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Vertex

VERX

Market cap $2.13B

82 hedge funds and large institutions have $444M invested in Vertex in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New

Increased

Maintained

Reduced

Closed

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $295M → $444M (+$149M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.76% more ownership

Funds ownership: 61.18% → 66.94% (+5.8%)

1% more funds holding

Funds holding: 81 → 82 (+1)

Holders

Holders Change

Holders Change %

+1.23%

% of All Funds

1.41%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	TCM Tensile Capital Management Larkspur, California	+$57.1M
2	Vanguard Group Malvern, Pennsylvania	+$9.1M
3	NCGI Next Century Growth Investors Plymouth, Minnesota	+$7.34M
4	Neuberger Berman Group New York	+$4.37M
5	PCM Palisade Capital Management Fort Lee, New Jersey	+$2.59M

Top Sellers

1	CCA Conestoga Capital Advisors Wayne, Pennsylvania	-$5.53M
2	FAM Fred Alger Management New York	-$2.1M
3	JP Morgan Chase New York	-$986K
4	Norges Bank Oslo, Norway	-$777K
5	AG Algert Global San Francisco, California	-$560K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	IECM 26 Intrinsic Edge Capital Management Chicago, Illinois	$1.64M	+$1.14M	+90,000	+300%
27	27 Renaissance Technologies New York	$1.48M	+$85K	+6,700	+7%
28	28 Swiss National Bank Zurich, Switzerland	$1.38M	+$62.1K	+4,900	+5%
29	AI 29 Atom Investors Austin, Texas	$1.31M	+$1.22M	+96,087	New
30	30 PNC Financial Services Group Pittsburgh, Pennsylvania	$1.26M	–	–	–
31	31 Northern Trust Chicago, Illinois	$1.25M	+$138K	+10,915	+14%
32	32 Truist Financial Charlotte, North Carolina	$1.24M	+$12.1K	+955	+1%
33	33 Tudor Investment Corp Stamford, Connecticut	$1.08M	-$53.9K	-4,253	-5%
34	34 Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.06M	-$183K	-14,400	-16%
35	35 Goldman Sachs New York	$1.05M	+$60.9K	+4,802	+7%
36	AAP 36 Ardsley Advisory Partners Stamford, Connecticut	$1.05M	+$970K	+76,500	New
37	37 Norges Bank Oslo, Norway	$913K	-$777K	-61,300	-48%
38	LA 38 Legacy Advisors Plymouth Meeting, Pennsylvania	$825K	+$4.54K	+358	+0.6%
39	39 M&T Bank Buffalo, New York	$774K	+$134K	+10,606	+23%
40	40 Bank of New York Mellon New York	$666K	+$69.2K	+5,461	+13%
41	GCP 41 GSA Capital Partners London, United Kingdom	$640K	-$52.8K	-4,167	-8%
42	OAM 42 Oppenheimer Asset Management New York	$550K	-$3.09K	-244	-0.6%
43	BAM 43 Bullseye Asset Management Denver, Colorado	$547K	-$5.88K	-464	-1%
44	44 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$504K	+$28K	+2,208	+6%
45	CS 45 Credit Suisse Zurich, Switzerland	$451K	+$142K	+11,193	+51%
46	PI 46 Putnam Investments Boston, Massachusetts	$413K	+$383K	+30,228	New
47	47 Osaic Holdings Scottsdale, Arizona	$395K	+$3.03K	+239	+0.8%
48	VRS 48 Virginia Retirement Systems Richmond, Virginia	$349K	+$323K	+25,500	New
49	49 Natixis Advisors Boston, Massachusetts	$304K	+$53K	+4,178	+23%
50	50 Teacher Retirement System of Texas Austin, Texas	$271K	+$251K	+19,821	New