Vertex Ownership 2024 | Who Owns Vertex Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

44.03%

Insider Ownership

21.12%

Retail Ownership

34.85%

Institutional Holders

198.00

Vertex Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	4.14%	0.00%	6,387,126	595,911	10.29%	230,255,893	Jun 30, 2024
BLACKROCK INC.	3.02%	0.00%	4,663,904	3,414,986	273.44%	168,133,741	Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP	3.00%	18.42%	4,633,550	-127,000	-2.67%	167,039,478	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	2.65%	0.72%	4,087,510	-475,947	-10.43%	147,354,736	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	2.26%	0.10%	3,488,139	-82,982	-2.32%	125,747,411	Jun 30, 2024
UBS GROUP AG	1.85%	0.03%	2,849,520	2,849,520	100.00%	102,725,196	Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC	1.82%	1.52%	2,805,785	-1,045	-0.04%	101,148,549	Jun 30, 2024
FMR LLC	1.45%	0.01%	2,232,789	2,232,392	562315.37%	80,492,037	Jun 30, 2024
LEGACY ADVISORS, LLC	1.40%	9.48%	2,163,473	-748	-0.03%	77,993,202	Jun 30, 2024
JPMORGAN CHASE & CO	1.30%	0.01%	2,007,144	-66,477	-3.21%	72,357,541	Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.14%	0.99%	1,754,003	367,155	26.47%	63,231,808	Jun 30, 2024
LOOMIS SAYLES & CO L P	1.04%	0.08%	1,601,915	72,961	4.77%	57,749,000	Jun 30, 2024
BRYN MAWR CAPITAL MANAGEMENT, LLC	1.03%	3.17%	1,596,000	-	-	57,535,800	Jun 30, 2024
FRANKLIN RESOURCES INC	0.93%	0.02%	1,436,782	461,112	47.26%	51,795,991	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.80%	0.00%	1,237,691	696,759	128.81%	44,626,787	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	0.78%	1.18%	1,208,212	25,872	2.19%	43,556,028	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	0.69%	0.16%	1,066,625	240,345	29.09%	38,451,816	Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC	0.67%	0.68%	1,035,654	1,035,654	100.00%	37,335,320	Jun 30, 2024
STATE STREET CORP	0.65%	0.00%	998,306	617,645	162.26%	35,988,931,000	Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.63%	0.02%	964,132	964,132	100.00%	34,757,000	Jun 30, 2024

Vertex's largest institutional shareholder is VANGUARD GROUP INC, holding 4.14% of the company's total share outstanding, currently valued at $230.26M. The top 10 institutional shareholders own together 22.90% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TENSILE CAPITAL MANAGEMENT LP	3.00%	18.42%	4,633,550	-127,000	-2.67%	167,039,478	Jun 30, 2024
LEGACY ADVISORS, LLC	1.40%	9.48%	2,163,473	-748	-0.03%	77,993,202	Jun 30, 2024
APERTURE INVESTORS, LLC	0.53%	4.31%	818,337	112	0.01%	29,501,049	Jun 30, 2024
PEMBROKE MANAGEMENT, LTD	0.55%	4.09%	844,619	-82,510	-8.90%	30,448,515	Jun 30, 2024
GAGNON ADVISORS, LLC	0.07%	3.17%	115,594	-	-	4,167,164	Jun 30, 2024
BRYN MAWR CAPITAL MANAGEMENT, LLC	1.03%	3.17%	1,596,000	-	-	57,535,800	Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC	0.55%	2.54%	848,394	-426,693	-33.46%	30,584,603	Jun 30, 2024
G2 INVESTMENT PARTNERS MANAGEMENT LLC	0.15%	2.23%	238,450	14,897	6.66%	8,596,123	Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.	0.08%	1.91%	125,000	-15,000	-10.71%	4,506,250	Jun 30, 2024
CONESTOGA CAPITAL ADVISORS, LLC	1.82%	1.52%	2,805,785	-1,045	-0.04%	101,148,549	Jun 30, 2024
GAGNON SECURITIES LLC	0.12%	1.45%	178,019	-40,215	-18.43%	6,417,585	Jun 30, 2024
PIER CAPITAL, LLC	0.15%	1.22%	227,195	-173,717	-43.33%	8,190,380	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	0.78%	1.18%	1,208,212	25,872	2.19%	43,556,028	Jun 30, 2024
BULLSEYE ASSET MANAGEMENT LLC	0.04%	1.18%	67,071	9,500	16.50%	2,418,000	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	0.50%	1.12%	778,660	39,357	5.32%	28,070,693	Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.14%	0.99%	1,754,003	367,155	26.47%	63,231,808	Jun 30, 2024
MERIDIAN WEALTH PARTNERS, LLC	0.08%	0.80%	125,291	-	-	4,516,741	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	2.65%	0.72%	4,087,510	-475,947	-10.43%	147,354,736	Jun 30, 2024
HERALD INVESTMENT MANAGEMENT LTD	0.08%	0.71%	120,000	-	-	4,327,200	Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC	0.67%	0.68%	1,035,654	1,035,654	100.00%	37,335,320	Jun 30, 2024

The largest Vertex shareholder by % of total assets is TENSILE CAPITAL MANAGEMENT LP. The company owns 4.63M shares of Vertex (VERX), representing 18.42% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	3.02%	0.00%	4,663,904	3,414,986	273.44%	168,133,741	Jun 30, 2024
UBS GROUP AG	1.85%	0.03%	2,849,520	2,849,520	100.00%	102,725,196	Jun 30, 2024
FMR LLC	1.45%	0.01%	2,232,789	2,232,392	562315.37%	80,492,037	Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC	0.67%	0.68%	1,035,654	1,035,654	100.00%	37,335,320	Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.63%	0.02%	964,132	964,132	100.00%	34,757,000	Jun 30, 2024
BANQUE PICTET & CIE SA	0.62%	0.31%	949,540	803,881	551.89%	34,230,917	Jun 30, 2024
LORD, ABBETT & CO. LLC	0.47%	0.09%	721,138	721,138	100.00%	25,997,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.80%	0.00%	1,237,691	696,759	128.81%	44,626,787	Jun 30, 2024
STATE STREET CORP	0.65%	0.00%	998,306	617,645	162.26%	35,988,931,000	Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC	0.40%	0.21%	615,061	615,061	100.00%	22,172,949	Jun 30, 2024
VANGUARD GROUP INC	4.14%	0.00%	6,387,126	595,911	10.29%	230,255,893	Jun 30, 2024
BARCLAYS PLC	0.36%	0.01%	552,573	491,280	801.53%	19,921,000	Jun 30, 2024
UBS GROUP AG	0.31%	0.00%	475,861	468,172	6088.85%	17,154,789	Jun 30, 2024
FRANKLIN RESOURCES INC	0.93%	0.02%	1,436,782	461,112	47.26%	51,795,991	Jun 30, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.14%	0.99%	1,754,003	367,155	26.47%	63,231,808	Jun 30, 2024
JENNISON ASSOCIATES LLC	0.22%	0.01%	345,357	345,357	100.00%	12,450,121	Jun 30, 2024
MIZUHO MARKETS AMERICAS LLC	0.22%	0.30%	344,024	344,024	100.00%	12,402,065	Jun 30, 2024
BANCO SANTANDER, S.A.	0.19%	0.13%	297,873	297,873	100.00%	10,738,322	Jun 30, 2024
ABRDN PLC	0.42%	0.04%	643,941	266,029	70.39%	23,214,073	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	0.17%	0.00%	256,850	247,220	2567.19%	9,260,000	Jun 30, 2024

As of Jun 30 2024, Vertex's largest institutional buyer is BLACKROCK INC.. The company purchased 3.41M stocks of VERX, valued at $168.13M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FRED ALGER MANAGEMENT, LLC	2.65%	0.72%	4,087,510	-475,947	-10.43%	147,354,736	Jun 30, 2024
VISTA EQUITY PARTNERS MANAGEMENT, LLC	-	-	-	-473,960	-100.00%	-	Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC	0.55%	2.54%	848,394	-426,693	-33.46%	30,584,603	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.01%	0.00%	15,606	-330,938	-95.50%	562,596	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-287,919	-100.00%	-	Jun 30, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP	-	-	-	-253,000	-100.00%	-	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.15%	0.00%	233,524	-219,820	-48.49%	8,418,540	Jun 30, 2024
D. E. SHAW & CO., INC.	0.02%	0.00%	24,793	-183,874	-88.12%	893,788	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.02%	0.00%	28,643	-179,397	-86.23%	1,032,580	Jun 30, 2024
PIER CAPITAL, LLC	0.15%	1.22%	227,195	-173,717	-43.33%	8,190,380	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.10%	0.01%	156,607	-152,471	-49.33%	5,645,683	Jun 30, 2024
SCULPTOR CAPITAL LP	-	-	-	-151,078	-100.00%	-	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	-	-	-	-147,802	-100.00%	-	Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC	0.11%	0.00%	166,262	-127,498	-43.40%	5,993,746,000	Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP	3.00%	18.42%	4,633,550	-127,000	-2.67%	167,039,478	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
MACQUARIE GROUP LTD	0.07%	0.00%	110,856	-96,942	-46.65%	3,996,000	Jun 30, 2024
QUADRATURE CAPITAL LTD	-	-	-	-92,167	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-85,397	-100.00%	-	Jun 30, 2024
MORGAN STANLEY	0.16%	0.00%	244,204	-85,372	-25.90%	8,803,595	Jun 30, 2024

As of Jun 30 2024, Vertex's biggest institutional seller is FRED ALGER MANAGEMENT, LLC. The company sold -0.48M shares of VERX, valued at $147.35M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS GROUP AG	1.85%	0.03%	2,849,520	2,849,520	100.00%	102,725,196	Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC	0.67%	0.68%	1,035,654	1,035,654	100.00%	37,335,320	Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.63%	0.02%	964,132	964,132	100.00%	34,757,000	Jun 30, 2024
LORD, ABBETT & CO. LLC	0.47%	0.09%	721,138	721,138	100.00%	25,997,000	Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC	0.40%	0.21%	615,061	615,061	100.00%	22,172,949	Jun 30, 2024
JENNISON ASSOCIATES LLC	0.22%	0.01%	345,357	345,357	100.00%	12,450,121	Jun 30, 2024
MIZUHO MARKETS AMERICAS LLC	0.22%	0.30%	344,024	344,024	100.00%	12,402,065	Jun 30, 2024
BANCO SANTANDER, S.A.	0.19%	0.13%	297,873	297,873	100.00%	10,738,322	Jun 30, 2024
WHITTIER TRUST CO	0.10%	0.08%	152,933	152,933	100.00%	5,511,542	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.09%	0.00%	144,593	144,593	100.00%	5,212,578	Jun 30, 2024
NORGES BANK	0.07%	0.00%	109,210	109,210	100.00%	3,937,021	Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.	0.06%	0.01%	88,339	88,339	100.00%	3,184,621	Jun 30, 2024
SABA CAPITAL MANAGEMENT, L.P.	0.05%	0.05%	79,090	79,090	100.00%	2,851,195	Jun 30, 2024
WHITTIER TRUST CO OF NEVADA INC	0.05%	0.08%	77,116	77,116	100.00%	2,779,146	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	0.04%	0.00%	61,201	61,201	100.00%	2,206,296	Jun 30, 2024
PREMIER FUND MANAGERS LTD	0.04%	0.08%	59,165	59,165	100.00%	2,117,000	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	0.00%	54,885	54,885	100.00%	1,977,994	Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC	0.03%	0.32%	51,391	51,391	100.00%	1,852,646	Jun 30, 2024
FEDERATED HERMES, INC.	0.03%	0.00%	50,605	50,605	100.00%	1,824,310,000	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.03%	0.03%	50,000	50,000	100.00%	1,802,500	Jun 30, 2024
PICTET & CIE (EUROPE) SA	0.02%	0.03%	37,010	37,010	100.00%	1,334,211	Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	0.02%	0.00%	31,029	31,029	100.00%	1,118,595	Jun 30, 2024
TD ASSET MANAGEMENT INC	0.02%	0.00%	29,200	29,200	100.00%	1,052,660	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.02%	0.01%	29,198	29,198	100.00%	1,052,880	Jun 30, 2024
WALLEYE CAPITAL LLC	0.02%	0.00%	27,472	27,472	100.00%	990,366	Jun 30, 2024
CENTERBOOK PARTNERS LP	0.02%	0.06%	24,892	24,892	100.00%	897,357	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.01%	0.01%	22,768	22,768	100.00%	820,787	Jun 30, 2024
STRS OHIO	0.01%	0.00%	22,100	22,100	100.00%	796,705,000	Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC	0.01%	0.00%	18,175	18,175	100.00%	655,209	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	0.01%	0.00%	16,645	16,645	100.00%	600,052	Jun 30, 2024
NOMURA HOLDINGS INC	0.01%	0.00%	16,640	16,640	100.00%	599,872	Jun 30, 2024
WESTOVER CAPITAL ADVISORS, LLC	0.01%	0.14%	15,464	15,464	100.00%	557,477	Jun 30, 2024
SHEETS SMITH WEALTH MANAGEMENT	0.01%	0.06%	14,774	14,774	100.00%	532,603	Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	13,746	13,746	100.00%	495,543	Jun 30, 2024
BANK PICTET & CIE (ASIA) LTD	0.01%	0.02%	10,800	10,800	100.00%	389,340	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.01%	0.00%	9,712	9,712	100.00%	350,118	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	0.01%	0.00%	8,814	8,814	100.00%	317,745	Jun 30, 2024
PICTET BANK & TRUST LTD	0.01%	0.28%	7,700	7,700	100.00%	277,585	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.05%	7,601	7,601	100.00%	274,016	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.00%	0.04%	6,830	6,830	100.00%	246,221	Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC	0.00%	0.00%	6,784	6,784	100.00%	244,563	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	0.00%	0.00%	6,516	6,516	100.00%	234,902	Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.00%	0.00%	6,386	6,386	100.00%	230,000	Jun 30, 2024
NICOLET ADVISORY SERVICES, LLC	0.00%	0.02%	6,180	6,180	100.00%	227,362	Jun 30, 2024
WOLVERINE TRADING, LLC	0.00%	0.00%	5,600	5,600	100.00%	201,880	Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.	0.00%	0.01%	5,317	5,317	100.00%	191,678	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	0.00%	0.21%	4,017	4,017	100.00%	144,813	Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.00%	0.01%	2,189	2,189	100.00%	78,913	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	0.00%	0.00%	2,000	2,000	100.00%	72,100	Jun 30, 2024
AMALGAMATED BANK	0.00%	0.00%	1,878	1,878	100.00%	68,000	Jun 30, 2024
KBC GROUP NV	0.00%	0.00%	1,437	1,437	100.00%	52,000	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.00%	-	1,100	1,100	100.00%	39,655	Jun 30, 2024
QUEST PARTNERS LLC	0.00%	0.01%	1,019	1,019	100.00%	36,735	Jun 30, 2024
RONALD BLUE TRUST, INC.	0.00%	0.00%	776	776	100.00%	24,646	Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.	0.00%	0.00%	428	428	100.00%	15,429	Jun 30, 2024
CULLEN/FROST BANKERS, INC.	0.00%	0.00%	415	415	100.00%	14,961	Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC	0.00%	0.00%	269	269	100.00%	9,617	Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST	0.00%	0.00%	140	140	100.00%	5,047	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	0.00%	104	104	100.00%	3,749	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.00%	-	97	97	100.00%	3,497	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	-	0.00%	71	71	100.00%	2,560	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	-	-	23	23	100.00%	829	Jun 30, 2024
CVA FAMILY OFFICE, LLC	-	0.00%	15	15	100.00%	541	Jun 30, 2024
ROTHSCHILD INVESTMENT LLC	-	-	5	5	100.00%	180	Jun 30, 2024

