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Vertex (VERX) Institutional Ownership

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$45.04 -0.41 (-0.89%)
As of 11:23 AM Eastern
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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)
161
Total
Institutional Inflows
(last 12 months)
$805.79M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$428.28M
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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
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165,521$8.83M0.0%+18.6%0.106%
2/17/2025 Voloridge Investment Management LLC20,932$1.12M0.0%N/A0.013%
2/17/2025 Vident Advisory LLC9,515$508K0.0%-2.3%0.006%
2/17/2025 Squarepoint Ops LLC78,540$4.19M0.0%-60.3%0.050%
2/17/2025 Two Sigma Advisers LP31,000$1.65M0.0%-31.4%0.020%
2/17/2025 Two Sigma Investments LP32,434$1.73M0.0%-36.8%0.021%
2/17/2025 Tensile Capital Management LP3,769,550$201.11M20.9%-7.0%2.417%
2/17/2025 Tidal Investments LLC156,994$8.38M0.1%N/A0.101%
2/17/2025 State of Wyoming4,020$214K0.0%+52.2%0.003%
2/17/2025 Saba Capital Management L.P.77,292$4.12M0.1%-2.3%0.050%
2/17/2025 Sherbrooke Park Advisers LLC4,650$248K0.1%N/A0.003%
2/17/2025 Silvercrest Asset Management Group LLC620,589$33.11M0.2%-1.3%0.398%
2/17/2025 Redwood Investments LLC33,431$1.78M0.5%N/A0.021%
2/17/2025 ProShare Advisors LLC15,271$815K0.0%+48.9%0.010%
2/17/2025 Nuveen Asset Management LLC153,985$8.22M0.0%+5.0%0.099%
2/17/2025 Occudo Quantitative Strategies LP5,580$298K0.1%N/A0.004%
2/17/2025 Millennium Management LLC292,494$15.61M0.0%+87.4%0.188%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,474$4.19M0.0%+6.5%0.050%
2/17/2025 Lazard Asset Management LLC2,488$132K0.0%+7,675.0%0.002%
2/17/2025 Janus Henderson Group PLC666,436$35.56M0.0%-13.7%0.427%
2/17/2025Jefferies Financial Group Inc.35,777$1.91M0.0%N/A0.023%
2/17/2025 Granahan Investment Management LLC362,598$19.35M0.8%-34.0%0.232%
2/17/2025 G2 Investment Partners Management LLC22,201$1.18M0.3%-88.4%0.014%
2/17/2025 FORA Capital LLC9,164$489K0.1%N/A0.006%
2/17/2025 Fred Alger Management LLC2,060,284$109.92M0.5%-19.0%1.321%
2/17/2025 D. E. Shaw & Co. Inc.54,115$2.89M0.0%+28.4%0.035%
2/17/2025 Deutsche Bank AG46,442$2.48M0.0%-38.0%0.030%
2/17/2025 Driehaus Capital Management LLC1,063,711$56.75M0.5%+5.1%0.682%
2/17/2025 Corton Capital Inc.5,041$269K0.2%-26.6%0.003%
2/17/2025 Cetera Investment Advisers7,645$408K0.0%+8.3%0.005%
2/17/2025 Captrust Financial Advisors4,691$250K0.0%N/A0.003%
2/17/2025 Balyasny Asset Management L.P.73,616$3.93M0.0%N/A0.047%
2/17/2025 Baird Financial Group Inc.118,360$6.32M0.0%-2.8%0.076%
2/17/2025 Bank of America Corp DE551,620$29.43M0.0%+47.8%0.354%
2/17/2025 BNP Paribas Financial Markets98,890$5.28M0.0%N/A0.063%
2/17/2025 Ameriprise Financial Inc.1,149,840$61.34M0.0%+17.6%0.737%
2/14/2025 Jane Street Group LLC108,870$5.81M0.0%+72.1%0.070%
2/14/2025 Comerica Bank194,337$10.37M0.0%-0.5%0.125%
2/14/2025 PDT Partners LLC26,900$1.44M0.1%N/A0.017%
2/14/2025 Northern Trust Corp558,887$29.82M0.0%+5.3%0.358%
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2/14/2025 The Manufacturers Life Insurance Company 31,173$1.66M0.0%-7.3%0.020%
2/14/2025 Public Employees Retirement Association of Colorado510,267$27.22M0.1%+21.3%0.327%
2/14/2025 Aquatic Capital Management LLC24,714$1.32M0.0%-60.1%0.016%
2/14/2025 Bullseye Asset Management LLC76,360$4.07M1.9%+13.8%0.049%
2/14/2025 Lord Abbett & CO. LLC1,016,425$54.23M0.2%+8.9%0.652%
2/14/2025 Voya Investment Management LLC120,038$6.40M0.0%+576.7%0.077%
2/14/2025 RiverPark Advisors LLC7,672$409K0.3%-16.3%0.005%
2/14/2025 Fuller & Thaler Asset Management Inc.1,337,758$71.37M0.3%+8.8%0.858%
2/14/2025 T. Rowe Price Investment Management Inc.1,490,385$79.51M0.0%+39.6%0.956%
2/14/2025 Price T Rowe Associates Inc. MD851,127$45.41M0.0%+233.7%0.546%
