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Vertex
VERX

Overview Fund Activity

177 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+33
Holders Change %
+22.92%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$31M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.2M
3
PM
3
Pembroke Management
Quebec, Canada
$29.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$23M
4
TCM
4
Tensile Capital Management
California
$151M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$184M 5,791,215 +235,407 +4%
TCM
2
Tensile Capital Management
California
$151M 4,760,550 -354,255 -7%
FAM
3
Fred Alger Management
New York
$145M 4,563,457 +146,327 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M 3,571,121 -97,929 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$89.1M 2,806,830 -25,790 -0.9%
LA
6
Legacy Advisors
Pennsylvania
$68.7M 2,164,221 -1,080,650 -33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$65.9M 2,073,621 -118,494 -5%
BMCM
8
Bryn Mawr Capital Management
Pennsylvania
$50.7M 1,596,000 – –
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$48.6M 1,528,954 +145,199 +10%
TCM
10
TimesSquare Capital Management
New York
$44M 1,386,848 +30,523 +2%
NCGI
11
Next Century Growth Investors
Minnesota
$40.5M 1,275,087 -21,681 -2%
BlackRock
12
BlackRock
New York
$39.7M 1,248,918 +39,575 +3%
PCM
13
Palisade Capital Management
New Jersey
$37.6M 1,182,340 +5,532 +0.5%
Franklin Resources
14
Franklin Resources
California
$31M 975,670 +975,670 New
PM
15
Pembroke Management
Quebec, Canada
$29.4M 927,129 +666,223 +255%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$27M 849,154 -10,113 -1%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$26.2M 826,280 +826,280 New
AI
18
Aperture Investors
New York
$26M 818,225 +355,581 +77%
GIM
19
Granahan Investment Management
Massachusetts
$23.5M 739,303 +75,697 +11%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$23M 724,037 -611,029 -46%
SAM
21
Silvercrest Asset Management
New York
$22.6M 712,926 +85,237 +14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$19.9M 627,585 +144,243 +30%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$17.2M 540,932 +22,163 +4%
VEPM
24
Vista Equity Partners Management
California
$15.1M 473,960 -48,128 -9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$14.5M 456,292 +456,292 New
1
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