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 · 1.4% of their software3,841,738 shares$52.5M−$1.9M
• Neuberger Berman GroupGeneralist · 0.5% of their software3,632,850 shares$49.7M+$3.9M
• Conestoga Capital AdvisorsGeneralist · 4.3% of their software2,909,764 shares$39.8M−$4.9M
• JPMorgan ChaseGeneralist · 0.1% of their software2,544,180 shares$34.8M−$881K
• William Blair Investment ManagementGeneralist · 0.6% of their software1,317,198 shares$18.0M+$1.7M
• BlackRockPassive · 0.0% of their software644,473 shares$8.8M+$1.2M
• Bank of AmericaGeneralist · 0.0% of their software344,463 shares$4.7MFlat
• GeodePassive · 0.0% of their software335,550 shares$4.6M+$687K
• Nordea Investment Management AbGeneralist · 0.1% of their software314,858 shares$4.4MFlat
• AmeripriseGeneralist · 0.0% of their software278,869 shares$3.8MFlat
• New York State Common Retirement FundGeneralist · 0.0% of their software252,837 shares$3.5M+$631K
• Morgan StanleyGeneralist · 0.0% of their software218,133 shares$3.0MFlat
• State StreetPassive · 0.0% of their software199,963 shares$2.7MFlat
• DimensionalPassive · 0.0% of their software185,825 shares$2.5M+$649K
• Envestnet Asset ManagementGeneralist · 0.0% of their software152,853 shares$2.1MFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software136,954 shares$1.9MFlat
• Renaissance TechnologiesGeneralist · 0.0% of their software108,000 shares$1.5MFlat
• Swiss National BankGeneralist · 0.0% of their software101,000 shares$1.4MFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software92,035 shares$1.3MFlat
• Northern TrustPassive · 0.0% of their software91,525 shares$1.3MFlat
• Tudor InvestmentGeneralist · 0.4% of their software79,079 shares$1.1MFlat
• Goldman SachsGeneralist · 0.0% of their software77,208 shares$1.1MFlat
• Bank of New York MellonPassive · 0.0% of their software48,673 shares$666KFlat
• California State Teachers Retirement SystemGeneralist · 0.0% of their software36,858 shares$504KFlat
• LPl FinancialGeneralist · 0.0% of their software18,110 shares$248KFlat
• Citadel AdvisorsGeneralist · 0.0% of their software16,374 shares$224KFlat
• Charles Schwab Investment ManagementPassive · 0.0% of their software15,520 shares$213KFlat
• Sei Investments COGeneralist · 0.0% of their software13,739 shares$188KFlat
• Legal & GeneralPassive · 0.0% of their software11,054 shares$151KFlat
• UBS GroupGeneralist · 0.0% of their software9,025 shares$124KFlat
• US Bancorp deGeneralist · 0.0% of their software6,371 shares$87KFlat
• Ensign Peak AdvisorsGeneralist · 0.0% of their software5,280 shares$72KFlat
• BarclaysGeneralist · 0.0% of their software1,588 shares$22KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software1,353 shares$18KFlat
• Wells FargoGeneralist · 0.0% of their software1,066 shares$15KFlat
• CitigroupGeneralist · 0.0% of their software1,049 shares$14KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software354 shares$4KFlat