Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 230 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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
107,800
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
95,252
shares
|
$5.25 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
80,115
shares
|
$4.42 Million
0.08% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
79,090
shares
|
$4.36 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
78,854
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
75,775
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
74,878
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Added 207.51%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
73,718
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
68,428
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
67,071
shares
|
$3.7 Million
1.19% of portfolio
|
Q2 2024
Added 16.5%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
61,900
shares
|
$3.41 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
61,136
shares
|
$3.37 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,126
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
58,978
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
55,350
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
54,795
shares
|
$3.02 Million
0.41% of portfolio
|
Q3 2024
Added 254.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,255
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
53,987
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
52,162
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
51,355
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 79.29%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
48,875
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2024
Added 119107.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
47,673
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.33%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
46,628
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 156.24%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
45,200
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
42,149
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 70.0%
|