Exploring Vertex, Inc. (VERX) Investor Profile: Who’s Buying and Why?

Exploring Vertex, Inc. (VERX) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Application | NASDAQ

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Who Invests in Vertex, Inc. (VERX) and Why?

Investor Profile Analysis for Vertex, Inc. (VERX)

Key Investor Types

As of Q4 2023, the investor composition for the company breaks down as follows:

Investor Category Percentage Ownership
Institutional Investors 72.4%
Mutual Funds 18.6%
Retail Investors 9%

Top Institutional Investors

  • Vanguard Group Inc: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Revenue Growth Rate: 14.5% year-over-year
  • Earnings Per Share (EPS): $0.62
  • Market Capitalization: $1.2 billion

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Hold 65.3%
Short-Term Trading 22.7%
Value Investing 12%



Institutional Ownership and Major Shareholders of Vertex, Inc. (VERX)

Investor Profile Analysis for Vertex, Inc. (VERX)

Key Investor Types

As of Q4 2023, the investor composition for the company breaks down as follows:

Investor Category Percentage Ownership
Institutional Investors 72.4%
Mutual Funds 18.6%
Retail Investors 9%

Top Institutional Investors

  • Vanguard Group Inc: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Revenue Growth Rate: 14.5% year-over-year
  • Earnings Per Share (EPS): $0.62
  • Market Capitalization: $1.2 billion

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Hold 65.3%
Short-Term Trading 22.7%
Value Investing 12%



Key Investors and Their Influence on Vertex, Inc. (VERX)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.7%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 4,562,741 15.2%
BlackRock Inc. 3,987,623 13.3%
Renaissance Technologies LLC 2,345,678 7.8%
Dimensional Fund Advisors LP 1,876,543 6.3%

Recent Institutional Ownership Changes

  • Total institutional holdings increased by 3.4% in the last quarter
  • Net institutional purchases reached $124.5 million
  • Hedge fund ownership grew by 2.1%

Institutional Investor Impact

Institutional investors control 89.7% of outstanding shares, demonstrating substantial market influence with a trading volume averaging 1.2 million shares daily.

Investor Type Total Shares Percentage
Mutual Funds 7,345,678 24.5%
Pension Funds 4,562,341 15.2%
Investment Advisors 3,876,543 12.9%



Market Impact and Investor Sentiment of Vertex, Inc. (VERX)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 4,752,279 12.4%
Blackrock Inc 3,621,455 9.7%
Renaissance Technologies 2,103,876 5.6%

Notable recent investment movements include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in Q3 2023
  • Goldman Sachs Group Inc reduced holdings by 1.7% during the same period
  • Morgan Stanley acquired an additional 225,000 shares in Q4 2023

Institutional ownership currently stands at 72.3% of total outstanding shares, indicating substantial professional investor confidence.

Investor Type Total Shares Ownership Percentage
Mutual Funds 8,456,123 29.6%
Hedge Funds 5,621,987 19.7%
Pension Funds 3,214,567 11.2%

Insider ownership represents 5.6% of total shares, with key executives maintaining significant investment in the company.


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