2/14/2025 Quantessence Capital LLC12,091$645K0.3%N/A0.008%
2/14/2025 Tower Research Capital LLC TRC 3,734$199K0.0%+75.3%0.002%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC1,158,849$61.83M0.1%N/A0.743%
2/14/2025 MetLife Investment Management LLC33,275$1.78M0.0%+5.7%0.021%
2/14/2025 Dimensional Fund Advisors LP824,299$43.98M0.0%-9.5%0.529%
2/14/2025 First Trust Advisors LP236,034$12.59M0.0%-8.5%0.151%
2/13/2025 CANADA LIFE ASSURANCE Co5,256$280K0.0%-64.1%0.003%
2/13/2025 EAM Global Investors LLC73,837$3.94M0.7%N/A0.047%
2/13/2025 EAM Investors LLC93,254$4.98M0.7%N/A0.060%
2/13/2025 Jump Financial LLC23,700$1.26M0.0%+276.5%0.015%
2/13/2025 Barclays PLC472,630$25.21M0.0%-18.8%0.303%
2/13/2025 Summit Investment Advisors Inc.5,678$303K0.3%+6.8%0.004%
2/13/2025 Next Century Growth Investors LLC326,997$17.45M1.3%-35.1%0.210%
2/13/2025 Rockefeller Capital Management L.P.162,947$8.69M0.0%N/A0.104%
2/13/2025 Sterling Capital Management LLC50,621$2.70M0.0%-6.2%0.032%
2/13/2025 Kennedy Capital Management LLC171,048$9.13M0.2%-16.9%0.110%
2/13/2025 Neuberger Berman Group LLC3,527,604$188.20M0.1%+1.5%2.262%
2/13/2025 F M Investments LLC3,792$202K0.0%N/A0.002%
2/13/2025 Bessemer Group Inc.561,161$29.94M0.0%+4.1%0.360%
2/13/2025 Raymond James Financial Inc.11,155$595K0.0%N/A0.007%
2/13/2025 Renaissance Technologies LLC94,700$5.05M0.0%-69.4%0.061%
2/13/2025 Legal & General Group Plc67,461$3.60M0.0%-1.4%0.043%
2/13/2025 Invesco Ltd.1,513,660$80.75M0.0%+342.5%0.971%
2/13/2025 FMR LLC2,868,438$153.03M0.0%+25.4%1.839%
2/13/2025 Federated Hermes Inc.690,957$36.86M0.1%+53.8%0.443%
2/13/2025 Envestnet Asset Management Inc.179,268$9.56M0.0%-3.9%0.115%
2/13/2025 Dynamic Technology Lab Private Ltd5,020$268K0.0%-72.3%0.003%
2/13/2025 Wells Fargo & Company MN34,380$1.83M0.0%+61.8%0.022%
2/12/2025 Nicolet Advisory Services LLC8,746$456K0.0%+12.8%0.006%
2/12/2025 Franklin Resources Inc.2,129,099$113.59M0.0%+26.0%1.365%
2/12/2025 Scalar Gauge Management LLC220,970$11.79M5.4%N/A0.142%
2/12/2025 Alliancebernstein L.P.60,571$3.23M0.0%+2.4%0.039%
2/12/2025 Axiom Investors LLC DE503,578$26.87M0.2%+6.0%0.323%
2/12/2025 Schroder Investment Management Group7,436$394K0.0%-80.5%0.005%
2/12/2025 Arrowstreet Capital Limited Partnership446,951$23.85M0.0%+707.5%0.287%
2/12/2025 Palogic Value Management L.P.100,000$5.34M2.0%-20.0%0.064%
2/12/2025 Premier Fund Managers Ltd519,789$27.60M1.0%-1.0%0.333%
2/12/2025 Pictet Asset Management Holding SA9,830$524K0.0%+41.2%0.006%
2/12/2025 Loomis Sayles & Co. L P1,521,537$81.17M8.8%-2.8%0.976%
2/12/2025 JPMorgan Chase & Co.1,272,129$67.87M0.0%-29.0%0.816%
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2/12/2025 Mark Sheptoff Financial Planning LLC750$40K0.0%N/A0.000%
2/11/2025 Pier Capital LLC155,927$8.32M1.2%-32.6%0.100%
2/11/2025 EntryPoint Capital LLC3,760$201K0.1%N/A0.002%
2/11/2025 Sheets Smith Investment Management35,308$1.88M1.6%N/A0.023%
2/11/2025 Corebridge Financial Inc.26,982$1.44M0.0%-7.0%0.017%
2/11/2025 Cannon Global Investment Management LLC12,704$678K1.5%-29.4%0.008%
2/11/2025 Vanguard Group Inc.6,858,981$365.93M0.0%+2.0%4.398%
2/11/2025 LPL Financial LLC36,877$1.97M0.0%+23.8%0.024%
2/11/2025 KLP Kapitalforvaltning AS12,500$667K0.0%N/A0.008%
2/11/2025 Sei Investments Co.86,284$4.60M0.0%+9.4%0.055%
(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, 220 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 193 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 31,245,472 shares in the last 24 months. This purchase volume represents approximately $1.11B 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 12,870,460 shares in the last 24 months. This volume of shares sold represents approximately $501.41M in transactions.


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This page (NASDAQ:VERX) was last updated on 2/21/2025 by MarketBeat.com Staff
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