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

• Neuberger Berman GroupGeneralist · 0.6% of their software3,914,467 shares$56.8M+$3.8M
• Fred Alger ManagementGeneralist · 1.5% of their software3,750,112 shares$54.4M−$1.3M
• Conestoga Capital AdvisorsGeneralist · 4.4% of their software2,882,789 shares$41.8MFlat
• JPMorgan ChaseGeneralist · 0.1% of their software2,569,072 shares$37.3MFlat
• William Blair Investment ManagementGeneralist · 0.6% of their software1,328,521 shares$19.3MFlat
• BlackRockPassive · 0.0% of their software640,044 shares$9.3MFlat
• GeodePassive · 0.0% of their software362,393 shares$5.3MFlat
• Bank of AmericaGeneralist · 0.0% of their software350,088 shares$5.1MFlat
• InvescoPassive · 0.0% of their software333,800 shares$4.8MNew · +$4.6M
• Nordea Investment Management AbGeneralist · 0.0% of their software301,177 shares$4.4MFlat
• AmeripriseGeneralist · 0.0% of their software279,968 shares$4.1MFlat
• New York State Common Retirement FundGeneralist · 0.1% of their software267,265 shares$3.9MFlat
• State StreetPassive · 0.0% of their software241,443 shares$3.5M+$567K
• DimensionalPassive · 0.0% of their software195,439 shares$2.8MFlat
• Morgan StanleyGeneralist · 0.0% of their software150,371 shares$2.2M−$926K
• Tudor InvestmentGeneralist · 0.7% of their software150,103 shares$2.2M+$971K
• Envestnet Asset ManagementGeneralist · 0.0% of their software150,087 shares$2.2MFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software133,907 shares$1.9MFlat
• Swiss National BankGeneralist · 0.0% of their software116,900 shares$1.7MFlat
• Renaissance TechnologiesGeneralist · 0.0% of their software115,800 shares$1.7MFlat
• Marshall WaceGeneralist · 0.1% of their software110,900 shares$1.6MNew · +$1.5M
• Pnc Financial Services GroupGeneralist · 0.0% of their software92,035 shares$1.3MFlat
• Northern TrustPassive · 0.0% of their software90,283 shares$1.3MFlat
• Goldman SachsGeneralist · 0.0% of their software59,740 shares$867KFlat
• Citadel AdvisorsGeneralist · 0.0% of their software47,529 shares$690KFlat
• California State Teachers Retirement SystemGeneralist · 0.0% of their software42,060 shares$610KFlat
• Norges BankGeneralist · 0.0% of their software40,665 shares$590KNew · +$556K
• First Trust AdvisorsGeneralist · 0.0% of their software38,603 shares$560KNew · +$528K
• Bank of New York MellonPassive · 0.0% of their software35,928 shares$521KFlat
• LPl FinancialGeneralist · 0.0% of their software18,641 shares$270KFlat
• Charles Schwab Investment ManagementPassive · 0.0% of their software15,520 shares$225KFlat
• Sei Investments COGeneralist · 0.0% of their software14,524 shares$211KFlat
• Legal & GeneralPassive · 0.0% of their software12,633 shares$183KFlat
• UBS GroupGeneralist · 0.0% of their software9,299 shares$135KFlat
• Lazard Asset ManagementGeneralist · 0.0% of their software3,173 shares$46KNew
• Deutsche BankGeneralist · 0.0% of their software2,846 shares$41KNew
• BarclaysGeneralist · 0.0% of their software1,670 shares$24KFlat
• CitigroupGeneralist · 0.0% of their software1,466 shares$21KFlat
• US Bancorp deGeneralist · 0.0% of their software1,246 shares$18KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software1,225 shares$18KFlat
• Wells FargoGeneralist · 0.0% of their software1,081 shares$16KFlat
• FidelityGeneralist · 0.0% of their software112 shares$2KNew