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DJI49,168.04-0.13%
XLE56.72-0.12%
STOXX50E5,860.32-0.39%
XLF51.820.05%
FTSE10,321.09-0.56%
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Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 92538J106

VERTEX INC

234 institutions · $1.63B total · 82,324,693 shares · VERX

#ManagerSharesValue% of TotalPeriod
1VANGUARD GROUP INC7,758,735$154.9M9.42%2025-12-31
2UBS Group AG5,720,923$114.2M6.94%2025-12-31
3WASATCH ADVISORS LP2,728,504$67.6M3.31%2025-09-30
4NOMURA HOLDINGS INC3,173,345$63.4M3.85%2025-12-31
5BlackRock, Inc.2,987,412$59.7M3.62%2025-12-31
6 NEUBERGER BERMAN GROUP LLC2,820,247$56.3M3.42%2025-12-31
7BROWN ADVISORY INC2,653,158$53.0M3.22%2025-12-31
8Conestoga Capital Advisors, LLC2,506,653$50.1M3.04%2025-12-31
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,424,899$48.4M2.94%2025-12-31
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO172,475$39.4M0.20%2025-12-31
11GENEVA CAPITAL MANAGEMENT LLC1,849,678$36.9M2.24%2025-12-31
12STATE STREET CORP1,849,171$36.9M2.24%2025-12-31
13Park West Asset Management LLC1,833,428$36.6M2.22%2025-12-31
14GEODE CAPITAL MANAGEMENT, LLC1,555,750$31.1M1.88%2025-12-31
15BARCLAYS PLC1,467,322$29.3M1.78%2025-12-31
16Legacy Advisors, LLC1,343,839$26.8M1.63%2025-12-31
17ShawSpring Partners LLC1,081,446$26.8M1.31%2025-09-30
18PRINCIPAL FINANCIAL GROUP INC1,330,986$26.6M1.61%2025-12-31
19JPMORGAN CHASE & CO1,269,073$25.3M1.54%2025-12-31
20WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,215,172$24.3M1.47%2025-12-31
21WELLINGTON MANAGEMENT GROUP LLP1,059,716$21.2M1.28%2025-12-31
22CITIGROUP INC1,020,756$20.4M1.23%2025-12-31
23Aperture Investors, LLC752,431$18.7M0.91%2025-09-30
24GOLDMAN SACHS GROUP INC909,968$18.2M1.10%2025-12-31
25Artisan Partners Limited Partnership728,453$18.1M0.88%2025-09-30
26BANK OF AMERICA CORP /DE/853,202$17.0M1.03%2025-12-31
27BANQUE PICTET & CIE SA818,645$16.3M0.99%2025-12-31
28AMERIPRISE FINANCIAL INC796,411$15.9M0.96%2025-12-31
29TimesSquare Capital Management, LLC766,222$15.3M0.93%2025-12-31
30JENNISON ASSOCIATES LLC761,772$15.2M0.92%2025-12-31
31DIMENSIONAL FUND ADVISORS LP754,561$15.1M0.91%2025-12-31
32PALISADE CAPITAL MANAGEMENT, LP746,357$14.9M0.90%2025-12-31
33Champlain Investment Partners, LLC739,673$14.8M0.89%2025-12-31
34JANUS HENDERSON GROUP PLC724,803$14.5M0.88%2025-12-31
35CIBC WORLD MARKETS CORP704,642$14.1M0.85%2025-12-31
36Aberdeen Group plc685,686$13.7M0.83%2025-12-31
37KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC667,757$13.3M0.81%2025-12-31
38Hyperion Capital Advisors LP650,000$13.0M0.78%2025-12-31
39Pembroke Management, LTD648,097$12.9M0.78%2025-12-31
40CITADEL ADVISORS LLC624,914$12.5M0.75%2025-12-31