Vertex's largest new institutional shareholder by number of shares is UBS GROUP AG, purchased 2.85M shares, valued at $102.73M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VISTA EQUITY PARTNERS MANAGEMENT, LLC	-	-	-	-473,960	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-287,919	-100.00%	-	Jun 30, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP	-	-	-	-253,000	-100.00%	-	Jun 30, 2024
SCULPTOR CAPITAL LP	-	-	-	-151,078	-100.00%	-	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	-	-	-	-147,802	-100.00%	-	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
QUADRATURE CAPITAL LTD	-	-	-	-92,167	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-85,397	-100.00%	-	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	-	-	-	-73,764	-100.00%	-	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	-	-	-	-65,000	-100.00%	-	Jun 30, 2024
KEEBECK WEALTH MANAGEMENT, LLC	-	-	-	-44,101	-100.00%	-	Jun 30, 2024
JUMP FINANCIAL, LLC	-	-	-	-36,767	-100.00%	-	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-29,961	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-26,504	-100.00%	-	Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC	-	-	-	-21,200	-100.00%	-	Jun 30, 2024
TOTH FINANCIAL ADVISORY CORP	-	-	-	-19,780	-100.00%	-	Jun 30, 2024
CAPITAL CS GROUP, LLC	-	-	-	-19,403	-100.00%	-	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	-	-	-	-17,296	-100.00%	-	Jun 30, 2024
ALPHA DNA INVESTMENT MANAGEMENT LLC	-	-	-	-16,172	-100.00%	-	Jun 30, 2024
OMERS ADMINISTRATION CORP	-	-	-	-15,300	-100.00%	-	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-12,900	-100.00%	-	Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC	-	-	-	-12,560	-100.00%	-	Jun 30, 2024
POLYMER CAPITAL MANAGEMENT (HK) LTD	-	-	-	-10,594	-100.00%	-	Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP	-	-	-	-10,100	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	-	-	-	-7,667	-100.00%	-	Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC	-	-	-	-7,492	-100.00%	-	Jun 30, 2024
CTC ALTERNATIVE STRATEGIES, LTD.	-	-	-	-7,300	-100.00%	-	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-7,258	-100.00%	-	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	-	-	-	-6,809	-100.00%	-	Jun 30, 2024
SG AMERICAS SECURITIES, LLC	-	-	-	-5,237	-100.00%	-	Jun 30, 2024
SANDIA INVESTMENT MANAGEMENT LP	-	-	-	-5,000	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,668	-100.00%	-	Jun 30, 2024
QUARRY LP	-	-	-	-446	-100.00%	-	Jun 30, 2024
MACROVIEW INVESTMENT MANAGEMENT LLC	-	-	-	-253	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-26	-100.00%	-	Jun 30, 2024

Vertex's largest sold out institutional shareholder by shares sold is VISTA EQUITY PARTNERS MANAGEMENT, LLC, sold -0.47M shares, valued at -, as of undefined.

