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Vertex Inc
VERXAdd to Watchlist
13.235USD
+0.595+4.71%
Close 07-28 16:00（ET）Quotes delayed by 15 min
2.13BMarket Cap
LossP/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
UBS Financial Services, Inc.
6.85%
BlackRock Institutional Trust Company, N.A.
6.39%
Vanguard Portfolio Management, LLC
6.00%
Tensile Capital Management LP
4.27%
Nomura Securities Co., Ltd.
3.98%
Other
72.51%
Shareholders
Shareholders
Proportion
UBS Financial Services, Inc.
6.85%
BlackRock Institutional Trust Company, N.A.
6.39%
Vanguard Portfolio Management, LLC
6.00%
Tensile Capital Management LP
4.27%
Nomura Securities Co., Ltd.
3.98%
Other
72.51%
Shareholder Types
Shareholders
Proportion
Investment Advisor
46.40%
Investment Advisor/Hedge Fund
31.56%
Research Firm
11.13%
Individual Investor
10.41%
Hedge Fund
9.61%
Family Office
0.84%
Family Office
0.84%
Bank and Trust
0.76%
Pension Fund
0.72%
Institutional Shareholding
Updated: Sun, Apr 5
Updated: Sun, Apr 5
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
599
79.80M
100.18%
-25.86M
2025Q4
581
88.83M
114.80%
-10.79M
2025Q3
564
89.30M
115.42%
-2.19M
2025Q2
560
89.45M
115.69%
-4.50M
2025Q1
559
85.74M
119.09%
-2.26M
2024Q4
502
81.28M
113.48%
-4.08M
2024Q3
461
78.94M
120.45%
-9.68M
2024Q2
419
84.94M
131.82%
+16.24M
2024Q1
355
73.38M
118.21%
+8.42M
2023Q4
320
71.53M
117.36%
+12.94M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
UBS Financial Services, Inc.
5.72M
7.36%
+3.80M
+197.78%
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
5.09M
6.54%
+278.55K
+5.79%
Dec 31, 2025
Tensile Capital Management LP
3.42M
4.4%
-384.42K
-10.10%
Dec 31, 2025
Nomura Securities Co., Ltd.
3.17M
4.08%
+3.16M
+31728.94%
Dec 31, 2025
Neuberger Berman, LLC
2.82M
3.62%
-168.32K
-5.63%
Dec 31, 2025
Brown Advisory
2.78M
3.57%
-302.03K
-9.80%
Dec 31, 2025
MFS Investment Management
2.52M
3.24%
-877.30K
-25.80%
Dec 31, 2025
Geneva Capital Management LLC
2.71M
3.48%
-222.38K
-7.58%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Fidelity Cloud Computing ETF
0.8%
State Street SPDR S&P Software & Services ETF
0.67%
State Street SPDR FactSet Innovative Technolgy ETF
0.45%
Global X FinTech ETF
0.32%
WisdomTree US SmallCap Quality Growth Fund
0.18%
JPMorgan Fundamental Data Science Small Core ETF
0.18%
John Hancock Multifactor Small Cap ETF
0.1%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.09%
iShares Russell 2000 Growth ETF
0.09%
iShares MSCI USA Small-Cap Min Vol Factor ETF
0.08%
View more
Fidelity Cloud Computing ETF
Proportion0.8%
State Street SPDR S&P Software & Services ETF
Proportion0.67%
State Street SPDR FactSet Innovative Technolgy ETF
Proportion0.45%
Global X FinTech ETF
Proportion0.32%
WisdomTree US SmallCap Quality Growth Fund
Proportion0.18%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.18%
John Hancock Multifactor Small Cap ETF
Proportion0.1%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.09%
iShares Russell 2000 Growth ETF
Proportion0.09%
iShares MSCI USA Small-Cap Min Vol Factor ETF
Proportion0.08%