Vertex
VERX
VERX
221 hedge funds and large institutions have $1.69B invested in Vertex in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less capital invested
Capital invested by funds: $2.12B → $1.69B (-$433M)
27% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 55
Holders
221
Holding in Top 10
4
Calls
$77M
Puts
$711K
Top Buyers
| 1 | +$82.1M | |
| 2 | +$68.4M | |
| 3 | +$17.5M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$17.1M |
| 5 |
Goldman Sachs
New York
|
+$14.2M |
Top Sellers
| 1 | -$67.6M | |
| 2 | -$28.3M | |
| 3 | -$26.8M | |
| 4 |
Franklin Resources
San Mateo,
California
|
-$21.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$18.8M |
