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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 %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$13.1M -$22.5M -642,775 -63%
GIM
52
Granahan Investment Management
Massachusetts
$12.6M -$57.7K -1,649 -0.5%
BS
53
Banco Santander
Spain
$12.3M +$4.13M +118,000 +51%
KCM
54
Kornitzer Capital Management
Kansas
$12.2M +$94.5K +2,700 +0.8%
Goldman Sachs
55
Goldman Sachs
New York
$12.1M -$4.02M -114,770 -25%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$12M +$6.31M +180,101 +111%
WC
57
Westwind Capital
New Mexico
$11.7M +$5.17M +147,650 +79%
NCGI
58
Next Century Growth Investors
Minnesota
$11.7M +$240K +6,848 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$11.3M -$8.25M -235,660 -42%
TI
60
Tidal Investments
Wisconsin
$10.4M +$4.92M +140,637 +90%
MMA
61
Mizuho Markets Americas
New York
$10.1M +$2.9M +82,818 +41%
GS
62
Gagnon Securities
New York
$9.4M +$3.25M +92,810 +53%
PCM
63
Peregrine Capital Management
Minnesota
$8.92M +$8.92M +254,894 New
WT
64
Whittier Trust
California
$8.9M +$216K +6,167 +2%
OCM
65
Osterweis Capital Management
California
$8.74M +$8.74M +249,760 New
PC
66
Pier Capital
Connecticut
$8.71M +$3.25M +92,864 +60%
NPF
67
Norris Perne & French
Michigan
$8.2M +$8.2M +234,292 New
Comerica Bank
68
Comerica Bank
Texas
$7.91M +$1.1M +31,528 +16%
Two Sigma Investments
69
Two Sigma Investments
New York
$7.9M +$6.76M +193,144 +595%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$7.87M +$1.59M +45,494 +25%
Marshall Wace
71
Marshall Wace
United Kingdom
$7.49M +$7.49M +213,821 New
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$6.79M -$8.85M -252,900 -57%
AI
73
Axiom Investors
Connecticut
$6.6M -$11M -314,938 -63%
SGM
74
Scalar Gauge Management
Texas
$6.39M -$1.34M -38,416 -17%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$6.34M +$1.69M +48,181 +36%
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