Vertex (VERX) Ownership

12.68 ↑0.18 (1.44%)
As of January 26, 2023, 3:58pm EST.

Institutional Ownership

Tensile Capital Management LLC is the biggest individual institutional holder of Vertex (VERX), owning a total of 5.2 million shares. Combined, the top 22 institutional holders of VERX own 20.15% of the company with a total of 30.2 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of VERX by 6.2 million shares. 12 institutions bought 6,931,301 total additional shares and increased their ownership by an average of 68.85%. However 8 institutions sold 726,661 total shares and decreased their ownership by an average of 4.9%.

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 6,204,640 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Tensile Capital Management LLC3.479%624.776%5,220,2584,500,0002022-09-30
Fred Alger Management, LLC2.561%-4.126%3,841,738-165,3302022-09-30
Neuberger Berman Group LLC2.421%10.493%3,632,850345,0052022-09-30
Vanguard Group Inc2.329%25.856%3,494,699717,9472022-09-30
Conestoga Capital Advisors, LLC1.939%-13.037%2,909,764-436,1952022-09-30
JPMorgan Chase & Co1.696%-2.967%2,544,206-77,7882022-09-30
TimesSquare Capital Management, LLC1.088%8.177%1,632,185123,3812022-09-30
William Blair Investment Management, LLC0.878%12.860%1,317,198150,0922022-09-30
Palisade Capital Management LLc0.664%25.860%995,576204,5542022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne0.577%3.907%865,06932,5252022-09-30
BlackRock Inc0.430%19.466%644,473105,0102022-09-30
Next Century Growth Investors LLC0.386%0.000%579,258579,2582022-09-30
Bank of America Corp0.230%-2.550%344,465-9,0152022-09-30
Geode Capital Management, LLC0.224%22.052%335,55060,6252022-09-30
Nordea Investment Mgmt Bank Demark A/s0.210%-0.225%314,858-7112022-09-30
Ameriprise Financial Inc0.186%-1.268%278,900-3,5832022-09-30
Comerica Bank0.179%0.000%268,69802022-09-30
New York State Common Retirement Fund0.169%28.232%252,83755,6662022-09-30
Morgan Stanley - Brokerage Accounts0.145%-8.029%218,142-19,0432022-09-30
State Street Corporation0.133%-6.976%199,963-14,9962022-09-30
Dimensional Fund Advisors, Inc.0.124%44.513%185,82557,2382022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Tensile Capital Management LLC3.479%624.776%5,220,2584,500,0002022-09-30
Fred Alger Management, LLC2.561%-4.126%3,841,738-165,3302022-09-30
Neuberger Berman Group LLC2.421%10.493%3,632,850345,0052022-09-30
Vanguard Group Inc2.329%25.856%3,494,699717,9472022-09-30
Conestoga Capital Advisors, LLC1.939%-13.037%2,909,764-436,1952022-09-30
JPMorgan Chase & Co1.696%-2.967%2,544,206-77,7882022-09-30
TimesSquare Capital Management, LLC1.088%8.177%1,632,185123,3812022-09-30
William Blair Investment Management, LLC0.878%12.860%1,317,198150,0922022-09-30
Palisade Capital Management LLc0.664%25.860%995,576204,5542022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne0.577%3.907%865,06932,5252022-09-30
BlackRock Inc0.430%19.466%644,473105,0102022-09-30
Next Century Growth Investors LLC0.386%0.000%579,258579,2582022-09-30
Bank of America Corp0.230%-2.550%344,465-9,0152022-09-30
Geode Capital Management, LLC0.224%22.052%335,55060,6252022-09-30
Nordea Investment Mgmt Bank Demark A/s0.210%-0.225%314,858-7112022-09-30
Ameriprise Financial Inc0.186%-1.268%278,900-3,5832022-09-30
Comerica Bank0.179%0.000%268,69802022-09-30
New York State Common Retirement Fund0.169%28.232%252,83755,6662022-09-30
Morgan Stanley - Brokerage Accounts0.145%-8.029%218,142-19,0432022-09-30
State Street Corporation0.133%-6.976%199,963-14,9962022-09-30
Dimensional Fund Advisors, Inc.0.124%44.513%185,82557,2382022-09-30
Mirae Asset Global Investments (Korea) Co Ltd0.101%-50.490%151,971-154,9772022-06-30

Mutual Fund Ownership

Neuberger Berman Genesis Inv is the biggest individual fund holder of Vertex (VERX), owning a total of 2.5 million shares. Combined, the top 23 mutual fund holders of VERX own 10.97% of the company with a total of 16.5 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of VERX by 245 thousand shares. 1 funds bought 276,833 total additional shares and increased their ownership by an average of 1,540.36%. However 1 funds sold 31,375 total shares and decreased their ownership by an average of 3.32%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Vertex increased by a net total of 245,458 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Conestoga Small Cap Growth0.608%-3.325%912,369-31,3752022-12-31
Invesco Dynamic Software ETF0.221%0.000%331,31202022-12-31
Putnam Small Cap Growth A0.197%1,540.360%294,805276,8332022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Neuberger Berman Genesis Inv1.637%9.859%2,456,133220,4102022-09-30
Conestoga Small Cap Investors1.246%0.000%1,869,29002022-11-30
JPMorgan Small Cap Growth A1.023%0.000%1,534,29102022-11-30
Alger Weatherbie Specialized Growth A0.785%-2.858%1,177,375-34,6372022-10-31
Vanguard Total Stock Mkt Idx Inv0.721%0.000%1,081,31202022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.721%22.499%1,081,312198,6002022-09-30
Conestoga Small Cap Growth0.608%-3.325%912,369-31,3752022-12-31
Vanguard Small Cap Index0.582%0.008%873,783722022-11-30
Palisade Small Cap Core Equity0.396%27.046%593,488126,3452022-09-30
Empower Small Cap Growth/TimesSquare SP0.363%6.115%544,90431,4002022-09-30
Vanguard Extended Market Index Investor0.337%-0.173%506,291-8752022-11-30
Meridian Small Cap Growth Legacy0.293%-10.563%439,301-51,8862022-09-30
Vanguard Information Technology ETF0.287%1.396%430,6785,9292022-11-30
William Blair Small Cap Growth I0.249%0.354%373,8431,3202022-11-30
Invesco Dynamic Software ETF0.221%0.000%331,31202022-12-31
Alger Dynamic Opportunities A0.211%-2.758%316,757-8,9842022-10-31
Vanguard Small Cap Value Index Inv0.204%3.317%305,3499,8042022-11-30
Putnam Small Cap Growth A0.197%1,540.360%294,805276,8332022-12-31
Multi-Manager Small Cap Eq Strat A0.187%0.585%280,5001,6312022-11-30
Conestoga Small Cap Growth Cllctv A0.179%0.000%268,57502022-11-30
TimesSquare CIT Small Cap Growth A0.178%17.860%266,60040,4002022-09-30
Alger Small Cap Growth B0.174%0.000%260,25502022-09-30
Vanguard Small Cap Growth Index Inv0.172%3.795%257,5419,4162022-10-31

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