Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,714
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 60.07%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
24,560
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.06%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
23,700
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 276.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,567
shares
|
$1.05 Million
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
|
$1.03 Million
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
|
$995,500
0.01% of portfolio
|
Q4 2024
Added 83.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,366
shares
|
$993,732
0.0% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
20,932
shares
|
$973,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
19,419
shares
|
$903,177
0.11% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
17,731
shares
|
$824,668
0.0% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,291
shares
|
$804,204
0.25% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
17,062
shares
|
$793,553
0.01% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
16,137
shares
|
$750,531
0.01% of portfolio
|
Q4 2024
Reduced 27.51%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
15,551
shares
|
$723,277
0.0% of portfolio
|
Q4 2024
Added 53.36%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
15,271
shares
|
$710,254
0.0% of portfolio
|
Q4 2024
Added 48.91%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
15,099
shares
|
$702,254
0.1% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,086
shares
|
$701,649
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,959
shares
|
$695,743
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,905
shares
|
$693,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
14,514
shares
|
$675,046
0.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,050
shares
|
$606,955
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Cannon Global Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
12,704
shares
|
$590,863
1.65% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
12,500
shares
|
$581,375
0.0% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
12,500
shares
|
$581,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
12,282
shares
|
$571,235
0.05% of portfolio
|
Q4 2024
New holding
|