VERX · Application · 92538J106
Vertex
Q1 2021 · compared with Q4 2020
- Tracked value
- $396M
- Tracked filers
- 38
1 filing is from the same family as a larger report and is left out of the total.
Quarter history
Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.
- 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
Who owns it
- Conestoga Capital AdvisorsGeneralist · 6.2% of their software3,191,995 shares$70.2M+$21.6M
- Neuberger Berman GroupGeneralist · 0.6% of their software3,015,231 shares$66.3M+$23.9M
- Fred Alger ManagementGeneralist · 0.7% of their software2,375,890 shares$52.2M+$10.1M
- Massachusetts Financial Services COGeneralist · 0.1% of their software2,031,935 shares$44.7M+$6.8M
- JPMorgan ChaseGeneralist · 0.1% of their software1,843,056 shares$40.5M+$4.2M
- Capital International InvestorsGeneralist · 0.1% of their software1,517,555 shares · Not in the total$33.4MFlat
- William Blair Investment ManagementGeneralist · 0.6% of their software903,597 shares$19.9M+$14.8M
- Goldman SachsGeneralist · 0.1% of their software850,810 shares$18.7MFlat
- BlackRockPassive · 0.0% of their software595,449 shares$13.1M−$14.5M
- Wells FargoGeneralist · 0.0% of their software491,136 shares$10.8M−$46.9M
- AmeripriseGeneralist · 0.0% of their software352,200 shares$7.7MFlat
- Clearbridge InvestmentsGeneralist · 0.0% of their software332,069 shares$7.3M−$582K
- Tiger Global ManagementCrossover · 0.0% of their software325,000 shares$7.1MFlat
- Bank of AmericaGeneralist · 0.0% of their software216,046 shares$4.8M+$3.3M
- GeodePassive · 0.0% of their software213,983 shares$4.7MFlat
- Nordea Investment Management AbGeneralist · 0.0% of their software175,665 shares$3.9MNew · +$6.1M
- State StreetPassive · 0.0% of their software142,792 shares$3.1M+$1.4M
- Royal Bank of CanadaGeneralist · 0.0% of their software115,072 shares$2.5M+$552K
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software107,078 shares$2.4M+$2.5M
- Envestnet Asset ManagementGeneralist · 0.1% of their software105,824 shares$2.3M+$2.9M
- Pnc Financial Services GroupGeneralist · 0.0% of their software84,210 shares$1.9MFlat
- Millennium ManagementGeneralist · 0.0% of their software76,182 shares$1.7M+$2.1M
- Tudor InvestmentGeneralist · 0.4% of their software65,731 shares$1.4MFlat
- Bank of New York MellonPassive · 0.0% of their software65,337 shares$1.4M−$823K
- Principal Financial GroupGeneralist · 0.0% of their software63,200 shares$1.4MFlat
- Northern TrustPassive · 0.0% of their software59,105 shares$1.3MFlat
- Swiss National BankGeneralist · 0.0% of their software55,800 shares$1.2MFlat
- US Bancorp deGeneralist · 0.0% of their software46,307 shares$1.0MFlat
- California Public Employees Retirement SystemGeneralist · 0.0% of their software43,500 shares$956KFlat
- Squarepoint OpsGeneralist · 0.0% of their software19,647 shares$432K−$2.8M
- Sei Investments COGeneralist · 0.0% of their software16,915 shares$372KFlat
- LPl FinancialGeneralist · 0.0% of their software11,965 shares$263KFlat
- Morgan StanleyGeneralist · 0.0% of their software9,659 shares$212K−$577K
- Charles Schwab Investment ManagementPassive · 0.0% of their software9,192 shares$203KFlat
- Deutsche BankGeneralist · 0.0% of their software5,051 shares$111K−$1.1M
- Legal & GeneralPassive · 0.0% of their software2,170 shares$48KFlat
- CitigroupGeneralist · 0.0% of their software1,566 shares$34KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,121 shares$25KFlat
- UBS GroupGeneralist · 0.0% of their software445 shares$10KFlat