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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 65 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+13
Holders Change %
+5.16%
% 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
65
Increased
103
Reduced
73
Closed
51
Calls
$106M
Puts
$1.24M
Net Calls
+$105M
Net Calls Change
-$52.8M

Top Buyers

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

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
4
BlackRock
New York
$186M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$6.16M -$2.04M -58,289 -25%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$5.93M +$1.73M +49,430 +41%
KCM
78
Kennedy Capital Management
Missouri
$5.75M -$242K -6,906 -4%
GA
79
Gagnon Advisors
New York
$5.67M +$1.62M +46,219 +40%
Bank Julius Baer & Co
80
Bank Julius Baer & Co
Switzerland
$5.37M -$2.35M -65,535 -30%
NL
81
Nuveen LLC
North Carolina
$5.12M +$5.12M +146,251 New
UBS AM
82
UBS AM
Illinois
$4.94M -$851K -24,315 -15%
SEI Investments
83
SEI Investments
Pennsylvania
$4.87M +$1.85M +52,813 +61%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$4.75M +$405K +11,561 +9%
WTC
85
WhitTier Trust Company
Nevada
$4.64M +$226K +6,463 +5%
Swiss National Bank
86
Swiss National Bank
Switzerland
$4.53M +$476K +13,600 +12%
First Trust Advisors
87
First Trust Advisors
Illinois
$4.21M -$4.05M -115,657 -49%
Wells Fargo
88
Wells Fargo
California
$4.18M +$2.98M +85,055 +247%
AACP
89
Advantage Alpha Capital Partners
California
$4.17M +$4.17M +119,053 New
MAM
90
Melqart Asset Management
United Kingdom
$4.15M +$4.15M +118,566 New
SCM
91
Saba Capital Management
New York
$4.15M +$1.44M +41,143 +53%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$4.13M -$10.7K -306 -0.3%
TI
93
Trexquant Investment
Connecticut
$4.13M +$4.13M +117,970 New
NSAM
94
North Star Asset Management
Wisconsin
$4.04M +$4.04M +115,374 New
HIM
95
Herald Investment Management
United Kingdom
$3.85M -$350K -10,000 -8%
Squarepoint
96
Squarepoint
New York
$3.47M +$719K +20,533 +26%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3.43M +$3.43M +98,074 New
Victory Capital Management
98
Victory Capital Management
Texas
$3.38M +$1.86M +53,198 +122%
PP
99
PDT Partners
New York
$3.38M +$2.44M +69,565 +259%
SCA
100
Summit Creek Advisors
Minnesota
$3.31M +$3.31M +94,484 New
2 3
4
5 6