Vertex Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 5.66 M | $67.29 M | 0.32% | 3.23% |
| UBS GROUP AG | 05/05/2026 | 5.46 M | $64.97 M | -4.62% | 3.12% |
| 05/08/2026 | 4.78 M | $56.84 M | 100.00% | 2.73% | |
| MORGAN STANLEY | 05/15/2026 | 4.29 M | $51.05 M | 364.19% | 2.45% |
| TENSILE CAPITAL MANAGEMENT LP | 05/15/2026 | 3.40 M | $40.41 M | -0.63% | 1.94% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.37 M | $39.34 M | 96.05% | 1.93% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 3.18 M | $37.80 M | 100.00% | 1.82% |
| 05/15/2026 | 3.12 M | $37.04 M | 100.00% | 1.78% | |
| UBS GROUP AG | 05/05/2026 | 2.85 M | $33.88 M | 0.00% | 1.63% |
| NOMURA HOLDINGS INC | 05/15/2026 | 2.62 M | $31.17 M | -17.39% | 1.50% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.36 M | $28.11 M | 118.54% | 1.35% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 2.13 M | $25.38 M | -21.24% | 1.22% |
| STATE STREET CORP | 05/15/2026 | 1.91 M | $22.72 M | 3.33% | 1.09% |
| BROWN ADVISORY INC | 05/15/2026 | 1.81 M | $21.51 M | -34.90% | 1.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.77 M | $21.07 M | -1.18% | 1.01% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.64 M | $19.49 M | 494.10% | 0.94% |
| LEGACY ADVISORS, LLC | 05/05/2026 | 1.34 M | $15.98 M | 0.00% | 0.77% |
| BARCLAYS PLC | 05/15/2026 | 1.31 M | $15.59 M | -10.65% | 0.75% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.28 M | $15.21 M | 5.27% | 0.73% |
| DIVISAR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.20 M | $14.22 M | 378.28% | 0.68% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.15 M | $13.70 M | 18.17% | 0.66% |
| CITIGROUP INC | 05/11/2026 | 1.15 M | $13.68 M | 12.41% | 0.66% |
| PALISADE CAPITAL MANAGEMENT, LP | 05/15/2026 | 1.14 M | $13.58 M | 53.00% | 0.65% |
| 05/12/2026 | 1.05 M | $12.53 M | 100.00% | 0.60% | |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 1.00 M | $11.89 M | 100.00% | 0.57% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 982.23 K | $11.68 M | -0.97% | 0.56% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 935.67 K | $11.13 M | 1,906.75% | 0.53% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 932.52 K | $11.09 M | -4.03% | 0.53% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 805.86 K | $9.58 M | -19.82% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 700.65 K | $8.33 M | -2.57% | 0.40% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 682.65 K | $8.12 M | -10.91% | 0.39% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 653.51 K | $7.77 M | 2,769.43% | 0.37% |
| NORTHERN TRUST CORP | 05/14/2026 | 640.43 K | $7.61 M | 0.96% | 0.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 605.91 K | $7.20 M | -0.68% | 0.35% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 582.43 K | $6.92 M | -28.82% | 0.33% |
| FRESHFORD CAPITAL MANAGEMENT, LLC | 05/15/2026 | 565.55 K | $6.72 M | 100.00% | 0.32% |
| BANQUE PICTET & CIE SA | 04/14/2026 | 553.98 K | $6.59 M | -32.33% | 0.32% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 05/15/2026 | 535.90 K | $6.37 M | 136.04% | 0.31% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 511.67 K | $6.08 M | 0.80% | 0.29% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 507.37 K | $6.03 M | 100.00% | 0.29% |
| HYPERION CAPITAL ADVISORS LP | 05/15/2026 | 480.00 K | $5.71 M | -26.15% | 0.27% |
| GAGNON SECURITIES LLC | 04/22/2026 | 468.22 K | $5.57 M | 28.41% | 0.27% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 434.85 K | $5.17 M | 54.16% | 0.25% |
| BROWN CAPITAL MANAGEMENT LLC | 05/14/2026 | 434.58 K | $5.17 M | -28.80% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 409.00 K | $4.86 M | -6.15% | 0.23% |
| COUNTERPOINT MUTUAL FUNDS LLC | 04/27/2026 | 406.76 K | $4.84 M | 100.00% | 0.23% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 388.11 K | $4.61 M | 65.88% | 0.22% |
| FMR LLC | 05/15/2026 | 333.72 K | $3.97 M | 3,926.00% | 0.19% |
| PIER CAPITAL, LLC | 05/14/2026 | 312.23 K | $3.71 M | 27.66% | 0.18% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 300.20 K | $3.57 M | 100.00% | 0.17% |
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Vertex Inc institutional Ownership - FAQ's
During the previous two years, 305 institutional investors and hedge funds held shares of Vertex Inc. The most heavily invested institutionals were:
Legacy Advisors, LLC: 1.34 M
GENEVA CAPITAL MANAGEMENT LLC: 1.19 M
CITIGROUP INC: 972,967
GAGNON SECURITIES LLC: 761,026
BANQUE PICTET & CIE SA: 547,975
NEW YORK STATE COMMON RETIREMENT FUND: 434,848
55.67% of Vertex Inc stock is owned by institutional investors.
Institutional investors have bought a total of 85.55 M shares in the last 24 months. This purchase volume represents approximately $1.28 B in transactions.