41BROWN CAPITAL MANAGEMENT LLC610,332$12.2M0.74%2025-12-31
42CHARLES SCHWAB INVESTMENT MANAGEMENT INC610,064$12.2M0.74%2025-12-31
43NORTHERN TRUST CORP601,320$12.0M0.73%2025-12-31
44BNP PARIBAS FINANCIAL MARKETS507,605$10.1M0.61%2025-12-31
45Tidal Investments LLC396,254$9.8M0.48%2025-09-30
46JANE STREET GROUP, LLC465,843$9.3M0.56%2025-12-31
47SUSQUEHANNA INTERNATIONAL GROUP, LLP435,800$8.7M0.52%2025-12-31
48MIZUHO MARKETS AMERICAS LLC378,927$7.6M0.46%2025-12-31
49MORGAN STANLEY370,883$7.4M0.45%2025-12-31
50GAGNON SECURITIES LLC364,643$7.3M0.44%2025-12-31
51FRANKLIN RESOURCES INC313,728$6.3M0.38%2025-12-31
52BAMCO INC /NY/248,042$6.1M0.30%2025-09-30
53FRED ALGER MANAGEMENT, LLC298,268$6.0M0.36%2025-12-31
54NEW YORK STATE COMMON RETIREMENT FUND282,075$5.6M0.34%2025-12-31
55D. E. Shaw & Co., Inc.275,866$5.5M0.33%2025-12-31
56KORNITZER CAPITAL MANAGEMENT INC /KS268,985$5.4M0.32%2025-12-31
57Bank Julius Baer & Co. Ltd, Zurich151,284$5.4M0.18%2025-09-30
58RENAISSANCE TECHNOLOGIES LLC268,800$5.4M0.32%2025-12-31
59Saba Capital Management, L.P.263,474$5.3M0.32%2025-12-31
60NORRIS PERNE & FRENCH LLP/MI259,854$5.2M0.31%2025-12-31
61COMERICA BANK257,636$5.1M0.31%2025-12-31
62Divisar Capital Management LLC250,000$5.0M0.30%2025-12-31
63PEREGRINE CAPITAL MANAGEMENT LLC249,227$5.0M0.30%2025-12-31
64Pier Capital, LLC244,568$4.9M0.29%2025-12-31
65Voleon Capital Management LP233,971$4.7M0.28%2025-12-31
66Gagnon Advisors, LLC232,479$4.6M0.28%2025-12-31
67CYPRESS POINT INVESTMENT MANAGEMENT LP227,038$4.5M0.27%2025-12-31
68NORTH STAR ASSET MANAGEMENT INC220,477$4.4M0.26%2025-12-31
69DEUTSCHE BANK AG\217,506$4.3M0.26%2025-12-31
70Herald Investment Management Ltd200,000$4.0M0.24%2025-12-31
71Y-Intercept (Hong Kong) Ltd189,019$3.8M0.22%2025-12-31
72EFG Asset Management (North America) Corp.149,475$3.7M0.18%2025-09-30
73Fulcrum Asset Management LLP38,559$3.7M0.04%2025-12-31
74Banco Santander, S.A.184,826$3.7M0.22%2025-12-31
75Roubaix Capital, LLC184,446$3.7M0.22%2025-12-31
76Edgestream Partners, L.P.166,326$3.3M0.20%2025-12-31
77Granahan Investment Management, LLC150,299$3.0M0.18%2025-12-31
78Caption Management, LLC150,000$3.0M0.18%2025-12-31
79EFG International AG145,763$2.9M0.17%2025-12-31
80Swiss National Bank144,900$2.9M0.17%2025-12-31
81Whetstone Capital Advisors, LLC113,505$2.8M0.13%2025-09-30
82UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC137,661$2.7M0.16%2025-12-31
83ROYCE & ASSOCIATES LP136,032$2.7M0.16%2025-12-31
84ABN AMRO INVESTMENT SOLUTIONS50,915$2.7M0.06%2025-09-30
85KENNEDY CAPITAL MANAGEMENT LLC135,998$2.7M0.16%2025-12-31
86Royal Bank of Canada128,972$2.6M0.15%2025-12-31
87Nuveen, LLC127,407$2.5M0.15%2025-12-31
88SEI INVESTMENTS CO122,817$2.5M0.14%2025-12-31
89Bank of New York Mellon Corp121,394$2.4M0.14%2025-12-31
90IVY LANE CAPITAL MANAGEMENT, LLC94,000$2.3M0.11%2025-09-30
91XTX Topco Ltd107,909$2.2M0.13%2025-12-31
92Campbell & CO Investment Adviser LLC103,665$2.1M0.12%2025-12-31
93Aquatic Capital Management LLC97,252$1.9M0.11%2025-12-31
94ENVESTNET ASSET MANAGEMENT INC88,519$1.8M0.10%2025-12-31
95Baird Financial Group, Inc.87,003$1.7M0.10%2025-12-31
96RHUMBLINE ADVISERS85,269$1.7M0.10%2025-12-31
97Voya Investment Management LLC83,990$1.7M0.10%2025-12-31
98Squarepoint Ops LLC82,188$1.6M0.09%2025-12-31
99WELLS FARGO & COMPANY/MN79,842$1.6M0.09%2025-12-31
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,533$1.5M0.08%2025-12-31
101Jain Global LLC72,293$1.4M0.08%2025-12-31
102ALLIANCEBERNSTEIN L.P.70,310$1.4M0.08%2025-12-31
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.69,533$1.4M0.08%2025-12-31
104CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM68,790$1.4M0.08%2025-12-31
105Palogic Value Management, L.P.67,500$1.3M0.08%2025-12-31
106Holocene Advisors, LP61,468$1.2M0.07%2025-12-31
107Qube Research & Technologies Ltd58,311$1.2M0.07%2025-12-31
108Legal & General Group Plc57,547$1.1M0.06%2025-12-31
109FEDERATED HERMES, INC.51,049$1.0M0.06%2025-12-31
110ARROWSTREET CAPITAL, LIMITED PARTNERSHIP46,626$931.1K0.05%2025-12-31
111Sciencast Management LP43,180$862.3K0.05%2025-12-31
112Headlands Technologies LLC40,129$801.4K0.04%2025-12-31
113MetLife Investment Management, LLC39,030$779.4K0.04%2025-12-31
114Quantinno Capital Management LP37,787$754.6K0.04%2025-12-31
115MANUFACTURERS LIFE INSURANCE COMPANY, THE35,313$705.2K0.04%2025-12-31
116Walleye Trading LLC31,600$631.1K0.03%2025-12-31
117Bank Pictet & Cie (Europe) AG31,350$626.1K0.03%2025-12-31
118MARSHALL WACE, LLP30,068$600.5K0.03%2025-12-31
119Sterling Investment Advisors, Ltd.29,470$588.5K0.03%2025-12-31
120Creative Planning28,585$570.8K0.03%2025-12-31
121INTECH INVESTMENT MANAGEMENT LLC28,474$568.6K0.03%2025-12-31
122Cetera Investment Advisers28,336$565.9K0.03%2025-12-31
123Verition Fund Management LLC28,105$561.3K0.03%2025-12-31
124Invesco Ltd.25,144$502.1K0.03%2025-12-31
125GLENMEDE TRUST CO NA23,975$478.8K0.02%2025-12-31
126Fieldview Capital Management, LLC23,566$470.6K0.02%2025-12-31
127Zurcher Kantonalbank (Zurich Cantonalbank)23,411$467.5K0.02%2025-12-31
128MILLENNIUM MANAGEMENT LLC22,775$454.8K0.02%2025-12-31
129CenterBook Partners LP21,712$433.6K0.02%2025-12-31
130DARK FOREST CAPITAL MANAGEMENT LP21,492$429.2K0.02%2025-12-31
131STATE OF WISCONSIN INVESTMENT BOARD20,877$416.9K0.02%2025-12-31
132Arizona State Retirement System20,447$408.3K0.02%2025-12-31
133DKRT Investments Corp.20,000$399.4K0.02%2025-12-31
134VARCOV Co.19,578$391.0K0.02%2025-12-31
135Police & Firemen's Retirement System of New Jersey18,002$359.5K0.02%2025-12-31
