Vertex, Inc.: which funds bought and sold
Institutions that bought and sold Vertex shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 125 institutions that filed 13F reports for both quarters added to or opened positions in Vertex, and 108 cut or closed them. Together they sold a net 7.0M shares, −8.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 613K shares (+3.6%); index fund managers were net buyers of 1.1M shares (+5.7%). 41 opened a new position and 38 sold out entirely.
Bought, Q2 2026 125 institutions, 41 of them new holders Sold, Q2 2026 108 institutions, 38 of them sold out
Net change, all compared −7.0M shares (−8.7%)
Net change, active managers +613K shares (+3.6%), 25 bought, 19 sold
Buyers versus sellers
125 bought 25 108 sold
Active managers and hedge funds 25 bought · 19 sold · +613K
Index fund managers 9 bought · 2 sold · +1.1M
Other institutions 91 bought · 87 sold · −8.7M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Brown Advisory Inc Active manager | +1.7M +96.2% | 3.5M | $40.7M |
| Marshall Wace, LLP Hedge fund | +926K +320.7% | 1.2M | $13.9M |
| William Blair Investment Management, LLC Active manager | +849K +66.4% | 2.1M | $24.4M |
| FMR LLC Active manager | +580K +173.8% | 914K | $10.5M |
| Blackrock, Inc. Index funds | +577K +10.2% | 6.2M | $71.6M |
| D. E. Shaw & Co., Inc. Hedge fund | +551K +33.6% | 2.2M | $25.1M |
| Qube Research & Technologies Ltd Hedge fund | +548K +505.5% | 657K | $7.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +537K +57.4% | 1.5M | $16.9M |
| Freshford Capital Management, LLC | +482K +85.2% | 1.0M | $12M |
| Divisar Capital Management LLC | +445K +37.2% | 1.6M | $18.8M |
| Cypress Point Investment Management LP | +416K +77.7% | 952K | $10.9M |
| ING Groep NV | +320K New position | 320K | $3.7M |
| Gagnon Securities LLC | +293K +62.5% | 761K | $8.7M |
| Vanguard Portfolio Management LLC Index funds | +203K +4.3% | 5.0M | $57.2M |
| Two Sigma Investments, LP Hedge fund | +201K +191.3% | 306K | $3.5M |
| HSBC Holdings PLC | +189K New position | 189K | $2.2M |
| Quantinno Capital Management LP | +154K +108.6% | 296K | $3.4M |
| Corient Private Wealth LP | +154K New position | 154K | $1.8M |
| Hyperion Capital Advisors LP | +150K +31.2% | 630K | $7.2M |
| State Street Corp Index funds | +150K +7.8% | 2.1M | $23.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Brown Advisory Inc Active manager | +1.7M +96.2% | 3.5M | $40.7M |
| Marshall Wace, LLP Hedge fund | +926K +320.7% | 1.2M | $13.9M |
| William Blair Investment Management, LLC Active manager | +849K +66.4% | 2.1M | $24.4M |
| FMR LLC Active manager | +580K +173.8% | 914K | $10.5M |
| D. E. Shaw & Co., Inc. Hedge fund | +551K +33.6% | 2.2M | $25.1M |
| Qube Research & Technologies Ltd Hedge fund | +548K +505.5% | 657K | $7.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +537K +57.4% | 1.5M | $16.9M |
| Two Sigma Investments, LP Hedge fund | +201K +191.3% | 306K | $3.5M |
| Acadian Asset Management LLC Active manager | +84K +305.6% | 111K | $1.3M |
| AQR Capital Management LLC Hedge fund | +82K +122.1% | 149K | $1.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | −3.4M −63.0% | 2.0M | $23.2M |
| Healthcare Of Ontario Pension Plan Trust Fund | −1.7M −53.2% | 1.5M | $17.1M |
| Hudson Bay Capital Management LP Hedge fund | −1.0M Sold out | 0 | — |
