Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
334
shares
|
$12,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
301
shares
|
$10,956
0.0% of portfolio
|
Q1 2025
Added 129.77%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$10,920
0.01% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
299
shares
|
$10,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
295
shares
|
$10,738
0.0% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
285
shares
|
$10,374
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
260
shares
|
$9,464
0.0% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
224
shares
|
$8,153
0.0% of portfolio
|
Q2 2025
Added 54.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$7,280
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
184
shares
|
$6,697
0.0% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
182
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
182
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
129
shares
|
$4,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
127
shares
|
$4,622
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
126
shares
|
$4,586
0.0% of portfolio
|
Q1 2025
Added 106.56%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
123
shares
|
$4,477
0.0% of portfolio
|
Q1 2025
Reduced 60.7%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
110
shares
|
$4,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
98
shares
|
$3,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77
shares
|
$2,802
0.0% of portfolio
|
Q1 2025
Added 67.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
67
shares
|
$2,438
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
65
shares
|
$2,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
52
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
47
shares
|
$1,710
0.0% of portfolio
|
Q1 2025
Reduced 83.09%
|