Vertex, Inc.

VERX · NASDAQ
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Filings298
Total reported value$1.7B
ManagerSharesValue
Change
VANGUARD GROUP INC8.4M$167.5M+7.6%
BlackRock, Inc.5.3M$106.2M-10.6%
Tensile Capital Management LP3.8M$76.0M+4.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.6M$71.3M+41.1%
BROWN ADVISORY INC3.1M$61.5M+50.0%
Neuberger Berman Group LLC3M$59.7M-6.3%
GENEVA CAPITAL MANAGEMENT LLC2.9M$58.6M-3.0%
WASATCH ADVISORS LP2.7M$54.5M+7.8%
Conestoga Capital Advisors, LLC2.5M$50.8M-50.7%
WELLINGTON MANAGEMENT GROUP LLP2.2M$43.2M+30.3%
Champlain Investment Partners, LLC2M$40.9M+14.3%
UBS Group AG1.9M$38.6M+32.4%
JPMORGAN CHASE & CO1.8M$35.8M+9.8%
STATE STREET CORP1.7M$34.2M+7.9%
GEODE CAPITAL MANAGEMENT, LLC1.7M$33.9M+8.8%
FRANKLIN RESOURCES INC1.5M$29.4M-152.1%
abrdn plc1.4M$28.9M-1.0%
Legacy Advisors, LLC1.3M$26.8M+49.1%
BROWN CAPITAL MANAGEMENT LLC1.3M$26.0M-10.7%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.3M$26.0M-9.9%
Park West Asset Management LLC1.3M$25.0M+50.0%
TimesSquare Capital Management, LLC1.1M$21.8M+2.1%
ShawSpring Partners LLC1.1M$21.6M+25.4%
DIMENSIONAL FUND ADVISORS LP987.3K$19.7M+3.2%
MORGAN STANLEY973.4K$19.4M+35.4%
BANQUE PICTET & CIE SA944.1K$18.9M-1.5%
PRINCIPAL FINANCIAL GROUP INC892.9K$17.8M+23.6%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC854.4K$17.1M+9.8%
BARCLAYS PLC843.2K$16.8M+16.0%
JENNISON ASSOCIATES LLC819.1K$16.4M+26.4%
Pembroke Management, LTD818.1K$16.3M+6.9%
JANUS HENDERSON GROUP PLC801.6K$16.0M-2.3%
AMERIPRISE FINANCIAL INC794.6K$15.9M-58.1%
Aperture Investors, LLC752.4K$15.0M+4.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP728.6K$14.6M+47.1%
Artisan Partners Limited Partnership728.5K$14.5M-3.8%
FRED ALGER MANAGEMENT, LLC703K$14.0M+347.4%
NORTHERN TRUST CORP644.5K$12.9M+4.3%
PALISADE CAPITAL MANAGEMENT, LP618.1K$12.3M-1.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC596.4K$11.9M+14.6%
Premier Fund Managers Ltd573.4K$11.4M-157.3%
BANK OF AMERICA CORP /DE/557.6K$11.1M+32.8%
Hyperion Capital Advisors LP540K$10.8M+50.0%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO466.7K$9.3M-10.3%
Rockefeller Capital Management L.P.447.8K$8.9M-1.5%
GOLDMAN SACHS GROUP INC424.3K$8.5M-4.5%
Toroso Investments, LLC396.3K$7.9M-1.0%
MIZUHO MARKETS AMERICAS LLC392.9K$7.8M+8.8%
NEW YORK STATE COMMON RETIREMENT FUND384.7K$7.7M+454.1%
GAGNON SECURITIES LLC378.7K$7.6M+22.3%
SEI INVESTMENTS CO371.3K$7.4M+10.4%
BNP PARIBAS ARBITRAGE, SNC343.6K$6.9M+24.8%
Spence Asset Management337K$6.7M-0.7%
JANE STREET GROUP, LLC324.7K$6.5M+46.1%
Pier Capital, LLC291.9K$5.8M+17.1%
Granahan Investment Management, LLC289.3K$5.8M+44.8%
ROYAL BANK OF CANADA281.5K$5.6M+14.4%
COMERICA BANK275.4K$5.5M-0.5%
KORNITZER CAPITAL MANAGEMENT INC /KS268.8K$5.4M+2.5%
WHITTIER TRUST CO265.6K$5.3M+1.7%
PEREGRINE CAPITAL MANAGEMENT LLC252.6K$5.0M-2.7%
BAMCO INC /NY/248K$5.0M+50.0%
Gagnon Advisors, LLC232.5K$4.6M+23.3%
Bank of New York Mellon Corp218.6K$4.4M+7.1%
CITIGROUP INC212.4K$4.2M+32.8%
NORRIS PERNE & FRENCH LLP/MI206.1K$4.1M-28.6%
Saba Capital Management, L.P.203.5K$4.1M+27.8%
Herald Investment Management Ltd200K$4.0M+50.0%
NORTH STAR ASSET MANAGEMENT INC195K$3.9M+24.4%
ENVESTNET ASSET MANAGEMENT INC193.5K$3.9M-4.0%
Summit Creek Advisors LLC189.8K$3.8M-8.9%
CITADEL ADVISORS LLC186K$3.7M+143.0%
Banco Santander, S.A.177.8K$3.6M-907.4%
EFG Asset Management (North America) Corp.149.5K$3.0M+22.2%
VOYA INVESTMENT MANAGEMENT LLC143K$2.9M-30.1%
Swiss National Bank142K$2.8M+7.6%
WHITTIER TRUST CO OF NEVADA INC137.9K$2.8M+0.4%
KENNEDY CAPITAL MANAGEMENT LLC135.3K$2.7M-30.5%
Nuveen, LLC131.7K$2.6M0.0%
UBS ASSET MANAGEMENT AMERICAS INC124.2K$2.5M-177.5%
Whetstone Capital Advisors, LLC113.5K$2.3M+50.0%
Bullseye Asset Management LLC111.7K$2.2M0.0%
ROYCE & ASSOCIATES LP110.5K$2.2M+26.6%
FEDERATED HERMES, INC.101.4K$2.0M+127.3%
RHUMBLINE ADVISERS94.6K$1.9M-3.1%
Baird Financial Group, Inc.94.1K$1.9M-17.8%
IVY LANE CAPITAL MANAGEMENT, LLC94K$1.9M+50.0%
Legal & General Group Plc82.3K$1.6M+3.2%
DARK FOREST CAPITAL MANAGEMENT LP81.5K$1.6M+50.0%
Bank Julius Baer & Co. Ltd, Zurich80.9K$1.6M-32.7%
Quantbot Technologies LP75.9K$1.5M+50.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.74.3K$1.5M-13.4%
ALLIANCEBERNSTEIN L.P.71.2K$1.4M+0.6%
MACQUARIE GROUP LTD71K$1.4M+117.6%
MILLENNIUM MANAGEMENT LLC70.5K$1.4M+127.9%
Lazard Freres Gestion S.A.S.70K$1.4M+41.7%
Advantage Alpha Capital Partners LP69.2K$1.4M-5.6%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM68.5K$1.4M+7.5%
MARSHALL WACE, LLP68.5K$1.4M+286.3%
Walleye Trading LLC67.8K$1.4M+50.0%