Vertex (VERX) Institutional Ownership

$35.54 +0.19 (+0.54%)

Closing price 03/25/2025 04:00 PM Eastern

Extended Trading

$35.57 +0.03 (+0.10%)

As of 03/25/2025 07:51 PM Eastern

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Current Institutional Ownership Percentage: 70.32%
Number of Institutional Buyers (last 12 months): 162
Total Institutional Inflows (last 12 months): $796.69M

Number of Institutional Sellers (last 12 months): 74
Total Institutional Outflows (last 12 months): $429.62M

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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
3/18/2025	California State Teachers Retirement System	54,677	$2.92M	0.0%	+4.8%	0.035%
3/12/2025	Palogic Value Management L.P.	100,000	$5.34M	0.1%	-20.0%	0.064%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	112,803	$6.02M	0.0%	N/A	0.072%
2/27/2025	Jefferies Financial Group Inc.	35,777	$1.91M	0.0%	N/A	0.023%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	165,521	$8.83M	0.0%	+18.6%	0.106%
2/17/2025	Voloridge Investment Management LLC	20,932	$1.12M	0.0%	N/A	0.013%
2/17/2025	Vident Advisory LLC	9,515	$508K	0.0%	-2.3%	0.006%
2/17/2025	Squarepoint Ops LLC	78,540	$4.19M	0.0%	-60.3%	0.050%
2/17/2025	Two Sigma Advisers LP	31,000	$1.65M	0.0%	-31.4%	0.020%
2/17/2025	Two Sigma Investments LP	32,434	$1.73M	0.0%	-36.8%	0.021%
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2/17/2025	Tensile Capital Management LP	3,769,550	$201.11M	20.9%	-7.0%	2.417%
2/17/2025	Tidal Investments LLC	156,994	$8.38M	0.1%	N/A	0.101%
2/17/2025	State of Wyoming	4,020	$214K	0.0%	+52.2%	0.003%
2/17/2025	Saba Capital Management L.P.	77,292	$4.12M	0.1%	-2.3%	0.050%
2/17/2025	Sherbrooke Park Advisers LLC	4,650	$248K	0.1%	N/A	0.003%
2/17/2025	Silvercrest Asset Management Group LLC	620,589	$33.11M	0.2%	-1.3%	0.398%
2/17/2025	Redwood Investments LLC	33,431	$1.78M	0.5%	N/A	0.021%
2/17/2025	ProShare Advisors LLC	15,271	$815K	0.0%	+48.9%	0.010%
2/17/2025	Nuveen Asset Management LLC	153,985	$8.22M	0.0%	+5.0%	0.099%
2/17/2025	Occudo Quantitative Strategies LP	5,580	$298K	0.1%	N/A	0.004%
2/17/2025	Millennium Management LLC	292,494	$15.61M	0.0%	+87.4%	0.188%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	78,474	$4.19M	0.0%	+6.5%	0.050%
2/17/2025	Lazard Asset Management LLC	2,488	$132K	0.0%	+7,675.0%	0.002%
2/17/2025	Janus Henderson Group PLC	666,436	$35.56M	0.0%	-13.7%	0.427%
2/17/2025	Jefferies Financial Group Inc.	35,777	$1.91M	0.0%	N/A	0.023%
2/17/2025	Granahan Investment Management LLC	362,598	$19.35M	0.8%	-34.0%	0.232%
2/17/2025	G2 Investment Partners Management LLC	22,201	$1.18M	0.3%	-88.4%	0.014%
2/17/2025	FORA Capital LLC	9,164	$489K	0.1%	N/A	0.006%
2/17/2025	Fred Alger Management LLC	2,060,284	$109.92M	0.5%	-19.0%	1.321%
2/17/2025	D. E. Shaw & Co. Inc.	54,115	$2.89M	0.0%	+28.4%	0.035%
2/17/2025	Deutsche Bank AG	46,442	$2.48M	0.0%	-38.0%	0.030%
2/17/2025	Driehaus Capital Management LLC	1,063,711	$56.75M	0.5%	+5.1%	0.682%
2/17/2025	Corton Capital Inc.	5,041	$269K	0.2%	-26.6%	0.003%
2/17/2025	Cetera Investment Advisers	7,645	$408K	0.0%	+8.3%	0.005%
2/17/2025	Captrust Financial Advisors	4,691	$250K	0.0%	N/A	0.003%
2/17/2025	Balyasny Asset Management L.P.	73,616	$3.93M	0.0%	N/A	0.047%
2/17/2025	Baird Financial Group Inc.	118,360	$6.32M	0.0%	-2.8%	0.076%
2/17/2025	Bank of America Corp DE	551,620	$29.43M	0.0%	+47.8%	0.354%
2/17/2025	BNP Paribas Financial Markets	98,890	$5.28M	0.0%	N/A	0.063%
2/17/2025	Ameriprise Financial Inc.	1,149,840	$61.34M	0.0%	+17.6%	0.737%
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2/14/2025	Jane Street Group LLC	108,870	$5.81M	0.0%	+72.1%	0.070%
2/14/2025	Comerica Bank	194,337	$10.37M	0.0%	-0.5%	0.125%
2/14/2025	PDT Partners LLC	26,900	$1.44M	0.1%	N/A	0.017%
2/14/2025	Northern Trust Corp	558,887	$29.82M	0.0%	+5.3%	0.358%
2/14/2025	The Manufacturers Life Insurance Company	31,173	$1.66M	0.0%	-7.3%	0.020%
