Recent Quarter Total Invested
$2.45 B
Recent Quarter Institutional Ownership Percentage
44.03%
Total Invested of Last Quarter
$1.77 B
Ownership Percentage of Last Quarter
36.74%
Vertex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 6.39 M | $230.26 M | 10.29% | 4.14% |
| BLACKROCK INC. | 08/13/2024 | 4.66 M | $168.13 M | 273.44% | 3.02% |
| TENSILE CAPITAL MANAGEMENT LP | 08/14/2024 | 4.63 M | $167.04 M | -2.67% | 3.00% |
| FRED ALGER MANAGEMENT, LLC | 08/14/2024 | 4.09 M | $147.35 M | -10.43% | 2.65% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 3.49 M | $125.75 M | -2.32% | 2.26% |
| UBS GROUP AG | 08/14/2024 | 2.85 M | $102.73 M | 100.00% | 1.85% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/26/2024 | 2.81 M | $101.15 M | -0.04% | 1.82% |
| FMR LLC | 08/13/2024 | 2.23 M | $80.49 M | 562,315.37% | 1.45% |
| LEGACY ADVISORS, LLC | 07/30/2024 | 2.16 M | $77.99 M | -0.03% | 1.40% |
| JPMORGAN CHASE & CO | 08/12/2024 | 2.01 M | $72.36 M | -3.21% | 1.30% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/08/2024 | 1.75 M | $63.23 M | 26.47% | 1.14% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 1.60 M | $57.75 M | 4.77% | 1.04% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 07/30/2024 | 1.60 M | $57.54 M | 0.00% | 1.03% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 1.44 M | $51.80 M | 47.26% | 0.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.24 M | $44.63 M | 128.81% | 0.80% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2024 | 1.21 M | $43.56 M | 2.19% | 0.78% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 1.07 M | $38.45 M | 29.09% | 0.69% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.04 M | $37.34 M | 100.00% | 0.67% |
| STATE STREET CORP | 08/14/2024 | 998,306 | $35.99 M | 162.26% | 0.65% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 964,132 | $34.76 M | 100.00% | 0.63% |
| BANQUE PICTET & CIE SA | 07/25/2024 | 949,540 | $34.23 M | 551.89% | 0.62% |
| NEXT CENTURY GROWTH INVESTORS LLC | 08/14/2024 | 848,394 | $30.58 M | -33.46% | 0.55% |
| PEMBROKE MANAGEMENT, LTD | 08/01/2024 | 844,619 | $30.45 M | -8.90% | 0.55% |
| APERTURE INVESTORS, LLC | 08/14/2024 | 818,337 | $29.50 M | 0.01% | 0.53% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 782,715 | $28.22 M | 8.10% | 0.51% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 778,660 | $28.07 M | 5.32% | 0.50% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 771,573 | $27.82 M | -9.14% | 0.50% |
| LORD, ABBETT & CO. LLC | 08/14/2024 | 721,138 | $26.00 M | 100.00% | 0.47% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/15/2024 | 704,487 | $25.40 M | -1.18% | 0.46% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 668,178 | $24.09 M | 6.47% | 0.43% |
| ABRDN PLC | 08/09/2024 | 643,941 | $23.21 M | 70.39% | 0.42% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/15/2024 | 615,061 | $22.17 M | 100.00% | 0.40% |
| BARCLAYS PLC | 08/14/2024 | 552,573 | $19.92 M | 801.53% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 484,607 | $17.47 M | 24.78% | 0.31% |
| UBS GROUP AG | 08/14/2024 | 475,861 | $17.15 M | 6,088.85% | 0.31% |
| AXIOM INVESTORS LLC /DE | 08/13/2024 | 475,260 | $17.13 M | 19.15% | 0.31% |
| BESSEMER GROUP INC | 08/13/2024 | 427,709 | $15.42 M | 71.95% | 0.28% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 417,380 | $15.05 M | 26.72% | 0.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 409,571 | $14.77 M | 8.01% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 408,982 | $14.74 M | 58.65% | 0.27% |
| INVESCO LTD. | 08/13/2024 | 404,799 | $14.59 M | 47.06% | 0.26% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 377,100 | $13.59 M | 36.24% | 0.24% |
| JENNISON ASSOCIATES LLC | 08/05/2024 | 345,357 | $12.45 M | 100.00% | 0.22% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 08/02/2024 | 345,257 | $12.45 M | 0.00% | 0.22% |
| MIZUHO MARKETS AMERICAS LLC | 07/31/2024 | 344,024 | $12.40 M | 100.00% | 0.22% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 306,141 | $11.04 M | 0.15% | 0.20% |
| BANCO SANTANDER, S.A. | 07/29/2024 | 297,873 | $10.74 M | 100.00% | 0.19% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 295,724 | $10.66 M | 5.72% | 0.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 256,850 | $9.26 M | 2,567.19% | 0.17% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 250,894 | $9.04 M | 2.35% | 0.16% |
Vertex, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of VERX shares?
During the previous two years, 246 institutional investors and hedge funds held shares of Vertex, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.39 M
BlackRock Inc.: 4.66 M
Tensile Capital Management LP: 4.63 M
FRED ALGER MANAGEMENT, LLC: 4.09 M
Neuberger Berman Group LLC: 3.49 M
Conestoga Capital Advisors, LLC: 2.81 M
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What percentage of Vertex, Inc. stock is owned by institutional investors?
44.03% of Vertex, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at VERX ?
Institutional investors have bought a total of 69.10 M shares in the last 24 months. This purchase volume represents approximately $2.66 B in transactions.