Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
6,387,126
shares
|
$266 Million
0.0% of portfolio
|
Q2 2024
Added 10.29%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$194 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
Tensile Capital Management LP
Larkspur, CA |
Aug 14, 2024 Q2 2024 |
4,633,550
shares
|
$193 Million
19.19% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,087,510
shares
|
$170 Million
0.73% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,488,139
shares
|
$145 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Conestoga Capital Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
2,805,785
shares
|
$117 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,163,473
shares
|
$90 Million
9.5% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,007,144
shares
|
$83.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
Times Square Capital Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,754,003
shares
|
$73 Million
1.01% of portfolio
|
Q2 2024
Added 26.47%
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
1,601,915
shares
|
$66.6 Million
0.08% of portfolio
|
Q2 2024
Added 4.77%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
1,596,000
shares
|
$66.4 Million
3.21% of portfolio
|
Q4 2023
Reduced 38.52%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
1,436,782
shares
|
$59.8 Million
0.02% of portfolio
|
Q2 2024
Added 47.26%
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
1,237,691
shares
|
$51.5 Million
0.0% of portfolio
|
Q2 2024
Added 128.81%
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2024 Q2 2024 |
1,208,212
shares
|
$50.3 Million
1.38% of portfolio
|
Q2 2024
Added 2.19%
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
1,066,625
shares
|
$44.4 Million
0.17% of portfolio
|
Q2 2024
Added 29.09%
|
|
Geneva Capital Management LLC
|
Aug 14, 2024 Q2 2024 |
1,035,654
shares
|
$43.1 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
998,306
shares
|
$41.5 Million
0.0% of portfolio
|
Q2 2024
Added 162.26%
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
964,132
shares
|
$40.1 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Banque Pictet & Cie Sa
|
Jul 25, 2024 Q2 2024 |
949,540
shares
|
$39.5 Million
0.31% of portfolio
|
Q2 2024
Added 551.89%
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
848,394
shares
|
$35.3 Million
2.69% of portfolio
|
Q2 2024
Reduced 33.46%
|
|
Pembroke Management, LTD
|
Aug 01, 2024 Q2 2024 |
844,619
shares
|
$35.1 Million
4.22% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$34.7 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|
|
Aperture Investors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
818,337
shares
|
$34 Million
4.81% of portfolio
|
Q2 2024
Added 0.01%
|
|
William Blair Investment Management, LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
782,715
shares
|
$32.6 Million
0.08% of portfolio
|
Q2 2024
Added 8.1%
|
|
Granahan Investment Management, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
778,660
shares
|
$32.4 Million
1.18% of portfolio
|
Q2 2024
Added 5.32%
|