Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 17.39% institutional investors, 7.47% insiders, and 75.15% 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 | 17.39% | 7.47% | 75.15% |
| Sector | Technology Stocks | 35.28% | 13.10% | 51.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.35M | 5.15% | $166.72M |
| Ubs group | 5.73M | 3.53% | $114.40M |
| Blackrock funding, inc. /de | 5.64M | 3.48% | $112.65M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Tensile capital management lp | 3.80M | 2.39% | $94.31M |
| Brown advisory | 3.08M | 1.94% | $76.38M |
| Neuberger berman group | 2.99M | 1.88% | $74.09M |
| Geneva capital management | 2.71M | 1.67% | $54.13M |
| Massachusetts financial services co /ma/ | 2.70M | 1.66% | $53.88M |
| Conestoga capital advisors | 2.51M | 1.55% | $50.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tensile capital management lp | 3.80M | 11.78% | $94.31M |
| Hyperion capital advisors lp | 650.00K | 6.35% | $12.98M |
| Gagnon advisors | 232.48K | 3.56% | $5.76M |
| Legacy advisors | 1.34M | 2.88% | $26.84M |
| Park west asset management | 1.25M | 2.61% | $30.99M |
| Ivy lane capital management | 94.00K | 2.61% | $2.33M |
| Aperture investors | 752.43K | 2.56% | $18.65M |
| Gagnon securities | 378.69K | 1.88% | $9.39M |
| Sheets smith investment management | 35.31K | 1.60% | $1.88M |
| Roubaix capital | 184.45K | 1.57% | $3.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 5.73M | 0.02% | 3.80M |
| Blackrock | 4.66M | 0.00% | 3.41M |
| Brown advisory | 3.08M | 0.10% | 3.08M |
| Park west asset management | 1.25M | 2.61% | 1.25M |
| Wellington management group llp | 2.16M | 0.01% | 937.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dld asset management, lp | - | - | -8.50M |
| Wasatch advisors lp | - | - | -2.73M |
| Capital world investors | - | - | -2.19M |
| Bryn mawr capital management | - | - | -1.60M |
| Fmr | 1.86K | - | -1.57M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brown advisory | 3.08M | 0.10% | 3.08M | $76.38M |
| Park west asset management | 1.25M | 2.61% | 1.25M | $30.99M |
| Cibc world markets | 704.64K | 0.07% | 704.64K | $14.07M |
| Bamco inc /ny/ | 248.04K | 0.02% | 248.04K | $6.15M |
| Herald investment management | 200.00K | 0.66% | 200.00K | $4.96M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| True wealth design | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 240 | 7.14% | 69,938,255 | 1.09% | 44 | 1.96% | 140 | 13.82% | 72 | 7.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.22M | 1.39% | 930.00 |
| 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 |
| Vanguard Information Technology ETF | 1.80M | 1.13% | 7.22K |
| Neuberger Genesis Inv | 1.74M | 1.09% | -160.46K |
| iShares Russell 2000 ETF | 1.69M | 1.05% | 1.69M |
| Conestoga Small Cap Investors | 1.60M | 1.00% | - |
| Vanguard Small Cap Index | 1.58M | 0.99% | 1.89K |
| Putnam US Small Cap Growth Managed Acct | 1.44M | 0.91% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Feb 13, 2026 | Westphal Jeffrey | See Remarks | Buy | $3.24M |
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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