Institutional Ownership
Tensile Capital Management LLC is the biggest individual institutional holder of Vertex (VERX), owning a total of 5.8 million shares. Combined, the top 39 institutional holders of VERX own 31.68% of the company with a total of 48.8 million shares.
In the latest ownership report on December 31st 2023, the top 39 institutional holders increased their combined ownership of VERX by 4.7 million shares. 12 institutions bought 6,779,532 total additional shares and increased their ownership by an average of 139.15%. However 8 institutions sold 2,031,094 total shares and decreased their ownership by an average of 10.97%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Vertex increased by a net total of 4,748,438 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Vanguard Group Inc | 3.600% | 12.952% | 5,555,808 | 637,075 | 2023-12-31 |
Fred Alger Management, LLC | 2.862% | -5.043% | 4,417,130 | -234,571 | 2023-12-31 |
Neuberger Berman Group LLC | 2.377% | -7.553% | 3,669,050 | -299,764 | 2023-12-31 |
Legacy Advisors, LLC | 2.103% | 1,516.950% | 3,244,871 | 3,044,193 | 2023-12-31 |
Conestoga Capital Advisors, LLC | 1.835% | 19.029% | 2,832,620 | 452,840 | 2023-12-31 |
JPMorgan Chase & Co | 1.420% | -6.573% | 2,192,115 | -154,218 | 2023-12-31 |
WSFS CAPITAL MANAGEMENT, LLC | 1.034% | -38.521% | 1,596,000 | -1,000,000 | 2023-12-31 |
Loomis, Sayles & Company LP | 0.897% | 0.000% | 1,383,755 | 1,383,755 | 2023-12-31 |
TimesSquare Capital Management, LLC | 0.879% | -6.132% | 1,356,325 | -88,605 | 2023-12-31 |
William Blair Investment Management, LLC | 0.865% | -6.509% | 1,335,066 | -92,942 | 2023-12-31 |
Next Century Growth Investors LLC | 0.840% | 1.630% | 1,296,768 | 20,792 | 2023-12-31 |
BlackRock Inc | 0.784% | 26.794% | 1,209,343 | 255,555 | 2023-12-31 |
Palisade Capital Management LLc | 0.763% | -6.924% | 1,176,808 | -87,541 | 2023-12-31 |
HHG PLC | 0.557% | 0.363% | 859,267 | 3,110 | 2023-12-31 |
Putnam Investments LLC | 0.540% | 21.744% | 834,027 | 148,963 | 2023-12-31 |
Granahan Investment Management Inc.. | 0.430% | 49.358% | 663,606 | 219,301 | 2023-12-31 |
Silvercrest Asset Management Group LLC | 0.407% | -10.476% | 627,689 | -73,453 | 2023-12-31 |
Vista Equity Partners Fund III LP | 0.338% | 0.000% | 522,088 | 522,088 | 2023-12-31 |
Geode Capital Management, LLC | 0.336% | 19.336% | 518,769 | 84,055 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 0.315% | 1.641% | 483,342 | 7,805 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Tensile Capital Management LLC | 3.762% | -1.023% | 5,806,717 | -60,000 | 2023-09-30 |
Vanguard Group Inc | 3.600% | 12.952% | 5,555,808 | 637,075 | 2023-12-31 |
Fred Alger Management, LLC | 2.862% | -5.043% | 4,417,130 | -234,571 | 2023-12-31 |
Neuberger Berman Group LLC | 2.377% | -7.553% | 3,669,050 | -299,764 | 2023-12-31 |
Legacy Advisors, LLC | 2.103% | 1,516.950% | 3,244,871 | 3,044,193 | 2023-12-31 |
