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 |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,616
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
73,272
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
Added 109.35%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
67,461
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
63,038
shares
|
$2.46 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
61,668
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 57.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
60,571
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
58,978
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
54,677
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
54,115
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 28.39%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
52,445
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
50,621
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
45,780
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
45,500
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2025
Added 85.26%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
43,125
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
42,800
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 210.14%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
35,308
shares
|
$1.38 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
34,380
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 61.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
33,694
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
33,582
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
33,431
shares
|
$1.3 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
33,275
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
33,269
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 2140.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,434
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
31,173
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
31,000
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.42%
|