Vertex Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
ALGER FUNDS	1.85%	1,777,236	192,730	12.16%	Jan 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.	1.63%	205,162	-4,659	-2.22%	Dec 31, 2023
CONESTOGA FUNDS	1.56%	1,960,002	21,575	1.11%	Mar 31, 2024
Alger ETF Trust	0.73%	5,154	-715	-12.18%	Dec 31, 2023
ALGER FUNDS II	0.62%	141,466	-61,005	-30.13%	Jan 31, 2024
ALGER INSTITUTIONAL FUNDS	0.30%	78,638	-	-	Jan 31, 2024
ALGER PORTFOLIOS	0.25%	92,716	-	-	Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS	0.24%	2,413,676	-218,561	-8.30%	Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS	0.21%	164,764	-810	-0.49%	Mar 31, 2024
AMCAP FUND	0.18%	1,504,269	-	-	Feb 29, 2024
PUTNAM FOCUSED INTERNATIONAL EQUITY FUND	0.15%	92,721	-	-	Jan 31, 2024
Elevation Series Trust	0.14%	6,963	-3,774	-35.15%	Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.13%	46,023	-	-	Mar 31, 2024
T. Rowe Price Science & Technology Fund, Inc.	0.12%	173,808	-	-	Mar 31, 2024
MFS SERIES TRUST I	0.08%	1,467,798	-	-	Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS	0.05%	28,397	-	-	Mar 31, 2024
BUFFALO FUNDS	0.05%	345,257	-	-	Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.	0.05%	31,538	-	-	Feb 29, 2024
Capitol Series Trust	0.05%	467,000	467,000	-	Mar 31, 2024
MERIDIAN FUND INC	0.05%	106,956	-	-	Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.04%	137,555	-1,777	-1.28%	Jan 31, 2024
PUTNAM INVESTMENT FUNDS	0.03%	167,524	-	-	Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.03%	136,619	-	-	Mar 28, 2024
Voya EQUITY TRUST	0.03%	42,576	-	-	Feb 29, 2024
ALLSPRING VARIABLE TRUST	0.03%	16,755	-	-	Mar 31, 2024
MFS VARIABLE INSURANCE TRUST	0.02%	628,992	-	-	Mar 31, 2024
AB CAP FUND, INC.	0.02%	657,883	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.01%	140,278	-18,299	-11.54%	Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.	0.01%	41,617	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.01%	4,533,215	-560,468	-11.00%	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.01%	604	-	-	Feb 29, 2024
MFS SERIES TRUST IV	0.01%	30,142	-	-	Feb 29, 2024
FRANKLIN STRATEGIC SERIES	0.01%	70,000	-	-	Jan 31, 2024
ROYCE FUND	0.01%	35,000	13,000	59.09%	Mar 31, 2024
BNY Mellon Strategic Funds, Inc.	0.01%	12,082	-	-	Mar 31, 2024
OPTIMUM FUND TRUST	0.00%	206,831	70,320	51.51%	Mar 28, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.	0.00%	21,024	-	-	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	1,128,192	65,885	6.20%	Feb 29, 2024
AMG FUNDS	0.00%	115,300	3,300	2.95%	Mar 28, 2024
HENNESSY FUNDS TRUST	0.00%	7,632	-	-	Jan 31, 2024
PUTNAM FUNDS TRUST	0.00%	774,982	-	-	Jan 31, 2024
Guardian Variable Products Trust	0.00%	59,760	-	-	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.00%	201,244	-	-	Feb 29, 2024
JANUS INVESTMENT FUND	0.00%	802,452	-	-	Dec 31, 2023
DEUTSCHE DWS INVESTMENT TRUST	0.00%	7,807	-	-	Jan 31, 2024
WILLIAM BLAIR FUNDS	0.00%	228,813	-205,474	-47.31%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	442,372	52,528	13.47%	Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	172,574	-125,679	-42.14%	Jan 31, 2024
Destra Investment Trust	0.00%	3,421	707	26.05%	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	126,476	-	-	Feb 29, 2024
CALAMOS INVESTMENT TRUST/IL	0.00%	178,486	-	-	Jan 31, 2024
VALIC Co II	0.00%	50,305	1,781	3.67%	Feb 28, 2021
OLD WESTBURY FUNDS INC	0.00%	177,650	177,650	-	Jan 31, 2024
JPMORGAN TRUST II	0.00%	1,203,988	-	-	Feb 29, 2024
FIDELITY COVINGTON TRUST	0.00%	21,905	5,407	32.77%	Mar 31, 2024
Global X Funds	0.00%	49,763	-6,516	-11.58%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	32,669	-2,481	-7.06%	Mar 31, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	4,000	-	-	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.00%	58,564	-	-	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	3,961	39	0.99%	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	23,337	-	-	Mar 28, 2024
AMERICAN CENTURY WORLD MUTUAL FUNDS INC	0.00%	7,363	-	-	Feb 29, 2024
Innovator ETFs Trust	0.00%	2,856	-	-	Jan 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)	0.00%	158,608	-	-	Feb 29, 2024
North Square Investments Trust	0.00%	6,144	-	-	Jan 31, 2024
VALIC Co I	0.00%	168,430	-20,620	-10.91%	Feb 29, 2024
PUTNAM VARIABLE TRUST	0.00%	20,175	4,710	30.46%	Mar 31, 2024
Dunham Funds	0.00%	35,179	1,457	4.32%	Jan 31, 2024
SCHWAB CAPITAL TRUST	0.00%	20,655	3,469	20.19%	Jan 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.00%	21,432	-	-	Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.00%	3,800	-	-	Mar 31, 2024
John Hancock Exchange-Traded Fund Trust	0.00%	2,817	-	-	Jan 31, 2024
Columbia Funds Variable Series Trust II	0.00%	14,755	-	-	Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	468,397	140,071	42.66%	Jan 31, 2024
Brighthouse Funds Trust II	0.00%	398,269	11,626	3.01%	Mar 31, 2024
OHIO NATIONAL FUND INC	0.00%	8,686	-	-	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	9,630	-	-	Mar 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	238,842	28,205	13.39%	Feb 29, 2024
RIVERPARK FUNDS TRUST	0.00%	3,319	735	28.44%	Dec 31, 2023
RBB FUND, INC.	0.00%	35,591	2,504	7.57%	Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III	0.00%	4,454	-7,216	-61.83%	Mar 31, 2024
Invesco Exchange-Traded Fund Trust II	0.00%	112,920	-8,352	-6.89%	Feb 29, 2024
LOOMIS SAYLES FUNDS II	0.00%	890,418	77,565	9.54%	Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	1,600	-	-	Mar 31, 2024
DEUTSCHE DWS SECURITIES TRUST	0.00%	11,443	-	-	Jan 31, 2024
Franklin Custodian Funds	0.00%	160,400	-	-	Mar 31, 2024
Federated Hermes Equity Funds	0.00%	6,000	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	128,881	40,995	46.65%	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	61,230	26,408	75.84%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	2,581	338	15.07%	Mar 31, 2024
JPMorgan Trust I	0.00%	225,809	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	25,900	-	-	Mar 28, 2024
PRUDENTIAL SERIES FUND	0.00%	13,246	-	-	Mar 28, 2024
PRINCIPAL VARIABLE CONTRACTS FUNDS INC	0.00%	5,900	-	-	Mar 31, 2024
FIDELITY ADVISOR SERIES I	0.00%	25,300	-	-	Feb 29, 2024
PACIFIC FUNDS SERIES TRUST	0.00%	38,457	-	-	Mar 31, 2023
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC	0.00%	1,714	-	-	Jan 31, 2024
MFS SERIES TRUST XV	0.00%	2,666	-	-	Jan 31, 2024
BNY Mellon ETF Trust	0.00%	2,581	2,581	-	Jan 31, 2024
SA FUNDS INVESTMENT TRUST	0.00%	1,558	-	-	Mar 31, 2024

