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Vertex (VERX) Institutional Ownership

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$53.53 -0.06 (-0.11%)
(As of 12/20/2024 05:31 PM ET)
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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)
102
Total
Institutional Inflows
(last 12 months)
$453.44M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$230.45M
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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
12/19/2024 Principal Financial Group Inc.47,673$1.84M0.0%-71.3%0.031%
12/13/2024 Lord Abbett & CO. LLC933,034$35.93M0.1%+29.4%0.598%
11/27/2024 Franklin Resources Inc.1,690,045$69.44M0.0%+17.6%1.084%
11/18/2024 Neo Ivy Capital Management61,136$2.35M0.8%N/A0.039%
11/16/2024 Geode Capital Management LLC1,275,283$49.12M0.0%+3.0%0.820%
11/15/2024 Barclays PLC582,273$22.42M0.0%+5.4%0.373%
11/15/2024 Pier Capital LLC231,390$8.91M1.3%+1.8%0.149%
11/15/2024 Tensile Capital Management LP4,053,550$156.10M16.9%-12.5%2.606%
11/15/2024 State Street Corp1,361,901$52.45M0.0%+36.4%0.876%
11/15/2024 Petrus Trust Company LTA14,893$574K0.1%+51.2%0.010%
11/15/2024 Janus Henderson Group PLC772,286$29.74M0.0%+0.1%0.497%
11/14/2024 Fred Alger Management LLC2,543,838$97.96M0.5%-37.8%1.636%
11/14/2024 Verition Fund Management LLC13,800$531K0.0%N/A0.009%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,530$5.37M0.0%+18.9%0.090%
11/14/2024 MetLife Investment Management LLC31,489$1.21M0.0%+129.1%0.020%
11/13/2024 Glenmede Trust Co. NA19,752$761K0.0%-7.6%0.013%
11/13/2024 Quantbot Technologies LP48,875$1.88M0.1%+119,107.3%0.031%
11/13/2024 FMR LLC2,287,774$88.10M0.0%+2.5%1.471%
11/13/2024 The Manufacturers Life Insurance Company33,634$1.30M0.0%-2.2%0.022%
11/13/2024 Loomis Sayles & Co. L P1,565,994$60.31M0.1%-2.2%1.007%
11/13/2024 DRW Securities LLC21,800$840K0.0%N/A0.014%
11/13/2024 Dynamic Technology Lab Private Ltd18,103$697K0.1%N/A0.012%
11/12/2024 Nicolet Advisory Services LLC7,755$323K0.0%+25.5%0.005%
11/12/2024 Charles Schwab Investment Management Inc.432,068$16.64M0.0%+5.6%0.278%
11/12/2024 Banco Santander S.A.310,000$11.94M0.1%+4.1%0.199%
11/12/2024 Brown Capital Management LLC543,699$20.94M0.5%N/A0.350%
11/9/2024 Intech Investment Management LLC11,643$448K0.0%N/A0.007%
11/8/2024 Advisors Asset Management Inc.968$37K0.0%+126.2%0.001%
11/8/2024 Jennison Associates LLC469,526$18.08M0.0%+36.0%0.302%
11/8/2024 Premier Fund Managers Ltd524,775$19.28M0.7%+787.0%0.337%
11/7/2024 Quest Partners LLC4,529$174K0.0%+344.5%0.003%
11/7/2024 RiverPark Advisors LLC9,163$353K0.3%-25.9%0.006%
11/6/2024 Natixis Advisors LLC30,697$1.18M0.0%-11.6%0.020%
11/6/2024 Mizuho Markets Americas LLC256,399$9.87M0.2%-25.5%0.165%
11/6/2024 MeadowBrook Investment Advisors LLC5,030$194K0.2%N/A0.003%
11/6/2024 KBC Group NV2,099$81K0.0%+46.1%0.001%
11/6/2024 Oppenheimer Asset Management Inc.22,262$857K0.0%-49.9%0.014%
11/5/2024 Geneva Capital Management LLC1,450,599$55.86M0.9%+40.1%0.933%
11/5/2024 Victory Capital Management Inc.34,386$1.32M0.0%+406.9%0.022%
11/4/2024 TimesSquare Capital Management LLC1,655,400$63.75M1.0%-5.6%1.064%
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11/4/2024 Sigma Planning Corp9,487$365K0.0%N/A0.006%
11/1/2024 Verdence Capital Advisors LLC8,313$320K0.0%+6.1%0.005%
10/31/2024 Principal Financial Group Inc.47,673$1.84M0.0%-71.3%0.031%
10/29/2024 Cannon Global Investment Management LLC18,000$693K1.1%N/A0.012%
10/29/2024 Harbor Capital Advisors Inc.9,788$377K0.0%+13.5%0.006%
10/29/2024 Pembroke Management LTD822,401$31.67M4.1%-2.6%0.529%
10/28/2024 Conestoga Capital Advisors LLC2,280,290$87.81M1.2%-18.7%1.466%
10/28/2024 New York State Common Retirement Fund509,517$19.62M0.0%+22.1%0.328%
10/25/2024 abrdn plc588,345$22.66M0.0%-8.6%0.378%
10/24/2024 Sterling Investment Advisors Ltd.31,720$1.22M0.3%-4.1%0.020%
10/22/2024 Bank Pictet & Cie Europe AG38,410$1.48M0.0%+3.8%0.025%
10/21/2024 Whittier Trust Co. of Nevada Inc.80,115$3.08M0.1%+3.9%0.052%
10/21/2024 Whittier Trust Co.160,791$6.19M0.1%+5.1%0.103%
10/18/2024Blue Trust Inc.2,259$81K0.0%+191.1%0.001%
10/17/2024 Ellsworth Advisors LLC16,707$643K0.2%+4.4%0.011%
10/16/2024 nVerses Capital LLC5,400$208K0.1%N/A0.003%
10/9/2024 Westwind Capital186,439$7.18M1.7%N/A0.120%
10/5/2024 Handelsbanken Fonder AB11,700$451K0.0%+37.6%0.008%
10/3/2024 SG Americas Securities LLC11,533$444K0.0%N/A0.007%
