Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 56.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Comerica Bank
|
May 15, 2024 Q1 2024 |
230,848
shares
|
$8.19 Million
0.03% of portfolio
|
Q1 2024
Added 12.06%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
225,487
shares
|
$8 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
G2 Investment Partners Management LLC
New York, NY |
May 15, 2024 Q1 2024 |
223,553
shares
|
$7.93 Million
1.93% of portfolio
|
Q1 2024
Reduced 13.61%
|
|
Gagnon Securities LLC
|
May 13, 2024 Q1 2024 |
218,234
shares
|
$7.74 Million
1.66% of portfolio
|
Q1 2024
Added 120.37%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
208,667
shares
|
$7.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.51%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
208,040
shares
|
$7.38 Million
0.02% of portfolio
|
Q1 2024
Reduced 20.51%
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
207,798
shares
|
$7.37 Million
0.01% of portfolio
|
Q1 2024
Added 53.71%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
182,257
shares
|
$6.46 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.18%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
178,937
shares
|
$6.35 Million
0.0% of portfolio
|
Q1 2024
Added 9.53%
|
|
Sculptor Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
151,078
shares
|
$5.36 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
147,802
shares
|
$5.24 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
Banque Pictet & Cie Sa
|
May 06, 2024 Q1 2024 |
145,659
shares
|
$5.17 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
142,682
shares
|
$5.06 Million
0.4% of portfolio
|
Q1 2024
Added 8.6%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
141,021
shares
|
$5 Million
0.03% of portfolio
|
Q1 2024
Reduced 43.14%
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 14, 2024 Q1 2024 |
140,000
shares
|
$4.96 Million
1.92% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
131,754
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2024
Added 417.7%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 10, 2024 Q1 2024 |
125,291
shares
|
$4.44 Million
0.72% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Herald Investment Management LTD
|
May 13, 2024 Q1 2024 |
120,000
shares
|
$4.26 Million
0.66% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
Gagnon Advisors, LLC
|
May 13, 2024 Q1 2024 |
115,594
shares
|
$4.1 Million
3.24% of portfolio
|
Q1 2024
Added 100.0%
|
|
Swiss National Bank
Zurich, V8 |
May 07, 2024 Q1 2024 |
101,200
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2024
Added 5.42%
|
|
Weiss Asset Management LP
Boston, MA |
May 13, 2024 Q1 2024 |
100,000
shares
|
$3.55 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
95,252
shares
|
$3.38 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
Quadrature Capital LTD
London, X0 |
May 14, 2024 Q1 2024 |
92,167
shares
|
$3.27 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
85,397
shares
|
$3.03 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
73,764
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
New holding
|