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Vertex (VERX) Institutional Ownership

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$56.40 +0.55 (+0.98%)
As of 01/17/2025 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
70.32%
Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$453.32M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$239.26M
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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
1/17/2025 SG Americas Securities LLC2,801$149K0.0%-75.7%0.002%
1/17/2025 Sheets Smith Wealth Management15,099$806K0.1%+2.2%0.010%
1/16/2025 Ellsworth Advisors LLC17,291$922K0.2%+3.5%0.011%
1/14/2025 Armstrong Advisory Group Inc.946$50K0.0%N/A0.001%
1/13/2025 Moody National Bank Trust Division19,419$1.04M0.1%-4.4%0.012%
1/10/2025 West Oak Capital LLC5,405$288K0.1%+270,150.0%0.003%
1/10/2025 Harbor Capital Advisors Inc.9,463$505K0.0%-3.3%0.006%
1/7/2025 Westwind Capital186,852$9.97M2.2%+0.2%0.120%
12/26/2024JPMorgan Chase & Co.1,791,929$69.01M0.0%-10.7%1.149%
12/19/2024Principal Financial Group Inc.47,673$1.84M0.0%-71.3%0.031%
12/13/2024Lord Abbett & CO. LLC933,034$35.93M0.1%+29.4%0.598%
11/27/2024Franklin Resources Inc.1,690,045$69.44M0.0%+17.6%1.084%
11/18/2024Neo Ivy Capital Management61,136$2.35M0.8%N/A0.039%
11/16/2024Geode Capital Management LLC1,275,283$49.12M0.0%+3.0%0.820%
11/15/2024Barclays PLC582,273$22.42M0.0%+5.4%0.373%
11/15/2024Pier Capital LLC231,390$8.91M1.3%+1.8%0.149%
11/15/2024Tensile Capital Management LP4,053,550$156.10M16.9%-12.5%2.606%
11/15/2024State Street Corp1,361,901$52.45M0.0%+36.4%0.876%
11/15/2024Petrus Trust Company LTA14,893$574K0.1%+51.2%0.010%
11/15/2024Janus Henderson Group PLC772,286$29.74M0.0%+0.1%0.497%
11/14/2024Fred Alger Management LLC2,543,838$97.96M0.5%-37.8%1.636%
11/14/2024Verition Fund Management LLC13,800$531K0.0%N/A0.009%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,530$5.37M0.0%+18.9%0.090%
11/14/2024MetLife Investment Management LLC31,489$1.21M0.0%+129.1%0.020%
11/13/2024Glenmede Trust Co. NA19,752$761K0.0%-7.6%0.013%
11/13/2024Quantbot Technologies LP48,875$1.88M0.1%+119,107.3%0.031%
11/13/2024FMR LLC2,287,774$88.10M0.0%+2.5%1.471%
11/13/2024The Manufacturers Life Insurance Company33,634$1.30M0.0%-2.2%0.022%
11/13/2024Loomis Sayles & Co. L P1,565,994$60.31M0.1%-2.2%1.007%
11/13/2024DRW Securities LLC21,800$840K0.0%N/A0.014%
11/13/2024Dynamic Technology Lab Private Ltd18,103$697K0.1%N/A0.012%
11/12/2024Nicolet Advisory Services LLC7,755$323K0.0%+25.5%0.005%
11/12/2024Charles Schwab Investment Management Inc.432,068$16.64M0.0%+5.6%0.278%
11/12/2024Banco Santander S.A.310,000$11.94M0.1%+4.1%0.199%
11/12/2024Brown Capital Management LLC543,699$20.94M0.5%N/A0.350%
11/9/2024Intech Investment Management LLC11,643$448K0.0%N/A0.007%
11/8/2024Advisors Asset Management Inc.968$37K0.0%+126.2%0.001%
11/8/2024Jennison Associates LLC469,526$18.08M0.0%+36.0%0.302%
11/8/2024Premier Fund Managers Ltd524,775$19.28M0.7%+787.0%0.337%
11/7/2024Quest Partners LLC4,529$174K0.0%+344.5%0.003%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
11/7/2024RiverPark Advisors LLC9,163$353K0.3%-25.9%0.006%
11/6/2024Natixis Advisors LLC30,697$1.18M0.0%-11.6%0.020%
11/6/2024Mizuho Markets Americas LLC256,399$9.87M0.2%-25.5%0.165%
11/6/2024MeadowBrook Investment Advisors LLC5,030$194K0.2%N/A0.003%
11/6/2024KBC Group NV2,099$81K0.0%+46.1%0.001%
11/6/2024Oppenheimer Asset Management Inc.22,262$857K0.0%-49.9%0.014%
11/5/2024Geneva Capital Management LLC1,450,599$55.86M0.9%+40.1%0.933%
11/5/2024Victory Capital Management Inc.34,386$1.32M0.0%+406.9%0.022%
11/4/2024TimesSquare Capital Management LLC1,655,400$63.75M1.0%-5.6%1.064%
11/4/2024Sigma Planning Corp9,487$365K0.0%N/A0.006%
11/1/2024Verdence Capital Advisors LLC8,313$320K0.0%+6.1%0.005%
10/31/2024Principal Financial Group Inc.47,673$1.84M0.0%-71.3%0.031%
10/29/2024Cannon 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%
10/29/2024Pembroke Management LTD822,401$31.67M4.1%-2.6%0.529%
10/28/2024Conestoga Capital Advisors LLC2,280,290$87.81M1.2%-18.7%1.466%
10/28/2024New York State Common Retirement Fund509,517$19.62M0.0%+22.1%0.328%
10/25/2024abrdn plc588,345$22.66M0.0%-8.6%0.378%
10/24/2024Sterling Investment Advisors Ltd.31,720$1.22M0.3%-4.1%0.020%
10/22/2024Bank Pictet & Cie Europe AG38,410$1.48M0.0%+3.8%0.025%
10/21/2024Whittier Trust Co. of Nevada Inc.80,115$3.08M0.1%+3.9%0.052%
10/21/2024Whittier 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%
10/16/2024nVerses Capital LLC5,400$208K0.1%N/A0.003%
10/9/2024 Westwind Capital186,439$7.18M1.7%N/A0.120%
10/5/2024Handelsbanken Fonder AB11,700$451K0.0%+37.6%0.008%
10/3/2024 SG Americas Securities LLC11,533$444K0.0%N/A0.007%
8/21/2024Truist Financial Corp57,003$2.06M0.0%-7.2%0.037%
8/16/2024Algert Global LLC19,626$708K0.0%-47.7%0.013%
8/16/2024Driehaus Capital Management LLC615,061$22.17M0.2%N/A0.397%
8/15/2024The Manufacturers Life Insurance Company34,378$1.24M0.0%+269.4%0.022%
8/15/2024Dark Forest Capital Management LP7,601$274K0.1%N/A0.005%
8/14/2024Fred Alger Management LLC4,087,510$147.36M0.7%-10.4%2.635%
8/13/2024Sei Investments Co.90,129$3.25M0.0%+101.9%0.058%
8/13/2024Canada Pension Plan Investment Board1,100$40K0.0%N/A0.001%
8/13/2024Public Employees Retirement Association of Colorado6,386$230K0.0%N/A0.004%
8/12/2024Amalgamated Bank1,878$68K0.0%N/A0.001%
8/9/2024Renaissance Technologies LLC377,100$13.59M0.0%+36.2%0.243%
8/9/2024Dimensional Fund Advisors LP668,178$24.09M0.0%+6.5%0.431%
8/8/2024Envestnet Asset Management Inc.248,001$8.94M0.0%+10.0%0.160%
8/8/2024Oppenheimer Asset Management Inc.44,454$1.60M0.0%-13.9%0.029%
8/8/2024William Blair Investment Management LLC782,715$28.22M0.1%+8.1%0.505%
8/8/2024Westover Capital Advisors LLC15,464$557K0.1%N/A0.010%
8/8/2024Federated Hermes Inc.50,605$1.82M0.0%N/A0.033%
8/7/2024Pier Capital LLC227,195$8.19M1.2%-43.3%0.146%
8/6/2024Quest Partners LLC1,019$37K0.0%N/A0.001%
8/5/2024Arcadia Investment Management Corp MI2,047$74K0.0%-26.5%0.001%
8/5/2024Arizona State Retirement System15,734$567K0.0%+11.7%0.010%
8/5/2024Victory Capital Management Inc.6,784$245K0.0%N/A0.004%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
8/5/2024 MCF Advisors LLC913$33K0.0%-39.5%0.001%
8/3/2024TD Asset Management Inc29,200$1.05M0.0%N/A0.019%
8/1/2024Rhumbline Advisers73,210$2.64M0.0%+5,910.7%0.047%
8/1/2024Pembroke Management LTD844,619$30.45M4.2%-8.9%0.545%
8/1/2024Natixis Advisors LLC34,720$1.25M0.0%-7.4%0.022%
7/31/2024Mizuho Markets Americas LLC344,024$12.40M0.3%N/A0.222%
7/31/2024Legacy Advisors LLC2,163,473$77.99M9.5%0.0%1.395%
7/29/2024Principal Financial Group Inc.166,262$5.99M0.0%-43.4%0.107%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank10,140$366K0.0%+13.3%0.007%
7/29/2024Banco Santander S.A.297,873$10.74M0.1%N/A0.192%
(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, 147 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 136 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 22,725,956 shares in the last 24 months. This purchase volume represents approximately $631.63M in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 52 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 8,779,783 shares in the last 24 months. This volume of shares sold represents approximately $278.86M in transactions.


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This page (NASDAQ:VERX) was last updated on 1/20/2025 by MarketBeat.com Staff
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