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Vertex
VERX

Overview Fund Activity

265 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+12
Holders Change %
+4.74%
% 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
64
Increased
104
Reduced
73
Closed
51
Calls
$106M
Puts
$1.24M
Net Calls
+$105M
Net Calls Change
-$52.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$55.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.1M
3
HRCM
Hood River Capital Management
Florida
$31.6M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$27.4M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$25.5M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
BlackRock
New York
$186M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$29.1M +$5.43M +152,843 +23%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$27.4M +$27.4M +782,599 New
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$26.5M -$3.27M -93,256 -11%
PFM
29
Premier Fund Managers
United Kingdom
$25.6M +$7.12M +200,284 +39%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$25.5M +$25.5M +726,949 New
Bessemer Group
31
Bessemer Group
New Jersey
$24.3M +$4.68M +133,541 +24%
PM
32
Pembroke Management
Quebec, Canada
$23.6M -$1.94M -55,369 -8%
Bank of America
33
Bank of America
North Carolina
$23.4M +$4.09M +116,822 +21%
BCM
34
Brown Capital Management
Maryland
$23.3M -$846K -24,170 -4%
AI
35
Aperture Investors
New York
$22.6M +$403K +11,517 +2%
SAM
36
Silvercrest Asset Management
New York
$22.1M +$393K +11,222 +2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$21.6M +$5.58M +159,496 +35%
Barclays
38
Barclays
United Kingdom
$21.4M +$4.88M +139,344 +29%
SSA
39
Schonfeld Strategic Advisors
New York
$20.3M +$20.3M +580,525 New
PCM
40
Palisade Capital Management
New Jersey
$20.3M -$5.97M -170,658 -23%
Federated Hermes
41
Federated Hermes
Pennsylvania
$20.1M -$4.1M -116,979 -17%
Morgan Stanley
42
Morgan Stanley
New York
$20.1M -$1.94M -55,533 -9%
Macquarie Group
43
Macquarie Group
Australia
$19.6M +$6.15M +175,795 +46%
Northern Trust
44
Northern Trust
Illinois
$19.5M -$23K -656 -0.1%
Principal Financial Group
45
Principal Financial Group
Iowa
$19.1M -$919K -26,239 -5%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$17.9M – – –
SP
47
ShawSpring Partners
Massachusetts
$17.2M +$17.2M +490,162 New
Charles Schwab
48
Charles Schwab
California
$15.2M -$208K -5,929 -1%
Jennison Associates
49
Jennison Associates
New York
$14.6M -$1.32M -37,791 -8%
CC
50
Chicago Capital
Illinois
$13.2M +$13.2M +378,104 New
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