/2026 Jennison Associates LLC982,230$11.68M0.0%-1.0%0.614%
5/6/2026 Bessemer Group Inc.3,007$36K0.0%-86.9%0.002%
5/5/2026 Bank of New York Mellon Corp234,801$2.79M0.0%-4.5%0.147%
5/1/2026 Kornitzer Capital Management Inc. KS267,690$3.18M0.1%-0.5%0.167%
4/28/2026 Whittier Trust Co.2,577$31K0.0%-60.7%0.002%
4/27/2026 Counterpoint Mutual Funds LLC406,757$4.84M0.7%N/A0.254%
4/27/2026 Y Intercept Hong Kong Ltd256,289$3.05M0.1%+35.6%0.160%
4/22/2026 Pictet Asset Management Holding SA12,994$154K0.0%+25.4%0.008%
4/16/2026 SG Americas Securities LLC14,142$168K0.0%-58.8%0.009%
2/19/2026 Invesco Ltd.61,019$1.22M0.0%+14.5%0.038%
2/18/2026 Empowered Funds LLC2,271$45K0.0%N/A0.001%
2/18/2026 XTX Topco Ltd107,909$2.16M0.1%+436.2%0.068%
2/18/2026 VARCOV Co.19,578$391K0.2%N/A0.012%
2/18/2026 Wellington Management Group LLP1,540,091$30.76M0.0%-28.7%0.965%
2/18/2026 Saba Capital Management L.P.263,474$5.26M0.2%+29.5%0.165%
2/18/2026 Millennium Management LLC22,775$455K0.0%-89.7%0.014%
2/18/2026 Janus Henderson Group PLC776,392$15.51M0.0%-3.1%0.487%
2/17/2026 Brown Capital Management LLC610,332$12.19M1.0%-53.1%0.383%
2/17/2026 Cetera Investment Advisers28,336$566K0.0%-22.3%0.018%
2/17/2026 EFG International AG145,763$2.91M0.1%N/A0.091%
2/17/2026 Jain Global LLC72,293$1.44M0.0%+131.3%0.045%
2/17/2026 Park West Asset Management LLC1,833,428$36.61M3.0%+46.7%1.149%
2/17/2026 Sciencast Management LP43,180$862K0.1%N/A0.027%
2/17/2026 Price T Rowe Associates Inc. MD70,642$1.41M0.0%+24.8%0.044%
2/17/2026 Russell Investments Group Ltd.14,935$298K0.0%-33.9%0.009%
2/17/2026 Atom Investors LP14,067$281K0.0%+39.6%0.009%
2/17/2026 Granahan Investment Management LLC150,299$3.00M0.1%-48.0%0.094%
2/17/2026 State of Wisconsin Investment Board20,877$417K0.0%+16.4%0.013%
2/17/2026 Fred Alger Management LLC439,415$8.78M0.0%-37.5%0.275%
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2/17/2026 Royal Bank of Canada132,146$2.64M0.0%-53.1%0.083%
2/16/2026 Squarepoint Ops LLC82,188$1.64M0.0%N/A0.052%
2/16/2026 Verition Fund Management LLC28,105$561K0.0%-67.6%0.018%
2/16/2026 Public Employees Retirement Association of Colorado6,386$128K0.0%-98.6%0.004%
2/16/2026 Fieldview Capital Management LLC23,566$471K0.1%N/A0.015%
2/16/2026 Brown Advisory Inc.2,778,876$55.49M0.1%-9.8%1.742%
2/16/2026 Bullseye Asset Management LLC85,286$1.70M0.9%-23.6%0.053%
2/13/2026 Marshall Wace LLP30,068$600K0.0%-56.1%0.019%
2/13/2026 Neuberger Berman Group LLC2,820,247$56.32M0.0%-5.6%1.768%
2/13/2026 Headlands Technologies LLC40,129$801K0.1%N/A0.025%
2/13/2026 DKRT Investments Corp.20,000$399K0.1%-33.3%0.013%
2/13/2026 Champlain Investment Partners LLC739,673$14.77M0.1%-63.9%0.464%
2/13/2026 Charles Schwab Investment Management Inc.610,064$12.18M0.0%+2.3%0.382%
2/13/2026 State Street Corp1,849,171$36.93M0.0%+8.0%1.159%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC282,431$5.64M0.0%+127.4%0.177%
2/13/2026 Wells Fargo & Company MN86,794$1.73M0.0%+58.9%0.054%
2/13/2026 Y Intercept Hong Kong Ltd189,019$3.78M0.1%+272.1%0.118%
2/13/2026 Banco Santander S.A.184,826$3.69M0.0%+3.9%0.116%
2/13/2026 Hyperion Capital Advisors LP650,000$12.98M6.4%+20.4%0.407%
2/13/2026 Gagnon Securities LLC364,643$7.28M1.5%-3.7%0.229%
2/12/2026 Advisors Asset Management Inc.3,320$66K0.0%+36.9%0.002%
2/12/2026Cibc World Markets Corp704,642$14.07M0.1%N/A0.442%
2/12/2026 Pembroke Management LTD648,097$12.94M1.3%-20.8%0.406%
2/12/2026 Renaissance Technologies LLC268,800$5.37M0.0%N/A0.168%
2/12/2026 Dimensional Fund Advisors LP818,245$16.34M0.0%-17.1%0.513%
2/12/2026 Federated Hermes Inc.51,049$1.02M0.0%-49.6%0.032%
2/12/2026 New York State Common Retirement Fund282,075$5.63M0.0%-26.7%0.177%
2/12/2026 Campbell & CO Investment Adviser LLC103,665$2.07M0.1%+517.1%0.065%
2/12/2026 Geneva Capital Management LLC2,710,499$54.13M1.0%-7.6%1.699%
2/12/2026 Swiss National Bank144,900$2.89M0.0%+2.0%0.091%
2/12/2026 Nuveen LLC139,291$2.78M0.0%-99.1%0.087%
2/11/2026 Empowered Funds LLC2,271$45K0.0%N/A0.001%
2/11/2026 Inceptionr LLC13,662$273K0.1%N/A0.009%
2/11/2026 Deutsche Bank AG218,694$4.37M0.0%+330.5%0.137%
2/11/2026 Strategic Advocates LLC2,448$49K0.0%-64.2%0.002%
2/11/2026 LPL Financial LLC17,214$344K0.0%-38.2%0.011%
2/11/2026 Franklin Resources Inc.464,155$9.27M0.0%-92.6%0.291%
2/11/2026 CenterBook Partners LP21,712$434K0.0%-49.2%0.014%
2/11/2026 Palladiem LLC4,370$88K0.1%N/A0.003%
2/11/2026 State of Wyoming12,132$242K0.0%+87.6%0.008%
2/10/2026 Natixis Advisors LLC10,114$202K0.0%-17.6%0.006%
2/9/2026 Geode Capital Management LLC1,792,864$35.81M0.0%+5.5%1.124%
2/9/2026 Royce & Associates LP136,032$2.72M0.0%+23.1%0.085%
2/9/2026 Summitry LLC11,412$228K0.0%+18.1%0.007%
2/9/2026 William Blair Investment Management LLC1,215,172$24.27M0.1%+42.2%0.762%
2/9/2026 North Star Asset Management Inc.220,477$4.40M0.2%+13.1%0.138%
2/6/2026 Mizuho Markets Americas LLC378,927$7.57M0.1%-3.6%0.238%
2/6/2026Global Retirement Partners LLC1,603$32K0.0%N/A0.001%
2/6/2026 Lazard Freres Gestion S.A.S.110,000$2.20M0.0%+57.1%0.069%
2/6/2026 PNC Financial Services Group Inc.8,257$165K0.0%+3,088.0%0.005%
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2/6/2026 Handelsbanken Fonder AB16,100$322K0.0%+10.3%0.010%
2/6/2026 TimesSquare Capital Management LLC766,222$15.30M0.2%-29.8%0.480%
2/6/2026 ProShare Advisors LLC12,799$256K0.0%+15.0%0.008%
2/5/2026 Northwestern Mutual Wealth Management Co.172,475$3.44M0.0%+5,749,066.7%0.108%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al13,100$262K0.0%N/A0.008%
2/3/2026 Pier Capital LLC244,568$4.88M0.8%-16.2%0.153%
2/3/2026 Premier Fund Managers Ltd453,303$9.08M0.5%-20.9%0.284%
2/2/2026 Conestoga Capital Advisors LLC2,506,653$50.06M0.8%-1.4%1.571%
1/30/2026 Jennison Associates LLC991,820$19.81M0.0%+21.1%0.622%
1/29/2026Comerica Bank258,019$5.15M0.0%-6.3%0.162%


