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Vertex, Inc. (VERX)

NasdaqGM - NasdaqGM Real Time Price. Currency in USD
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30.30+1.04 (+3.55%)
At close: 04:00PM EDT
30.38 +0.08 (+0.26%)
After hours: 05:24PM EDT
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Major Holders

Currency in USD
Breakdown
21.57%% of Shares Held by All Insider
89.16%% of Shares Held by Institutions
113.68%% of Float Held by Institutions
226Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group Inc5,555,808Dec 30, 20238.90%168,340,978
Tensile Capital Management, LP5,114,805Dec 30, 20238.19%154,978,587
Fred Alger Management, LLC4,417,130Dec 30, 20237.07%133,839,035
Neuberger Berman Group, LLC3,669,050Dec 30, 20235.88%111,172,212
Conestoga Capital Advisors, LLC2,806,830Mar 30, 20244.49%85,046,946
JP Morgan Chase & Company2,192,115Dec 30, 20233.51%66,421,082
Legacy Advisors, LLC2,164,221Mar 30, 20243.47%65,575,894
Bryn Mawr Capital Management, LLC1,596,000Mar 30, 20242.56%48,358,798
Loomis Sayles & Company, LP1,383,755Dec 30, 20232.22%41,927,775
Times Square Capital Management, LLC1,356,325Dec 30, 20232.17%41,096,646

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Neuberger & Berman Genesis Fund2,413,676Feb 28, 20243.86%73,134,380
Conestoga Small Cap Fund1,938,427Dec 30, 20233.10%58,734,336
Vanguard Total Stock Market Index Fund1,665,440Dec 30, 20232.67%50,462,830
Vanguard Small-Cap Index Fund1,305,314Dec 30, 20232.09%39,551,013
JP Morgan Small Cap Growth Fund1,203,988Dec 30, 20231.93%36,480,835
Vanguard Information Technology Index Fund1,128,192Feb 28, 20241.81%34,184,216
Alger Weatherbie Specialized Growth Fund998,354Jan 30, 20241.60%30,250,125
Loomis Sayles Small Cap Growth Fund812,853Dec 30, 20231.30%24,629,445
Janus Henderson Venture Fund802,452Dec 30, 20231.28%24,314,294
Putnam Funds Tr-Putnam Small Cap Growth Fund774,982Dec 30, 20231.24%23,481,954