Vertex Ownership | Who Owns Vertex?
Vertex Ownership Summary
Vertex is owned by 58.38% institutional investors, 8.04% insiders, and 33.58% retail investors. Dld asset management, lp is the largest institutional shareholder, holding 5.35% of VERX shares. Conestoga Small Cap Investors is the top mutual fund, with 1.49% of its assets in Vertex shares.
VERX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vertex | 58.38% | 8.04% | 33.58% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dld asset management, lp | 8.50M | 5.35% | $10.22M |
| Vanguard group | 6.86M | 4.41% | $365.93M |
| Blackrock funding, inc. /de | 5.82M | 3.66% | $205.79M |
| Blackrock | 4.66M | 3.02% | $168.13M |
| Tensile capital management lp | 3.64M | 2.29% | $128.75M |
| Neuberger berman group | 3.53M | 2.27% | $188.20M |
| Conestoga capital advisors | 3.40M | 2.14% | $120.08M |
| Geneva capital management | 3.02M | 1.90% | $106.63M |
| Fmr | 2.87M | 1.84% | $153.03M |
| Wasatch advisors lp | 2.50M | 1.57% | $88.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Legacy advisors | 47.48K | 21.23% | $1.34B |
| Tensile capital management lp | 3.64M | 15.54% | $128.75M |
| Gagnon advisors | 161.81K | 3.84% | $5.72M |
| Aperture investors | 720.44K | 3.32% | $25.46M |
| Pembroke management | 757.52K | 3.24% | $26.77M |
| Shawspring partners | 712.45K | 3.18% | $25.17M |
| Spence asset management | 339.31K | 2.45% | $11.99M |
| Gagnon securities | 269.85K | 1.94% | $9.54M |
| Bullseye asset management | 76.36K | 1.91% | $4.07M |
| Geneva capital management | 3.02M | 1.79% | $106.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dld asset management, lp | 8.50M | 0.58% | 8.50M |
| Blackrock | 4.66M | 0.00% | 3.41M |
| Wasatch advisors lp | 2.50M | 0.46% | 2.50M |
| Invesco | 1.51M | 0.01% | 1.17M |
| Massachusetts financial services co /ma/ | 1.08M | 0.01% | 1.08M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -2.43M |
| Bryn mawr capital management | - | - | -1.60M |
| Legacy advisors | 47.48K | 21.23% | -1.28M |
| Driehaus capital management | - | - | -1.06M |
| Hood river capital management | - | - | -901.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Dld asset management, lp | 8.50M | 0.58% | 8.50M | $10.22M |
| Wasatch advisors lp | 2.50M | 0.46% | 2.50M | $88.29M |
| Massachusetts financial services co /ma/ | 1.08M | 0.01% | 1.08M | $38.08M |
| Artisan partners limited partnership | 755.10K | 0.04% | 755.10K | $26.68M |
| Toroso investments | 156.99K | 0.07% | 156.99K | $8.38M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Conestoga Small Cap Investors | 2.37M | 1.49% | 291.01K |
| American Funds SMALLCAP World A | 2.19M | 1.38% | 604.34K |
| Vanguard Total Stock Mkt Idx Inv | 2.05M | 1.29% | -43.89K |
| 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 | 1.63M | 1.02% | 16.61K |
| Vanguard Small Cap Index | 1.58M | 0.99% | -6.37K |
| iShares Russell 2000 ETF | 1.53M | 0.96% | -29.09K |
| Putnam US Small Cap Growth Equity | 1.44M | 0.91% | - |
| Putnam US Small Cap Growth Managed Acct | 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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