| Jennison Associates LLC Active manager | −982K Sold out | 0 | — |
| Nomura Holdings Inc | −958K −36.5% | 1.7M | $19.1M |
| Geneva Capital Management LLC Active manager | −948K −44.4% | 1.2M | $13.6M |
| Goldman Sachs Group Inc | −881K −37.3% | 1.5M | $17M |
| Jpmorgan Chase & Co | −843K −25.0% | 2.5M | $28.8M |
| Timessquare Capital Management, LLC | −683K Sold out | 0 | — |
| Barclays PLC | −604K −46.0% | 708K | $8.1M |
| Palisade Capital Management, LP Active manager | −595K −52.1% | 547K | $6.3M |
| Citadel Advisors LLC Hedge fund | −576K −49.9% | 577K | $6.6M |
| Millennium Management LLC Hedge fund | −538K −82.3% | 116K | $1.3M |
| Tensile Capital Management LP | −500K −14.7% | 2.9M | $33.3M |
| Counterpoint Mutual Funds LLC | −358K −88.1% | 49K | $557,733 |
| Dimensional Fund Advisors LP | −322K −55.3% | 260K | $3M |
| Mufg Securities Emea PLC | −300K Sold out | 0 | — |
| BNP Paribas Financial Markets | −288K −56.3% | 224K | $2.6M |
| Renaissance Technologies LLC Hedge fund | −251K −86.3% | 40K | $455,756 |
| Centerbook Partners LP Hedge fund | −238K −91.8% | 21K | $242,435 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hudson Bay Capital Management LP Hedge fund | −1.0M Sold out | 0 | — |
| Jennison Associates LLC Active manager | −982K Sold out | 0 | — |
| Geneva Capital Management LLC Active manager | −948K −44.4% | 1.2M | $13.6M |
| Palisade Capital Management, LP Active manager | −595K −52.1% | 547K | $6.3M |
| Citadel Advisors LLC Hedge fund | −576K −49.9% | 577K | $6.6M |
| Millennium Management LLC Hedge fund | −538K −82.3% | 116K | $1.3M |
| Renaissance Technologies LLC Hedge fund | −251K −86.3% | 40K | $455,756 |
| Centerbook Partners LP Hedge fund | −238K −91.8% | 21K | $242,435 |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −237K −29.4% | 569K | $6.5M |
| Balyasny Asset Management L.P. Hedge fund | −214K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| ING Groep NV | 320K | $3.7M |
| HSBC Holdings PLC | 189K | $2.2M |
| Corient Private Wealth LP | 154K | $1.8M |
| Whetstone Capital Advisors, LLC | 136K | $1.6M |
| Squarepoint Ops LLCHedge fund | 82K | $937,514 |
| Campbell & Co Investment Adviser LLC | 78K | $896,358 |
| Sculptor Capital LPHedge fund | 59K | $679,616 |
| Victory Capital Management IncActive manager | 52K | $593,700 |
| Allstate Corp | 48K | $546,861 |
| CIBC World Market Inc. | 42K | $484,456 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Hudson Bay Capital Management LPHedge fund | 1.0M | $11.9M |
| Jennison Associates LLCActive manager | 982K | $11.7M |
| Timessquare Capital Management, LLC | 683K | $8.1M |
| Mufg Securities Emea PLC | 300K | $3.6M |
| Balyasny Asset Management L.P.Hedge fund | 214K | $2.5M |
| Royce & Associates LPActive manager | 136K | $1.6M |
| Norris Perne & French LLP | 72K | $856,056 |
| Exoduspoint Capital Management, LPHedge fund | 68K | $814,192 |
| Scalar Gauge Management, LLC | 55K | $653,950 |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 50K | $594,560 |
Who holds the shares
- Institutions reporting
- 224
- Ten largest holders
- 45.4% of 13F-reported shares
- Index fund managers
- 27.0% of 13F-reported shares
- Active managers and hedge funds
- 23.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 25 | 19 | 7 | 7 | +613K | +3.6% |
| Index fund managers | 9 | 2 | 1 | 1 | +1.1M | +5.7% |
| Other institutions | 91 | 87 | 33 | 30 | −8.7M | −19.8% |