136Pathstone Holdings, LLC17,662$352.7K0.02%2025-12-31
137LPL Financial LLC17,214$343.8K0.02%2025-12-31
138Diversified Trust Co16,304$325.6K0.01%2025-12-31
139Chicago Capital, LLC16,013$319.8K0.01%2025-12-31
140KLP KAPITALFORVALTNING AS15,700$313.5K0.01%2025-12-31
141Universal- Beteiligungs- und Servicegesellschaft mbH15,234$304.2K0.01%2025-12-31
142Atom Investors LP14,067$280.9K0.01%2025-12-31
143INCEPTIONR LLC13,662$272.8K0.01%2025-12-31
144VIRGINIA RETIREMENT SYSTEMS ET Al13,100$261.6K0.01%2025-12-31
145ProShare Advisors LLC12,799$255.6K0.01%2025-12-31
146State of Wyoming12,132$242.3K0.01%2025-12-31
147SUMMITRY LLC11,412$227.9K0.01%2025-12-31
148Russell Investments Group, Ltd.10,537$210.4K0.01%2025-12-31
149CANADA PENSION PLAN INVESTMENT BOARD10,500$209.7K0.01%2025-12-31
150Pictet Asset Management Holding SA10,363$206.9K0.01%2025-12-31
151WHITTIER TRUST CO OF NEVADA INC8,578$170.1K0.01%2025-12-31
152FMR LLC7,927$158.3K0.00%2025-12-31
153AlphaQuest LLC7,908$157.9K0.00%2025-12-31
154MeadowBrook Investment Advisors LLC7,390$147.6K0.00%2025-12-31
155WHITTIER TRUST CO6,565$130.2K0.00%2025-12-31
156Fairman Group, LLC6,129$122.4K0.00%2025-12-31
157Ameritas Investment Partners, Inc.5,436$108.6K0.00%2025-12-31
158Johnson Financial Group, Inc.5,263$105.1K0.00%2025-12-31
159PALLADIEM, LLC4,370$87.5K0.00%2025-12-31
160ASSETMARK, INC4,180$83.5K0.00%2025-12-31
161PNC Financial Services Group, Inc.3,923$78.3K0.00%2025-12-31
162Tensile Capital Management LP3,419,994$68.3K4.15%2025-12-31
163Advisors Asset Management, Inc.3,320$66.3K0.00%2025-12-31
164Tower Research Capital LLC (TRC)3,156$63.0K0.00%2025-12-31
165Versant Capital Management, Inc2,475$49.4K0.00%2025-12-31
166Strategic Advocates LLC2,448$49.0K0.00%2025-12-31
167Empowered Funds, LLC2,097$41.9K0.00%2025-12-31
168Global Retirement Partners, LLC1,603$32.0K0.00%2025-12-31
169Blue Trust, Inc.1,423$28.4K0.00%2025-12-31
170FIFTH THIRD BANCORP1,164$23.2K0.00%2025-12-31
171OSAIC HOLDINGS, INC.815$16.3K0.00%2025-12-31
172Steward Partners Investment Advisory, LLC784$15.7K0.00%2025-12-31
173GAMMA Investing LLC662$13.2K0.00%2025-12-31
174Rockefeller Capital Management L.P.656$13.1K0.00%2025-12-31
175US BANCORP \DE\625$12.5K0.00%2025-12-31
176Larson Financial Group LLC597$11.9K0.00%2025-12-31
177Parkside Financial Bank & Trust546$10.9K0.00%2025-12-31
178Premier Fund Managers Ltd453,303$9.1K0.55%2025-12-31
179IFP Advisors, Inc0$9.1K0.00%2025-12-31
180Sterling Capital Management LLC451$9.0K0.00%2025-12-31
181Arax Advisory Partners435$8.7K0.00%2025-12-31
182BANK OF MONTREAL /CAN/401$8.0K0.00%2025-12-31
183Spire Wealth Management330$6.6K0.00%2025-12-31
184Caitong International Asset Management Co., Ltd324$6.5K0.00%2025-12-31
