Vertex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 6.72 M | $258.84 M | 5.23% | 4.65% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.01 M | $192.84 M | 100.00% | 3.47% |
| TENSILE CAPITAL MANAGEMENT LP | 11/14/2024 | 4.05 M | $156.10 M | -12.52% | 2.81% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 3.47 M | $133.78 M | -0.41% | 2.41% |
| UBS GROUP AG | 11/14/2024 | 2.85 M | $109.74 M | 0.00% | 1.97% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2024 | 2.54 M | $97.96 M | -37.77% | 1.76% |
| FMR LLC | 11/13/2024 | 2.29 M | $88.10 M | 2.46% | 1.58% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/28/2024 | 2.28 M | $87.81 M | -18.73% | 1.58% |
| LEGACY ADVISORS, LLC | 11/13/2024 | 2.16 M | $83.30 M | -0.02% | 1.50% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.79 M | $69.01 M | -10.72% | 1.24% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1.69 M | $69.44 M | 17.63% | 1.17% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 1.66 M | $63.75 M | -5.62% | 1.15% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 1.57 M | $60.31 M | -2.24% | 1.08% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/05/2024 | 1.45 M | $55.86 M | 40.07% | 1.00% |
| STATE STREET CORP | 11/14/2024 | 1.36 M | $52.45 M | 36.42% | 0.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.28 M | $49.12 M | 3.04% | 0.88% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.23 M | $47.35 M | 15.26% | 0.85% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 1.13 M | $43.50 M | -6.50% | 0.78% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.07 M | $41.11 M | 10.71% | 0.74% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.01 M | $38.97 M | 64.53% | 0.70% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 977,621 | $37.65 M | 219.34% | 0.68% |
| BANQUE PICTET & CIE SA | 10/21/2024 | 961,690 | $37.03 M | 1.28% | 0.67% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 933,034 | $35.93 M | 29.38% | 0.65% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 911,152 | $35.08 M | 36.36% | 0.63% |
| APERTURE INVESTORS, LLC | 11/14/2024 | 854,579 | $32.91 M | 4.43% | 0.59% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 843,006 | $32.46 M | 7.70% | 0.58% |
| PEMBROKE MANAGEMENT, LTD | 10/29/2024 | 822,401 | $31.67 M | -2.63% | 0.57% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 772,286 | $29.74 M | 0.09% | 0.53% |
| MORGAN STANLEY | 11/14/2024 | 649,413 | $25.01 M | 165.93% | 0.45% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 628,689 | $24.21 M | -10.76% | 0.44% |
| ABRDN PLC | 10/25/2024 | 588,345 | $22.66 M | -8.63% | 0.41% |
| BARCLAYS PLC | 11/19/2024 | 582,273 | $22.42 M | 5.37% | 0.40% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 549,413 | $21.16 M | -29.44% | 0.38% |
| BROWN CAPITAL MANAGEMENT LLC | 11/12/2024 | 543,699 | $20.94 M | 100.00% | 0.38% |
| BESSEMER GROUP INC | 11/12/2024 | 538,821 | $20.75 M | 25.98% | 0.37% |
| PREMIER FUND MANAGERS LTD | 11/08/2024 | 524,775 | $19.28 M | 786.97% | 0.36% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 509,517 | $19.62 M | 22.08% | 0.35% |
| NEXT CENTURY GROWTH INVESTORS LLC | 11/14/2024 | 504,191 | $19.42 M | -40.57% | 0.35% |
| UBS GROUP AG | 11/14/2024 | 493,791 | $19.02 M | 3.77% | 0.34% |
| AXIOM INVESTORS LLC /DE | 11/12/2024 | 475,010 | $18.29 M | -0.05% | 0.33% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 469,526 | $18.08 M | 35.95% | 0.33% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 461,938 | $17.79 M | 261.00% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 432,068 | $16.64 M | 5.64% | 0.30% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 420,567 | $16.20 M | 6,485.77% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 373,253 | $14.37 M | -22.98% | 0.26% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 345,257 | $13.30 M | 0.00% | 0.24% |
| INVESCO LTD. | 11/12/2024 | 342,084 | $13.17 M | -15.49% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 311,036 | $11.98 M | 24.59% | 0.22% |
| BANCO SANTANDER, S.A. | 11/12/2024 | 310,000 | $11.94 M | 4.07% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 309,500 | $11.92 M | -17.93% | 0.21% |
Vertex, Inc.institutional Ownership - FAQ's
During the previous two years, 240 institutional investors and hedge funds held shares of Vertex, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.72 M
BlackRock Funding, Inc. /DE: 5.01 M
Tensile Capital Management LP: 4.05 M
Neuberger Berman Group LLC: 3.47 M
FRED ALGER MANAGEMENT, LLC: 2.54 M
FMR LLC: 2.29 M
47.91% of Vertex, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 73.70 M shares in the last 24 months. This purchase volume represents approximately $3.94 B in transactions.