Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pembroke Management, LTD
|
Oct 29, 2024 Q3 2024 |
822,401
shares
|
$44.3 Million
4.12% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
772,286
shares
|
$41.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
649,413
shares
|
$35 Million
0.0% of portfolio
|
Q3 2024
Added 165.93%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
628,689
shares
|
$33.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Abrdn PLC
|
Oct 24, 2024 Q3 2024 |
588,345
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
582,273
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
Nov 14, 2024 Q3 2024 |
549,413
shares
|
$29.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 29.44%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
543,699
shares
|
$29.3 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
538,821
shares
|
$29 Million
0.03% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
530,804
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2024
Added 141.04%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
524,775
shares
|
$28.2 Million
0.68% of portfolio
|
Q3 2024
Added 786.97%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
509,517
shares
|
$27.4 Million
0.03% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
504,191
shares
|
$27.1 Million
1.75% of portfolio
|
Q3 2024
Reduced 40.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
493,791
shares
|
$26.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
475,010
shares
|
$25.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
469,526
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 35.95%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
461,938
shares
|
$24.9 Million
0.13% of portfolio
|
Q3 2024
Added 261.0%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
449,371
shares
|
$24.2 Million
0.04% of portfolio
|
Q3 2024
Added 788.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
432,068
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
420,567
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2024
Added 6485.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
373,253
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
345,257
shares
|
$18.6 Million
0.26% of portfolio
|
Q4 2023
Added 824.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
342,084
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
311,036
shares
|
$16.7 Million
0.0% of portfolio
|
Q3 2024
Added 24.59%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
310,000
shares
|
$16.7 Million
0.14% of portfolio
|
Q3 2024
Added 4.07%
|