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Vertex (VERX) Institutional Ownership

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$49.81 +0.52 (+1.05%)
(As of 03:20 PM ET)
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Institutional Ownership Changes (13F Filings) for Vertex (NASDAQ:VERX)

Current
Institutional Ownership
Percentage
59.10%
Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$445.74M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$144.84M
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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
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%
11/9/2024 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%
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%
8/21/2024Truist 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%
Amazon's $150B Data Center Bet—What It Means for Uranium Investors (Ad)

Amazon is placing a massive bet on nuclear energy to power its $150 billion data center expansion. With demand for electricity skyrocketing from data centers, AI, and emerging tech, Amazon recognizes nuclear power as the only viable solution to meet its needs sustainably and at scale. But here's the critical catch: nuclear power requires uranium, and the global supply is struggling to keep up.

Read More to Learn How You Can Position Yourself for the Next Uranium Boom
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%
8/12/2024 Amalgamated Bank1,878$68K0.0%N/A0.001%
8/9/2024Renaissance 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%
8/8/2024Federated Hermes Inc.50,605$1.82M0.0%N/A0.033%
8/7/2024Pier Capital LLC227,195$8.19M1.2%-43.3%0.146%
8/6/2024 Quest Partners LLC1,019$37K0.0%N/A0.001%
8/5/2024 Arcadia Investment Management Corp MI2,047$74K0.0%-26.5%0.001%
8/5/2024Arizona 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%
8/1/2024Rhumbline 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%
7/31/2024Legacy 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%
7/29/2024Banco 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%
7/26/2024Bank 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%
7/18/2024Blue Trust Inc.776$28K0.0%N/A0.001%
7/18/2024 Ellsworth Advisors LLC16,010$577K0.2%+6.6%0.010%
7/18/2024PICTET BANK & TRUST Ltd7,700$278K0.3%N/A0.005%
7/16/2024Bank Pictet & Cie Asia Ltd.10,800$389K0.0%N/A0.007%
7/9/2024 Harbor Capital Advisors Inc.8,620$311K0.0%-48.4%0.006%
7/3/2024 Moody National Bank Trust Division30,369$1.10M0.1%+19.7%0.020%
5/24/2024Cetera Advisors LLC7,517$239K0.0%N/A0.005%
5/17/2024Comerica Bank230,848$7.33M0.0%+12.1%0.150%
5/16/2024California State Teachers Retirement System46,115$1.47M0.0%+6.3%0.030%
5/16/2024Janus Henderson Group PLC849,154$26.97M0.0%-1.2%0.550%
5/16/2024Kennedy Capital Management LLC245,141$7.79M0.2%-36.0%0.159%
5/16/2024Bayesian Capital Management LP10,100$321K0.0%N/A0.007%
5/16/2024Silvercrest Asset Management Group LLC712,926$22.64M0.2%+13.6%0.462%
Amazon's $150B Data Center Bet—What It Means for Uranium Investors (Ad)

Amazon is placing a massive bet on nuclear energy to power its $150 billion data center expansion. With demand for electricity skyrocketing from data centers, AI, and emerging tech, Amazon recognizes nuclear power as the only viable solution to meet its needs sustainably and at scale. But here's the critical catch: nuclear power requires uranium, and the global supply is struggling to keep up.

Read More to Learn How You Can Position Yourself for the Next Uranium Boom
5/15/2024Sandia Investment Management LP5,000$159K0.2%N/A0.003%
5/15/2024Price T Rowe Associates Inc. MD9,630$306K0.0%-96.5%0.006%
5/15/2024Lazard Asset Management LLC6,053$192K0.0%N/A0.004%
5/15/2024Quadrature Capital Ltd92,167$2.93M0.1%+24.7%0.060%
5/14/2024Gagnon Securities LLC218,234$6.93M1.6%+120.4%0.141%
5/14/2024Gagnon Advisors LLC115,594$3.67M3.2%+100.0%0.075%
5/13/2024Bessemer Group Inc.248,738$7.90M0.0%+8.0%0.161%
5/11/2024Hillsdale Investment Management Inc.142,682$4.53M0.4%+8.6%0.092%
5/10/2024Vanguard Group Inc.5,791,215$183.93M0.0%+4.2%3.752%
5/9/2024 Pembroke Management LTD927,129$29.45M3.5%+255.3%0.601%
(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, 134 institutional investors and hedge funds held shares of Vertex. The most heavily invested institutionals were Vanguard Group Inc. ($183.93M), Fred Alger Management LLC ($147.36M), Conestoga Capital Advisors LLC ($87.81M), Neuberger Berman Group LLC ($79.58M), Legacy Advisors LLC ($77.99M), Tensile Capital Management LP ($71.36M), and TimesSquare Capital Management LLC ($63.75M).Learn more on VERX's institutional investors.

What percentage of Vertex stock is owned by institutional investors?

59.10% 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 121 institutional investors that purchased Vertex stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tensile Capital Management LP ($4.50M), 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), and Pembroke Management LTD ($666.22K).

How much institutional buying is happening at Vertex?

Institutional investors have bought a total of 26,258,622 shares in the last 24 months. This purchase volume represents approximately $650.65M in transactions.

Which Vertex major shareholders have been selling company stock?

Of the 48 institutional investors that sold Vertex stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Conestoga Capital Advisors LLC ($1.11M), Bryn Mawr Capital Management LLC ($1M), William Blair Investment Management LLC ($861.23K), Fred Alger Management LLC ($729.58K), TimesSquare Capital Management LLC ($609.46K), Price T Rowe Associates Inc. MD ($268.25K), and Principal Financial Group Inc. ($246.09K).

How much institutional selling is happening at Vertex?

Institutional investors have sold a total of 6,458,033 shares in the last 24 months. This volume of shares sold represents approximately $184.73M in transactions.


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This page (NASDAQ:VERX) was last updated on 11/12/2024 by MarketBeat.com Staff
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