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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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$33.7M 954,700 +46,171 +5%
PFM
27
Premier Fund Managers
United Kingdom
$31.9M 923,919 +203,846 +28%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31M 878,074 +262,144 +43%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$28.9M 819,287 +8 +0%
Citadel Advisors
30
Citadel Advisors
Florida
$28.4M 804,498 +482,028 +149%
Invesco
31
Invesco
Georgia
$27.7M 782,690 -499,096 -39%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$26.9M 761,595 +34,646 +5%
PM
33
Pembroke Management
Quebec, Canada
$26.8M 757,522 +83,530 +12%
Artisan Partners
34
Artisan Partners
Wisconsin
$26.7M 755,101 +755,101 New
AI
35
Aperture Investors
New York
$25.5M 720,438 +76,223 +12%
SP
36
ShawSpring Partners
Massachusetts
$25.2M 712,445 +222,283 +45%
Barclays
37
Barclays
United Kingdom
$24.1M 683,018 +71,044 +12%
PCM
38
Palisade Capital Management
New Jersey
$22.1M 624,621 +44,676 +8%
Principal Financial Group
39
Principal Financial Group
Iowa
$21.8M 617,429 +71,423 +13%
Northern Trust
40
Northern Trust
Illinois
$21.7M 615,505 +57,274 +10%
Bessemer Group
41
Bessemer Group
New Jersey
$20.5M 580,802 -113,900 -16%
Federated Hermes
42
Federated Hermes
Pennsylvania
$20.3M 573,365 -613 -0.1%
SAM
43
Silvercrest Asset Management
New York
$19.5M 550,675 -81,136 -13%
Macquarie Group
44
Macquarie Group
Australia
$19.3M 545,122 -16,063 -3%
Jennison Associates
45
Jennison Associates
New York
$18.5M 524,707 +107,470 +26%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$18M 510,267 – –
Charles Schwab
47
Charles Schwab
California
$17.5M 494,230 +61,420 +14%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$16.1M 454,457 +111,409 +32%
Goldman Sachs
49
Goldman Sachs
New York
$15.6M 442,608 +97,943 +28%
Morgan Stanley
50
Morgan Stanley
New York
$15.6M 440,279 -133,692 -23%
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