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Vertex (VERX) Institutional Ownership

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$12.95 +0.18 (+1.41%)
Closing price 04:00 PM Eastern
Extended Trading
$12.94 0.00 (-0.04%)
As of 07:54 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)
110
Total
Institutional Inflows
(last 12 months)
$402.51M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
10/2/2026 Versant Capital Management Inc2,233$26K0.0%-74.0%0.001%
9/9/2026Whetstone Capital Advisors LLC136,118$1.56M0.4%N/A0.084%
9/9/2026Engineers Gate Manager LP88,318$1.01M0.0%+152.3%0.054%
9/9/2026Squarepoint Ops LLC81,665$938K0.0%N/A0.050%
9/2/2026Allianz Asset Management GmbH190,027$2.18M0.0%N/A0.117%
8/27/2026Corient Private Wealth LP153,840$1.77M0.0%N/A0.095%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al40,800$468K0.0%N/A0.025%
8/21/2026AXQ Capital LP14,444$166K0.0%N/A0.009%
8/20/2026Headlands Technologies LLC27,575$317K0.0%-22.8%0.017%
8/18/2026North Star Asset Management Inc.252,542$2.90M0.1%N/A0.156%
8/6/2026Stoneridge Investment Partners LLC18,947$245K0.2%N/A0.012%
7/10/2026Handelsbanken 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 Company31,160$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%
4/27/2026Y 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%
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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%
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%
2/13/2026Y 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%
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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%


VERX Institutional Ownership - Frequently Asked Questions

During the previous two years, 289 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 254 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 19,970,297 shares in the last 24 months. This purchase volume represents approximately $402.51M in transactions.

Of the 84 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 59,765,323 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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Institutional ownership data for NASDAQ:VERX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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