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 |
---|---|---|---|---|---|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
169,468
shares
|
$6.17 Million
0.01% of portfolio
|
Q1 2025
Added 41.18%
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
164,142
shares
|
$5.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
Gagnon Advisors, LLC
|
May 12, 2025 Q1 2025 |
161,813
shares
|
$5.89 Million
4.55% of portfolio
|
Q1 2025
Added 39.98%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
153,985
shares
|
$5.61 Million
0.0% of portfolio
|
Q4 2024
Added 5.02%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
149,567
shares
|
$5.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
146,251
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
141,206
shares
|
$5.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
139,097
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Added 86.42%
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
135,705
shares
|
$4.94 Million
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
132,565
shares
|
$4.83 Million
0.12% of portfolio
|
Q1 2025
Added 5.13%
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
129,300
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Added 11.75%
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
120,377
shares
|
$4.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.0%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
119,435
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 247.4%
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
119,053
shares
|
$4.33 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
Melqart Asset Management (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
118,566
shares
|
$4.32 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
118,435
shares
|
$4.31 Million
0.12% of portfolio
|
Q1 2025
Added 53.23%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
118,054
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
117,970
shares
|
$4.29 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
115,374
shares
|
$4.2 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
Herald Investment Management LTD
|
May 12, 2025 Q1 2025 |
110,000
shares
|
$4 Million
0.87% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
99,073
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2025
Added 26.14%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
98,074
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
96,672
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 122.37%
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
96,465
shares
|
$3.51 Million
0.26% of portfolio
|
Q1 2025
Added 258.61%
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
95,252
shares
|
$3.47 Million
0.42% of portfolio
|
Q4 2022
New holding
|