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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$366M 6,858,981 +137,666 +2%
BlackRock
2
BlackRock
New York
$337M 6,310,013 +1,302,429 +26%
TCM
3
Tensile Capital Management
California
$201M 3,769,550 -284,000 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$188M 3,527,604 +53,829 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M 2,868,438 +580,664 +25%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$121M 2,261,595 -18,695 -0.8%
Franklin Resources
7
Franklin Resources
California
$114M 2,129,099 +439,054 +26%
FAM
8
Fred Alger Management
New York
$110M 2,060,284 -483,554 -19%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$81.2M 1,521,537 -44,457 -3%
Invesco
10
Invesco
Georgia
$80.8M 1,513,660 +1,171,576 +342%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$79.5M 1,490,385 +423,007 +40%
GCM
12
Geneva Capital Management
Wisconsin
$76.7M 1,437,588 -13,011 -0.9%
LA
13
Legacy Advisors
Pennsylvania
$74.6M 1,397,779 -765,279 -35%
State Street
14
State Street
Massachusetts
$73.3M 1,374,032 +12,131 +0.9%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$71.4M 1,337,758 +108,314 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$68M 1,275,117 -166 -0%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$67.9M 1,272,129 -519,800 -29%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$61.8M 1,158,849 +1,158,849 New
Ameriprise
19
Ameriprise
Minnesota
$61.3M 1,149,840 +172,219 +18%
DCM
20
Driehaus Capital Management
Illinois
$56.7M 1,063,711 +51,730 +5%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$55M 1,029,177 +440,832 +75%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$54.2M 1,016,425 +83,391 +9%
TCM
23
TimesSquare Capital Management
New York
$53M 992,657 -662,743 -40%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$45.4M 851,127 +596,077 +234%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$44M 824,299 -86,853 -10%
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