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 |
|---|---|---|---|---|---|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
373,650
shares
|
$13.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 63.24%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
May 15, 2025 Q1 2025 |
360,949
shares
|
$13.1 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
350,000
shares
|
$12.7 Million
0.14% of portfolio
|
Q1 2025
Added 50.86%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
347,957
shares
|
$12.7 Million
0.26% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
344,665
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
343,048
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Added 110.53%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
339,308
shares
|
$12.4 Million
2.45% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
333,845
shares
|
$12.2 Million
1.16% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
322,470
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.22%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
297,631
shares
|
$10.8 Million
0.1% of portfolio
|
Q1 2025
Added 89.58%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
287,117
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2025
Added 40.54%
|
|
|
Gagnon Securities LLC
|
May 09, 2025 Q1 2025 |
268,620
shares
|
$9.78 Million
2.24% of portfolio
|
Q1 2025
Added 52.79%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
254,894
shares
|
$9.28 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
254,262
shares
|
$9.26 Million
0.13% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
249,760
shares
|
$9.09 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
248,791
shares
|
$9.06 Million
1.53% of portfolio
|
Q1 2025
Added 59.56%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
234,292
shares
|
$8.53 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
225,865
shares
|
$8.22 Million
0.03% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
225,578
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Added 595.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
224,762
shares
|
$8.18 Million
0.0% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
213,821
shares
|
$7.78 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
194,051
shares
|
$7.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.58%
|
|
|
Axiom Investors LLC
Greenwich, CT |
May 16, 2025 Q1 2025 |
188,640
shares
|
$6.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 62.54%
|
|
|
Scalar Gauge Management, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
182,554
shares
|
$6.64 Million
3.9% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
180,978
shares
|
$6.59 Million
0.0% of portfolio
|
Q1 2025
Added 36.28%
|