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 |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
824,299
shares
|
$32.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
782,599
shares
|
$30.5 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
729,361
shares
|
$28.4 Million
4.98% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
726,949
shares
|
$28.3 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
720,073
shares
|
$28.1 Million
0.96% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
694,702
shares
|
$27.1 Million
0.04% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
689,015
shares
|
$26.9 Million
0.87% of portfolio
|
Q4 2024
Added 26.73%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
680,881
shares
|
$26.5 Million
0.01% of portfolio
|
Q4 2024
Added 37.89%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
666,436
shares
|
$26 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Aperture Investors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
632,698
shares
|
$24.7 Million
5.18% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
629,504
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
620,589
shares
|
$24.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
615,930
shares
|
$24 Million
0.03% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
579,945
shares
|
$22.6 Million
0.71% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
573,978
shares
|
$22.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
558,887
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
558,130
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
Added 1292.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
551,620
shares
|
$21.5 Million
0.0% of portfolio
|
Q4 2024
Added 47.79%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
546,006
shares
|
$21.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
510,267
shares
|
$19.9 Million
0.11% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
503,578
shares
|
$19.6 Million
0.2% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
472,630
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
446,951
shares
|
$17.4 Million
0.02% of portfolio
|
Q4 2024
Added 707.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
432,810
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
417,237
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.31%
|