Vertex, Inc.

Who owns it

Quarter close

$22

Tracked value

$400M

Filers

33

Net bought

+$4.6M

Quarter ended 30 June 2021. One filer from each family. The book calls it Application. CUSIP 92538J106.

Bought this quarter

• JPMorgan ChaseGeneralist+$20.4M$60.8M
• Massachusetts Financial Services COGeneralist+$14.3M$58.8M
• Neuberger Berman GroupGeneralist+$6.6M$72.7M
• Morgan StanleyGeneralist+$3.6M$3.8M
• Nordea Investment Management AbGeneralist+$3.1M$6.9M

Largest holders

• Neuberger Berman GroupGeneralist$72.7M3,315,650
• Conestoga Capital AdvisorsGeneralist$69.4M3,162,150
• JPMorgan ChaseGeneralist$60.8M2,769,100
• Massachusetts Financial Services COGeneralist$58.8M2,681,678
• Fred Alger ManagementGeneralist$54.9M2,502,656
• William Blair Investment ManagementGeneralist$14.9M681,340
• BlackRockPassive$9.8M447,053
• AmeripriseGeneralist$8.3M379,029

Quarter history

From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.

• Q2 202676 filers · $11$565M−$9.2M
• Q1 202671 filers · $12$549M−$124M
• Q4 202575 filers · $20$997M+$15.4M
• Q3 202576 filers · $25$1.2B−$4.7M
• Q2 202581 filers · $35$1.7B+$249M
• Q1 202579 filers · $35$1.5B−$50.9M
• Q4 202475 filers · $53$2.3B+$219M
• Q3 202471 filers · $39$1.4B+$42.8M
• Q2 202468 filers · $36$1.3B+$279M
• Q1 202460 filers · $32$858M+$77.2M
• Q4 202352 filers · $27$650M+$60.7M
• Q3 202349 filers · $23$497M+$11.9M
• Q2 202348 filers · $20$408M+$12.3M
• Q1 202349 filers · $21$420M+$20.8M
• Q4 202242 filers · $15$274M+$11.3M
• Q3 202237 filers · $14$247M+$867K
• Q2 202239 filers · $11$204M−$789K
• Q1 202240 filers · $15$276M+$3.4M
• Q4 202139 filers · $16$283M+$1.1M
• Q3 202138 filers · $19$341M−$10.6M
• Q2 202133 filers · $22$400M+$4.6M
• Q1 202138 filers · $22$396M−$81.3M
• Q4 202047 filers · $35$709M+$107M
• Q3 202044 filers · $23$364M+$363M