Vertex's largest mutual fund holder by % of total assets is "ALGER FUNDS", owning 1.78M shares, compromising 1.85% of its total assets.

Vertex Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	198	8.79%
31 Mar, 24	182	23.81%
31 Dec, 23	147	18.55%
30 Sep, 23	124	-1.59%
30 Jun, 23	126	-5.26%
31 Mar, 23	133	29.13%
31 Dec, 22	103	39.19%
30 Sep, 22	74	-5.13%
30 Jun, 22	78	-12.36%
31 Mar, 22	89	3.49%
31 Dec, 21	86	3.61%
30 Sep, 21	83	9.21%
30 Jun, 21	76	-7.32%
31 Mar, 21	82	-17.17%
31 Dec, 20	99	10.00%
30 Sep, 20	90	-

As of 30 Jun 24, 198 institutions are holding Vertex's shares, representing an increase of 8.79% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	67,909,726	21.71%
31 Mar, 24	55,794,977	4.62%
31 Dec, 23	53,331,858	18.66%
30 Sep, 23	44,943,812	4.27%
30 Jun, 23	43,103,914	12.50%
31 Mar, 23	38,313,287	11.12%
31 Dec, 22	34,479,354	6.40%
30 Sep, 22	32,406,406	24.40%
30 Jun, 22	26,049,134	2.08%
31 Mar, 22	25,518,206	1.43%
31 Dec, 21	25,159,144	-1.42%
30 Sep, 21	25,521,029	0.98%
30 Jun, 21	25,273,507	-2.51%
31 Mar, 21	25,924,281	-8.02%
31 Dec, 20	28,185,626	12.25%
30 Sep, 20	25,109,977	-

Vertex (VERX) has 67.91M shares outstanding as of 30 Jun 24, up 21.71% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	44.03%	3.26%
31 Mar, 24	36.74%	2.99%
31 Dec, 23	35.07%	3.98%
30 Sep, 23	29.67%	3.63%
30 Jun, 23	28.61%	4.42%
31 Mar, 23	25.43%	4.82%
31 Dec, 22	22.96%	4.91%
30 Sep, 22	21.63%	7.12%
30 Jun, 22	17.43%	5.95%
31 Mar, 22	17.11%	5.90%
31 Dec, 21	17.02%	5.74%
30 Sep, 21	17.23%	5.87%
30 Jun, 21	17.13%	5.48%
31 Mar, 21	17.69%	4.76%
31 Dec, 20	19.27%	5.86%
30 Sep, 20	18.12%	-

As of 30 Jun 24, Vertex is held by 44.03% institutional shareholders, representing a 3.26% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	127	16.51%
31 Mar, 24	109	11.22%
31 Dec, 23	98	30.67%
30 Sep, 23	75	5.63%
30 Jun, 23	71	-15.48%
31 Mar, 23	84	25.37%
31 Dec, 22	67	45.65%
30 Sep, 22	46	24.32%
30 Jun, 22	37	-37.29%
31 Mar, 22	59	55.26%
31 Dec, 21	38	-19.15%
30 Sep, 21	47	27.03%
30 Jun, 21	37	-19.57%
31 Mar, 21	46	-28.13%
31 Dec, 20	64	-28.89%
30 Sep, 20	90	-

