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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
39,475
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
39,466
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,023
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 37.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
33,694
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,474
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
33,269
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 2140.34%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
32,770
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
32,155
shares
|
$1.17 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
29,470
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
28,841
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
27,660
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.37%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
27,472
shares
|
$999,980
0.0% of portfolio
|
Q1 2025
Reduced 75.65%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
27,359
shares
|
$995,867
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,758
shares
|
$901,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,410
shares
|
$815,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,312
shares
|
$739,356
0.0% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
19,700
shares
|
$717,080
0.0% of portfolio
|
Q1 2025
Added 149.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,584
shares
|
$712,857
0.0% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
19,125
shares
|
$696,150
0.0% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
19,082
shares
|
$694,584
0.0% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
19,012
shares
|
$692,036
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
18,388
shares
|
$669,323
0.01% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
18,300
shares
|
$666,120
0.0% of portfolio
|
Q1 2025
Added 46.4%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,006
shares
|
$619,018
0.06% of portfolio
|
Q1 2025
Added 91.23%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
15,900
shares
|
$578,760
0.0% of portfolio
|
Q1 2025
Added 27.2%
|