CUSIP 92538JAB2
VERTEX INC
49 institutions · $471.9M total · 486,547,401 shares · VERX
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WOLVERINE ASSET MANAGEMENT LLC | 58,351,000 | $55.4M | 11.99% | 2025-12-31 |
| 2 | Alberta Investment Management Corp | 30,000,000 | $35.6M | 6.16% | 2025-12-31 |
| 3 | CITADEL ADVISORS LLC | 34,274,000 | $34.9M | 7.04% | 2025-09-30 |
| 4 | TENOR CAPITAL MANAGEMENT Co., L.P. | 35,759,000 | $34.0M | 7.34% | 2025-12-31 |
| 5 | Linden Advisors LP | 28,700,000 | $27.2M | 5.89% | 2025-12-31 |
| 6 | Jump Financial, LLC | 24,073,000 | $22.8M | 4.94% | 2025-12-31 |
| 7 | HBK INVESTMENTS L P | 22,500,000 | $21.4M | 4.62% | 2025-12-31 |
| 8 | ADVENT CAPITAL MANAGEMENT /DE/ | 21,751,000 | $20.7M | 4.47% | 2025-12-31 |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 21,584,000 | $20.4M | 4.43% | 2025-12-31 |
| 10 | Aequim Alternative Investments LP | 18,600,000 | $17.7M | 3.82% | 2025-12-31 |
| 11 | MACKAY SHIELDS LLC | 17,411,000 | $16.5M | 3.57% | 2025-12-31 |
| 12 | Nuveen, LLC | 16,000,000 | $16.3M | 3.28% | 2025-09-30 |
| 13 | Polar Asset Management Partners Inc. | 15,000,000 | $15.3M | 3.08% | 2025-12-31 |
| 14 | M&G PLC | 12,085,000 | $11.5M | 2.48% | 2025-12-31 |
| 15 | DLD Asset Management, LP | 8,500,000 | $10.2M | 1.74% | 2025-06-30 |
| 16 | AMERIPRISE FINANCIAL INC | 9,000,000 | $9.1M | 1.84% | 2025-09-30 |
| 17 | SHENKMAN CAPITAL MANAGEMENT INC | 7,973,000 | $7.7M | 1.63% | 2025-12-31 |
| 18 | ZAZOVE ASSOCIATES LLC | 8,095,000 | $7.7M | 1.66% | 2025-12-31 |
| 19 | READYSTATE ASSET MANAGEMENT LP | 7,500,000 | $7.1M | 1.54% | 2025-12-31 |
| 20 | ABSOLUTE INVESTMENT ADVISERS, LLC | 7,020,000 | $7.1M | 1.44% | 2025-09-30 |
| 21 | Point72 Asset Management, L.P. | 7,250,000 | $6.9M | 1.49% | 2025-12-31 |
| 22 | OAKTREE CAPITAL MANAGEMENT LP | 6,507,000 | $6.2M | 1.33% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 6,007,000 | $5.7M | 1.23% | 2025-12-31 |
| 24 | LOOMIS SAYLES & CO L P | 155,801 | $5.5M | 0.03% | 2025-06-30 |
| 25 | GABELLI FUNDS LLC | 5,300,000 | $5.4M | 1.08% | 2025-09-30 |
| 26 | Calamos Advisors LLC | 5,000,000 | $4.7M | 1.02% | 2025-12-31 |
| 27 | BARCLAYS PLC | 3,916,000 | $4.6M | 0.80% | 2025-12-31 |
| 28 | BANK OF MONTREAL /CAN/ | 4,720,000 | $4.5M | 0.97% | 2025-12-31 |
| 29 | BlackRock, Inc. | 4,325,000 | $4.1M | 0.88% | 2025-12-31 |
| 30 | FMR LLC | 3,968,000 | $3.8M | 0.81% | 2025-12-31 |
| 31 | BANK OF AMERICA CORP /DE/ | 3,896,000 | $3.7M | 0.80% | 2025-12-31 |
| 32 | FRANKLIN RESOURCES INC | 3,283,000 | $3.3M | 0.67% | 2025-09-30 |
| 33 | Universal- Beteiligungs- und Servicegesellschaft mbH | 3,050,000 | $3.1M | 0.62% | 2025-09-30 |
| 34 | TORONTO DOMINION BANK | 2,500,000 | $3.0M | 0.51% | 2025-06-30 |
| 35 | MORGAN STANLEY | 2,430,000 | $2.3M | 0.49% | 2025-12-31 |
| 36 | Invesco Ltd. | 1,750,000 | $2.1M | 0.35% | 2025-06-30 |
| 37 | NEW YORK STATE COMMON RETIREMENT FUND | 1,522,000 | $1.4M | 0.31% | 2025-12-31 |
| 38 | PALISADE CAPITAL MANAGEMENT, LP | 1,454,000 | $1.4M | 0.29% | 2025-12-31 |
| 39 | WELLS FARGO & COMPANY/MN | 799,000 | $943.7K | 0.16% | 2025-06-30 |
| 40 | GAMCO INVESTORS, INC. ET AL | 250,000 | $255.1K | 0.05% | 2025-09-30 |
| 41 | SEI INVESTMENTS CO | 159,000 | $150.5K | 0.03% | 2025-12-31 |
| 42 | LAZARD ASSET MANAGEMENT LLC | 14,031,000 | $133.3K | 2.88% | 2025-12-31 |
| 43 | GOLDMAN SACHS GROUP INC | 27,000 | $25.6K | 0.00% | 2025-12-31 |
| 44 | CITIGROUP INC | 23,000 | $21.8K | 0.00% | 2025-12-31 |
| 45 | Jefferies Financial Group Inc. | 18,000 | $17.1K | 0.00% | 2025-12-31 |
| 46 | INSIGNEO ADVISORY SERVICES, LLC | 17,000 | $16.1K | 0.00% | 2025-12-31 |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,000 | $11.3K | 0.00% | 2025-12-31 |
| 48 | Alken Asset Management Ltd | 1,600 | $1.6K | 0.00% | 2025-09-30 |
| 49 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |