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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
309,500
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
278,698
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
257,901
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
256,399
shares
|
$13.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
255,050
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 15, 2024 Q3 2024 |
231,390
shares
|
$12.5 Million
1.33% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
205,880
shares
|
$11.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
197,668
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
195,275
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
191,510
shares
|
$10.3 Million
2.57% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
190,719
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
186,591
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
186,439
shares
|
$10 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Gagnon Securities LLC
|
Nov 12, 2024 Q3 2024 |
177,112
shares
|
$9.53 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
160,791
shares
|
$8.66 Million
0.08% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
156,071
shares
|
$8.4 Million
0.0% of portfolio
|
Q3 2024
Added 900.07%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
146,621
shares
|
$7.89 Million
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
146,322
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
139,530
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
139,082
shares
|
$7.49 Million
0.44% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
125,000
shares
|
$6.73 Million
1.92% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
121,715
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2024
Added 37.78%
|
|
|
Herald Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
120,000
shares
|
$6.46 Million
0.92% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Gagnon Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
115,594
shares
|
$6.22 Million
3.18% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
114,829
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.68%
|