Vertex
VERX
VERX
264 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.96% less ownership
Funds ownership: 111.95% → 108.99% (-3%)
31% less capital invested
Capital invested by funds: $3.94B → $2.74B (-$1.2B)
Holders
264
Holding in Top 10
6
Calls
$106M
Puts
$1.24M
Top Buyers
| 1 | +$55.6M | |
| 2 | +$32.9M | |
| 3 | +$31.6M | |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$27.4M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$25.5M |
Top Sellers
| 1 | -$56.7M | |
| 2 | -$51.6M | |
| 3 | -$46.8M | |
| 4 |
BlackRock
New York
|
-$35.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.5M |