VERX · Application · 92538J106
Vertex
Q4 2025 · compared with Q3 2025
- Tracked value
- $997M
- Tracked filers
- 75
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
- UBS GroupGeneralist · 0.3% of their software5,728,840 shares$114M+$94.1M
- BlackRockPassive · 0.0% of their software5,641,180 shares$113M+$8.0M
- Neuberger Berman GroupGeneralist · 0.4% of their software2,820,247 shares$56.3M−$4.2M
- Brown AdvisoryGeneralist · 0.4% of their software2,778,876 shares$55.5M−$7.5M
- Massachusetts Financial Services COGeneralist · 0.2% of their software2,698,276 shares$53.9M−$21.6M
- Conestoga Capital AdvisorsGeneralist · 4.1% of their software2,506,653 shares$50.1M−$901K
- State StreetPassive · 0.0% of their software1,849,171 shares$36.9M+$3.4M
- GeodePassive · 0.0% of their software1,792,864 shares$35.8M+$2.3M
- JPMorgan ChaseGeneralist · 0.0% of their software1,719,576 shares$34.3M−$1.8M
- Wellington Management GroupGeneralist · 0.1% of their software1,540,091 shares$30.8M−$15.4M
- BarclaysGeneralist · 0.1% of their software1,467,371 shares$29.3M+$15.5M
- Principal Financial GroupGeneralist · 0.1% of their software1,335,122 shares$26.7M+$11.0M
- Aberdeen GroupGeneralist · 0.3% of their software1,221,776 shares$24.4M−$5.6M
- William Blair Investment ManagementGeneralist · 0.5% of their software1,215,172 shares$24.3M+$8.9M
- Goldman SachsGeneralist · 0.0% of their software1,081,698 shares$21.6M+$16.3M
- CitigroupGeneralist · 0.1% of their software1,023,419 shares$20.4M+$20.1M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 0.7% of their software1,005,095 shares$20.1M−$7.3M
- Jennison AssociatesGeneralist · 0.1% of their software991,820 shares$19.8M+$4.3M
- Citadel AdvisorsGeneralist · 0.1% of their software975,397 shares$19.5M+$19.6M
- Bank of AmericaGeneralist · 0.0% of their software971,666 shares$19.4M+$10.3M
- Morgan StanleyGeneralist · 0.0% of their software924,888 shares$18.5M−$1.2M
- DimensionalPassive · 0.1% of their software818,245 shares$16.3M−$4.2M
- AmeripriseGeneralist · 0.0% of their software799,773 shares$16.0MFlat
- Jane Street GroupGeneralist · 0.2% of their software719,118 shares$14.4M+$9.8M
- Northern TrustPassive · 0.0% of their software634,348 shares$12.7MFlat
- Charles Schwab Investment ManagementPassive · 0.0% of their software610,064 shares$12.2MFlat
- Bnp Paribas Financial MarketsGeneralist · 0.1% of their software507,605 shares$10.1M+$4.1M
- Franklin ResourcesGeneralist · 0.0% of their software464,155 shares$9.3M−$25.0M
- Fred Alger ManagementGeneralist · 0.2% of their software439,415 shares$8.8M−$6.5M
- UBS Asset ManagementGeneralist · 0.0% of their software282,431 shares · Not in the total$5.6M+$3.9M
- New York State Common Retirement FundGeneralist · 0.1% of their software282,075 shares$5.6M−$2.5M
- D. E. ShawGeneralist · 0.0% of their software275,866 shares$5.5M+$6.6M
- Renaissance TechnologiesGeneralist · 0.1% of their software268,800 shares$5.4MNew · +$6.7M
- Bank of New York MellonPassive · 0.0% of their software245,930 shares$4.9M+$678K
- Susquehanna International GroupGeneralist · 0.1% of their software228,108 shares$4.6M−$12.4M
- Cypress Point Investment ManagementSpecialist · 1.3% of their software227,038 shares$4.5M—
- Deutsche BankGeneralist · 0.0% of their software218,694 shares$4.4M+$4.2M
- Swiss National BankGeneralist · 0.0% of their software144,900 shares$2.9MFlat
- Sei Investments COGeneralist · 0.0% of their software140,172 shares$2.8M−$5.7M
- NuveenPassive · 0.0% of their software139,291 shares$2.8MFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software132,146 shares$2.6M−$3.7M
- Voya Investment ManagementGeneralist · 0.0% of their software125,919 shares$2.5MFlat
- Envestnet Asset ManagementGeneralist · 0.0% of their software88,519 shares$1.8M−$2.6M
- Wells FargoGeneralist · 0.0% of their software86,794 shares$1.7M+$797K
- Rhumbline AdvisersGeneralist · 0.0% of their software85,269 shares$1.7MFlat
- Squarepoint OpsGeneralist · 0.0% of their software82,188 shares$1.6MNew · +$2.0M
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software75,818 shares$1.5MFlat
- Legal & GeneralPassive · 0.0% of their software74,204 shares$1.5MFlat
- AlliancebernsteinGeneralist · 0.0% of their software70,310 shares$1.4MFlat
- Nomura Asset Management InternationalGeneralist · 0.0% of their software69,533 shares$1.4M—
- California State Teachers Retirement SystemGeneralist · 0.0% of their software68,790 shares$1.4MFlat
- InvescoPassive · 0.0% of their software61,019 shares$1.2MFlat
- Qube Research & TechnologiesGeneralist · 0.0% of their software58,311 shares$1.2MNew · +$1.4M
- Federated HermesGeneralist · 0.0% of their software51,049 shares$1.0M−$1.2M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software46,626 shares$931KFlat
- Quantinno Capital ManagementGeneralist · 0.0% of their software37,787 shares$755KNew · +$937K
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software35,313 shares$705KFlat
- Marshall WaceGeneralist · 0.0% of their software30,068 shares$600K−$952K
- Creative PlanningGeneralist · 0.0% of their software28,585 shares$571KNew · +$709K
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software23,411 shares$468KFlat
- Millennium ManagementGeneralist · 0.0% of their software22,775 shares$455K−$1.2M
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software20,877 shares$417KFlat
- LPl FinancialGeneralist · 0.0% of their software17,214 shares$344KFlat
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software15,234 shares$304KFlat
- Russell Investments GroupGeneralist · 0.0% of their software14,935 shares$298KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software12,799 shares$256KFlat
- Canada Pension Plan Investment BoardGeneralist · 0.0% of their software10,500 shares$210KNew
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software10,363 shares$207KFlat
- FidelityGeneralist · 0.0% of their software8,289 shares$166KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software8,257 shares$165KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,164 shares$23KFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.0% of their software969 shares$19KFlat
- US Bancorp deGeneralist · 0.0% of their software713 shares$14KFlat
- Rockefeller Capital ManagementGeneralist · 0.0% of their software656 shares$13K−$11.1M
- Bank of MontrealGeneralist · 0.0% of their software401 shares$8KFlat
- Jones Financial Companies LllpGeneralist · 0.0% of their software163 shares$3KFlat