$12.60
+0.09 (+0.68%)
Market Cap
$2.0B
Shares Outstanding
159,476,379
Institutional Holders
262
Total Inst. Value
$16.5B
% of Float Held
54.9%
QoQ Holder Change
+115
Institutional data as of Q1 2025
New Positions
72
Closed Positions
47
Increased
96
Decreased
73
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CANADA PENSION PLAN INVESTMENT BOARDNew | $14.0B | 400 |
| 2 | VANGUARD GROUP INC | $240.4M | 6,866,041 |
| 3 | BlackRock, Inc. | $185.8M | 5,306,587 |
| 4 | Tensile Capital Management LP | $128.2M | 3,660,474 |
| 5 | Neuberger Berman Group LLC | $114.0M | 3,255,703 |
| 6 | Conestoga Capital Advisors, LLC | $103.2M | 2,947,740 |
| 7 | OSTERWEIS CAPITAL MANAGEMENT INCNew | $87.4M | 249,760 |
| 8 | T. Rowe Price Investment Management, Inc. | $85.1M | 2,429,416 |
| 9 | GENEVA CAPITAL MANAGEMENT LLC | $71.5M | 2,043,205 |
| 10 | FRANKLIN RESOURCES INC | $66.1M | 1,887,860 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARDNew | +400 | $14.0B |
| VANGUARD GROUP INC | +7K | $240.4M |
| Conestoga Capital Advisors, LLC | +686K | $103.2M |
| OSTERWEIS CAPITAL MANAGEMENT INCNew | +250K | $87.4M |
| T. Rowe Price Investment Management, Inc. | +939K | $85.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FMR LLC | -1.5M | $48.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | -1.3M | $20K |
| BlackRock, Inc. | -1.0M | $185.8M |
| LORD, ABBETT & CO. LLC | -643K | $13.1M |
| FRED ALGER MANAGEMENT, LLC | -388K | $58.6M |
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Frequently Asked Questions
How many institutional investors hold VERX?
As of Q1 2025, 262 institutional investors report holding VERX (Vertex, Inc.) in their 13F filings.
What percentage of Vertex, Inc. is owned by institutions?
Institutional investors hold approximately 54.9% of Vertex, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most VERX?
The largest institutional holder of VERX is CANADA PENSION PLAN INVESTMENT BOARD with $14.0B in shares.
Are institutions buying or selling VERX?
This quarter, 72 institutions opened new positions in VERX and 47 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.