Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 42.74% institutional investors, 9.01% insiders, and 48.25% retail investors. Vanguard group is the largest institutional shareholder, holding 5.15% of VERX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.39% of its assets in Vertex shares.
VERX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vertex | 42.74% | 9.01% | 48.25% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.35M | 5.15% | $166.72M |
| Blackrock funding, inc. /de | 6.24M | 3.56% | $71.59M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Morgan stanley | 4.13M | 2.36% | $47.44M |
| Brown advisory | 3.55M | 2.03% | $40.74M |
| Vanguard capital management | 3.17M | 1.81% | $36.44M |
| Tensile capital management lp | 2.90M | 1.66% | $33.28M |
| Jpmorgan chase | 2.53M | 1.44% | $28.82M |
| D. e. shaw | 2.19M | 1.25% | $25.14M |
| William blair investment management | 2.13M | 1.22% | $24.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tensile capital management lp | 2.90M | 4.59% | $33.28M |
| Divisar capital management | 1.64M | 4.34% | $18.84M |
| Freshford capital management | 1.05M | 4.11% | $12.02M |
| Hyperion capital advisors lp | 630.00K | 3.26% | $7.23M |
| Gagnon advisors | 361.62K | 2.75% | $4.15M |
| Ivy lane capital management | 94.00K | 2.61% | $2.33M |
| Aperture investors | 752.43K | 2.56% | $18.65M |
| Cypress point investment management lp | 952.21K | 1.98% | $10.93M |
| Gagnon securities | 761.03K | 1.72% | $8.74M |
| Sheets smith investment management | 35.31K | 1.60% | $1.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.66M | 0.00% | 3.41M |
| Brown advisory | 3.55M | 0.06% | 1.74M |
| Norges bank | 1.31M | 0.00% | 1.31M |
| Marshall wace, llp | 1.21M | 0.01% | 925.59K |
| William blair investment management | 2.13M | 0.07% | 849.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dld asset management, lp | - | - | -8.50M |
| Ubs group | 2.02M | 0.00% | -3.44M |
| Neuberger berman group | - | - | -2.82M |
| Wasatch advisors lp | - | - | -2.73M |
| Massachusetts financial services co /ma/ | - | - | -2.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.31M | 0.00% | 1.31M | $15.04M |
| Cibc world markets | 704.64K | 0.07% | 704.64K | $14.07M |
| Sixth street partners management company | 532.12K | 0.00% | 532.12K | $6.11M |
| Ing groep nv | 320.00K | 0.02% | 320.00K | $3.67M |
| Bamco inc /ny/ | 248.04K | 0.02% | 248.04K | $6.15M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Bay harbor wealth management | -1.00 |
| True wealth design | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 229 | 2.23% | 74,823,168 | -6.81% | 42 | 1.38% | 128 | -2.29% | 68 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.26M | 1.39% | 37.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.26M | 1.39% | 37.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.26M | 1.39% | - |
| American Funds SMALLCAP World A | 2.19M | 1.38% | 604.34K |
| Neuberger Berman Genesis Inv | 2.03M | 1.28% | -77.82K |
| Vanguard US Total Market Shares ETF | 1.88M | 1.19% | 138.86K |
| iShares Russell 2000 ETF | 1.87M | 1.15% | -33.22K |
| Vanguard Information Technology ETF | 1.85M | 1.14% | 7.47K |
| Neuberger Genesis Inv | 1.74M | 1.09% | -160.46K |
| Vanguard Small Cap Index | 1.66M | 1.02% | 2.60K |
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 Q2 | - | 1 |
| 2026 Q1 | 5 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | 13 |
| 2025 Q1 | 2 | 4 |
VERX Ownership FAQ
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