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 |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
819,279
shares
|
$29.8 Million
0.02% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
782,599
shares
|
$28.5 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
757,871
shares
|
$27.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
726,949
shares
|
$26.5 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
720,073
shares
|
$26.2 Million
0.96% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
694,702
shares
|
$25.3 Million
0.04% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Pembroke Management, LTD
|
May 14, 2025 Q1 2025 |
673,992
shares
|
$24.5 Million
3.53% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
668,442
shares
|
$24.3 Million
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
664,845
shares
|
$24.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Aperture Investors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
644,215
shares
|
$23.4 Million
3.51% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
631,811
shares
|
$23 Million
0.16% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
615,930
shares
|
$22.4 Million
0.03% of portfolio
|
Q1 2025
Added 34.94%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
611,974
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
580,525
shares
|
$21.1 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
579,945
shares
|
$21.1 Million
0.71% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
573,978
shares
|
$20.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
573,971
shares
|
$20.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
561,185
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
558,231
shares
|
$20.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
546,006
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
510,267
shares
|
$18.6 Million
0.08% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
May 15, 2025 Q1 2025 |
490,162
shares
|
$17.8 Million
2.36% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
432,810
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
417,237
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
378,104
shares
|
$13.8 Million
0.38% of portfolio
|
Q1 2025
New holding
|