Vertex (VERX) Institutional Ownership

$36.24

+0.63 (+1.77%)

(As of 09/13/2024 08:54 PM ET)

Current Institutional Ownership Percentage: 59.10%
Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $390.38M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $119.15M

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VERX Institutional Buying and Selling by Quarter

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Vertex Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2024	Truist Financial Corp	57,003	$2.06M	0.0%	-7.2%	0.037%
8/16/2024	Algert Global LLC	19,626	$708K	0.0%	-47.7%	0.013%
8/16/2024	Driehaus Capital Management LLC	615,061	$22.17M	0.2%	N/A	0.397%
8/15/2024	The Manufacturers Life Insurance Company	34,378	$1.24M	0.0%	+269.4%	0.022%
8/15/2024	Dark Forest Capital Management LP	7,601	$274K	0.1%	N/A	0.005%
8/14/2024	Fred Alger Management LLC	4,087,510	$147.36M	0.7%	-10.4%	2.635%
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8/13/2024	Sei Investments Co.	90,129	$3.25M	0.0%	+101.9%	0.058%
8/13/2024	Canada Pension Plan Investment Board	1,100	$40K	0.0%	N/A	0.001%
8/13/2024	Public Employees Retirement Association of Colorado	6,386	$230K	0.0%	N/A	0.004%
8/12/2024	Amalgamated Bank	1,878	$68K	0.0%	N/A	0.001%
8/9/2024	Renaissance Technologies LLC	377,100	$13.59M	0.0%	+36.2%	0.243%
8/9/2024	Dimensional Fund Advisors LP	668,178	$24.09M	0.0%	+6.5%	0.431%
8/8/2024	Envestnet Asset Management Inc.	248,001	$8.94M	0.0%	+10.0%	0.160%
8/8/2024	Oppenheimer Asset Management Inc.	44,454	$1.60M	0.0%	-13.9%	0.029%
8/8/2024	William Blair Investment Management LLC	782,715	$28.22M	0.1%	+8.1%	0.505%
8/8/2024	Westover Capital Advisors LLC	15,464	$557K	0.1%	N/A	0.010%
8/8/2024	Federated Hermes Inc.	50,605	$1.82M	0.0%	N/A	0.033%
8/7/2024	Pier Capital LLC	227,195	$8.19M	1.2%	-43.3%	0.146%
8/6/2024	Quest Partners LLC	1,019	$37K	0.0%	N/A	0.001%
8/5/2024	Arcadia Investment Management Corp MI	2,047	$74K	0.0%	-26.5%	0.001%
8/5/2024	Arizona State Retirement System	15,734	$567K	0.0%	+11.7%	0.010%
8/5/2024	Victory Capital Management Inc.	6,784	$245K	0.0%	N/A	0.004%
8/5/2024	MCF Advisors LLC	913	$33K	0.0%	-39.5%	0.001%
8/3/2024	TD Asset Management Inc	29,200	$1.05M	0.0%	N/A	0.019%
8/1/2024	Rhumbline Advisers	73,210	$2.64M	0.0%	+5,910.7%	0.047%
8/1/2024	Pembroke Management LTD	844,619	$30.45M	4.2%	-8.9%	0.545%
8/1/2024	Natixis Advisors LLC	34,720	$1.25M	0.0%	-7.4%	0.022%
7/31/2024	Mizuho Markets Americas LLC	344,024	$12.40M	0.3%	N/A	0.222%
7/31/2024	Legacy Advisors LLC	2,163,473	$77.99M	9.5%	0.0%	1.395%
7/29/2024	Principal Financial Group Inc.	166,262	$5.99M	0.0%	-43.4%	0.107%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	10,140	$366K	0.0%	+13.3%	0.007%
7/29/2024	Banco Santander S.A.	297,873	$10.74M	0.1%	N/A	0.192%
7/29/2024	Whittier Trust Co. of Nevada Inc.	77,116	$2.78M	0.1%	N/A	0.050%
7/29/2024	Whittier Trust Co.	152,933	$5.51M	0.1%	N/A	0.099%
7/26/2024	Conestoga Capital Advisors LLC	2,805,785	$101.15M	1.5%	0.0%	1.809%
7/26/2024	RiverPark Advisors LLC	12,371	$446K	0.4%	-19.2%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	409,571	$14.77M	0.0%	+8.0%	0.264%
7/26/2024	Verdence Capital Advisors LLC	7,836	$282K	0.0%	+16.9%	0.005%
7/26/2024	Bank of New York Mellon Corp	220,906	$7.96M	0.0%	+545.4%	0.142%
7/25/2024	Bank Pictet & Cie Europe AG	37,010	$1.33M	0.0%	N/A	0.024%
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7/25/2024	Banque Pictet & Cie SA	949,540	$34.23M	0.3%	+551.9%	0.612%
7/18/2024	Blue Trust Inc.	776	$28K	0.0%	N/A	0.001%
7/18/2024	Ellsworth Advisors LLC	16,010	$577K	0.2%	+6.6%	0.010%
7/18/2024	PICTET BANK & TRUST Ltd	7,700	$278K	0.3%	N/A	0.005%
7/16/2024	Bank Pictet & Cie Asia Ltd.	10,800	$389K	0.0%	N/A	0.007%
7/9/2024	Harbor Capital Advisors Inc.	8,620	$311K	0.0%	-48.4%	0.006%
7/3/2024	Moody National Bank Trust Division	30,369	$1.10M	0.1%	+19.7%	0.020%
5/24/2024	Cetera Advisors LLC	7,517	$239K	0.0%	N/A	0.005%
5/17/2024	Comerica Bank	230,848	$7.33M	0.0%	+12.1%	0.150%
5/16/2024	California State Teachers Retirement System	46,115	$1.47M	0.0%	+6.3%	0.030%
5/16/2024	Janus Henderson Group PLC	849,154	$26.97M	0.0%	-1.2%	0.550%
5/16/2024	Kennedy Capital Management LLC	245,141	$7.79M	0.2%	-36.0%	0.159%
5/16/2024	Bayesian Capital Management LP	10,100	$321K	0.0%	N/A	0.007%
5/16/2024	Silvercrest Asset Management Group LLC	712,926	$22.64M	0.2%	+13.6%	0.462%
5/15/2024	Sandia Investment Management LP	5,000	$159K	0.2%	N/A	0.003%
5/15/2024	Price T Rowe Associates Inc. MD	9,630	$306K	0.0%	-96.5%	0.006%
5/15/2024	Lazard Asset Management LLC	6,053	$192K	0.0%	N/A	0.004%
5/15/2024	Quadrature Capital Ltd	92,167	$2.93M	0.1%	+24.7%	0.060%
5/14/2024	Gagnon Securities LLC	218,234	$6.93M	1.6%	+120.4%	0.141%
5/14/2024	Gagnon Advisors LLC	115,594	$3.67M	3.2%	+100.0%	0.075%
5/13/2024	Bessemer Group Inc.	248,738	$7.90M	0.0%	+8.0%	0.161%
5/11/2024	Hillsdale Investment Management Inc.	142,682	$4.53M	0.4%	+8.6%	0.092%
5/10/2024	Vanguard Group Inc.	5,791,215	$183.93M	0.0%	+4.2%	3.752%
5/9/2024	Pembroke Management LTD	927,129	$29.45M	3.5%	+255.3%	0.601%
5/8/2024	William Blair Investment Management LLC	724,037	$23.00M	0.1%	-45.8%	0.469%
5/8/2024	Russell Investments Group Ltd.	3,467	$110K	0.0%	-97.5%	0.002%
5/7/2024	Sei Investments Co.	44,636	$1.42M	0.0%	-11.9%	0.029%
5/7/2024	Swiss National Bank	101,200	$3.21M	0.0%	+5.4%	0.066%
5/7/2024	TimesSquare Capital Management LLC	1,386,848	$44.05M	0.6%	+2.3%	0.899%
5/7/2024	Oppenheimer Asset Management Inc.	51,624	$1.64M	0.0%	+1.2%	0.033%
5/7/2024	SG Americas Securities LLC	5,237	$166K	0.0%	N/A	0.003%
5/6/2024	Quantbot Technologies LP	18,833	$598K	0.0%	-50.5%	0.012%
5/3/2024	RiverPark Advisors LLC	15,309	$486K	0.4%	+361.3%	0.010%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	68,036	$2.16M	0.0%	+13.9%	0.044%
4/30/2024	Allspring Global Investments Holdings LLC	379,180	$12.04M	0.0%	N/A	0.246%
4/29/2024	Principal Financial Group Inc.	293,760	$9.33M	0.0%	+25.6%	0.190%
4/26/2024	Conestoga Capital Advisors LLC	2,806,830	$89.15M	1.3%	-0.9%	1.819%
4/26/2024	Verdence Capital Advisors LLC	6,702	$213K	0.0%	N/A	0.004%
4/23/2024	F M Investments LLC	6,578	$209K	0.1%	N/A	0.004%
4/18/2024	Allspring Global Investments Holdings LLC	379,180	$12.04M	0.0%	N/A	0.246%
4/17/2024	Cannon Global Investment Management LLC	21,200	$673K	1.8%	N/A	0.014%
4/16/2024	Toth Financial Advisory Corp	19,780	$628K	0.1%	N/A	0.013%
4/16/2024	Harbour Capital Advisors LLC	12,560	$403K	0.1%	-6.5%	0.008%
4/11/2024	Capital CS Group LLC	19,403	$616K	0.6%	N/A	0.013%
4/4/2024	Moody National Bank Trust Division	25,369	$806K	0.1%	+34.7%	0.016%
3/25/2024	Quadrature Capital Ltd	73,909	$1.99M	0.0%	+175.0%	0.048%
3/11/2024	Vanguard Group Inc.	5,555,808	$149.67M	0.0%	+13.0%	3.600%
2/17/2024	Bullseye Asset Management LLC	45,071	$1.21M	0.6%	+12.5%	0.029%
2/15/2024	Palisade Capital Management LP	1,176,808	$31.70M	0.8%	-6.9%	0.769%
2/15/2024	Palogic Value Management L.P.	175,000	$4.71M	2.1%	-22.2%	0.114%
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2/15/2024	G2 Investment Partners Management LLC	258,768	$6.97M	2.0%	-3.8%	0.169%
2/15/2024	Granahan Investment Management LLC	663,606	$17.88M	0.6%	+49.4%	0.434%
2/14/2024	Quadrature Capital Ltd	73,909	$1.99M	0.0%	+175.0%	0.048%
2/13/2024	Tower Research Capital LLC TRC	2,672	$72K	0.0%	N/A	0.002%
2/12/2024	Axiom Investors LLC DE	343,470	$9.25M	0.1%	N/A	0.225%
2/12/2024	Legacy Advisors LLC	3,244,871	$87.42M	11.3%	+1,517.0%	2.121%
2/9/2024	Trexquant Investment LP	52,134	$1.40M	0.0%	+97.9%	0.034%
2/7/2024	Principal Financial Group Inc.	233,813	$6.30M	0.0%	+164.0%	0.153%
2/7/2024	Jump Financial LLC	71,901	$1.94M	0.1%	N/A	0.047%
2/7/2024	TimesSquare Capital Management LLC	1,356,325	$36.54M	0.5%	-6.1%	0.887%

