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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
149,567
shares
|
$5.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
132,797
shares
|
$5.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
132,565
shares
|
$5.17 Million
0.12% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
124,144
shares
|
$4.84 Million
0.01% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
120,038
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2024
Added 576.73%
|
|
|
Herald Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
120,000
shares
|
$4.68 Million
1.25% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
118,360
shares
|
$4.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
115,764
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.78%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
115,700
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Gagnon Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
115,594
shares
|
$4.51 Million
4.46% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
115,374
shares
|
$4.5 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
108,870
shares
|
$4.24 Million
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
100,000
shares
|
$3.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
96,672
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Added 122.37%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
95,252
shares
|
$3.71 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
94,700
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 69.4%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
May 07, 2025 Q1 2025 |
94,484
shares
|
$3.68 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Feb 13, 2025 Q4 2024 |
93,254
shares
|
$3.64 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
86,284
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
84,152
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,540
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.27%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
78,474
shares
|
$3.06 Million
0.01% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
77,292
shares
|
$3.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
76,360
shares
|
$2.98 Million
1.91% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Eam Global Investors LLC
Solana Beach, CA |
Feb 13, 2025 Q4 2024 |
73,837
shares
|
$2.88 Million
0.84% of portfolio
|
Q4 2024
New holding
|