Vertex, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 6.86 M | $365.93 M | 2.05% | 4.41% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 6.31 M | $336.64 M | 26.01% | 4.05% |
| TENSILE CAPITAL MANAGEMENT LP | 02/14/2025 | 3.77 M | $201.11 M | -7.01% | 2.42% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 3.53 M | $188.20 M | 1.55% | 2.27% |
| FMR LLC | 02/13/2025 | 2.87 M | $153.03 M | 25.38% | 1.84% |
| UBS GROUP AG | 02/14/2025 | 2.85 M | $152.02 M | 0.00% | 1.83% |
| CONESTOGA CAPITAL ADVISORS, LLC | 01/24/2025 | 2.26 M | $120.66 M | -0.82% | 1.45% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 2.13 M | $113.59 M | 25.98% | 1.37% |
| FRED ALGER MANAGEMENT, LLC | 02/14/2025 | 2.06 M | $109.92 M | -19.01% | 1.32% |
| LOOMIS SAYLES & CO L P | 02/12/2025 | 1.52 M | $81.17 M | -2.84% | 0.98% |
| INVESCO LTD. | 02/13/2025 | 1.51 M | $80.75 M | 342.48% | 0.97% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 1.49 M | $79.51 M | 39.63% | 0.96% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/06/2025 | 1.44 M | $76.70 M | -0.90% | 0.92% |
| LEGACY ADVISORS, LLC | 02/14/2025 | 1.40 M | $74.57 M | -35.38% | 0.90% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 1.34 M | $71.37 M | 8.81% | 0.86% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.28 M | $68.04 M | -0.01% | 0.82% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.27 M | $67.87 M | -29.01% | 0.82% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 1.16 M | $61.82 M | 100.00% | 0.74% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 1.15 M | $61.34 M | 17.62% | 0.74% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/14/2025 | 1.06 M | $56.75 M | 5.11% | 0.68% |
| ABRDN PLC | 01/24/2025 | 1.03 M | $55.04 M | 74.93% | 0.66% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 1.02 M | $54.23 M | 8.94% | 0.65% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 02/03/2025 | 992,657 | $52.96 M | -40.04% | 0.64% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 851,127 | $45.41 M | 233.71% | 0.55% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 824,299 | $43.98 M | -9.53% | 0.53% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/14/2025 | 750,603 | $40.04 M | -33.56% | 0.48% |
| PEMBROKE MANAGEMENT, LTD | 01/31/2025 | 729,361 | $38.91 M | -11.31% | 0.47% |
| FEDERATED HERMES, INC. | 02/13/2025 | 690,957 | $36.86 M | 53.76% | 0.44% |
| BROWN CAPITAL MANAGEMENT LLC | 02/14/2025 | 689,015 | $36.76 M | 26.73% | 0.44% |
| UBS GROUP AG | 02/14/2025 | 680,881 | $36.33 M | 37.89% | 0.44% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 666,436 | $35.56 M | -13.71% | 0.43% |
| APERTURE INVESTORS, LLC | 02/14/2025 | 632,698 | $33.75 M | -25.96% | 0.41% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 620,589 | $33.11 M | -1.29% | 0.40% |
| BANQUE PICTET & CIE SA | 01/30/2025 | 613,563 | $32.73 M | -36.20% | 0.39% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 572,245 | $30.53 M | 1,100.35% | 0.37% |
| BESSEMER GROUP INC | 02/13/2025 | 561,161 | $29.94 M | 4.15% | 0.36% |
| PREMIER FUND MANAGERS LTD | 02/12/2025 | 519,789 | $27.60 M | -0.95% | 0.33% |
| AXIOM INVESTORS LLC /DE | 02/12/2025 | 503,578 | $26.87 M | 6.01% | 0.32% |
| BARCLAYS PLC | 02/13/2025 | 472,630 | $25.21 M | -18.83% | 0.30% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 459,435 | $24.51 M | 64.85% | 0.30% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 456,434 | $24.35 M | -10.42% | 0.29% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 455,028 | $24.28 M | -3.09% | 0.29% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 446,951 | $23.84 M | 707.50% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 438,739 | $23.41 M | 1.54% | 0.28% |
| MACQUARIE GROUP LTD | 02/14/2025 | 385,390 | $20.56 M | 100.00% | 0.25% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 362,598 | $19.34 M | -34.00% | 0.23% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 01/31/2025 | 345,257 | $18.42 M | 0.00% | 0.22% |
| NEXT CENTURY GROWTH INVESTORS LLC | 02/13/2025 | 326,997 | $17.45 M | -35.14% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 292,494 | $15.60 M | 87.41% | 0.19% |
| WHITTIER TRUST CO | 02/11/2025 | 248,095 | $13.23 M | 54.30% | 0.16% |
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Vertex, Inc. institutional Ownership - FAQ's
During the previous two years, 271 institutional investors and hedge funds held shares of Vertex, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.86 M
BlackRock Funding, Inc. /DE: 6.31 M
Tensile Capital Management LP: 3.77 M
Neuberger Berman Group LLC: 3.53 M
FMR LLC: 2.87 M
Conestoga Capital Advisors, LLC: 2.26 M
47.41% of Vertex, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 77.32 M shares in the last 24 months. This purchase volume represents approximately $4.01 B in transactions.