VERX Institutional Ownership - Frequently Asked Questions

During the previous two years, 292 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were DLD Asset Management LP ($300.35M), Vanguard Group Inc. ($166.72M), FMR LLC ($153.03M), Tensile Capital Management LP ($128.76M), T. Rowe Price Investment Management Inc. ($85.05M), Fuller & Thaler Asset Management Inc. ($71.37M), and JPMorgan Chase & Co. ($67.87M).Learn more on Vertex's institutional investors.

70.32% of Vertex's stock is owned by institutional investors. Learn more on VERX's institutional investor holdings.

Of the 255 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), Healthcare of Ontario Pension Plan Trust Fund ($3.18M), Wasatch Advisors LP ($2.73M), Massachusetts Financial Services Co. MA ($2.49M), Champlain Investment Partners LLC ($2.05M), Geneva Capital Management LLC ($2.00M), and Park West Asset Management LLC ($1.83M).

Institutional investors have bought a total of 37,151,000 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

Of the 98 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: Nuveen LLC ($15.99M), Lazard Asset Management LLC ($13.99M), Franklin Resources Inc. ($5.78M), Barclays PLC ($3.76M), BNP Paribas Financial Markets ($3.29M), Universal Beteiligungs und Servicegesellschaft mbH ($3.06M), and Champlain Investment Partners LLC ($1.31M).

Institutional investors have sold a total of 62,383,392 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


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This page (NASDAQ:VERX) was last updated on 5/19/2026 by MarketBeat.com Staff.
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