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 |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
385,390
shares
|
$15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
378,104
shares
|
$14.7 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
Feb 14, 2025 Q4 2024 |
362,598
shares
|
$14.1 Million
0.91% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
350,000
shares
|
$13.6 Million
0.14% of portfolio
|
Q1 2025
Added 50.86%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
347,957
shares
|
$13.6 Million
0.26% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
344,665
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
334,502
shares
|
$13 Million
2.91% of portfolio
|
Q1 2025
Added 79.02%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
326,997
shares
|
$12.7 Million
1.44% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
292,494
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 87.41%
|
|
|
Gagnon Securities LLC
|
May 09, 2025 Q1 2025 |
268,620
shares
|
$10.5 Million
2.24% of portfolio
|
Q1 2025
Added 52.79%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
254,894
shares
|
$9.94 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
254,262
shares
|
$9.91 Million
0.13% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
236,034
shares
|
$9.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
234,292
shares
|
$9.14 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
224,762
shares
|
$8.76 Million
0.0% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Scalar Gauge Management, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
220,970
shares
|
$8.62 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
204,299
shares
|
$7.97 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
194,337
shares
|
$7.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
176,593
shares
|
$6.89 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
171,048
shares
|
$6.67 Million
0.22% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
165,521
shares
|
$6.45 Million
0.0% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
162,947
shares
|
$6.35 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
156,994
shares
|
$6.12 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Feb 11, 2025 Q4 2024 |
155,927
shares
|
$6.08 Million
1.25% of portfolio
|
Q4 2024
Reduced 32.61%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
153,985
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Added 5.02%
|