Vertex Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 6.24 M | $71.59 M | 10.19% | 3.87% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.98 M | $57.22 M | 4.26% | 3.09% |
| MORGAN STANLEY | 08/13/2026 | 4.13 M | $47.44 M | -3.75% | 2.56% |
| BROWN ADVISORY INC | 08/14/2026 | 3.55 M | $40.74 M | 96.19% | 2.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.17 M | $36.44 M | 1.88% | 1.97% |
| TENSILE CAPITAL MANAGEMENT LP | 08/14/2026 | 2.90 M | $33.28 M | -14.71% | 1.80% |
| UBS GROUP AG | 08/13/2026 | 2.85 M | $32.71 M | 0.00% | 1.77% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.53 M | $28.82 M | -25.01% | 1.57% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 2.19 M | $25.14 M | 33.61% | 1.36% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 2.13 M | $24.43 M | 66.39% | 1.32% |
| UBS GROUP AG | 08/13/2026 | 2.02 M | $23.24 M | -62.95% | 1.25% |
| STATE STREET CORP | 09/22/2026 | 2.06 M | $23.65 M | 7.85% | 1.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.84 M | $21.09 M | 3.66% | 1.14% |
| NOMURA HOLDINGS INC | 08/14/2026 | 1.66 M | $19.10 M | -36.52% | 1.03% |
| DIVISAR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.64 M | $18.84 M | 37.23% | 1.02% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 1.49 M | $17.07 M | -53.22% | 0.92% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.48 M | $17.03 M | -37.25% | 0.92% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.47 M | $16.91 M | 57.42% | 0.91% |
| LEGACY ADVISORS, LLC | 07/24/2026 | 1.34 M | $15.43 M | 0.00% | 0.83% |
| NORGES BANK | 08/12/2026 | 1.31 M | $15.04 M | 100.00% | 0.81% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.21 M | $13.94 M | 320.68% | 0.75% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 1.19 M | $13.62 M | -44.40% | 0.74% |
| CIBC BANCORP USA INC. | 08/13/2026 | 1.05 M | $12.10 M | 0.05% | 0.65% |
| FRESHFORD CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.05 M | $12.02 M | 85.18% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 986.33 K | $11.32 M | 5.77% | 0.61% |
| CITIGROUP INC | 08/03/2026 | 972.97 K | $11.17 M | -15.42% | 0.60% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 08/13/2026 | 952.21 K | $10.93 M | 77.68% | 0.59% |
| FMR LLC | 08/13/2026 | 913.73 K | $10.49 M | 173.81% | 0.57% |
| GAGNON SECURITIES LLC | 08/05/2026 | 761.03 K | $8.74 M | 62.54% | 0.47% |
| BARCLAYS PLC | 08/14/2026 | 707.51 K | $8.12 M | -46.04% | 0.44% |
| NORTHERN TRUST CORP | 08/13/2026 | 707.35 K | $8.12 M | 10.45% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 656.76 K | $7.54 M | 505.52% | 0.41% |
| HYPERION CAPITAL ADVISORS LP | 08/14/2026 | 630.00 K | $7.23 M | 31.25% | 0.39% |
| CITADEL ADVISORS LLC | 09/02/2026 | 576.90 K | $6.62 M | -49.95% | 0.36% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 568.80 K | $6.53 M | -29.42% | 0.35% |
| BANQUE PICTET & CIE SA | 07/24/2026 | 547.98 K | $6.29 M | -1.08% | 0.34% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2026 | 547.38 K | $6.28 M | -52.07% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 532.12 K | $6.11 M | -12.18% | 0.33% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 532.12 K | $6.11 M | 100.00% | 0.33% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 524.73 K | $6.02 M | 3.42% | 0.33% |
| JANE STREET GROUP, LLC | 08/14/2026 | 465.54 K | $5.34 M | -33.56% | 0.29% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 434.85 K | $4.99 M | 0.00% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 406.90 K | $4.67 M | -0.51% | 0.25% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 393.51 K | $4.52 M | 1.39% | 0.24% |
| BROWN CAPITAL MANAGEMENT LLC | 07/27/2026 | 373.82 K | $4.29 M | -13.98% | 0.23% |
| GAGNON ADVISORS, LLC | 08/05/2026 | 361.62 K | $4.15 M | 21.74% | 0.22% |
| ING GROEP NV | 08/13/2026 | 320.00 K | $3.67 M | 100.00% | 0.20% |
| PIER CAPITAL, LLC | 08/05/2026 | 316.07 K | $3.63 M | 1.23% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 305.51 K | $3.51 M | 191.27% | 0.19% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 303.50 K | $3.48 M | 18.42% | 0.19% |
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Vertex Inc institutional Ownership - FAQ's
During the previous two years, 320 institutional investors and hedge funds held shares of Vertex Inc. The most heavily invested institutionals were:
Legacy Advisors, LLC: 1.34 M
CITIGROUP INC: 976,094
BANQUE PICTET & CIE SA: 545,925
DIMENSIONAL FUND ADVISORS LP: 263,266
Y-Intercept (Hong Kong) Ltd: 233,668
BROWN CAPITAL MANAGEMENT LLC: 124,022
43.06% of Vertex Inc stock is owned by institutional investors.
Institutional investors have bought a total of 91.24 M shares in the last 24 months. This purchase volume represents approximately $1.36 B in transactions.