Vertex Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.35 M | $166.72 M | -0.46% | 5.79% |
| UBS GROUP AG | 01/29/2026 | 5.73 M | $114.40 M | 196.60% | 3.97% |
| BLACKROCK, INC. | 02/12/2026 | 5.64 M | $112.65 M | 6.11% | 3.91% |
| TENSILE CAPITAL MANAGEMENT LP | 02/17/2026 | 3.42 M | $68.30 M | -10.10% | 2.37% |
| UBS GROUP AG | 01/29/2026 | 2.85 M | $56.90 M | 0.00% | 1.98% |
| NOMURA HOLDINGS INC | 02/17/2026 | 3.17 M | $63.37 M | 31,728.94% | 1.96% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 2.82 M | $56.32 M | -5.63% | 1.74% |
| BROWN ADVISORY INC | 02/13/2026 | 2.78 M | $55.49 M | -9.80% | 1.71% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 2.71 M | $54.13 M | -7.58% | 1.67% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 2.70 M | $53.88 M | -24.37% | 1.66% |
| CONESTOGA CAPITAL ADVISORS, LLC | 02/02/2026 | 2.51 M | $50.06 M | -1.43% | 1.55% |
| STATE STREET CORP | 02/13/2026 | 1.85 M | $36.93 M | 7.98% | 1.28% |
| PARK WEST ASSET MANAGEMENT LLC | 02/17/2026 | 1.83 M | $36.61 M | 46.67% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.79 M | $35.81 M | 5.48% | 1.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.72 M | $34.34 M | -4.15% | 1.06% |
| BARCLAYS PLC | 02/13/2026 | 1.47 M | $29.30 M | 74.02% | 1.02% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.54 M | $30.76 M | -28.75% | 0.95% |
| LEGACY ADVISORS, LLC | 01/27/2026 | 1.34 M | $26.84 M | 0.00% | 0.83% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.34 M | $26.66 M | 49.52% | 0.82% |
| ABRDN PLC | 01/16/2026 | 1.22 M | $24.40 M | -15.50% | 0.75% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.08 M | $21.60 M | 154.95% | 0.75% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.22 M | $24.27 M | 42.23% | 0.75% |
| CITADEL ADVISORS LLC | 02/17/2026 | 975.40 K | $19.48 M | 424.47% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 971.67 K | $19.40 M | 74.25% | 0.67% |
| MORGAN STANLEY | 02/13/2026 | 924.89 K | $18.47 M | -4.99% | 0.64% |
| CITIGROUP INC | 02/13/2026 | 1.02 M | $20.44 M | 381.76% | 0.63% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 1.01 M | $20.07 M | -22.75% | 0.62% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 991.82 K | $19.81 M | 21.08% | 0.61% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 746.36 K | $14.90 M | 20.74% | 0.52% |
| BANQUE PICTET & CIE SA | 01/16/2026 | 818.65 K | $16.35 M | -13.29% | 0.50% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 818.25 K | $16.34 M | -17.12% | 0.50% |
| JANE STREET GROUP, LLC | 02/12/2026 | 719.12 K | $14.36 M | 121.50% | 0.50% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 799.77 K | $15.97 M | 0.65% | 0.49% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 776.39 K | $15.50 M | -3.15% | 0.48% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 02/06/2026 | 766.22 K | $15.30 M | -29.79% | 0.47% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 02/13/2026 | 739.67 K | $14.77 M | -63.91% | 0.46% |
| CIBC WORLD MARKETS CORP | 02/12/2026 | 704.64 K | $14.07 M | 100.00% | 0.43% |
| BROWN CAPITAL MANAGEMENT LLC | 02/17/2026 | 610.33 K | $12.19 M | -53.15% | 0.42% |
| HYPERION CAPITAL ADVISORS LP | 02/13/2026 | 650.00 K | $12.98 M | 20.37% | 0.40% |
| PEMBROKE MANAGEMENT, LTD | 02/12/2026 | 648.10 K | $12.94 M | -20.78% | 0.40% |
| NORTHERN TRUST CORP | 02/17/2026 | 634.35 K | $12.67 M | -1.58% | 0.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 610.06 K | $12.18 M | 2.28% | 0.38% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 507.61 K | $10.14 M | 47.74% | 0.35% |
| FRED ALGER MANAGEMENT, LLC | 02/17/2026 | 439.42 K | $8.78 M | -37.49% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 435.80 K | $8.70 M | 6.66% | 0.30% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 464.16 K | $9.27 M | -68.49% | 0.29% |
| PREMIER FUND MANAGERS LTD | 02/03/2026 | 453.30 K | $9.08 M | -20.94% | 0.28% |
| MIZUHO MARKETS AMERICAS LLC | 02/06/2026 | 378.93 K | $7.57 M | -3.56% | 0.23% |
| GAGNON SECURITIES LLC | 02/13/2026 | 364.64 K | $7.28 M | -3.71% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 268.80 K | $5.37 M | 100.00% | 0.19% |
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Vertex Inc institutional Ownership - FAQ's
During the previous two years, 300 institutional investors and hedge funds held shares of Vertex Inc. The most heavily invested institutionals were:
UBS Group AG: 5.46 M
Legacy Advisors, LLC: 1.34 M
BANQUE PICTET & CIE SA: 553,975
GAGNON SECURITIES LLC: 468,220
Counterpoint Mutual Funds LLC: 406,757
Gagnon Advisors, LLC: 297,050
58.51% of Vertex Inc stock is owned by institutional investors.
Institutional investors have bought a total of 87.06 M shares in the last 24 months. This purchase volume represents approximately $1.30 B in transactions.