8/21/2024 Truist Financial Corp57,003$2.06M0.0%-7.2%0.037%
8/16/2024 Algert Global LLC19,626$708K0.0%-47.7%0.013%
8/16/2024 Driehaus Capital Management LLC615,061$22.17M0.2%N/A0.397%
8/15/2024 The Manufacturers Life Insurance Company34,378$1.24M0.0%+269.4%0.022%
8/15/2024 Dark Forest Capital Management LP7,601$274K0.1%N/A0.005%
8/14/2024 Fred Alger Management LLC4,087,510$147.36M0.7%-10.4%2.635%
8/13/2024 Sei Investments Co.90,129$3.25M0.0%+101.9%0.058%
8/13/2024 Canada Pension Plan Investment Board1,100$40K0.0%N/A0.001%
8/13/2024 Public Employees Retirement Association of Colorado6,386$230K0.0%N/A0.004%
8/12/2024 Amalgamated Bank1,878$68K0.0%N/A0.001%
8/9/2024 Renaissance Technologies LLC377,100$13.59M0.0%+36.2%0.243%
8/9/2024 Dimensional Fund Advisors LP668,178$24.09M0.0%+6.5%0.431%
8/8/2024 Envestnet Asset Management Inc.248,001$8.94M0.0%+10.0%0.160%
8/8/2024 Oppenheimer Asset Management Inc.44,454$1.60M0.0%-13.9%0.029%
8/8/2024 William Blair Investment Management LLC782,715$28.22M0.1%+8.1%0.505%
8/8/2024 Westover Capital Advisors LLC15,464$557K0.1%N/A0.010%
8/8/2024 Federated Hermes Inc.50,605$1.82M0.0%N/A0.033%
8/7/2024 Pier Capital LLC227,195$8.19M1.2%-43.3%0.146%
8/6/2024 Quest Partners LLC1,019$37K0.0%N/A0.001%
8/5/2024 Arcadia Investment Management Corp MI2,047$74K0.0%-26.5%0.001%
8/5/2024 Arizona State Retirement System15,734$567K0.0%+11.7%0.010%
8/5/2024 Victory Capital Management Inc.6,784$245K0.0%N/A0.004%
8/5/2024 MCF Advisors LLC913$33K0.0%-39.5%0.001%
8/3/2024 TD Asset Management Inc29,200$1.05M0.0%N/A0.019%
8/1/2024 Rhumbline Advisers73,210$2.64M0.0%+5,910.7%0.047%
8/1/2024 Pembroke Management LTD844,619$30.45M4.2%-8.9%0.545%
8/1/2024 Natixis Advisors LLC34,720$1.25M0.0%-7.4%0.022%
7/31/2024 Mizuho Markets Americas LLC344,024$12.40M0.3%N/A0.222%
7/31/2024 Legacy Advisors LLC2,163,473$77.99M9.5%0.0%1.395%
7/29/2024 Principal Financial Group Inc.166,262$5.99M0.0%-43.4%0.107%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank10,140$366K0.0%+13.3%0.007%
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7/29/2024 Banco Santander S.A.297,873$10.74M0.1%N/A0.192%
7/29/2024 Whittier Trust Co. of Nevada Inc.77,116$2.78M0.1%N/A0.050%
7/29/2024 Whittier Trust Co.152,933$5.51M0.1%N/A0.099%
7/26/2024 Conestoga Capital Advisors LLC2,805,785$101.15M1.5%0.0%1.809%
7/26/2024 RiverPark Advisors LLC12,371$446K0.4%-19.2%0.008%
7/26/2024 Allspring Global Investments Holdings LLC409,571$14.77M0.0%+8.0%0.264%
7/26/2024 Verdence Capital Advisors LLC7,836$282K0.0%+16.9%0.005%
7/26/2024 Bank of New York Mellon Corp220,906$7.96M0.0%+545.4%0.142%
7/25/2024 Bank Pictet & Cie Europe AG37,010$1.33M0.0%N/A0.024%
7/25/2024 Banque Pictet & Cie SA949,540$34.23M0.3%+551.9%0.612%
(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, 144 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($183.93M), Tensile Capital Management LP ($156.10M), Fred Alger Management LLC ($97.96M), FMR LLC ($88.10M), Conestoga Capital Advisors LLC ($87.81M), Neuberger Berman Group LLC ($79.58M), and Legacy Advisors LLC ($77.99M).Learn more on VERX's institutional investors.

What percentage of Vertex stock is owned by institutional investors?

70.32% 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 133 institutional investors that purchased Vertex stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 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), Pembroke Management LTD ($666.22K), and Silvercrest Asset Management Group LLC ($659.47K).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 22,718,286 shares in the last 24 months. This purchase volume represents approximately $631.22M in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 50 institutional investors that sold Vertex stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fred Alger Management LLC ($2.11M), Conestoga Capital Advisors LLC ($1.11M), Bryn Mawr Capital Management LLC ($1M), William Blair Investment Management LLC ($861.23K), TimesSquare Capital Management LLC ($609.46K), Tensile Capital Management LP ($580K), and Principal Financial Group Inc. ($364.68K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 8,554,611 shares in the last 24 months. This volume of shares sold represents approximately $270.04M in transactions.


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This page (NASDAQ:VERX) was last updated on 12/21/2024 by MarketBeat.com Staff
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