127 institutional shareholders have increased their position in VERX stock as of 30 Jun 24 compared to 109 in the previous quarter (a 16.51% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	46	-6.12%
31 Mar, 24	49	58.06%
31 Dec, 23	31	-3.13%
30 Sep, 23	32	6.67%
30 Jun, 23	30	11.11%
31 Mar, 23	27	3.85%
31 Dec, 22	26	30.00%
30 Sep, 22	20	-28.57%
30 Jun, 22	28	40.00%
31 Mar, 22	20	-41.18%
31 Dec, 21	34	88.89%
30 Sep, 21	18	-18.18%
30 Jun, 21	22	10.00%
31 Mar, 21	20	-13.04%
31 Dec, 20	23	-
30 Sep, 20	-	-

46 institutional shareholders have reduced their position in VERX stock as of 30 Jun 24 compared to 49 in the previous quarter (a -6.12% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	198	8.79%	67,909,726	21.71%	44.03%	3.26%	127	16.51%	46	-6.12%
31 Mar, 24	182	23.81%	55,794,977	4.62%	36.74%	2.99%	109	11.22%	49	58.06%
31 Dec, 23	147	18.55%	53,331,858	18.66%	35.07%	3.98%	98	30.67%	31	-3.13%
30 Sep, 23	124	-1.59%	44,943,812	4.27%	29.67%	3.63%	75	5.63%	32	6.67%
30 Jun, 23	126	-5.26%	43,103,914	12.50%	28.61%	4.42%	71	-15.48%	30	11.11%
31 Mar, 23	133	29.13%	38,313,287	11.12%	25.43%	4.82%	84	25.37%	27	3.85%
31 Dec, 22	103	39.19%	34,479,354	6.40%	22.96%	4.91%	67	45.65%	26	30.00%
30 Sep, 22	74	-5.13%	32,406,406	24.40%	21.63%	7.12%	46	24.32%	20	-28.57%
30 Jun, 22	78	-12.36%	26,049,134	2.08%	17.43%	5.95%	37	-37.29%	28	40.00%
31 Mar, 22	89	3.49%	25,518,206	1.43%	17.11%	5.90%	59	55.26%	20	-41.18%
31 Dec, 21	86	3.61%	25,159,144	-1.42%	17.02%	5.74%	38	-19.15%	34	88.89%
30 Sep, 21	83	9.21%	25,521,029	0.98%	17.23%	5.87%	47	27.03%	18	-18.18%
30 Jun, 21	76	-7.32%	25,273,507	-2.51%	17.13%	5.48%	37	-19.57%	22	10.00%
31 Mar, 21	82	-17.17%	25,924,281	-8.02%	17.69%	4.76%	46	-28.13%	20	-13.04%
31 Dec, 20	99	10.00%	28,185,626	12.25%	19.27%	5.86%	64	-28.89%	23	-
30 Sep, 20	90	-	25,109,977	-	18.12%	-	90	-	-	-

Vertex Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	59,048	$35.80	$2.11M	163,966
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	80,952	$36.52	$2.96M	83,014
Jul 24, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$37.81	$56.72M	1,054,641
Jun 07, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$32.93	$49.40M	2,554,641
Apr 09, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	791,133	$30.05	$23.77M	1,554,641
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	50,669	$30.23	$1.53M	30,692
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	30,692	$30.22	$927.54K	-
Mar 28, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	27,128	$30.27	$821.19K	965,073
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	100	$30.00	$3.00K	128,883
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	47,522	$30.09	$1.43M	81,361

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	59,048	$35.80	$2.11M	163,966
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	80,952	$36.52	$2.96M	83,014
Aug 15, 2024	ANDERSEN ERIC C.	director	-	M-Exempt	Sell	140,000	$2.50	$350.00K	22,000
Jul 24, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$37.81	$56.72M	1,054,641
Jun 07, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$32.93	$49.40M	2,554,641
May 02, 2024	Westphal Jeffrey	10 percent owner	-	C-Conversion	Sell	2,500,000	-	-	6,749,286
Apr 09, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	791,133	$30.05	$23.77M	1,554,641
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	50,669	$30.23	$1.53M	30,692
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	30,692	$30.22	$927.54K	-
Mar 28, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	27,128	$30.27	$821.19K	965,073
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	100	$30.00	$3.00K	128,883
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	47,522	$30.09	$1.43M	81,361

