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Vertex
VERX

Overview Fund Activity

265 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 51 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
103
Reduced
73
Closed
51
Calls
$106M
Puts
$1.24M
Net Calls
+$105M
Net Calls Change
-$52.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$55.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$85.1M
3
HRCM
3
Hood River Capital Management
Florida
$31.6M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$27.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$25.5M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
4
BlackRock
New York
$186M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M 6,866,041 +7,060 +0.1%
BlackRock
2
BlackRock
New York
$186M 5,306,587 -1,003,426 -16%
TCM
3
Tensile Capital Management
California
$128M 3,660,474 -109,076 -3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$114M 3,255,703 -271,901 -8%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$103M 2,947,740 +686,145 +30%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$85.1M 2,429,416 +939,031 +63%
GCM
7
Geneva Capital Management
Wisconsin
$71.5M 2,043,205 +605,617 +42%
Franklin Resources
8
Franklin Resources
California
$66.1M 1,887,860 -241,239 -11%
FAM
9
Fred Alger Management
New York
$58.6M 1,672,623 -387,661 -19%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$56.7M 1,619,380 +347,251 +27%
Capital World Investors
11
Capital World Investors
California
$55.6M 1,588,928 +1,588,928 New
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$53.6M 1,531,939 +373,090 +32%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$52.2M 1,490,160 -31,377 -2%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$52.1M 1,511,846 +482,669 +47%
State Street
15
State Street
Massachusetts
$48.9M 1,396,384 +22,352 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$48.8M 1,394,894 -1,473,544 -51%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$47.3M 1,349,606 +74,489 +6%
LA
18
Legacy Advisors
Pennsylvania
$46.3M 1,323,779 -74,000 -5%
Invesco
19
Invesco
Georgia
$44.9M 1,281,786 -231,874 -15%
TCM
20
TimesSquare Capital Management
New York
$37.3M 1,064,773 +72,116 +7%
BPC
21
Banque Pictet & Cie
Switzerland
$35.1M 1,003,470 +389,907 +64%
UBS Group
22
UBS Group
Switzerland
$32.1M 917,295 +236,414 +35%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$31.8M 908,529 +84,230 +10%
HRCM
24
Hood River Capital Management
Florida
$31.6M 901,873 +901,873 New
Ameriprise
25
Ameriprise
Minnesota
$29.6M 844,425 -305,415 -27%
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