2/14/2025	Public Employees Retirement Association of Colorado	510,267	$27.22M	0.1%	+21.3%	0.327%
2/14/2025	Aquatic Capital Management LLC	24,714	$1.32M	0.0%	-60.1%	0.016%
2/14/2025	Bullseye Asset Management LLC	76,360	$4.07M	1.9%	+13.8%	0.049%
2/14/2025	Lord Abbett & CO. LLC	1,016,425	$54.23M	0.2%	+8.9%	0.652%
2/14/2025	Voya Investment Management LLC	120,038	$6.40M	0.0%	+576.7%	0.077%
2/14/2025	RiverPark Advisors LLC	7,672	$409K	0.3%	-16.3%	0.005%
2/14/2025	Fuller & Thaler Asset Management Inc.	1,337,758	$71.37M	0.3%	+8.8%	0.858%
2/14/2025	T. Rowe Price Investment Management Inc.	1,490,385	$79.51M	0.0%	+39.6%	0.956%
2/14/2025	Price T Rowe Associates Inc. MD	851,127	$45.41M	0.0%	+233.7%	0.546%
2/14/2025	Quantessence Capital LLC	12,091	$645K	0.3%	N/A	0.008%
2/14/2025	Tower Research Capital LLC TRC	3,734	$199K	0.0%	+75.3%	0.002%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	1,158,849	$61.83M	0.1%	N/A	0.743%
2/14/2025	MetLife Investment Management LLC	33,275	$1.78M	0.0%	+5.7%	0.021%
2/14/2025	Dimensional Fund Advisors LP	824,299	$43.98M	0.0%	-9.5%	0.529%
2/14/2025	First Trust Advisors LP	236,034	$12.59M	0.0%	-8.5%	0.151%
2/13/2025	CANADA LIFE ASSURANCE Co	5,256	$280K	0.0%	-64.1%	0.003%
2/13/2025	EAM Global Investors LLC	73,837	$3.94M	0.7%	N/A	0.047%
2/13/2025	EAM Investors LLC	93,254	$4.98M	0.7%	N/A	0.060%
2/13/2025	Jump Financial LLC	23,700	$1.26M	0.0%	+276.5%	0.015%
2/13/2025	Barclays PLC	472,630	$25.21M	0.0%	-18.8%	0.303%
2/13/2025	Summit Investment Advisors Inc.	5,678	$303K	0.3%	+6.8%	0.004%
2/13/2025	Next Century Growth Investors LLC	326,997	$17.45M	1.3%	-35.1%	0.210%
2/13/2025	Rockefeller Capital Management L.P.	162,947	$8.69M	0.0%	N/A	0.104%
2/13/2025	Sterling Capital Management LLC	50,621	$2.70M	0.0%	-6.2%	0.032%
2/13/2025	Kennedy Capital Management LLC	171,048	$9.13M	0.2%	-16.9%	0.110%
2/13/2025	Neuberger Berman Group LLC	3,527,604	$188.20M	0.1%	+1.5%	2.262%
2/13/2025	F M Investments LLC	3,792	$202K	0.0%	N/A	0.002%
2/13/2025	Bessemer Group Inc.	561,161	$29.94M	0.0%	+4.1%	0.360%
2/13/2025	Raymond James Financial Inc.	11,155	$595K	0.0%	N/A	0.007%
2/13/2025	Renaissance Technologies LLC	94,700	$5.05M	0.0%	-69.4%	0.061%
2/13/2025	Legal & General Group Plc	67,461	$3.60M	0.0%	-1.4%	0.043%
2/13/2025	Invesco Ltd.	1,513,660	$80.75M	0.0%	+342.5%	0.971%
2/13/2025	FMR LLC	2,868,438	$153.03M	0.0%	+25.4%	1.839%
2/13/2025	Federated Hermes Inc.	690,957	$36.86M	0.1%	+53.8%	0.443%
2/13/2025	Envestnet Asset Management Inc.	179,268	$9.56M	0.0%	-3.9%	0.115%
2/13/2025	Dynamic Technology Lab Private Ltd	5,020	$268K	0.0%	-72.3%	0.003%
2/13/2025	Wells Fargo & Company MN	34,380	$1.83M	0.0%	+61.8%	0.022%
2/12/2025	Nicolet Advisory Services LLC	8,746	$456K	0.0%	+12.8%	0.006%
2/12/2025	Franklin Resources Inc.	2,129,099	$113.59M	0.0%	+26.0%	1.365%
2/12/2025	Scalar Gauge Management LLC	220,970	$11.79M	5.4%	N/A	0.142%
2/12/2025	Alliancebernstein L.P.	60,571	$3.23M	0.0%	+2.4%	0.039%
2/12/2025	Axiom Investors LLC DE	503,578	$26.87M	0.2%	+6.0%	0.323%
2/12/2025	Schroder Investment Management Group	7,436	$394K	0.0%	-80.5%	0.005%
2/12/2025	Arrowstreet Capital Limited Partnership	446,951	$23.85M	0.0%	+707.5%	0.287%
2/12/2025	Palogic Value Management L.P.	100,000	$5.34M	2.0%	-20.0%	0.064%
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2/12/2025	Premier Fund Managers Ltd	519,789	$27.60M	1.0%	-1.0%	0.333%
2/12/2025	Pictet Asset Management Holding SA	9,830	$524K	0.0%	+41.2%	0.006%
2/12/2025	Loomis Sayles & Co. L P	1,521,537	$81.17M	8.8%	-2.8%	0.976%
2/12/2025	JPMorgan Chase & Co.	1,272,129	$67.87M	0.0%	-29.0%	0.816%
2/12/2025	Mark Sheptoff Financial Planning LLC	750	$40K	0.0%	N/A	0.000%
2/11/2025	Pier Capital LLC	155,927	$8.32M	1.2%	-32.6%	0.100%
2/11/2025	EntryPoint Capital LLC	3,760	$201K	0.1%	N/A	0.002%
2/11/2025	Sheets Smith Investment Management	35,308	$1.88M	1.6%	N/A	0.023%
2/11/2025	Corebridge Financial Inc.	26,982	$1.44M	0.0%	-7.0%	0.017%
2/11/2025	Cannon Global Investment Management LLC	12,704	$678K	1.5%	-29.4%	0.008%

