Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
301
shares
|
$11,735
0.0% of portfolio
|
Q1 2025
Added 129.77%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
278
shares
|
$10,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
260
shares
|
$10,137
0.0% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
254
shares
|
$9,903
0.0% of portfolio
|
Q1 2025
Added 66.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
195
shares
|
$7,603
0.0% of portfolio
|
Q3 2024
Reduced 39.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
187
shares
|
$7,291
0.0% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
184
shares
|
$7,174
0.0% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
182
shares
|
$7,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
182
shares
|
$7,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
126
shares
|
$4,912
0.0% of portfolio
|
Q1 2025
Added 106.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77
shares
|
$3,002
0.0% of portfolio
|
Q1 2025
Added 67.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
71
shares
|
$2,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
66
shares
|
$2,573
0.0% of portfolio
|
Q4 2024
Reduced 89.42%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
65
shares
|
$2,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
52
shares
|
$2,027
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,949
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
49
shares
|
$1,910
0.0% of portfolio
|
Q4 2024
Added 188.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
45
shares
|
$1,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
40
shares
|
$1,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
35
shares
|
$1,364
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
32
shares
|
$1,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
24
shares
|
$935
0.0% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21
shares
|
$818
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
17
shares
|
$662
0.0% of portfolio
|
Q1 2025
Added 6.25%
|