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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
29,470
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
27,472
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.65%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
27,370
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
27,359
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pdt Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,900
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,714
shares
|
$963,598
0.04% of portfolio
|
Q4 2024
Reduced 60.07%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
23,700
shares
|
$924,063
0.03% of portfolio
|
Q4 2024
Added 276.49%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
22,766
shares
|
$887,646
0.09% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,567
shares
|
$879,887
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,201
shares
|
$865,616
0.4% of portfolio
|
Q4 2024
Reduced 88.41%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
21,404
shares
|
$834,541
0.01% of portfolio
|
Q4 2024
Added 83.84%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
20,932
shares
|
$816,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,584
shares
|
$763,580
0.0% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
19,125
shares
|
$745,683
0.0% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
19,082
shares
|
$744,007
0.0% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
18,388
shares
|
$716,948
0.01% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
18,300
shares
|
$713,517
0.0% of portfolio
|
Q1 2025
Added 46.4%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
17,731
shares
|
$691,331
0.0% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,291
shares
|
$674,176
0.25% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
15,900
shares
|
$619,941
0.0% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
15,761
shares
|
$614,521
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,086
shares
|
$588,203
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,905
shares
|
$581,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
14,514
shares
|
$565,900
0.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,421
shares
|
$523,284
0.0% of portfolio
|
Q1 2025
Reduced 37.19%
|