Overview Financials News + Filings Key Docs Ownership Insiders
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Vertex, Inc.
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
Tensile Capital Management LP
| 5,866,717 | -103,541 | 114,400,982,000 | 14.80 | |
Hist
| 06/30/2023 |
VANGUARD GROUP INC
| 4,653,849 | 1,159,150 | 90,750,056,000 | 0.00 | |
Hist
| 06/30/2023 |
FRED ALGER MANAGEMENT, LLC
| 4,247,151 | 405,413 | 82,819,445,000 | 0.42 | 2.80 |
Hist
| 06/30/2023 |
Neuberger Berman Group LLC
| 3,732,072 | -114,222 | 72,775,404,000 | 0.07 | 2.46 |
Hist
| 06/30/2023 |
WSFS CAPITAL MANAGEMENT, LLC
| 2,589,000 | 2,589,000 | 50,485,500,000 | 4.74 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| 2,358,543 | -30,819 | 45,991,590,000 | 0.00 | 1.56 |
Hist
| 06/30/2023 |
Conestoga Capital Advisors, LLC
| 2,882,789 | -463,170 | 41,829,268,000 | 0.78 | |
Hist
| 12/31/2022 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
| 1,101,712 | -226,809 | 22,794,421,000 | 0.08 | |
Hist
| 03/31/2023 |
PALISADE CAPITAL MANAGEMENT, LP
| 1,134,375 | 54,075 | 22,120,312,000 | 0.59 | |
Hist
| 06/30/2023 |
NEXT CENTURY GROWTH INVESTORS LLC
| 1,118,093 | 25,482 | 21,802,813,000 | 2.10 | 0.74 |
Hist
| 06/30/2023 |
JANUS HENDERSON GROUP PLC
| 858,442 | 846,545 | 16,739,503,000 | 0.01 | |
Hist
| 06/30/2023 |
MILLENNIUM MANAGEMENT LLC
| 805,718 | 805,718 | 15,711,501,000 | 0.01 | 0.53 |
Hist
| 06/30/2023 |
BlackRock Inc.
| 795,234 | 92,225 | 15,507,066,000 | 0.00 | |
Hist
| 06/30/2023 |
Schonfeld Strategic Advisors LLC
| 616,300 | 43,176 | 12,017,850,000 | 0.10 | |
Hist
| 06/30/2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
| 574,236 | 574,236 | 11,197,602,000 | 0.08 | 0.38 |
Hist
| 06/30/2023 |
PUTNAM INVESTMENTS LLC
| 518,722 | 208,412 | 10,115,080,000 | 0.01 | 0.34 |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 437,353 | 135,591 | 8,528,384,000 | 0.00 | |
Hist
| 06/30/2023 |
GEODE CAPITAL MANAGEMENT, LLC
| 396,704 | 29,549 | 7,735,734,000 | 0.00 | |
Hist
| 06/30/2023 |
DIMENSIONAL FUND ADVISORS LP
| 390,960 | 85,320 | 7,623,843,000 | 0.00 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 387,500 | 237,129 | 7,556,251,000 | 0.00 | |
Hist
| 06/30/2023 |
Pier Capital, LLC
| 348,213 | -35,011 | 6,790,154,000 | 0.97 | 0.23 |
Hist
| 06/30/2023 |
STATE STREET CORP
| 322,239 | 80,796 | 6,283,661,000 | 0.00 | |
Hist
| 06/30/2023 |
NORDEA INVESTMENT MANAGEMENT AB
| 306,953 | 5,776 | 6,114,504,000 | 0.01 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 258,154 | -64,954 | 5,034,003,000 | 0.00 | 0.17 |
Hist
| 06/30/2023 |
Palogic Value Management, L.P.
| 235,503 | -56,556 | 4,592,309,000 | 2.16 | |
Hist
| 06/30/2023 |
Invesco Ltd.
| 229,023 | 229,023 | 4,465,949,000 | 0.00 | |
Hist
| 06/30/2023 |
GOLDMAN SACHS GROUP INC
| 207,165 | 129,957 | 4,286,244,000 | 0.00 | 0.14 |
Hist
| 03/31/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 216,545 | 49,679 | 4,222,628,000 | 0.00 | |
Hist
| 06/30/2023 |
Legacy Advisors, LLC
| 200,637 | 140,279 | 3,912,422,000 | 0.58 | |
Hist
| 06/30/2023 |
Hudson Bay Capital Management LP
| 200,000 | 53,625 | 3,900,000,000 | 0.03 | |
Hist
| 06/30/2023 |
TWO SIGMA INVESTMENTS, LP
| 193,784 | 57,819 | 3,778,788,000 | 0.01 | |
Hist
| 06/30/2023 |
TWO SIGMA ADVISERS, LP
| 152,000 | 96,200 | 2,964,000,000 | 0.01 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 138,039 | 4,132 | 2,691,000,000 | 0.00 | |
Hist
| 06/30/2023 |
Hillsdale Investment Management Inc.
| 131,582 | 131,582 | 2,565,850,000 | 0.24 | 0.09 |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| 127,282 | 65,027 | 2,481,999,000 | 0.00 | |
Hist
| 06/30/2023 |
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