Vertex
VERX
264 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 51 closing their positions.
8,515% more call options, than puts
Call options by funds: $106M | Put options by funds: $1.24M
41% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 74
22% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 51
4% more funds holding
Funds holding: 253 → 264 (+11)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.96% less ownership
Funds ownership: 111.95% → 108.99% (-3%)
31% less capital invested
Capital invested by funds: $3.94B → $2.74B (-$1.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$72.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$42.9M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$41.2M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$35.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.3M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$61.1M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$56.7M |
| 4 |
BlackRock
New York
|
-$45.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.4M |
VERX Hedge Fund Activity: Q1 2025 in Review
264 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2025, worth a combined $2.74B — down 31% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new VERX positions and 51 closed out — a net gain of 11 holders — while 104 added to existing stakes and 74 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $72.6M. The largest seller was Fidelity Investments, cutting an estimated $67.3M.
- 264 institutional investors held Vertex (VERX) as of Q1 2025, up from 253 in Q4 2024.
- Funds reported $2.74B of Vertex stock for Q1 2025, down 31% quarter-over-quarter.
- 62 funds opened new Vertex positions in Q1 2025 and 51 closed out, a net change of +11 holders.
- The largest Vertex buyer in Q1 2025 was Capital World Investors, an estimated $72.6M added.
- The largest Vertex seller in Q1 2025 was Fidelity Investments, an estimated $67.3M sold.
Based on aggregated 13F filings for Q1 2025.