Who owns VERTEX INC?

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Analyze quarterly positions in Vertex with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vertex stock

Who bought or sold VERTEX INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 8.3M $167M 0% Dec 2025
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UBS Group 8.3M $99M -3% Mar 2026
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BlackRock 5.7M $67M 0% Mar 2026
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Vanguard Portfolio Management 4.8M $57M 100% Mar 2026
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Morgan Stanley 4.3M $51M 364% Mar 2026
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Tensile Capital Management 3.4M $40M -1% Mar 2026
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Vanguard Capital Management 3.1M $37M 100% Mar 2026
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Neuberger Berman Group 2.8M $56M -6% Dec 2025
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Massachusetts Financial Services 2.7M $54M -24% Dec 2025
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Nomura Holdings 2.6M $31M -17% Mar 2026
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Goldman Sachs Group 2.4M $28M 119% Mar 2026
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Geneva Capital Management 2.1M $25M -21% Mar 2026
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State Street Corporation 1.8M $37M 8% Dec 2025
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Brown Advisory Holdings Incorporated 1.8M $22M -35% Mar 2026
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Geode Capital Management 1.8M $21M -1% Mar 2026
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D. E. Shaw & Co 1.6M $20M 494% Mar 2026
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Wellington Management Company 1.5M $31M -29% Dec 2025
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Barclays 1.5M $29M 74% Dec 2025
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Legacy Advisors 1.3M $16M 0% Mar 2026
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William Blair Investment Management 1.3M $15M 5% Mar 2026
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Citadel Advisors 1.2M $15M 18% Mar 2026
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Divisar Capital Management 1.2M $14M 378% Mar 2026
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Citigroup 1.2M $14M 100% Mar 2026
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CIBC Bancorp USA 1.1M $13M 100% Mar 2026
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Kayne Anderson Rudnick Investment Management 1.0M $20M -23% Dec 2025
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Hudson Bay Capital Management 1.0M $12M 100% Mar 2026
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Jennison Associates 982k $12M -1% Mar 2026
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Jane Street 964k $12M -2% Mar 2026
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Bank of America Corporation 933k $11M 100% Mar 2026
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Palisade Capital Management 746k $15M 21% Dec 2025
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Cibc World Markets 705k $14M 100% Dec 2025
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TimesSquare Capital Management 683k $8.1M -11% Mar 2026
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Susquehanna International 680k $14M -41% Dec 2025
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Millennium Management 654k $7.8M 2769% Mar 2026
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Hyperion Capital Advisors 650k $13M 20% Dec 2025
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Northern Trust 634k $13M -2% Dec 2025
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Brown Capital Management 610k $12M -53% Dec 2025
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Charles Schwab Investment Management 610k $12M 2% Dec 2025
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Dimensional Fund Advisors 582k $6.9M -29% Mar 2026
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Banque Pictet & Cie Sa 554k $6.6M -32% Mar 2026
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Cypress Point Investment Management 536k $6.4M 100% Mar 2026
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Bnp Paribas Arbitrage, Snc 512k $6.1M 1% Mar 2026
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Vanguard Fiduciary Trust 507k $6.0M 100% Mar 2026
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Gagnon Securities 468k $5.6M 28% Mar 2026
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Premier Fund Managers 453k $9.1M -21% Dec 2025
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New York State Common Retirement Fund 435k $5.2M 54% Mar 2026
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Counterpoint Mutual Funds 407k $4.8M 100% Mar 2026
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Voleon Capital Management 388k $4.6M 66% Mar 2026
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Trexquant Investment 300k $3.6M 100% Mar 2026
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Mitsubishi UFJ Securities International 300k $3.6M 100% Mar 2026
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Gagnon Advisors 297k $3.5M 28% Mar 2026
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Renaissance Technologies 269k $5.4M 100% Dec 2025
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Kornitzer Capital Management 268k $3.2M 0% Mar 2026
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Saba Capital Management 264k $3.1M 0% Mar 2026
