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Vertex
VERX

Overview Fund Activity

268 hedge funds and large institutions have $2.97B invested in Vertex in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 73 reducing their positions, and 44 closing their positions.

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
118
Reduced
73
Closed
44
Calls
$105M
Puts
$501K
Net Calls
+$104M
Net Calls Change
-$961K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$88.3M
2
CIP
2
Champlain Investment Partners
Vermont
$60.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$43.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$38.1M
5
GCM
5
Geneva Capital Management
Wisconsin
$107M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
LA
2
Legacy Advisors
Pennsylvania
$1.34M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$272M 7,697,983 +831,942 +12%
BlackRock
2
BlackRock
New York
$206M 5,823,990 +517,403 +10%
TCM
3
Tensile Capital Management
California
$129M 3,643,850 -16,624 -0.5%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$120M 3,398,435 +450,695 +15%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$112M 3,166,478 -89,225 -3%
GCM
6
Geneva Capital Management
Wisconsin
$107M 3,017,735 +974,530 +48%
WA
7
Wasatch Advisors
Utah
$88.3M 2,498,730 +2,498,730 New
Franklin Resources
8
Franklin Resources
California
$83.4M 2,361,526 +473,666 +25%
Capital World Investors
9
Capital World Investors
California
$77.5M 2,193,265 +604,337 +38%
CIP
10
Champlain Investment Partners
Vermont
$60.4M 1,708,810 +1,708,810 New
FAM
11
Fred Alger Management
New York
$59.6M 1,690,053 +17,430 +1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$56.5M 1,598,865 -20,515 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$55.6M 1,572,429 +177,535 +13%
State Street
14
State Street
Massachusetts
$55.3M 1,566,238 +169,854 +12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$54.3M 1,535,368 +185,762 +14%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$52.2M 1,460,730 -51,116 -3%
BCM
17
Brown Capital Management
Maryland
$50.5M 1,428,394 +763,549 +115%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$50.1M 1,417,897 -114,042 -7%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$43.2M 1,223,596 +1,223,596 New
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$42.2M 1,195,140 -295,020 -20%
Ameriprise
21
Ameriprise
Minnesota
$38.4M 1,086,509 +242,084 +29%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$38.1M 1,077,805 +1,077,805 New
TCM
23
TimesSquare Capital Management
New York
$37.7M 1,067,825 +3,052 +0.3%
UBS Group
24
UBS Group
Switzerland
$35.5M 1,005,965 +88,670 +10%
BPC
25
Banque Pictet & Cie
Switzerland
$33.9M 958,370 -45,100 -4%
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