(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, 124 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($183.93M), Fred Alger Management LLC ($147.36M), Conestoga Capital Advisors LLC ($101.15M), Neuberger Berman Group LLC ($79.58M), Legacy Advisors LLC ($77.99M), Tensile Capital Management LP ($71.36M), and JPMorgan Chase & Co. ($45.99M).Learn more on VERX's institutional investors.
What percentage of Vertex stock is owned by institutional investors?: 59.10% 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 113 institutional investors that purchased Vertex stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tensile Capital Management LP ($4.50M), Legacy Advisors LLC ($3.35M), Bryn Mawr Capital Management LLC ($2.60M), Vanguard Group Inc. ($1.14M), Banque Pictet & Cie SA ($803.88K), Allspring Global Investments Holdings LLC ($790.88K), and Pembroke Management LTD ($666.22K).

How much institutional buying is happening at Vertex?: Institutional investors have bought a total of 24,462,791 shares in the last 24 months. This purchase volume represents approximately $577.04M in transactions.
Which Vertex major shareholders have been selling company stock?: Of the 45 institutional investors that sold Vertex stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Conestoga Capital Advisors LLC ($1.02M), Bryn Mawr Capital Management LLC ($1M), William Blair Investment Management LLC ($861.23K), Fred Alger Management LLC ($729.58K), TimesSquare Capital Management LLC ($510.86K), Price T Rowe Associates Inc. MD ($268.25K), and Pier Capital LLC ($173.72K).
How much institutional selling is happening at Vertex?: Institutional investors have sold a total of 5,956,043 shares in the last 24 months. This volume of shares sold represents approximately $154.54M in transactions.