VERX icon

Vertex
VERX

Overview Fund Activity

144 hedge funds and large institutions have $1.45B invested in Vertex in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+24
Holders Change %
+20%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
39
Increased
59
Reduced
31
Closed
13
Calls
$3.63M
Puts
$1.09M
Net Calls
+$2.55M
Net Calls Change
+$279K

Top Buyers

1
LA
1
Legacy Advisors
Pennsylvania
$87.4M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$37.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$150M
5
VEPM
5
Vista Equity Partners Management
California
$14.1M

Top Sellers

1
BMCM
1
Bryn Mawr Capital Management
Pennsylvania
$43M
2
TCM
2
Tensile Capital Management
California
$138M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$98.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
FAM
5
Fred Alger Management
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$150M 5,555,808 +637,075 +13%
TCM
2
Tensile Capital Management
California
$138M 5,114,805 -691,912 -12%
FAM
3
Fred Alger Management
New York
$119M 4,417,130 -234,571 -5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$98.8M 3,669,050 -299,764 -8%
LA
5
Legacy Advisors
Pennsylvania
$87.4M 3,244,871 +3,044,193 +1,517%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$76.3M 2,832,620 +452,840 +19%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$59.1M 2,192,115 -154,218 -7%
BMCM
8
Bryn Mawr Capital Management
Pennsylvania
$43M 1,596,000 -1,000,000 -39%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$37.3M 1,383,755 +1,383,755 New
TCM
10
TimesSquare Capital Management
New York
$36.5M 1,356,325 -88,605 -6%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$36M 1,335,066 -92,942 -7%
NCGI
12
Next Century Growth Investors
Minnesota
$34.9M 1,296,768 +20,792 +2%
BlackRock
13
BlackRock
New York
$32.6M 1,209,343 +255,555 +27%
PCM
14
Palisade Capital Management
New Jersey
$31.7M 1,176,808 -87,541 -7%
Morgan Stanley
15
Morgan Stanley
New York
$26M 966,456 +786,395 +437%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.1M 859,267 +3,110 +0.4%
PI
17
Putnam Investments
Massachusetts
$22.5M 834,027 +148,963 +22%
GIM
18
Granahan Investment Management
Massachusetts
$17.9M 663,606 +219,301 +49%
SAM
19
Silvercrest Asset Management
New York
$16.9M 627,689 -73,453 -10%
VEPM
20
Vista Equity Partners Management
California
$14.1M 522,088 +522,088 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$14M 518,769 +84,055 +19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$13M 483,342 +7,805 +2%
Bank of America
23
Bank of America
North Carolina
$13M 482,433 -35,200 -7%
AI
24
Aperture Investors
New York
$12.5M 462,644 +462,644 New
PC
25
Pier Capital
Connecticut
$10.4M 387,721 -3,789 -1%
1
2 3 4 5