Vertex Ownership | Who Owns Vertex?

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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. Neuberger Berman Genesis Inv is the top mutual fund, with 1.33% 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	38.48%	12.71%	48.82%

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
Headlands	-2.00
West oak capital	-2.00
Claris advisors, llc / mo /	-2.00
Capital performance advisors llp	-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
Neuberger Berman Genesis Inv	2.11M	1.33%	-187.06K
Conestoga Small Cap Investors	2.08M	1.31%	443.63K
Vanguard Total Stock Mkt Idx Inv	1.90M	1.20%	27.04K
Vanguard US Total Market Shares ETF	1.88M	1.19%	138.86K
American Funds SMALLCAP World A	1.59M	1.00%	1.59M
Vanguard Small Cap Index	1.49M	0.94%	10.57K
Putnam US Small Cap Growth Equity	1.44M	0.91%	42.70K
Putnam US Small Cap Growth Managed Acct	1.44M	0.91%	42.70K
Putnam Small Cap Growth A	1.44M	0.91%	-
iShares Russell 2000 ETF	1.41M	0.89%	693.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2025	Westphal Jeffrey	See Remarks	Sell	$12.77M
May 13, 2025	Leib Ryan J	Chief Accounting Officer	Sell	$218.69K
May 13, 2025	DeStefano David	PRESIDENT & CEO	Sell	$2.24M
May 13, 2025	DeStefano David	PRESIDENT & CEO	Sell	$1.88M
May 12, 2025	DeStefano David	PRESIDENT & CEO	Sell	$10.81M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	7
2025 Q1	2	4
2024 Q4	-	36
2024 Q3	-	10
2024 Q2	-	2

VERX Ownership FAQ

Who owns the most shares of Vertex?

Vertex’s largest shareholders are Vanguard group (6.86M shares, 4.41%), Blackrock funding, inc. /de (6.31M shares, 4.05%), and Blackrock (4.66M shares, 3.02%). Together, they hold 11.49% of Vertex’s total shares outstanding.

Does Blackrock own Vertex?

Yes, BlackRock owns 3.02% of Vertex, totaling 4.66M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 168.13M$. In the last quarter, BlackRock increased its holdings by 3.41M shares, a 273.44% change.

Who is Vertex’s biggest shareholder by percentage of total assets invested?

Tensile capital management lp is Vertex’s biggest shareholder by percentage of total assets invested, with 20.89% of its assets in 3.77M Vertex shares, valued at 201.1M$.

Who is the top mutual fund holder of Vertex shares?

Neuberger Berman Genesis Inv is the top mutual fund holder of Vertex shares, with 1.33% of its total shares outstanding invested in 2.11M Vertex shares.

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