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CenterBook Partners 259k $3.1M 1091% Mar 2026
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Brian McDonald 258k $5.2M -6% Dec 2025
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Mizuho Markets Americas 258k $3.1M -32% Mar 2026
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Y-Intercept 256k $3.0M 36% Mar 2026
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Pier Capital 245k $4.9M -16% Dec 2025
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North Star Asset Management 238k $2.8M 8% Mar 2026
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Bank of New York Mellon 235k $2.8M -5% Mar 2026
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Deutsche Bank Aktiengesellschaft 226k $2.7M 3% Mar 2026
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Tudor Investment Corporation 219k $2.6M 100% Mar 2026
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Balyasny Asset Management 214k $2.5M 100% Mar 2026
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Kennedy Capital Management 206k $2.5M 52% Mar 2026
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Herald Investment Management 200k $2.4M 0% Mar 2026
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Caption Management 191k $3.8M 0% Dec 2025
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Nuveen 177k $2.1M 27% Mar 2026
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Banco Santander 175k $2.1M -5% Mar 2026
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Ubs Global Asset Management Americas 152k $1.8M -46% Mar 2026
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Granahan Investment Management 150k $3.0M -48% Dec 2025
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EFG International 146k $2.9M 100% Dec 2025
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Swiss National Bank 145k $1.7M 0% Mar 2026
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Quantinno Capital Management 142k $1.7M 275% Mar 2026
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Royce & Associates 136k $1.6M 0% Mar 2026
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Ameriprise Financial 115k $1.4M -86% Mar 2026
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XTX Topco 108k $2.2M 436% Dec 2025
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Two Sigma Investments 105k $1.2M 100% Mar 2026
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Fred Alger Management 99k $1.2M -77% Mar 2026
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Lazard Freres Gestion S.A.S. 95k $1.1M -14% Mar 2026
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Sei Investments 90k $1.1M -36% Mar 2026
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Rhumbline Advisers 87k $1.0M 2% Mar 2026
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Baird Financial 87k $1.7M -7% Dec 2025
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Bullseye Asset Management 85k $1.7M -24% Dec 2025
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Twinbeech Capital 78k $930k 100% Mar 2026
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Invesco 76k $904k 25% Mar 2026
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Alliancebernstein 71k $1.4M 1% Mar 2026
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Envestnet Asset Management 69k $820k -22% Mar 2026
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California State Teachers Retirement System 68k $812k -1% Mar 2026
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Palogic Value Management 68k $1.3M 12% Dec 2025
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AQR Capital Management 67k $800k 100% Mar 2026
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Mirae Asset Global Etfs Holdings 64k $756k -16% Mar 2026
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Legal & General Group 62k $737k -16% Mar 2026
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Qube Research & Technologies 58k $1.2M 100% Dec 2025
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Universal- Beteiligungs- und Servicegesellschaft mbH 50k $595k 228% Mar 2026
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Vanguard Asset Management 48k $573k 100% Mar 2026
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Arrowstreet Capital, Limited Partnership 47k $931k -24% Dec 2025
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Handelsbanken Fonder AB 46k $543k 184% Mar 2026
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Zurcher Kantonalbank 39k $464k 67% Mar 2026
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MetLife Investment Advisors 39k $779k 0% Dec 2025
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Lazard Asset Management 39k $459k 100% Mar 2026
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Henderson Group 37k $440k -95% Mar 2026
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Headlands Technologies 36k $425k -11% Mar 2026
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Cetera Investment Advisers 34k $406k 21% Mar 2026
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Creative Planning 32k $379k 11% Mar 2026
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Pictet & Cie 31k $373k 0% Mar 2026
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Manufacturers Life Insurance Company 31k $371k -12% Mar 2026
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Marshall Wace 30k $601k -56% Dec 2025
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Sterling Investment Advisors 30k $350k 0% Mar 2026
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Vanguard Global Advisers 28k $337k 100% Mar 2026
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Verition Fund Management 28k $561k -68% Dec 2025
