129 hedge funds and large institutions have $794M invested in Vertex in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
43
Reduced
27
Closed
12
Calls
$10.8M
Puts
$39K
Net Calls
+$10.7M
Net Calls Change
+$9.85M
Name Market Value Shares Shares
Change
Shares
Change %
TCM
1
Tensile Capital Management
California
$124M 5,970,258
Neuberger Berman Group
2
Neuberger Berman Group
New York
$79.6M 3,846,294 -68,173 -2%
FAM
3
Fred Alger Management
New York
$75.8M 3,661,812 -88,300 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$74.1M 3,583,388 -14,949 -0.4%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$60.1M 2,906,921 +24,132 +0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$49.4M 2,389,362 -179,736 -7%
TCM
7
TimesSquare Capital Management
New York
$29.1M 1,408,290 -332,665 -19%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$22.8M 1,101,712 -226,809 -17%
NCGI
9
Next Century Growth Investors
Minnesota
$22.6M 1,092,611 +319,126 +41%
PCM
10
Palisade Capital Management
New Jersey
$22.4M 1,080,300 +24,481 +2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$14.6M 707,847 +695,950 +5,850%
BlackRock
12
BlackRock
New York
$14.5M 703,009 +62,965 +10%
SSA
13
Schonfeld Strategic Advisors
New York
$11.9M 573,124 +573,124 New
Cerity Partners
14
Cerity Partners
New York
$10.3M 500,000 +500,000 New
Millennium Management
15
Millennium Management
New York
$8.87M 428,649 +428,649 New
Citadel Advisors
16
Citadel Advisors
Florida
$7.93M 383,358 +335,829 +707%
PC
17
Pier Capital
Connecticut
$7.93M 383,224 +383,224 New
PI
18
Putnam Investments
Massachusetts
$7.9M 381,604 +71,294 +23%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$7.6M 367,155 +4,762 +1%
LA
20
Legacy Advisors
Pennsylvania
$7.56M 365,402 +309,198 +550%
Marshall Wace
21
Marshall Wace
United Kingdom
$6.9M 333,697 +222,797 +201%
Ameriprise
22
Ameriprise
Minnesota
$6.69M 323,108 +43,109 +15%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$6.32M 305,640 +110,201 +56%
Bank of America
24
Bank of America
North Carolina
$6.24M 301,762 -48,326 -14%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$6.23M 299,710 -1,467 -0.5%