185Optiver Holding B.V.324$6.5K0.00%2025-12-31
186NewEdge Advisors, LLC323$6.5K0.00%2025-12-31
187LOS ANGELES CAPITAL MANAGEMENT LLC276$6.2K0.00%2025-12-31
188Bogart Wealth, LLC301$6.0K0.00%2025-12-31
189Allworth Financial LP272$5.4K0.00%2025-12-31
190Mirae Asset Global Investments Co., Ltd.261$5.2K0.00%2025-12-31
191Farther Finance Advisors, LLC235$4.7K0.00%2025-12-31
192CIBC Private Wealth Group LLC195$3.9K0.00%2025-12-31
193MassMutual Private Wealth & Trust, FSB193$3.9K0.00%2025-12-31
194Hurley Capital, LLC182$3.6K0.00%2025-12-31
195SIGNATUREFD, LLC170$3.4K0.00%2025-12-31
196JONES FINANCIAL COMPANIES LLLP163$3.3K0.00%2025-12-31
197EverSource Wealth Advisors, LLC159$3.2K0.00%2025-12-31
198Lazard Freres Gestion S.A.S.110,000$2.2K0.13%2025-12-31
199Rachor Investment Advisory Services, LLC100$2.0K0.00%2025-12-31
200ROTHSCHILD INVESTMENT LLC97$1.9K0.00%2025-12-31
201Bullseye Asset Management LLC85,286$1.7K0.10%2025-12-31
202ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/82$1.6K0.00%2025-12-31
203Elequin Capital, LP72$1.4K0.00%2025-12-31
204PRICE T ROWE ASSOCIATES INC /MD/70,642$1.4K0.08%2025-12-31
205SageView Advisory Group, LLC55$1.1K0.00%2025-12-31
206NISA INVESTMENT ADVISORS, LLC53$1.1K0.00%2025-12-31
207TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY40,964$8180.04%2025-12-31
208Key Financial Inc35$6990.00%2025-12-31
209SG Americas Securities, LLC34,315$6850.04%2025-12-31
210Smartleaf Asset Management LLC32$6410.00%2025-12-31
211OPTIMA CAPITAL LLC25$4990.00%2025-12-31
212Harvest Fund Management Co., Ltd8,276$4410.01%2025-12-31
213FLAGSHIP HARBOR ADVISORS, LLC21$4190.00%2025-12-31
214Bare Financial Services, Inc21$4190.00%2025-12-31
215Handelsbanken Fonder AB16,100$3220.01%2025-12-31
216JFS WEALTH ADVISORS, LLC16$3200.00%2025-12-31
217Root Financial Partners, LLC16$3200.00%2025-12-31
218BESSEMER GROUP INC15,456$3090.01%2025-12-31
219SBI Securities Co., Ltd.15$3000.00%2025-12-31
220NATIXIS ADVISORS, LLC10,114$2020.01%2025-12-31
221CANADA LIFE ASSURANCE Co7,311$1460.00%2025-12-31
222PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO6,386$1280.00%2025-12-31
223KBC Group NV1,860$460.00%2025-12-31
224AMALGAMATED BANK2,204$440.00%2025-12-31
225DiNuzzo Private Wealth, Inc.2$400.00%2025-12-31
226Dunhill Financial, LLC2$370.00%2025-12-31
227SJS Investment Consulting Inc.1$200.00%2025-12-31
228Keating Financial Advisory Services, Inc.1$200.00%2025-12-31
229Hughes Financial Services, LLC1$200.00%2025-12-31
230BNP PARIBAS ASSET MANAGEMENT Holding S.A.969$190.00%2025-12-31
231T. Rowe Price Investment Management, Inc.303$70.00%2025-12-31
232CWM, LLC261$50.00%2025-12-31
233Covestor Ltd4$00.00%2025-12-31
234HANTZ FINANCIAL SERVICES, INC.16$00.00%2025-12-31