Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 44.94% institutional investors, 9.65% insiders, and 45.41% retail investors. Vanguard group is the largest institutional shareholder, holding 4.41% 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 | 44.94% | 9.65% | 45.41% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.86M | 4.41% | $365.93M |
| Blackrock funding, inc. /de | 6.31M | 4.05% | $336.64M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Tensile capital management lp | 3.77M | 2.42% | $201.10M |
| Neuberger berman group | 3.53M | 2.27% | $188.20M |
| Fmr | 2.87M | 1.84% | $153.03M |
| Conestoga capital advisors | 2.26M | 1.45% | $120.66M |
| Franklin resources | 2.13M | 1.37% | $113.59M |
| Fred alger management | 2.06M | 1.32% | $109.92M |
| Loomis sayles & co l p | 1.52M | 0.98% | $81.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tensile capital management lp | 3.77M | 20.89% | $201.10M |
| Legacy advisors | 1.40M | 7.24% | $74.57M |
| Scalar gauge management | 220.97K | 5.44% | $11.79M |
| Pembroke management | 729.36K | 4.85% | $38.91M |
| Aperture investors | 632.70K | 4.24% | $33.75M |
| Gagnon advisors | 115.59K | 3.95% | $6.17M |
| Spence asset management | 186.85K | 2.18% | $9.97M |
| Palogic value management | 100.00K | 2.08% | $5.33M |
| Bullseye asset management | 76.36K | 1.91% | $4.07M |
| Gagnon securities | 175.81K | 1.89% | $9.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.66M | 0.00% | 3.41M |
| Blackrock funding, inc. /de | 6.31M | 0.01% | 1.30M |
| Invesco | 1.51M | 0.01% | 1.17M |
| Kayne anderson rudnick investment management | 1.16M | 0.14% | 1.16M |
| State street | 998.31K | 0.00% | 617.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bryn mawr capital management | - | - | -1.60M |
| William blair investment management | - | - | -843.01K |
| Legacy advisors | 1.40M | 7.24% | -765.28K |
| Timessquare capital management | 992.66K | 0.77% | -662.74K |
| Jpmorgan chase | 1.27M | 0.01% | -519.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kayne anderson rudnick investment management | 1.16M | 0.14% | 1.16M | $61.82M |
| Driehaus capital management | 615.06K | 0.21% | 615.06K | $22.17M |
| Banco santander | 297.87K | 0.13% | 297.87K | $10.74M |
| Scalar gauge management | 220.97K | 5.44% | 220.97K | $11.79M |
| Agf management | 176.59K | 0.05% | 176.59K | $9.42M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -2.00 |
| Headlands | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Quent capital | -4.00 |
| Parallel advisors | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 240 | 7.14% | 69,938,255 | 1.09% | 44 | 1.96% | 140 | 13.82% | 72 | 7.46% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Neuberger Berman Genesis Inv | 2.30M | 1.47% | - |
| Vanguard US Total Market Shares ETF | 1.88M | 1.19% | 138.86K |
| Vanguard Total Stock Mkt Idx Inv | 1.87M | 1.18% | 1.24K |
| Conestoga Small Cap Investors | 1.64M | 1.03% | - |
| Vanguard Small Cap Index | 1.52M | 0.96% | 1.24K |
| iShares Russell 2000 ETF | 1.46M | 0.92% | -12.65K |
| 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 | 1.41M | 0.89% | -14.10K |
| BlackRock Mid-Cap Growth Equity Instl | 1.37M | 0.87% | -40.35K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 19, 2025 | Rowland Bryan T.R. | GENERAL COUNSEL | Sell | $677.22K |
| Mar 19, 2025 | Rowland Bryan T.R. | GENERAL COUNSEL | Sell | $878.29K |
| Mar 04, 2025 | Gayton Bradley M | - | Buy | $1.59K |
| Mar 04, 2025 | Gayton Bradley M | - | Buy | $297.79K |
| Jan 23, 2025 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | - | Sell | $1.03M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | 4 |
| 2024 Q4 | - | 36 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 54 |
VERX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools