Vertex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 8.39 M | $207.92 M | 8.95% | 5.28% |
| BLACKROCK, INC. | 11/12/2025 | 5.32 M | $131.80 M | -8.71% | 3.35% |
| TENSILE CAPITAL MANAGEMENT LP | 11/14/2025 | 3.80 M | $94.31 M | 4.41% | 2.39% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 3.57 M | $88.45 M | 231.03% | 2.25% |
| BROWN ADVISORY INC | 11/14/2025 | 3.08 M | $76.38 M | 100.00% | 1.94% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 2.99 M | $74.09 M | -5.62% | 1.88% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 2.93 M | $72.71 M | -2.81% | 1.85% |
| UBS GROUP AG | 11/13/2025 | 2.85 M | $70.64 M | 0.00% | 1.79% |
| WASATCH ADVISORS LP | 11/14/2025 | 2.73 M | $67.64 M | 9.20% | 1.72% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/24/2025 | 2.54 M | $63.04 M | -25.17% | 1.60% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.16 M | $53.58 M | 76.65% | 1.36% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2025 | 2.05 M | $50.81 M | 19.94% | 1.29% |
| UBS GROUP AG | 11/13/2025 | 1.93 M | $47.88 M | 92.01% | 1.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.79 M | $44.47 M | 12.21% | 1.13% |
| STATE STREET CORP | 11/14/2025 | 1.71 M | $42.45 M | 9.34% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.70 M | $42.14 M | 10.70% | 1.07% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.47 M | $36.51 M | -37.63% | 0.93% |
| ABRDN PLC | 11/07/2025 | 1.45 M | $35.97 M | -1.02% | 0.91% |
| LEGACY ADVISORS, LLC | 11/13/2025 | 1.34 M | $33.31 M | 2,730.08% | 0.85% |
| BROWN CAPITAL MANAGEMENT LLC | 11/04/2025 | 1.30 M | $32.29 M | -8.80% | 0.82% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 1.30 M | $32.25 M | -8.24% | 0.82% |
| PARK WEST ASSET MANAGEMENT LLC | 11/14/2025 | 1.25 M | $30.99 M | 100.00% | 0.79% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 1.09 M | $27.05 M | 2.19% | 0.69% |
| SHAWSPRING PARTNERS LLC | 11/13/2025 | 1.08 M | $26.81 M | 51.79% | 0.68% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 987.27 K | $24.48 M | 3.41% | 0.62% |
| MORGAN STANLEY | 11/14/2025 | 973.44 K | $24.13 M | 121.10% | 0.61% |
| BANQUE PICTET & CIE SA | 10/21/2025 | 944.07 K | $23.40 M | -1.49% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 892.95 K | $22.14 M | 44.62% | 0.56% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 854.38 K | $21.18 M | 12.18% | 0.54% |
| BARCLAYS PLC | 11/12/2025 | 843.22 K | $20.90 M | 23.46% | 0.53% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 819.13 K | $20.31 M | 56.11% | 0.52% |
| PEMBROKE MANAGEMENT, LTD | 10/28/2025 | 818.05 K | $20.28 M | 7.99% | 0.51% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 801.64 K | $19.87 M | -2.15% | 0.50% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 794.64 K | $19.70 M | -26.86% | 0.50% |
| APERTURE INVESTORS, LLC | 11/14/2025 | 752.43 K | $18.65 M | 4.44% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 728.63 K | $18.06 M | 803.11% | 0.46% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 728.45 K | $18.06 M | -3.53% | 0.46% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2025 | 702.97 K | $17.43 M | -58.41% | 0.44% |
| NORTHERN TRUST CORP | 11/14/2025 | 644.53 K | $15.98 M | 4.72% | 0.41% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 618.13 K | $15.32 M | -1.04% | 0.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 596.45 K | $14.79 M | 20.68% | 0.38% |
| PREMIER FUND MANAGERS LTD | 11/10/2025 | 573.36 K | $14.56 M | -37.94% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 557.62 K | $13.82 M | 95.63% | 0.35% |
| HYPERION CAPITAL ADVISORS LP | 11/14/2025 | 540.00 K | $13.39 M | 100.00% | 0.34% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/13/2025 | 466.67 K | $11.57 M | -8.54% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 447.77 K | $11.10 M | -1.47% | 0.28% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 424.29 K | $10.52 M | -4.14% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 408.60 K | $10.13 M | 3,362.71% | 0.26% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 396.25 K | $9.82 M | -1.01% | 0.25% |
| MIZUHO MARKETS AMERICAS LLC | 10/29/2025 | 392.93 K | $9.74 M | 10.62% | 0.25% |
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Vertex, Inc. institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of Vertex, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 8.39 M
BlackRock, Inc.: 5.32 M
Tensile Capital Management LP: 3.8 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 3.57 M
BROWN ADVISORY INC: 3.08 M
Neuberger Berman Group LLC: 2.99 M
53.77% of Vertex, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 91.59 M shares in the last 24 months. This purchase volume represents approximately $2.30 B in transactions.