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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 %
CC
51
Chicago Capital
Illinois
$15.3M 432,453 +54,349 +14%
TI
52
Tidal Investments
Wisconsin
$14.1M 400,285 +102,654 +34%
Millennium Management
53
Millennium Management
New York
$13.9M 393,341 +316,249 +410%
MMA
54
Mizuho Markets Americas
New York
$12.6M 355,217 +68,100 +24%
WC
55
Westwind Capital
New Mexico
$12M 339,308 +4,806 +1%
BS
56
Banco Santander
Spain
$11.9M 338,000 -12,000 -3%
NCGI
57
Next Century Growth Investors
Minnesota
$11.7M 331,383 -2,462 -0.7%
SEI Investments
58
SEI Investments
Pennsylvania
$11.6M 328,088 +188,991 +136%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$10.9M 308,435 +114,384 +59%
Bank of America
60
Bank of America
North Carolina
$10.1M 285,042 -383,400 -57%
Comerica Bank
61
Comerica Bank
Texas
$9.78M 276,673 +50,808 +22%
GS
62
Gagnon Securities
New York
$9.54M 269,846 +1,226 +0.5%
KCM
63
Kornitzer Capital Management
Kansas
$9.25M 261,817 -86,140 -25%
WT
64
Whittier Trust
California
$9.22M 260,875 +6,613 +3%
PCM
65
Peregrine Capital Management
Minnesota
$9.16M 259,234 +4,340 +2%
NPF
66
Norris Perne & French
Michigan
$8.91M 252,028 +17,736 +8%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$8.28M 234,206 +53,228 +29%
PC
68
Pier Capital
Connecticut
$8.18M 231,629 -17,162 -7%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$8.13M 229,986 +214,798 +1,414%
SCA
70
Summit Creek Advisors
Minnesota
$7.26M 205,330 +110,846 +117%
UBS AM
71
UBS AM
Illinois
$7.19M 203,615 +62,409 +44%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$7.13M 201,797 +25,812 +15%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$7.1M 200,985 -23,777 -11%
OCM
74
Osterweis Capital Management
California
$6.56M 185,640 -64,120 -26%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$6.22M 176,013 +6,545 +4%
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