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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$184M +$6.35M +235,407 +4%
TCM
2
Tensile Capital Management
California
$151M -$9.56M -354,255 -7%
FAM
3
Fred Alger Management
New York
$145M +$3.95M +146,327 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M -$2.64M -97,929 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$89.1M -$696K -25,790 -0.9%
LA
6
Legacy Advisors
Pennsylvania
$68.7M -$29.2M -1,080,650 -33%
JP Morgan Chase
7
JP Morgan Chase
New York
$65.9M -$3.2M -118,494 -5%
BMCM
8
Bryn Mawr Capital Management
Pennsylvania
$50.7M
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$48.6M +$3.92M +145,199 +10%
TCM
10
TimesSquare Capital Management
New York
$44M +$824K +30,523 +2%
NCGI
11
Next Century Growth Investors
Minnesota
$40.5M -$585K -21,681 -2%
BlackRock
12
BlackRock
New York
$39.7M +$1.07M +39,575 +3%
PCM
13
Palisade Capital Management
New Jersey
$37.6M +$149K +5,532 +0.5%
Franklin Resources
14
Franklin Resources
California
$31M +$26.3M +975,670 New
PM
15
Pembroke Management
Quebec, Canada
$29.4M +$18M +666,223 +255%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$27M -$273K -10,113 -1%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$26.2M +$22.3M +826,280 New
AI
18
Aperture Investors
New York
$26M +$9.59M +355,581 +77%
GIM
19
Granahan Investment Management
Massachusetts
$23.5M +$2.04M +75,697 +11%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$23M -$16.5M -611,029 -46%
SAM
21
Silvercrest Asset Management
New York
$22.6M +$2.3M +85,237 +14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$19.9M +$3.89M +144,243 +30%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$17.2M +$598K +22,163 +4%
VEPM
24
Vista Equity Partners Management
California
$15.1M -$1.3M -48,128 -9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$14.5M +$12.3M +456,292 New