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Acadian Asset Management 27k $325k 100% Mar 2026
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Dynamic Technology Lab Private 27k $315k 100% Mar 2026
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Varcov 27k $315k 100% Mar 2026
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Chicago Capital 26k $313k 64% Mar 2026
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Wells Fargo & Company 26k $309k -70% Mar 2026
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Mercer Global Advisors 21k $253k 100% Mar 2026
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State of Wisconsin Investment Board 21k $417k 16% Dec 2025
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Harbor Capital Advisors 21k $247k 100% Mar 2026
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Arizona State Retirement System 20k $240k -1% Mar 2026
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DKRT Investments Corp. 20k $399k -33% Dec 2025
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Intech Investment Management 20k $234k -31% Mar 2026
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Skopos Labs 19k $227k 100% Mar 2026
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Police & Firemen's Retirement System of New Jersey 18k $214k 0% Mar 2026
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Vanguard Investments Australia 18k $214k 100% Mar 2026
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Caitong International Asset Management 18k $208k 350020% Mar 2026
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Pathstone Holdings 17k $196k -6% Mar 2026
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Scientech Research 16k $192k 100% Mar 2026
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Klp Kapitalforvaltning As 16k $187k 0% Mar 2026
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GSA Capital Partners 15k $176k 100% Mar 2026
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SG Americas Securities 14k $168k -59% Mar 2026
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Atom Investors 14k $281k 40% Dec 2025
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Glenmede Trust Company 14k $162k -43% Mar 2026
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Virginia Retirement System 13k $262k 100% Dec 2025
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Leucadia National Corporation 13k $155k 100% Mar 2026
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Pictet Asset Management Holding SA 13k $155k 25% Mar 2026
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DRW Holdings 13k $154k 100% Mar 2026
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State of Wyoming 13k $154k 6% Mar 2026
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Ing Investment Management 12k $139k -91% Mar 2026
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Quantbot Technologies 12k $138k 100% Mar 2026
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Golub Group 11k $136k 0% Mar 2026
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Dark Forest Capital Management 11k $135k -47% Mar 2026
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LPL Financial 11k $130k -37% Mar 2026
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Fox Run Management 11k $127k 100% Mar 2026
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Prudential Financial 11k $128k 100% Mar 2026
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Capstone Investment Advisors 11k $126k 100% Mar 2026
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Russell Investments 11k $126k -29% Mar 2026
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Federated Investors 10k $122k -80% Mar 2026
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ProShare Advisors 10k $121k -21% Mar 2026
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Occudo Quantitative Strategies 10k $126k 100% Mar 2026
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Bessemer 3.0k $36k -87% Mar 2026
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Royal Bank of Canada 452.00 $4.8k -100% Mar 2026
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Who sold out of Vertex?

Fund or Company Name Date Sold Shares Held Valued At
Conestoga Capital Advisors Dec 2025 2.5M $50M
Park West Asset Management Dec 2025 1.8M $37M
Jpmorgan Chase & Co Sep 2025 1.8M $45M
Principal Financial Group Dec 2025 1.3M $27M
Standard Life Aberdeen Dec 2025 1.2M $24M
ShawSpring Partners Sep 2025 1.1M $27M
Aperture Investors Sep 2025 752k $19M
Champlain Investment Partners Dec 2025 740k $15M
Pembroke Management Dec 2025 648k $13M
Franklin Resources Dec 2025 464k $9.3M
Norris Perne & French Dec 2025 260k $5.2M
Peregrine Capital Management Dec 2025 249k $5.0M
Roubaix Capital Dec 2025 184k $3.7M
Edgestream Partners Dec 2025 166k $3.3M
Campbell & Co. Investment Adviser Dec 2025 104k $2.1M
Aquatic Capital Management Dec 2025 97k $1.9M
Squarepoint Ops Dec 2025 82k $1.6M
Jain Global Dec 2025 72k $1.4M
Macquarie Group Sep 2025 71k $1.8M
Advantage Alpha Capital Partners Sep 2025 69k $1.7M
Holocene Advisors Dec 2025 62k $1.2M
Sciencast Management Dec 2025 43k $862k
Teachers Retirement System Of The State Of Kentucky Dec 2025 41k $818k
Walleye Trading Dec 2025 37k $743k
Morningstar Investment Management Sep 2025 34k $849k
Engineers Gate Manager Sep 2025 19k $480k
Nicolet Advisory Services Sep 2025 19k $467k
Diversified Trust Company Dec 2025 16k $326k
Neo Ivy Capital Management Sep 2025 14k $351k
Simplex Trading Sep 2025 14k $341k
Inceptionr Dec 2025 14k $273k
Aigen Investment Management Sep 2025 14k $337k
Canada Pension Plan Investment Board Dec 2025 11k $210k