Conestoga Capital Advisors, LLC | 1.835% | 19.029% | 2,832,620 | 452,840 | 2023-12-31 |
JPMorgan Chase & Co | 1.420% | -6.573% | 2,192,115 | -154,218 | 2023-12-31 |
WSFS CAPITAL MANAGEMENT, LLC | 1.034% | -38.521% | 1,596,000 | -1,000,000 | 2023-12-31 |
Loomis, Sayles & Company LP | 0.897% | 0.000% | 1,383,755 | 1,383,755 | 2023-12-31 |
TimesSquare Capital Management, LLC | 0.879% | -6.132% | 1,356,325 | -88,605 | 2023-12-31 |
William Blair Investment Management, LLC | 0.865% | -6.509% | 1,335,066 | -92,942 | 2023-12-31 |
Next Century Growth Investors LLC | 0.840% | 1.630% | 1,296,768 | 20,792 | 2023-12-31 |
BlackRock Inc | 0.784% | 26.794% | 1,209,343 | 255,555 | 2023-12-31 |
Palisade Capital Management LLc | 0.763% | -6.924% | 1,176,808 | -87,541 | 2023-12-31 |
ArrowMark Colorado Holdings, LLC (ArrowMark Partne | 0.577% | 3.907% | 865,069 | 32,525 | 2022-09-30 |
HHG PLC | 0.557% | 0.363% | 859,267 | 3,110 | 2023-12-31 |
Putnam Investments LLC | 0.540% | 21.744% | 834,027 | 148,963 | 2023-12-31 |
Millennium Management LLC | 0.528% | 87.967% | 805,718 | 377,069 | 2023-06-30 |
Granahan Investment Management Inc.. | 0.430% | 49.358% | 663,606 | 219,301 | 2023-12-31 |
Silvercrest Asset Management Group LLC | 0.407% | -10.476% | 627,689 | -73,453 | 2023-12-31 |
Schonfeld Strategic Advisors LLC | 0.404% | 7.533% | 616,300 | 43,176 | 2023-06-30 |
Vista Equity Partners Fund III LP | 0.338% | 0.000% | 522,088 | 522,088 | 2023-12-31 |
Geode Capital Management, LLC | 0.336% | 19.336% | 518,769 | 84,055 | 2023-12-31 |
Bank of America Corp | 0.337% | 18.356% | 517,633 | 80,280 | 2023-09-30 |
HPM Partners LLC | 0.329% | 0.000% | 500,000 | 500,000 | 2023-03-31 |
Dimensional Fund Advisors, Inc. | 0.315% | 1.641% | 483,342 | 7,805 | 2023-12-31 |
Amvescap Plc. | 0.277% | 85.655% | 425,192 | 196,169 | 2023-09-30 |
Citadel Advisors Llc | 0.253% | 706.577% | 383,358 | 335,829 | 2023-03-31 |
Pier Capital, LLC | 0.253% | 0.000% | 383,224 | 383,224 | 2023-03-31 |
Marshall Wace Asset Management Ltd | 0.220% | 200.899% | 333,697 | 222,797 | 2023-03-31 |
Ameriprise Financial Inc | 0.213% | 15.396% | 323,108 | 43,109 | 2023-03-31 |
Nordea Investment Mgmt Bank Demark A/s | 0.198% | -0.487% | 299,710 | -1,467 | 2023-03-31 |
Palogic Value Management, LP | 0.193% | 0.000% | 292,059 | 292,059 | 2022-12-31 |
Palogic Value Management LP | 0.193% | 0.000% | 292,059 | 292,059 | 2022-12-31 |
New York State Common Retirement Fund | 0.179% | 1.333% | 270,827 | 3,562 | 2023-03-31 |
Comerica Bank | 0.178% | 0.000% | 268,698 | 0 | 2022-12-31 |
State Street Corporation | 0.161% | 20.744% | 241,443 | 41,480 | 2022-12-31 |
Morgan Stanley - Brokerage Accounts | 0.145% | -8.029% | 218,142 | -19,043 | 2022-09-30 |
Mirae Asset Global Investments (Korea) Co Ltd | 0.101% | -50.490% | 151,971 | -154,977 | 2022-06-30 |
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