Vertex

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

• Fred Alger ManagementGeneralist · 1.0% of their software4,007,068 shares$45.4M−$2.7M
• Conestoga Capital AdvisorsGeneralist · 3.9% of their software3,345,959 shares$37.9MFlat
• Neuberger Berman GroupGeneralist · 0.4% of their software3,287,845 shares$37.3M−$706K
• JPMorgan ChaseGeneralist · 0.1% of their software2,621,968 shares$29.7MFlat
• William Blair Investment ManagementGeneralist · 0.4% of their software1,167,106 shares$13.2M+$4.5M
• BlackRockPassive · 0.0% of their software539,426 shares$6.1MFlat
• Bank of AmericaGeneralist · 0.0% of their software353,478 shares$4.0M−$545K
• Nordea Investment Management AbGeneralist · 0.0% of their software315,569 shares$3.6MFlat
• AmeripriseGeneralist · 0.0% of their software282,483 shares$3.2MFlat
• GeodePassive · 0.0% of their software274,925 shares$3.1MFlat
• Morgan StanleyGeneralist · 0.0% of their software237,175 shares$2.7M−$758K
• State StreetPassive · 0.0% of their software214,959 shares$2.4MFlat
• New York State Common Retirement FundGeneralist · 0.0% of their software197,171 shares$2.2MFlat
• Envestnet Asset ManagementGeneralist · 0.0% of their software143,067 shares$1.6MFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software136,551 shares$1.5MFlat
• DimensionalPassive · 0.0% of their software128,587 shares$1.5M+$790K
• Renaissance TechnologiesGeneralist · 0.0% of their software101,300 shares$1.1MFlat
• Swiss National BankGeneralist · 0.0% of their software96,100 shares$1.1MFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software92,035 shares$1.0MFlat
• Tudor InvestmentGeneralist · 0.3% of their software83,332 shares$944KFlat
• Northern TrustPassive · 0.0% of their software80,610 shares$914KFlat
• Goldman SachsGeneralist · 0.0% of their software72,406 shares$820KFlat
• Bank of New York MellonPassive · 0.0% of their software43,212 shares$490KFlat
• California State Teachers Retirement SystemGeneralist · 0.0% of their software34,650 shares$393KFlat
• LPl FinancialGeneralist · 0.0% of their software18,764 shares$213KFlat
• Citadel AdvisorsGeneralist · 0.0% of their software17,581 shares$199K−$858K
• Aqr Capital ManagementGeneralist · 0.0% of their software15,200 shares$172KNew
• Sei Investments COGeneralist · 0.0% of their software12,925 shares$146KFlat
• Charles Schwab Investment ManagementPassive · 0.0% of their software11,875 shares$135KFlat
• Legal & GeneralPassive · 0.0% of their software10,337 shares$117KFlat
• UBS GroupGeneralist · 0.0% of their software8,827 shares$100KFlat
• US Bancorp deGeneralist · 0.0% of their software6,371 shares$72KFlat
• Deutsche BankGeneralist · 0.0% of their software2,846 shares$32KFlat
• Ensign Peak AdvisorsGeneralist · 0.0% of their software2,120 shares$24KFlat
• BarclaysGeneralist · 0.0% of their software1,612 shares$18KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software1,459 shares$17KFlat
• CitigroupGeneralist · 0.0% of their software995 shares$11KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software1,045 shares$11KNew
• Wells FargoGeneralist · 0.0% of their software291 shares$3KFlat