NasdaqGM - Delayed Quote • USD
Vertex, Inc. (VERX)
At close: April 23 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 21.84% | % of Shares Held by All Insider |
| 91.61% | % of Shares Held by Institutions |
| 117.20% | % of Float Held by Institutions |
| 222 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 5.56M | Dec 31, 2023 | 9.12% | 155,229,278 |
| Tensile Capital Management, LP | 5.11M | Dec 31, 2023 | 8.40% | 142,907,654 |
| Fred Alger Management, LLC | 4.42M | Dec 31, 2023 | 7.25% | 123,414,614 |
| Neuberger Berman Group, LLC | 3.67M | Dec 31, 2023 | 6.02% | 102,513,258 |
| Legacy Advisors, LLC | 3.24M | Dec 31, 2023 | 5.33% | 90,661,697 |
| Conestoga Capital Advisors, LLC | 2.83M | Dec 31, 2023 | 4.65% | 79,143,404 |
| JP Morgan Chase & Company | 2.19M | Dec 31, 2023 | 3.60% | 61,247,694 |
| Bryn Mawr Capital Management, LLC | 1.6M | Dec 31, 2023 | 2.62% | 44,592,240 |
| Loomis Sayles & Company, LP | 1.38M | Dec 31, 2023 | 2.27% | 38,662,115 |
| Times Square Capital Management, LLC | 1.36M | Dec 31, 2023 | 2.23% | 37,895,721 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Neuberger & Berman Genesis Fund | 2.45M | Dec 31, 2023 | 4.02% | 68,335,765 |
| Conestoga Small Cap Fund | 1.94M | Dec 31, 2023 | 3.18% | 54,159,651 |
| Vanguard Total Stock Market Index Fund | 1.67M | Dec 31, 2023 | 2.73% | 46,532,394 |
| Vanguard Small-Cap Index Fund | 1.31M | Dec 31, 2023 | 2.14% | 36,470,473 |
| JP Morgan Small Cap Growth Fund | 1.2M | Dec 31, 2023 | 1.98% | 33,639,425 |
| Vanguard Information Technology Index Fund | 1.06M | Nov 30, 2023 | 1.74% | 29,680,858 |
| Alger Weatherbie Specialized Growth Fund | 998.35k | Jan 31, 2024 | 1.64% | 27,894,011 |
| Loomis Sayles Small Cap Growth Fund | 812.85k | Dec 31, 2023 | 1.33% | 22,711,113 |
| Janus Henderson Venture Fund | 802.45k | Dec 31, 2023 | 1.32% | 22,420,509 |
| Putnam Funds Tr-Putnam Small Cap Growth Fund | 774.98k | Dec 31, 2023 | 1.27% | 21,652,997 |
Related Tickers
PCTY Paylocity Holding Corporation
158.88
-0.42%
WK Workiva Inc.
80.29
+1.52%
JAMF Jamf Holding Corp.
19.27
+0.63%
PYCR Paycor HCM, Inc.
17.54
+1.62%
APPF AppFolio, Inc.
219.33
+2.11%
ENFN Enfusion, Inc.
9.35
+1.30%
SMAR Smartsheet Inc.
38.29
+1.11%
BSY Bentley Systems, Incorporated
54.42
+2.29%
DAY Dayforce Inc
59.28
+0.56%
NCNO nCino, Inc.
30.16
+1.75%