Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 1.40% institutional investors, 8.71% insiders, and 89.89% retail investors. Vanguard group is the largest institutional shareholder, holding 4.41% of VERX shares. American Funds SMALLCAP World A is the top mutual fund, with 1.38% of its assets in Vertex shares.
VERX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vertex | 1.40% | 8.71% | 89.89% |
| Sector | Technology Stocks | 38.43% | 12.63% | 48.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.86M | 4.41% | $365.93M |
| Blackrock funding, inc. /de | 6.31M | 4.05% | $336.64M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Tensile capital management lp | 3.77M | 2.42% | $201.10M |
| Neuberger berman group | 3.53M | 2.27% | $188.20M |
| Fmr | 2.87M | 1.84% | $153.03M |
| Conestoga capital advisors | 2.26M | 1.45% | $120.66M |
| Franklin resources | 2.13M | 1.37% | $113.59M |
| Fred alger management | 2.06M | 1.32% | $109.92M |
| Loomis sayles & co l p | 1.52M | 0.98% | $81.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tensile capital management lp | 3.77M | 20.89% | $201.10M |
| Legacy advisors | 1.40M | 7.24% | $74.57M |
| Scalar gauge management | 220.97K | 5.44% | $11.79M |
| Pembroke management | 729.36K | 4.85% | $38.91M |
| Aperture investors | 632.70K | 4.24% | $33.75M |
| Gagnon advisors | 115.59K | 3.95% | $6.17M |
| Shawspring partners | 490.16K | 2.36% | $17.16M |
| Spence asset management | 186.85K | 2.18% | $9.97M |
| Bullseye asset management | 76.36K | 1.91% | $4.07M |
| Gagnon securities | 175.81K | 1.89% | $9.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.66M | 0.00% | 3.41M |
| Blackrock funding, inc. /de | 6.31M | 0.01% | 1.30M |
| Invesco | 1.51M | 0.01% | 1.17M |
| Kayne anderson rudnick investment management | 1.16M | 0.14% | 1.16M |
| Hood river capital management | 901.87K | 0.54% | 901.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bryn mawr capital management | - | - | -1.60M |
| Driehaus capital management | - | - | -1.06M |
| William blair investment management | - | - | -843.01K |
| Legacy advisors | 1.40M | 7.24% | -765.28K |
| Timessquare capital management | 992.66K | 0.77% | -662.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kayne anderson rudnick investment management | 1.16M | 0.14% | 1.16M | $61.82M |
| Hood river capital management | 901.87K | 0.54% | 901.87K | $31.57M |
| Shawspring partners | 490.16K | 2.36% | 490.16K | $17.16M |
| Banco santander | 297.87K | 0.13% | 297.87K | $10.74M |
| Scalar gauge management | 220.97K | 5.44% | 220.97K | $11.79M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Headlands | -2.00 |
| Capital performance advisors llp | -2.00 |
| West oak capital | -2.00 |
| Quent capital | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 7 | -97.29% | 2,067,077 | -97.20% | 1 | 0.06% | 5 | -96.69% | 2 | -97.40% |
| Dec 31, 2024 | 240 | 7.14% | 69,938,255 | 1.09% | 44 | 1.96% | 140 | 13.82% | 72 | 7.46% |
| Sep 30, 2024 | 224 | 6.16% | 69,184,611 | 1.85% | 47 | 2.50% | 123 | -6.82% | 67 | 28.85% |
| Jun 30, 2024 | 210 | 15.38% | 67,895,496 | 21.69% | 44 | 3.26% | 131 | 20.18% | 52 | 6.12% |
| Mar 31, 2024 | 182 | 23.81% | 55,794,977 | 4.62% | 36 | 2.99% | 109 | 11.22% | 49 | 58.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 2.19M | 1.38% | 604.34K |
| Conestoga Small Cap Investors | 2.08M | 1.31% | -19.85K |
| Neuberger Berman Genesis Inv | 2.03M | 1.28% | -77.82K |
| Vanguard Total Stock Mkt Idx Inv | 1.90M | 1.20% | 1.45K |
| Vanguard US Total Market Shares ETF | 1.88M | 1.19% | 138.86K |
| iShares Russell 2000 ETF | 1.62M | 1.02% | 11.28K |
| Vanguard Information Technology ETF | 1.57M | 0.99% | 251.22K |
| Vanguard Small Cap Index | 1.50M | 0.94% | 5.51K |
| Putnam Small Cap Growth A | 1.44M | 0.91% | - |
| Putnam US Small Cap Growth Equity | 1.44M | 0.91% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 20, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | Sell | $310.17K |
| Jun 24, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | Sell | $508.39K |
| Jun 23, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | Sell | $17.85K |
| Jun 17, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | Sell | $5.39M |
| Jun 16, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 13(D) GROUP MEMBER | Sell | $2.88M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 13 |
| 2025 Q1 | 2 | 4 |
| 2024 Q4 | - | 36 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | - | 2 |
VERX Ownership FAQ
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