Go Pro
→ NVIDIA offered $40B. The answer was no. (From Behind the Markets) (Ad)tc pixel Free VERX Stock Alerts

Vertex (VERX) Institutional Ownership

Vertex logo
$12.89 +0.09 (+0.70%)
Closing price 04:00 PM Eastern
Extended Trading
$12.89 0.00 (0.00%)
As of 04:20 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.
Compare

Institutional Ownership Changes (13F Filings) for Vertex (NASDAQ:VERX)

Current
Institutional Ownership
Percentage
70.32%
Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$1.22B
Get VERX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vertex stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
7/10/2026 Handelsbanken Fonder AB28,500$327K0.0%-37.6%0.018%
7/2/2026 Versant Capital Management Inc8,604$99K0.0%+74.8%0.005%
5/26/2026Glenmede Trust Co. NA13,631$162K0.0%-43.1%0.008%
5/19/2026Janus Henderson Group PLC37,027$440K0.0%-95.2%0.023%
5/16/2026The Manufacturers Life Insurance Company 31,160$370K0.0%-11.8%0.019%
5/16/2026Quantinno Capital Management LP141,793$1.69M0.0%+275.2%0.088%
5/16/2026Lazard Asset Management LLC38,577$459K0.0%-99.7%0.024%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,178,800$37.80M0.1%N/A1.987%
5/14/2026Renaissance Technologies LLC290,500$3.45M0.0%+8.1%0.182%
5/14/2026Arrowstreet Capital Limited Partnership935,668$11.13M0.0%+1,906.8%0.585%
5/14/2026Caxton Associates LLP11,121$132K0.0%N/A0.007%
5/14/2026Mizuho Markets Americas LLC257,927$3.07M0.1%-31.9%0.161%
5/13/2026Cetera Investment Advisers34,150$406K0.0%+20.5%0.021%
5/7/2026Dimensional Fund Advisors LP582,427$6.92M0.0%-28.8%0.364%
5/6/2026Jennison Associates LLC982,230$11.68M0.0%-1.0%0.614%
5/6/2026Bessemer Group Inc.3,007$36K0.0%-86.9%0.002%
5/5/2026Bank of New York Mellon Corp234,801$2.79M0.0%-4.5%0.147%
5/1/2026Kornitzer Capital Management Inc. KS267,690$3.18M0.1%-0.5%0.167%
4/28/2026Whittier Trust Co.2,577$31K0.0%-60.7%0.002%
4/27/2026Counterpoint 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%
4/22/2026Pictet Asset Management Holding SA12,994$154K0.0%+25.4%0.008%
4/16/2026SG Americas Securities LLC14,142$168K0.0%-58.8%0.009%
2/19/2026Invesco Ltd.61,019$1.22M0.0%+14.5%0.038%
2/18/2026Empowered Funds LLC2,271$45K0.0%N/A0.001%
2/18/2026XTX Topco Ltd107,909$2.16M0.1%+436.2%0.068%
2/18/2026VARCOV Co.19,578$391K0.2%N/A0.012%
2/18/2026Wellington Management Group LLP1,540,091$30.76M0.0%-28.7%0.965%
2/18/2026Saba Capital Management L.P.263,474$5.26M0.2%+29.5%0.165%
2/18/2026Millennium Management LLC22,775$455K0.0%-89.7%0.014%
2/18/2026Janus Henderson Group PLC776,392$15.51M0.0%-3.1%0.487%
2/17/2026Brown Capital Management LLC610,332$12.19M1.0%-53.1%0.383%
2/17/2026Cetera Investment Advisers28,336$566K0.0%-22.3%0.018%
2/17/2026EFG International AG145,763$2.91M0.1%N/A0.091%
2/17/2026Jain Global LLC72,293$1.44M0.0%+131.3%0.045%
2/17/2026Park West Asset Management LLC1,833,428$36.61M3.0%+46.7%1.149%
2/17/2026Sciencast Management LP43,180$862K0.1%N/A0.027%
2/17/2026Price T Rowe Associates Inc. MD70,642$1.41M0.0%+24.8%0.044%
2/17/2026Russell Investments Group Ltd.14,935$298K0.0%-33.9%0.009%
2/17/2026Atom Investors LP14,067$281K0.0%+39.6%0.009%
Not oil. Not solar. Bigger. (Ad)

The International Energy Agency measured it at 140 times global electricity demand. It runs 24 hours a day, produces zero carbon, and needs no fuel, no batteries, or sunlight. A crew near the Grand Canyon drilled three miles underground in just 16 days. Google signed a 15-year contract, Bill Gates invested $100 million, and the Pentagon called it priority one. On August 18th, Washington grants this energy source a competitive advantage through 2033.tc pixel

