VERX

Vertex, Inc.
$13.79-0.34 (-2.37%)TechnologyNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$1.5494111424668297e+237T

% of Float

Infinity%

Price History

$12.03$23.76$35.49$47.22$58.95Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC7,758,735$154.9M0.00%Share
2UBS Group AG5,720,923$114.2M0.02%Share
3Tensile Capital Management LP3,419,994$68.3M8.85%Share
4NOMURA HOLDINGS INC3,173,345$63.0M0.08%Share
5BlackRock, Inc.2,987,412$59.0M0.00%Share
6UBS Group AG2,849,520$56.9M0.01%Call
7Neuberger Berman Group LLC2,820,247$56.0M0.04%Share
8BROWN ADVISORY INC2,653,158$52.0M0.07%Share
9Conestoga Capital Advisors, LLC2,506,653$50.1M0.84%Share
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,424,899$48.4M0.02%Share
11BlackRock, Inc.2,100,325$41.0M0.00%Share
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO172,475$39.4M0.02%Share
13GENEVA CAPITAL MANAGEMENT LLC1,849,678$36.9M0.69%Share
14Park West Asset Management LLC1,833,428$36.6M3.04%Share
15STATE STREET CORP1,849,171$36.0M0.00%Share
16GEODE CAPITAL MANAGEMENT, LLC1,555,750$31.0M0.00%Share
17BARCLAYS PLC1,467,322$29.0M0.01%Share
18Legacy Advisors, LLC1,343,839$26.8M2.88%Share
19PRINCIPAL FINANCIAL GROUP INC1,330,986$26.6M0.01%Share
20JPMORGAN CHASE & CO1,269,073$25.0M0.00%Share
21WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,215,172$24.3M0.07%Share
22WELLINGTON MANAGEMENT GROUP LLP1,059,716$21.0M0.00%Share
23CITIGROUP INC1,020,756$20.0M0.01%Share
24GOLDMAN SACHS GROUP INC909,968$18.0M0.00%Share
25BANK OF AMERICA CORP /DE/853,202$17.0M0.00%Share
26BANQUE PICTET & CIE SA818,645$16.3M0.10%Share
27GENEVA CAPITAL MANAGEMENT LLC769,967$15.4M0.29%Share
28TimesSquare Capital Management, LLC766,222$15.3M0.23%Share
29JENNISON ASSOCIATES LLC761,772$15.2M0.01%Share
30AMERIPRISE FINANCIAL INC796,411$15.0M0.00%Share
31DIMENSIONAL FUND ADVISORS LP754,561$15.0M0.00%Share
32PALISADE CAPITAL MANAGEMENT, LP746,357$14.9M0.44%Share
33Champlain Investment Partners, LLC739,673$14.8M0.15%Share
34JANUS HENDERSON GROUP PLC724,803$14.0M0.01%Share
35CIBC WORLD MARKETS CORP704,642$14.0M0.07%Share
36Aberdeen Group plc685,686$13.7M0.02%Share
37KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC667,757$13.3M0.04%Share
38Hyperion Capital Advisors LP650,000$13.0M6.35%Share
39Pembroke Management, LTD648,097$12.9M1.34%Share
40BROWN CAPITAL MANAGEMENT LLC610,332$12.2M1.00%Share
41CHARLES SCHWAB INVESTMENT MANAGEMENT INC610,064$12.0M0.00%Share
42NORTHERN TRUST CORP601,320$12.0M0.00%Share
43CITADEL ADVISORS LLC624,914$12.0M0.00%Share
44Aberdeen Group plc529,466$10.6M0.02%Share
45BNP PARIBAS FINANCIAL MARKETS507,605$10.0M0.00%Share
46VANGUARD GROUP INC495,345$9.9M0.00%Share
47Premier Fund Managers Ltd453,303$9.1M0.52%Share
48JANE STREET GROUP, LLC465,843$9.0M0.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP435,800$8.0M0.00%Call
50GAGNON SECURITIES LLC364,643$7.3M1.48%Share