VERX · Application · 92538J106
Vertex
Q3 2025 · compared with Q2 2025
- Tracked value
- $1.2B
- Tracked filers
- 76
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
- BlackRockPassive · 0.0% of their software5,316,515 shares$132M−$17.9M
- Massachusetts Financial Services COGeneralist · 0.3% of their software3,567,902 shares$88.4M+$88.0M
- Brown AdvisoryGeneralist · 0.5% of their software3,080,905 shares$76.4MNew · +$109M
- Neuberger Berman GroupGeneralist · 0.5% of their software2,988,570 shares$74.1M−$6.3M
- Wasatch AdvisorsGeneralist · 2.3% of their software2,728,504 shares$67.6M+$8.1M
- Conestoga Capital AdvisorsGeneralist · 4.9% of their software2,543,000 shares$63.0M−$30.2M
- Wellington Management GroupGeneralist · 0.1% of their software2,161,501 shares$53.6M+$33.1M
- UBS GroupGeneralist · 0.1% of their software1,931,531 shares$47.9M+$32.7M
- JPMorgan ChaseGeneralist · 0.0% of their software1,794,070 shares$44.5M+$6.9M
- State StreetPassive · 0.0% of their software1,712,515 shares$42.5M+$5.2M
- GeodePassive · 0.0% of their software1,699,680 shares$42.1M+$5.8M
- Franklin ResourcesGeneralist · 0.1% of their software1,472,958 shares$36.5M−$31.4M
- Aberdeen GroupGeneralist · 0.5% of their software1,445,834 shares$36.0M−$526K
- Kayne Anderson Rudnick Investment ManagementGeneralist · 0.7% of their software1,301,044 shares$32.3M−$4.1M
- DimensionalPassive · 0.1% of their software987,265 shares$24.5M+$1.2M
- Morgan StanleyGeneralist · 0.0% of their software973,442 shares$24.1M+$18.8M
- Principal Financial GroupGeneralist · 0.1% of their software892,949 shares$22.1M+$9.7M
- William Blair Investment ManagementGeneralist · 0.3% of their software854,381 shares$21.2M+$3.3M
- BarclaysGeneralist · 0.1% of their software843,224 shares$20.9M+$5.7M
- Jennison AssociatesGeneralist · 0.1% of their software819,128 shares$20.3M+$10.4M
- AmeripriseGeneralist · 0.0% of their software794,644 shares$19.7M−$10.3M
- Susquehanna International GroupGeneralist · 0.3% of their software728,633 shares$18.1M+$22.9M
- Artisan Partners Limited PartnershipGeneralist · 0.3% of their software728,453 shares$18.1M−$942K
- Fred Alger ManagementGeneralist · 0.4% of their software702,970 shares$17.4M−$34.9M
- Northern TrustPassive · 0.0% of their software644,528 shares$16.0M+$1.0M
- Charles Schwab Investment ManagementPassive · 0.0% of their software596,447 shares$14.8M+$3.6M
- Bank of AmericaGeneralist · 0.0% of their software557,615 shares$13.8M+$9.6M
- Rockefeller Capital ManagementGeneralist · 0.2% of their software447,767 shares$11.1MNew · +$15.8M
- Goldman SachsGeneralist · 0.0% of their software424,285 shares$10.5M−$647K
- New York State Common Retirement FundGeneralist · 0.1% of their software384,709 shares$9.5M−$17.4M
- Sei Investments COGeneralist · 0.1% of their software371,323 shares$9.2M+$1.5M
- Bnp Paribas Financial MarketsGeneralist · 0.1% of their software343,590 shares$8.5M+$4.0M
- Jane Street GroupGeneralist · 0.1% of their software324,664 shares$8.0M+$9.8M
- Royal Bank of CanadaGeneralist · 0.0% of their software281,529 shares$7.0M+$1.7M
- BamcoGeneralist · 0.1% of their software248,042 shares$6.1MNew · +$8.8M
- Bank of New York MellonPassive · 0.0% of their software218,600 shares$5.4M+$594K
- CitigroupGeneralist · 0.0% of their software212,434 shares$5.3M+$3.7M
- Envestnet Asset ManagementGeneralist · 0.0% of their software193,519 shares$4.8MFlat
- Citadel AdvisorsGeneralist · 0.0% of their software185,979 shares$4.6M−$21.9M
- Voya Investment ManagementGeneralist · 0.0% of their software142,975 shares$3.5M−$1.2M
- Swiss National BankGeneralist · 0.0% of their software142,000 shares$3.5MFlat
- NuveenPassive · 0.0% of their software131,702 shares$3.3MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software124,180 shares · Not in the total$3.1M−$2.8M
- Federated HermesGeneralist · 0.0% of their software101,360 shares$2.5M−$16.7M
- Rhumbline AdvisersGeneralist · 0.0% of their software94,645 shares$2.3MFlat
- Legal & GeneralPassive · 0.0% of their software82,316 shares$2.0MFlat
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software74,282 shares$1.8MFlat
- AlliancebernsteinGeneralist · 0.0% of their software71,209 shares$1.8MFlat
- Millennium ManagementGeneralist · 0.0% of their software70,489 shares$1.7M−$11.4M
- California State Teachers Retirement SystemGeneralist · 0.0% of their software68,533 shares$1.7MFlat
- Marshall WaceGeneralist · 0.0% of their software68,468 shares$1.7M−$3.7M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software61,026 shares$1.5M−$8.7M
- Wells FargoGeneralist · 0.0% of their software54,636 shares$1.4MFlat
- InvescoPassive · 0.0% of their software53,305 shares$1.3M−$25.8M
- Deutsche BankGeneralist · 0.0% of their software50,803 shares$1.3MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software35,647 shares$884KFlat
- Daiwa Securities GroupGeneralist · 0.0% of their software35,000 shares$867KFlat
- LPl FinancialGeneralist · 0.0% of their software27,856 shares$691KFlat
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software26,720 shares$662KFlat
- Russell Investments GroupGeneralist · 0.0% of their software22,598 shares$560KFlat
- Cibc Bancorp USAGeneralist · 0.0% of their software21,491 shares$533K—
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software17,928 shares$444KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software13,063 shares$324KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software11,126 shares$276KFlat
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software10,363 shares$257KFlat
- Stifel FinancialGeneralist · 0.0% of their software8,511 shares$211KFlat
- Victory Capital ManagementGeneralist · 0.0% of their software8,354 shares$207KFlat
- Prudential FinancialGeneralist · 0.0% of their software8,120 shares$201KFlat
- D. E. ShawGeneralist · 0.0% of their software8,100 shares$201K−$1.8M
- FidelityGeneralist · 0.0% of their software1,865 shares$46K−$55.5M
- Fifth Third BancorpGeneralist · 0.0% of their software1,634 shares$41KFlat
- US Bancorp deGeneralist · 0.0% of their software1,105 shares$27KFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.0% of their software713 shares$18KFlat
- Lazard Asset ManagementGeneralist · 0.0% of their software559 shares$14KFlat
- Bank of MontrealGeneralist · 0.0% of their software411 shares$10KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software259 shares$6KFlat
- Jones Financial Companies LllpGeneralist · 0.0% of their software158 shares$4KFlat