See the one company controlling the technology with no competition in sight
2/17/2026Granahan Investment Management LLC150,299$3.00M0.1%-48.0%0.094%
2/17/2026State of Wisconsin Investment Board20,877$417K0.0%+16.4%0.013%
2/17/2026Fred Alger Management LLC439,415$8.78M0.0%-37.5%0.275%
2/17/2026Royal Bank of Canada132,146$2.64M0.0%-53.1%0.083%
2/16/2026Squarepoint Ops LLC82,188$1.64M0.0%N/A0.052%
2/16/2026Verition Fund Management LLC28,105$561K0.0%-67.6%0.018%
2/16/2026Public Employees Retirement Association of Colorado6,386$128K0.0%-98.6%0.004%
2/16/2026Fieldview Capital Management LLC23,566$471K0.1%N/A0.015%
2/16/2026Brown Advisory Inc.2,778,876$55.49M0.1%-9.8%1.742%
2/16/2026Bullseye Asset Management LLC85,286$1.70M0.9%-23.6%0.053%
2/13/2026Marshall Wace LLP30,068$600K0.0%-56.1%0.019%
2/13/2026Neuberger Berman Group LLC2,820,247$56.32M0.0%-5.6%1.768%
2/13/2026Headlands Technologies LLC40,129$801K0.1%N/A0.025%
2/13/2026DKRT Investments Corp.20,000$399K0.1%-33.3%0.013%
2/13/2026Champlain Investment Partners LLC739,673$14.77M0.1%-63.9%0.464%
2/13/2026Charles Schwab Investment Management Inc.610,064$12.18M0.0%+2.3%0.382%
2/13/2026State Street Corp1,849,171$36.93M0.0%+8.0%1.159%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC282,431$5.64M0.0%+127.4%0.177%
2/13/2026Wells 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%
2/13/2026Banco Santander S.A.184,826$3.69M0.0%+3.9%0.116%
2/13/2026Hyperion Capital Advisors LP650,000$12.98M6.4%+20.4%0.407%
2/13/2026Gagnon Securities LLC364,643$7.28M1.5%-3.7%0.229%
2/12/2026Advisors Asset Management Inc.3,320$66K0.0%+36.9%0.002%
2/12/2026Cibc World Markets Corp704,642$14.07M0.1%N/A0.442%
2/12/2026Pembroke Management LTD648,097$12.94M1.3%-20.8%0.406%
2/12/2026Renaissance Technologies LLC268,800$5.37M0.0%N/A0.168%
2/12/2026Dimensional Fund Advisors LP818,245$16.34M0.0%-17.1%0.513%
2/12/2026Federated Hermes Inc.51,049$1.02M0.0%-49.6%0.032%
2/12/2026New York State Common Retirement Fund282,075$5.63M0.0%-26.7%0.177%
2/12/2026Campbell & CO Investment Adviser LLC103,665$2.07M0.1%+517.1%0.065%
2/12/2026Geneva Capital Management LLC2,710,499$54.13M1.0%-7.6%1.699%
2/12/2026Swiss National Bank144,900$2.89M0.0%+2.0%0.091%
2/12/2026Nuveen LLC139,291$2.78M0.0%-99.1%0.087%
2/11/2026Empowered Funds LLC2,271$45K0.0%N/A0.001%
2/11/2026Inceptionr LLC13,662$273K0.1%N/A0.009%
2/11/2026Deutsche Bank AG218,694$4.37M0.0%+330.5%0.137%
2/11/2026Strategic Advocates LLC2,448$49K0.0%-64.2%0.002%
2/11/2026LPL Financial LLC17,214$344K0.0%-38.2%0.011%
2/11/2026Franklin Resources Inc.464,155$9.27M0.0%-92.6%0.291%
2/11/2026CenterBook Partners LP21,712$434K0.0%-49.2%0.014%
2/11/2026Palladiem LLC4,370$88K0.1%N/A0.003%
2/11/2026State of Wyoming12,132$242K0.0%+87.6%0.008%
2/10/2026Natixis Advisors LLC10,114$202K0.0%-17.6%0.006%
2/9/2026Geode Capital Management LLC1,792,864$35.81M0.0%+5.5%1.124%
2/9/2026Royce & Associates LP136,032$2.72M0.0%+23.1%0.085%
2/9/2026Summitry LLC11,412$228K0.0%+18.1%0.007%
2/9/2026William Blair Investment Management LLC1,215,172$24.27M0.1%+42.2%0.762%
2/9/2026North Star Asset Management Inc.220,477$4.40M0.2%+13.1%0.138%
2/6/2026Mizuho Markets Americas LLC378,927$7.57M0.1%-3.6%0.238%
The chipmaker 148 times smaller than NVIDIA supplying Musk (Ad)

According to Yahoo Finance, Elon Musk's latest project could 'upend another industry just as he did with cars and rockets.' Tech investor Jeff Brown - a former senior executive at Qualcomm, Juniper Networks, and NXP Semiconductors - says one tiny chipmaker, 148 times smaller than NVIDIA, is set to supply Musk with 5 billion chips over the next two years. Early investors in Tesla and SpaceX saw life-changing returns. Brown believes this overlooked chipmaker could offer a similar opportunity, with entry points currently around $50.tc pixel

Click here to see Jeff Brown's full breakdown of this chipmaker
2/6/2026Global Retirement Partners LLC1,603$32K0.0%N/A0.001%
2/6/2026Lazard Freres Gestion S.A.S.110,000$2.20M0.0%+57.1%0.069%
2/6/2026PNC Financial Services Group Inc.8,257$165K0.0%+3,088.0%0.005%
2/6/2026 Handelsbanken Fonder AB16,100$322K0.0%+10.3%0.010%
2/6/2026TimesSquare Capital Management LLC766,222$15.30M0.2%-29.8%0.480%
2/6/2026ProShare Advisors LLC12,799$256K0.0%+15.0%0.008%
2/5/2026Northwestern 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%
2/3/2026Pier Capital LLC244,568$4.88M0.8%-16.2%0.153%
2/3/2026Premier Fund Managers Ltd453,303$9.08M0.5%-20.9%0.284%


VERX Institutional Ownership - Frequently Asked Questions

During the previous two years, 290 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 253 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 36,731,576 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 99 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 62,364,732 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


Related Companies

This page (NASDAQ:VERX) was last updated on 7/20/2026 by MarketBeat.com Staff.
From Our Partners
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
I found Rolls-Royce at $2 - now I see the same setup again
In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had wri...
Monument Traders Alliance | Sponsoredtc pixel
#1 Power Grid Stock Right Now
The U.S. power grid is cracking - and one company's technology is already generating round-the-clock power in ...
Altimetry | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel