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Vertex, Inc. (VERX)

NasdaqGM - NasdaqGM Real-time price. Currency in USD
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29.26-0.07 (-0.24%)
At close: 04:00PM EDT
29.26 0.00 (0.00%)
After hours: 04:01PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
21.57%% of shares held by all insiders
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 Inc5,555,80830 Dec 20238.90%162,562,943
Tensile Capital Management, LP5,114,80530 Dec 20238.19%149,659,195
Fred Alger Management, LLC4,417,13030 Dec 20237.07%129,245,224
Neuberger Berman Group, LLC3,669,05030 Dec 20235.88%107,356,403
Conestoga Capital Advisors, LLC2,806,83030 Mar 20244.49%82,127,846
JP Morgan Chase & Company2,192,11530 Dec 20233.51%64,141,285
Legacy Advisors, LLC2,164,22130 Mar 20243.47%63,325,106
Bryn Mawr Capital Management, LLC1,596,00030 Mar 20242.56%46,698,960
Loomis Sayles & Company, LP1,383,75530 Dec 20232.22%40,488,671
Times Square Capital Management, LLC1,356,32530 Dec 20232.17%39,686,069

Top mutual fund holders

HolderSharesDate reported% outValue
Neuberger & Berman Genesis Fund2,413,67628 Feb 20243.86%70,624,160
Conestoga Small Cap Fund1,938,42730 Dec 20233.10%56,718,374
Vanguard Total Stock Market Index Fund1,665,44030 Dec 20232.67%48,730,774
Vanguard Small-Cap Index Fund1,305,31430 Dec 20232.09%38,193,487
JP Morgan Small Cap Growth Fund1,203,98830 Dec 20231.93%35,228,689
Vanguard Information Technology Index Fund1,128,19228 Feb 20241.81%33,010,898
Alger Weatherbie Specialized Growth Fund998,35430 Jan 20241.60%29,211,838
Loomis Sayles Small Cap Growth Fund812,85330 Dec 20231.30%23,784,078
Janus Henderson Venture Fund802,45230 Dec 20231.28%23,479,745
Putnam Funds Tr-Putnam Small Cap Growth Fund774,98230 Dec 20231.24%22,675,973