Vertex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DLD ASSET MANAGEMENT, LP | 08/13/2025 | 8.50 M | $10.22 M | 100.00% | 5.35% |
| BLACKROCK, INC. | 08/12/2025 | 5.82 M | $205.79 M | 9.75% | 3.66% |
| TENSILE CAPITAL MANAGEMENT LP | 08/14/2025 | 3.64 M | $128.76 M | -0.45% | 2.29% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/30/2025 | 3.40 M | $120.08 M | 15.29% | 2.14% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/05/2025 | 3.02 M | $106.63 M | 47.70% | 1.90% |
| WASATCH ADVISORS LP | 08/14/2025 | 2.50 M | $88.29 M | 100.00% | 1.57% |
| CAPITAL WORLD INVESTORS | 08/13/2025 | 2.19 M | $77.50 M | 38.03% | 1.38% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 08/12/2025 | 1.71 M | $60.38 M | 100.00% | 1.08% |
| FRED ALGER MANAGEMENT, LLC | 08/14/2025 | 1.69 M | $59.57 M | 1.04% | 1.06% |
| FMR LLC | 08/14/2025 | 1.57 M | $55.56 B | 12.73% | 0.99% |
| ABRDN PLC | 07/24/2025 | 1.46 M | $52.16 M | -3.38% | 0.92% |
| BROWN CAPITAL MANAGEMENT LLC | 08/13/2025 | 1.43 M | $50.47 M | 114.85% | 0.90% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2025 | 1.42 M | $50.10 M | -7.44% | 0.89% |
| LOOMIS SAYLES & CO L P | 08/13/2025 | 1.20 M | $42.23 M | -19.80% | 0.75% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/08/2025 | 1.08 M | $38.08 M | 100.00% | 0.68% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 1.07 M | $37.73 M | 0.29% | 0.67% |
| BANQUE PICTET & CIE SA | 07/16/2025 | 958.37 K | $33.86 M | -4.49% | 0.60% |
| PREMIER FUND MANAGERS LTD | 08/11/2025 | 923.92 K | $31.89 M | 28.31% | 0.58% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 07/29/2025 | 761.60 K | $26.91 M | 4.77% | 0.48% |
| PEMBROKE MANAGEMENT, LTD | 08/07/2025 | 757.52 K | $26.77 M | 12.39% | 0.48% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/12/2025 | 755.10 K | $26.68 M | 100.00% | 0.48% |
| APERTURE INVESTORS, LLC | 08/14/2025 | 720.44 K | $25.46 M | 11.83% | 0.45% |
| SHAWSPRING PARTNERS LLC | 08/14/2025 | 712.45 K | $25.17 M | 45.35% | 0.45% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2025 | 624.62 K | $22.07 M | 7.70% | 0.39% |
| BESSEMER GROUP INC | 08/01/2025 | 580.80 K | $20.52 M | -16.40% | 0.37% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2025 | 550.68 K | $19.46 M | -12.84% | 0.35% |
| JENNISON ASSOCIATES LLC | 08/01/2025 | 524.71 K | $18.54 M | 25.76% | 0.33% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/14/2025 | 454.46 K | $16.06 M | 32.48% | 0.29% |
| MORGAN STANLEY | 08/15/2025 | 440.28 K | $15.56 B | -23.29% | 0.28% |
| CHICAGO CAPITAL, LLC | 07/17/2025 | 432.45 K | $15.28 M | 14.37% | 0.27% |
| TOROSO INVESTMENTS, LLC | 08/14/2025 | 400.29 K | $14.14 M | 34.49% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2025 | 393.34 K | $13.90 B | 410.22% | 0.25% |
| MIZUHO MARKETS AMERICAS LLC | 08/01/2025 | 355.22 K | $12.55 M | 23.72% | 0.22% |
| SPENCE ASSET MANAGEMENT | 07/11/2025 | 339.31 K | $11.99 M | 1.44% | 0.21% |
| BANCO SANTANDER, S.A. | 08/01/2025 | 338.00 K | $11.94 M | -3.43% | 0.21% |
| NEXT CENTURY GROWTH INVESTORS LLC | 08/14/2025 | 331.38 K | $11.71 M | -0.74% | 0.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 308.44 K | $10.90 M | 58.95% | 0.19% |
| FULCRUM ASSET MANAGEMENT LLP | 08/12/2025 | 282.18 K | $254.42 K | 100.00% | 0.18% |
| GAGNON SECURITIES LLC | 07/23/2025 | 269.85 K | $9.54 M | 0.46% | 0.17% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2025 | 261.82 K | $9.25 M | -24.76% | 0.16% |
| WHITTIER TRUST CO | 07/30/2025 | 260.88 K | $9.22 M | 2.60% | 0.16% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 08/01/2025 | 259.23 K | $9.16 M | 1.70% | 0.16% |
| NORRIS PERNE & FRENCH LLP/MI | 07/17/2025 | 252.03 K | $8.91 M | 7.57% | 0.16% |
| ROYAL BANK OF CANADA | 08/14/2025 | 234.21 K | $8.28 M | 29.41% | 0.15% |
| PIER CAPITAL, LLC | 08/05/2025 | 231.63 K | $8.18 M | -6.90% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 08/14/2025 | 229.99 K | $8.13 B | 1,414.26% | 0.14% |
| SUMMIT CREEK ADVISORS LLC | 08/06/2025 | 205.33 K | $7.26 M | 117.32% | 0.13% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 08/14/2025 | 185.64 K | $6.56 M | -25.67% | 0.12% |
| MARSHALL WACE, LLP | 08/13/2025 | 173.68 K | $6.14 M | -18.77% | 0.11% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/13/2025 | 166.93 K | $5.90 M | 1.70% | 0.11% |
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Vertex, Inc. institutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of Vertex, Inc.. The most heavily invested institutionals were:
DLD Asset Management, LP: 8.5 M
BlackRock, Inc.: 5.82 M
Tensile Capital Management LP: 3.64 M
Conestoga Capital Advisors, LLC: 3.4 M
GENEVA CAPITAL MANAGEMENT LLC: 3.02 M
WASATCH ADVISORS LP: 2.5 M
58.38% of Vertex, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 67.24 M shares in the last 24 months. This purchase volume represents approximately $1.74 B in transactions.