Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 231 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 $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,079
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 90.08%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
38,410
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
38,091
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
35,000
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2024
Added 59.09%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
34,386
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 406.87%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,072
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 36.96%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,634
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
31,720
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
31,489
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 129.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,100
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,697
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
30,600
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
29,788
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
25,555
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,441
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 1628.89%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
22,262
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,800
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
21,245
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
20,319
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
19,752
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
18,103
shares
|
$974,484
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Global Investment Management, LLC
|
Oct 29, 2024 Q3 2024 |
18,000
shares
|
$968,940
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
17,738
shares
|
$954,836
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,707
shares
|
$899,337
0.17% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
15,898
shares
|
$855,789
0.0% of portfolio
|
Q3 2024
Added 1.04%
|