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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
15,761
shares
|
$573,700
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
15,496
shares
|
$564,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,974
shares
|
$545,053
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,905
shares
|
$542,542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
14,114
shares
|
$513,749
0.23% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
13,958
shares
|
$508,071
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,421
shares
|
$488,524
0.0% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,604
shares
|
$458,785
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
12,416
shares
|
$451,942
0.04% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
12,246
shares
|
$445,754
0.0% of portfolio
|
Q1 2025
Added 141.16%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
11,948
shares
|
$434,907
0.0% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
11,861
shares
|
$431,740
0.0% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
11,554
shares
|
$420,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
11,269
shares
|
$410,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,845
shares
|
$394,758
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,818
shares
|
$393,775
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
10,800
shares
|
$393,120
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
10,749
shares
|
$391,263
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,412
shares
|
$378,996
0.0% of portfolio
|
Q1 2025
Reduced 62.05%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
10,373
shares
|
$377,577
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
B. Riley Asset Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
10,300
shares
|
$374,920
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10,205
shares
|
$371,462
0.01% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,112
shares
|
$368,076
0.03% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Greycroft LP
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$364,000
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
9,680
shares
|
$352,352
0.0% of portfolio
|
Q1 2025
New holding
|