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	ANDERSEN ERIC C.	director	-	M-Exempt	Buy	140,000	$2.50	$350.00K	223,014
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	59,048	$35.80	$2.11M	163,966
Aug 15, 2024	ANDERSEN ERIC C.	director	-	S-Sale	Sell	80,952	$36.52	$2.96M	83,014
Aug 15, 2024	ANDERSEN ERIC C.	director	-	M-Exempt	Sell	140,000	$2.50	$350.00K	22,000
Jul 24, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$37.81	$56.72M	1,054,641
Jun 14, 2024	Saunders Philip Seth	director	-	A-Award	Buy	5,705	-	-	29,641
Jun 14, 2024	Thompson Stefanie Westphal	director, 10 percent owner		A-Award	Buy	5,705	-	-	46,030
Jun 14, 2024	Radcliffe Amanda Westphal	director, 10 percent owner		A-Award	Buy	5,705	-	-	138,065
Jun 14, 2024	Gayton Bradley M	director	-	A-Award	Buy	5,705	-	-	38,135
Jun 14, 2024	Stamm John Richard	director	-	A-Award	Buy	5,705	-	-	21,635
Jun 14, 2024	ANDERSEN ERIC C.	director	-	A-Award	Buy	5,705	-	-	83,014
Jun 07, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	1,500,000	$32.93	$49.40M	2,554,641
May 02, 2024	Westphal Jeffrey	10 percent owner	-	C-Conversion	Sell	2,500,000	-	-	6,749,286
May 02, 2024	Westphal Jeffrey	10 percent owner	-	C-Conversion	Buy	2,500,000	-	-	4,054,641
Apr 09, 2024	Westphal Jeffrey	10 percent owner	-	S-Sale	Sell	791,133	$30.05	$23.77M	1,554,641
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	50,669	$30.23	$1.53M	30,692
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	30,692	$30.22	$927.54K	-
Mar 28, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	27,128	$30.27	$821.19K	965,073
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	100	$30.00	$3.00K	128,883
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10 percent owner, other	13(D) GROUP MEMBER	S-Sale	Sell	47,522	$30.09	$1.43M	81,361

The last insider sell of Vertex's stock was made by ANDERSEN ERIC C. on Aug 15 2024, selling 59,048 shares at $35.80 per share (valued at $2.11M).

Vertex Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	4	25.00%
Q2 2024	7	3	233.33%
Q1 2024	18	83	21.69%
Q4 2023	9	57	15.79%
Q3 2023	4	14	28.57%
Q2 2023	11	26	42.31%
Q1 2023	16	57	28.07%
Q4 2022	7	20	35.00%
Q3 2022	-	11	-
Q2 2022	8	4	200.00%
Q1 2022	6	3	200.00%
Q4 2021	1	3	33.33%
Q3 2021	-	1	-
Q2 2021	10	7	142.86%
Q1 2021	14	6	233.33%
Q4 2020	1	1	100.00%
Q3 2020	12	52	23.08%

1 total buy trades, and 4 total sell trades (buy/sell ratio of 0.25%) were made by Vertex's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	3	-
Q2 2024	-	2	-
Q1 2024	-	54	-
Q4 2023	-	51	-
Q3 2023	-	8	-
Q2 2023	-	22	-
Q1 2023	-	37	-
Q4 2022	-	11	-
Q3 2022	-	11	-
Q2 2022	-	3	-
Q1 2022	1	2	50.00%
Q4 2021	-	2	-
Q3 2021	-	1	-
Q2 2021	-	3	-
Q1 2021	-	-	-
Q4 2020	-	-	-
Q3 2020	4	2	200.00%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Vertex's stocks.

Vertex Peer Ownership

Ticker	Company
CWAN	Clearwater Analytics Holdings, Inc.
GWRE	Guidewire Software, Inc.
NCNO	nCino, Inc.
MLNK	MeridianLink, Inc.
PRO	PROS Holdings, Inc.
PWSC	PowerSchool Holdings, Inc.
LAW	CS Disco, Inc.
ENV	Envestnet, Inc.
ENFN	Enfusion, Inc.
CXM	Sprinklr, Inc.
DV	DoubleVerify Holdings, Inc.
EXFY	Expensify, Inc.
ALKT	Alkami Technology, Inc.

VERX Ownership FAQ

Who Owns Vertex?

Vertex is owned by institutional shareholders (44.03%), insiders (21.12%), and public (34.85%). The largest institutional shareholder of Vertex is VANGUARD GROUP INC (4.14% of total shares) and the top mutual fund owner is ALGER FUNDS (1.85% of total shares).

Who are the major institutional shareholders of Vertex?

Vertex's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., TENSILE CAPITAL MANAGEMENT LP, FRED ALGER MANAGEMENT, LLC, and NEUBERGER BERMAN GROUP LLC. The top five shareholders own together 15.08% of the company's share outstanding.

How many Vertex shareholders are there?

As of Jun 2024, there are 198 institutional shareholders of Vertex.

What percentage of Vertex is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 6.39M shares of Vertex, representing 4.14% of the company's total shares outstanding, valued at $230.26M (as of Jun 2024).

What percentage of Vertex is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 4.66M shares of Vertex (VERX), compromising 3.02% of the company, valued at $168.13M.

What percentage of Vertex is owned by TENSILE CAPITAL MANAGEMENT LP?

TENSILE CAPITAL MANAGEMENT LP is the third largest holder of Vertex. The company owns 4.63M of the company's shares outstanding (worth $167.04M).