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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 %
RA
101
Royce & Associates
New York
$2.49M 70,522 -2,750 -4%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$2.23M 63,009 +1,383 +2%
Verition Fund Management
103
Verition Fund Management
Connecticut
$2.19M 61,970 +34,310 +124%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$2.12M 59,969 -19,191 -24%
GIM
105
Granahan Investment Management
Massachusetts
$1.92M 54,428 -306,521 -85%
OAM
106
Oppenheimer Asset Management
New York
$1.91M 54,167 +35,779 +195%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$1.87M 52,849 -705,022 -93%
ECM
108
ExodusPoint Capital Management
New York
$1.78M 50,320 -1,158 -2%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$1.77M 50,045 -85,660 -63%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$1.72M 48,739 +48,739 New
BPCE
111
Bank Pictet & Cie (Europe)
Germany
$1.71M 48,425 +2,925 +6%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$1.7M 48,232 +3,903 +9%
Jane Street
113
Jane Street
New York
$1.68M 47,413 +7,938 +20%
Wells Fargo
114
Wells Fargo
California
$1.67M 47,198 -72,237 -60%
EGM
115
Engineers Gate Manager
New York
$1.64M 46,306 +46,306 New
Deutsche Bank
116
Deutsche Bank
Germany
$1.56M 44,232 +1,107 +3%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M 41,000 +41,000 New
YDMI
118
Y.D. More Investments
Israel
$1.45M 41,000 – –
FIG
119
Fortress Investment Group
New York
$1.41M 40,000 +40,000 New
MIM
120
MetLife Investment Management
New Jersey
$1.38M 39,030 +6,260 +19%
LA
121
Legacy Advisors
Pennsylvania
$1.34M 47,482 -1,276,297 -96%
G
122
Greycroft
New York
$1.34M 38,000 +28,000 +280%
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$1.34M 38,000 +38,000 New
IIM
124
INTECH Investment Management
Florida
$1.33M 37,529 +8,688 +30%
LPL Financial
125
LPL Financial
California
$1.29M 36,459 +2,765 +8%
3 4
5
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