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 |
|---|---|---|---|---|---|
|
Summit Creek Advisors LLC
Minneapolis, MN |
May 07, 2025 Q1 2025 |
94,484
shares
|
$3.44 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
92,000
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 196.77%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
90,060
shares
|
$3.28 Million
1.7% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
87,700
shares
|
$3.19 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
84,152
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
81,935
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
79,160
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 46.28%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
77,092
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
74,060
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2023
Reduced 35.14%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
73,272
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Added 109.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
66,950
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
64,629
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
62,266
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
61,668
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 57.42%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
61,626
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
58,978
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
54,133
shares
|
$1.97 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
51,478
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
49,197
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
May 15, 2025 Q1 2025 |
47,000
shares
|
$1.71 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
45,500
shares
|
$1.66 Million
0.04% of portfolio
|
Q1 2025
Added 85.26%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
44,329
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
43,125
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
41,000
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,422
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.09%
|