76 hedge funds and large institutions have $554M invested in Vertex in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 19 closing their positions.

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
22
Closed
19
Calls
$1.54M
Puts
$19K
Net Calls
+$1.52M
Net Calls Change
+$1.52M
Name Market Value Shares Shares
Change
Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$72.7M 3,315,650 +300,419 +10%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$69.4M 3,162,150 -29,845 -0.9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60.8M 2,769,100 +926,044 +50%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$58.8M 2,681,678 +649,743 +32%
FAM
5
Fred Alger Management
New York
$54.9M 2,502,656 +126,766 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$35M 1,596,084 -530,900 -25%
Capital International Investors
7
Capital International Investors
California
$33.4M 1,520,044 +2,489 +0.2%
TCM
8
TimesSquare Capital Management
New York
$23.8M 1,086,904 -62,200 -5%
TCM
9
Tensile Capital Management
California
$18.5M 844,700 -20,000 -2%
ACH
10
ArrowMark Colorado Holdings
Colorado
$15.3M 697,560 +697,560 New
William Blair Investment Management
11
William Blair Investment Management
Illinois
$14.9M 681,340 -222,257 -25%
BlackRock
12
BlackRock
New York
$9.81M 447,053 -148,396 -25%
Ameriprise
13
Ameriprise
Minnesota
$8.32M 379,029 +26,829 +8%
Tiger Global Management
14
Tiger Global Management
New York
$7.13M 325,000
Nordea Investment Management
15
Nordea Investment Management
Sweden
$6.92M 315,282 +139,617 +79%
SCM
16
Segantii Capital Management
Hong Kong
$6.58M 300,000
State Street
17
State Street
Massachusetts
$6.07M 276,812 +134,020 +94%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.13M 233,879 +19,896 +9%
Comerica Bank
19
Comerica Bank
Texas
$4.48M 229,500
Bank of America
20
Bank of America
North Carolina
$4.45M 202,969 -13,077 -6%
Morgan Stanley
21
Morgan Stanley
New York
$3.81M 173,636 +163,977 +1,698%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78M 172,074 +64,996 +61%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.6M 118,535 +3,463 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.28M 103,724 -2,100 -2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$2.17M 98,900 +98,900 New