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Vertex (VERX) Institutional Ownership

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$11.94 0.00 (0.00%)
Closing price 08/7/2026 04:00 PM Eastern
Extended Trading
$11.94 0.00 (-0.04%)
As of 08/7/2026 07:34 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)
130
Total
Institutional Inflows
(last 12 months)
$932.74M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
8/6/2026 Stoneridge Investment Partners LLC18,947$245K0.2%N/A0.012%
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%
5/14/2026 Mizuho 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%
5/6/2026 Jennison Associates LLC982,230$11.68M0.0%-1.0%0.614%
5/6/2026Bessemer Group Inc.3,007$36K0.0%-86.9%0.002%
5/5/2026 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%
2/19/2026Invesco 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%
2/17/2026 Brown 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%
2/17/2026 Sciencast Management LP43,180$862K0.1%N/A0.027%
2/17/2026Price T Rowe Associates Inc. MD70,642$1.41M0.0%+24.8%0.044%
2/17/2026 Russell Investments Group Ltd.14,935$298K0.0%-33.9%0.009%
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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%
2/13/2026 State 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%
2/13/2026 Banco 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%
2/13/2026 Gagnon 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%
2/12/2026 Pembroke 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%
2/12/2026 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%
2/12/2026Swiss 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%
2/11/2026 Deutsche Bank AG218,694$4.37M0.0%+330.5%0.137%
2/11/2026Strategic Advocates LLC2,448$49K0.0%-64.2%0.002%
2/11/2026 LPL 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%
2/11/2026 State 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%
2/9/2026 Summitry 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%
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2/6/2026 Mizuho Markets Americas LLC378,927$7.57M0.1%-3.6%0.238%
2/6/2026 Global 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%
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%
2/6/2026ProShare 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%
2/3/2026 Pier Capital LLC244,568$4.88M0.8%-16.2%0.153%


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 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 34,355,107 shares in the last 24 months. This purchase volume represents approximately $932.74M in transactions.

Of the 94 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 60,743,713 shares in the last 24 months. This volume of shares sold represents approximately $1.16B 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 8/6/2026. New 13F filings are added each quarter as they're published.
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