Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
153
shares
|
$7,285
0.0% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
131
shares
|
$6,238
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
71
shares
|
$3,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
66
shares
|
$3,142
0.0% of portfolio
|
Q4 2024
Reduced 89.42%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
65
shares
|
$3,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
62
shares
|
$2,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
61
shares
|
$2,904
0.0% of portfolio
|
Q4 2024
Added 52.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$2,857
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
49
shares
|
$2,333
0.0% of portfolio
|
Q4 2024
Added 188.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
46
shares
|
$2,190
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
40
shares
|
$1,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$1,666
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
29
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$1,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23
shares
|
$1,095
0.0% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
21
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$761
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
15
shares
|
$714
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$523
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10
shares
|
$476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$285
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5
shares
|
$238
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$238
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3
shares
|
$142
0.0% of portfolio
|
Q1 2023
New holding
|