Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 55.66% institutional investors, 8.90% insiders, and 35.44% retail investors. Vanguard group is the largest institutional shareholder, holding 5.15% 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 | 55.66% | 8.90% | 35.44% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.35M | 5.15% | $166.72M |
| Blackrock funding, inc. /de | 5.66M | 3.92% | $67.29M |
| Ubs group | 5.46M | 3.79% | $64.97M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Morgan stanley | 4.29M | 2.98% | $51.05M |
| Tensile capital management lp | 3.40M | 2.36% | $40.41M |
| Jpmorgan chase | 3.37M | 2.34% | $39.34M |
| Healthcare of ontario pension plan trust fund | 3.18M | 2.20% | $37.80M |
| Nomura | 2.62M | 1.82% | $31.17M |
| Goldman sachs group | 2.36M | 1.64% | $28.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tensile capital management lp | 3.40M | 5.79% | $40.41M |
| Divisar capital management | 1.20M | 3.62% | $14.22M |
| Freshford capital management | 565.55K | 3.36% | $6.72M |
| Hyperion capital advisors lp | 480.00K | 2.75% | $5.71M |
| Ivy lane capital management | 94.00K | 2.61% | $2.33M |
| Gagnon advisors | 297.05K | 2.60% | $3.53M |
| Aperture investors | 752.43K | 2.56% | $18.65M |
| Legacy advisors | 1.34M | 1.88% | $15.98M |
| Sheets smith investment management | 35.31K | 1.60% | $1.88M |
| Cypress point investment management lp | 535.90K | 1.50% | $6.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.66M | 0.00% | 3.41M |
| Morgan stanley | 4.29M | 0.00% | 3.37M |
| Healthcare of ontario pension plan trust fund | 3.18M | 0.06% | 3.18M |
| Jpmorgan chase | 3.37M | 0.00% | 1.65M |
| D. e. shaw | 1.64M | 0.01% | 1.36M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dld asset management, lp | - | - | -8.50M |
| Neuberger berman group | - | - | -2.82M |
| Wasatch advisors lp | - | - | -2.73M |
| Massachusetts financial services co /ma/ | - | - | -2.70M |
| Conestoga capital advisors | - | - | -2.51M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Healthcare of ontario pension plan trust fund | 3.18M | 0.06% | 3.18M | $37.80M |
| Hudson bay capital management lp | 1.00M | 0.04% | 1.00M | $11.89M |
| Cibc world markets | 704.64K | 0.07% | 704.64K | $14.07M |
| Freshford capital management | 565.55K | 3.36% | 565.55K | $6.72M |
| Vanguard fiduciary trust | 507.37K | 0.00% | 507.37K | $6.03M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| True wealth design | -1.00 |
| Sjs investment consulting | -1.00 |
| West oak capital | -2.00 |
| Capital performance advisors llp | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 223 | -2.62% | 80,275,275 | -4.87% | 55 | 1.63% | 132 | 10.92% | 65 | -18.75% |
| Dec 31, 2025 | 65 | -73.79% | 28,201,350 | -67.00% | 17 | 0.60% | 32 | -72.88% | 25 | -73.40% |
| Sep 30, 2025 | 96 | -64.84% | 29,996,129 | -67.67% | 18 | 0.55% | 41 | -76.16% | 41 | -44.59% |
| Jun 30, 2025 | 272 | - | 92,783,780 | 18.84% | 58 | 2.08% | 171 | 1.18% | 74 | 1.37% |
| Mar 31, 2025 | 7 | -97.29% | 2,067,077 | -97.20% | 1 | 0.06% | 5 | -96.69% | 2 | -97.40% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 2.19M | 1.38% | 604.34K |
| Vanguard Total Stock Mkt Idx Inv | 2.22M | 1.37% | - |
| Neuberger Berman Genesis Inv | 2.03M | 1.28% | -77.82K |
| Vanguard US Total Market Shares ETF | 1.88M | 1.19% | 138.86K |
| Vanguard Information Technology ETF | 1.81M | 1.12% | 8.96K |
| Neuberger Genesis Inv | 1.74M | 1.09% | -160.46K |
| iShares Russell 2000 ETF | 1.66M | 1.04% | 13.96K |
| Conestoga Small Cap Investors | 1.60M | 1.00% | - |
| Vanguard Small Cap Index | 1.61M | 1.00% | -6.69K |
| Putnam US Small Cap Growth Managed Acct | 1.44M | 0.91% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2026 | DeStefano David | - | Sell | $82.36K |
| Mar 09, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | - | Sell | $150.48K |
| Feb 23, 2026 | Young Christopher David | President and CEO | Buy | $730.79K |
| Feb 20, 2026 | ANDERSEN ERIC C. | - | Buy | $516.40K |
| Feb 17, 2026 | Westphal Jeffrey | See Remarks | Buy | $1.88M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 5 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | 13 |
| 2025 Q1 | 2 | 4 |
| 2024 Q4 | - | 36 |
VERX Ownership FAQ
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