Vertex, Inc.
Institutional Ownership & Holdings Analysis
About
vertex is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | VANGUARD GROUP INC(2025-03-31) | $240.4M |
| 2 | BlackRock, Inc.(2025-03-31) | $185.8M |
| 3 | Tensile Capital Management LP(2025-03-31) | $128.2M |
| 4 | Neuberger Berman Group LLC(2025-03-31) | $114.0M |
| 5 | Conestoga Capital Advisors, LLC(2025-03-31) | $103.2M |
| 6 | OSTERWEIS CAPITAL MANAGEMENT INC(2025-03-31) | $87.4M |
| 7 | T. Rowe Price Investment Management, Inc.(2025-03-31) | $85.1M |
| 8 | GENEVA CAPITAL MANAGEMENT LLC(2025-03-31) | $71.5M |
| 9 | FRANKLIN RESOURCES INC(2025-03-31) | $66.1M |
| 10 | FRED ALGER MANAGEMENT, LLC(2025-03-31) | $58.6M |
| 11 | DRIEHAUS CAPITAL MANAGEMENT LLC(2024-12-31) | $56.7M |
| 12 | JPMORGAN CHASE & CO(2025-03-31) | $56.6M |
| 13 | Capital World Investors(2025-03-31) | $55.6M |
| 14 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC(2025-03-31) | $53.6M |
| 15 | LOOMIS SAYLES & CO L P(2025-03-31) | $52.2M |
| 16 | Aberdeen Group plc(2025-03-31) | $52.1M |
| 17 | STATE STREET CORP(2025-03-31) | $48.9M |
| 18 | FMR LLC(2025-03-31) | $48.8M |
| 19 | GEODE CAPITAL MANAGEMENT, LLC(2025-03-31) | $47.3M |
| 20 | Legacy Advisors, LLC(2025-03-31) | $46.3M |
As of 2025-03-31
Value:$240.4M
As of 2025-03-31
Value:$185.8M
As of 2025-03-31
Value:$128.2M
As of 2025-03-31
Value:$114.0M
As of 2025-03-31
Value:$103.2M
As of 2025-03-31
Value:$87.4M
As of 2025-03-31
Value:$85.1M
As of 2025-03-31
Value:$71.5M
As of 2025-03-31
Value:$66.1M
As of 2025-03-31
Value:$58.6M
As of 2024-12-31
Value:$56.7M
As of 2025-03-31
Value:$56.6M
As of 2025-03-31
Value:$55.6M
As of 2025-03-31
Value:$53.6M
As of 2025-03-31
Value:$52.2M
As of 2025-03-31
Value:$52.1M
As of 2025-03-31
Value:$48.9M
#18FMR LLC
As of 2025-03-31
Value:$48.8M
As of 2025-03-31
Value:$47.3M
As of 2025-03-31
Value:$46.3M
Total Institutional Holders:320
Top 10 Holders Own:40.6%