Vertex Ownership | Who Owns Vertex?

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Vertex Ownership Summary

Vertex is owned by 47.91% institutional investors, 19.39% insiders, and 32.71% retail investors. Vanguard group is the largest institutional shareholder, holding 4.14% of VERX shares. Neuberger Berman Genesis Inv is the top mutual fund, with 1.47% of its assets in Vertex shares.

VERX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vertex	47.91%	19.39%	32.71%
Sector	Technology Stocks	54.50%	11.36%	34.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	6.39M	4.14%	$230.26M
Blackrock	4.66M	3.02%	$168.13M
Tensile capital management lp	4.63M	3.00%	$167.04M
Fred alger management	4.09M	2.65%	$147.35M
Neuberger berman group	3.49M	2.26%	$125.75M
Conestoga capital advisors	2.26M	1.45%	$120.66M
Fmr	2.23M	1.45%	$80.49M
Legacy advisors	2.16M	1.40%	$77.99M
Jpmorgan chase	2.01M	1.30%	$72.36M
Timessquare capital management	1.75M	1.14%	$63.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tensile capital management lp	4.63M	18.42%	$167.04M
Legacy advisors	2.16M	9.48%	$77.99M
Aperture investors	818.34K	4.31%	$29.50M
Pembroke management	844.62K	4.09%	$30.45M
Gagnon advisors	115.59K	3.95%	$6.17M
Next century growth investors	848.39K	2.54%	$30.58M
G2 investment partners management	238.45K	2.23%	$8.60M
Spence asset management	186.85K	2.18%	$9.97M
Palogic value management	125.00K	1.91%	$4.51M
Gagnon securities	175.81K	1.89%	$9.38M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	4.66M	0.00%	3.41M
Fmr	2.23M	0.01%	2.23M
Geneva capital management	1.04M	0.68%	1.04M
T. rowe price investment management	964.13K	0.02%	964.13K
Banque pictet & cie sa	949.54K	0.31%	803.88K

Top Sellers

Holder	Shares	% Assets	Change
Bryn mawr capital management	-	-	-1.60M
Fred alger management	4.09M	0.72%	-475.95K
Vista equity partners management	-	-	-473.96K
Next century growth investors	848.39K	2.54%	-426.69K
Allspring global investments	-	-	-409.57K

New Positions

Holder	Shares	% Assets	Change	Value
Geneva capital management	1.04M	0.68%	1.04M	$37.34M
T. rowe price investment management	964.13K	0.02%	964.13K	$34.76M
Lord, abbett	721.14K	0.08%	721.14K	$26.00M
Driehaus capital management	615.06K	0.21%	615.06K	$22.17M
Mizuho markets americas	344.02K	0.30%	344.02K	$12.40M

Sold Out

Holder	Change
Headlands	-2.00
Quent capital	-4.00
Tfc financial management	-8.00
Twin tree management, lp	-23.00
Nelson, van denburg & campbell wealth management group	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	224	6.16%	69,184,611	1.85%	47	2.50%	123	-6.82%	67	28.85%
Jun 30, 2024	210	15.38%	67,895,496	21.69%	44	3.26%	131	20.18%	52	6.12%
Mar 31, 2024	182	23.81%	55,794,977	4.62%	36	2.99%	109	11.22%	49	58.06%
Dec 31, 2023	147	18.55%	53,331,858	18.66%	35	3.98%	98	30.67%	31	-3.13%
Sep 30, 2023	124	-1.59%	44,943,812	4.27%	29	3.63%	75	5.63%	32	6.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Neuberger Berman Genesis Inv	2.30M	1.47%	-
Vanguard Total Stock Mkt Idx Inv	1.86M	1.19%	1.96K
Conestoga Small Cap Investors	1.64M	1.05%	-
Vanguard Small Cap Index	1.51M	0.97%	29.75K
iShares Russell 2000 ETF	1.47M	0.94%	-5.65K
Putnam US Small Cap Growth Equity	1.39M	0.89%	24.89K
Putnam US Small Cap Growth Managed Acct	1.39M	0.89%	24.89K
Putnam Small Cap Growth A	1.39M	0.89%	-3.81K
Vanguard Information Technology ETF	1.28M	0.82%	18.27K
T. Rowe Price Integrated US SmCapGrEq	1.24M	0.79%	1.24M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 22, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	-	Sell	$3.04M
Jan 23, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	-	Sell	$1.03M
Dec 17, 2024	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Sell	$1.06M
Dec 12, 2024	Westphal Jeffrey	See Remarks	Sell	$30.48M
Dec 10, 2024	DeStefano David	PRESIDENT & CEO	Sell	$9.05M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	36
2024 Q3	-	10
2024 Q2	-	2
2024 Q1	-	54
2023 Q4	-	51

VERX Ownership FAQ

Who owns the most shares of Vertex?

Vertex’s largest shareholders are Vanguard group (6.39M shares, 4.14%), Blackrock (4.66M shares, 3.02%), and Tensile capital management lp (4.63M shares, 3.00%). Together, they hold 10.17% of Vertex’s total shares outstanding.

Does Blackrock own Vertex?

Yes, BlackRock owns 3.02% of Vertex, totaling 4.66M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 168.13M$. In the last quarter, BlackRock increased its holdings by 3.41M shares, a 273.44% change.

Who is Vertex’s biggest shareholder by percentage of total assets invested?

Tensile capital management lp is Vertex’s biggest shareholder by percentage of total assets invested, with 18.42% of its assets in 4.63M Vertex shares, valued at 167.04M$.

Who is the top mutual fund holder of Vertex shares?

Neuberger Berman Genesis Inv is the top mutual fund holder of Vertex shares, with 1.47% of its total shares outstanding invested in 2.3M Vertex shares.

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