Vertex Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5290?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	746,000	2.96%
Company Controlled Foundation	1,200,000	4.76%
Individual Insiders	1,762,255	6.99%
Public Companies	2,437,000	9.67%
Institutions	4,043,106	16%
VC/PE Firms	4,171,800	16.5%
General Public	10,853,881	43%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 24 shareholders own 56.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.6%	VARECS Partners Limited	4,171,800	JP¥7.9b	0%	11.07%
9.67%	Taiheiyo Cement Corporation	2,437,000	JP¥4.6b	0%	no data
7.02%	Goldman Sachs Group, Investment Banking and Securities Investments	1,771,000	JP¥3.4b	0%	0.01%
4.76%	Vertex Green Foundation, Emdowment Arm	1,200,000	JP¥2.3b	0%	no data
4.02%	FMR LLC	1,013,651	JP¥1.9b	0.01%	no data
2.96%	Iwasaki Seishichi Shoten Co., Ltd.	746,000	JP¥1.4b	0%	no data
2.76%	Resona Bank Ltd., Asset Management Arm	696,000	JP¥1.3b	0%	0.23%
2.34%	Yasumitsu Shigeta	591,000	JP¥1.1b	0%	no data
2.19%	Yasuji Iwasaki	551,000	JP¥1.0b	0%	no data
1.85%	Masashi Senba	465,702	JP¥881.1m	0%	no data
1.44%	Dimensional Fund Advisors LP	364,017	JP¥688.7m	0.69%	no data
0.58%	Sumitomo Mitsui DS Asset Management Company, Limited	147,400	JP¥278.9m	45.5%	no data
0.19%	Yoshihito Tanaka	48,159	JP¥91.1m	0%	no data
0.18%	Shinji Hanamura	45,736	JP¥86.5m	0%	no data
0.16%	Mitsubishi UFJ Asset Management (UK) Ltd.	39,400	JP¥74.5m	0%	0.18%
0.15%	Akihide Tsuchiya	39,024	JP¥73.8m	0%	no data
0.057%	Yuzuru Yamamoto	14,370	JP¥27.2m	0%	no data
0.03%	American Century Investment Management Inc	7,596	JP¥14.4m	-0.11%	no data
0.028%	Satoshi Takane	6,964	JP¥13.2m	0%	no data
0.0087%	Acadian Asset Management LLC	2,200	JP¥4.2m	0%	no data
0.0044%	Fund Creation Asset Management Co. Ltd.	1,100	JP¥2.1m	37.5%	0.03%
0.0016%	Connor, Clark & Lunn Investment Management Ltd.	400	JP¥758.5k	0%	no data
0.0014%	Fidelity International Ltd	342	JP¥648.8k	0%	no data
0.0012%	Kuniyoshi Koike	300	JP¥567.7k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 12:30
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Vertex Corporation is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ryousuke Kiyota	Tokai Tokyo Intelligence Laboratory Co., Ltd.