(Data available from 1/1/2016 forward)

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VERX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VERX shares?: During the previous two years, 221 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($365.93M), Tensile Capital Management LP ($201.11M), Neuberger Berman Group LLC ($188.20M), FMR LLC ($153.03M), Conestoga Capital Advisors LLC ($120.66M), Franklin Resources Inc. ($113.59M), and Fred Alger Management LLC ($109.92M).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 194 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), Invesco Ltd. ($1.37M), Vanguard Group Inc. ($1.28M), Kayne Anderson Rudnick Investment Management LLC ($1.16M), Banque Pictet & Cie SA ($803.88K), and Allspring Global Investments Holdings LLC ($790.88K).

How much institutional buying is happening at Vertex?: Institutional investors have bought a total of 31,396,567 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.
Which Vertex major shareholders have been selling company stock?: Of the 89 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 ($2.59M), TimesSquare Capital Management LLC ($1.27M), Conestoga Capital Advisors LLC ($1.10M), Bryn Mawr Capital Management LLC ($1M), Tensile Capital Management LP ($864K), William Blair Investment Management LLC ($861.23K), and JPMorgan Chase & Co. ($765.83K).
How much institutional selling is happening at Vertex?: Institutional investors have sold a total of 12,895,460 shares in the last 24 months. This volume of shares sold represents approximately $502.74M in transactions.

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This page (NASDAQ:VERX) was last updated on 3/26/2025 by MarketBeat.com Staff

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Vertex (VERX) Institutional Ownership

VERX Institutional Buying and Selling by Quarter

Vertex Major Shareholders & Ownership History

VERX Institutional Ownership - Frequently Asked Questions

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Vertex (VERX) Institutional Ownership

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

VERX Institutional Buying and Selling by Quarter

Vertex Major Shareholders & Ownership History

VERX Institutional Ownership - Frequently Asked Questions

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