Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 230 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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
7,900
shares
|
$435,685
0.0% of portfolio
|
Q3 2024
Reduced 64.25%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,755
shares
|
$427,688
0.03% of portfolio
|
Q3 2024
Added 25.49%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
7,700
shares
|
$424,655
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,057
shares
|
$389,193
0.0% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
6,962
shares
|
$383,954
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
6,870
shares
|
$378,880
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,831
shares
|
$376,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,295
shares
|
$347,169
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,041
shares
|
$333,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
5,691
shares
|
$313,858
0.0% of portfolio
|
Q3 2024
Reduced 65.8%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,400
shares
|
$297,810
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$293,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
5,030
shares
|
$277,404
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,529
shares
|
$249,774
0.02% of portfolio
|
Q3 2024
Added 344.46%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,038
shares
|
$167,545
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,641
shares
|
$145,651
0.01% of portfolio
|
Q3 2024
Reduced 39.63%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,611
shares
|
$143,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,259
shares
|
$124,583
0.0% of portfolio
|
Q3 2024
Added 191.11%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
2,189
shares
|
$120,723
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,130
shares
|
$117,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
2,099
shares
|
$115,759
0.0% of portfolio
|
Q3 2024
Added 46.07%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$107,542
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,878
shares
|
$103,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,171
shares
|
$64,580
0.0% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,101
shares
|
$60,720
0.0% of portfolio
|
Q3 2024
Reduced 8.55%
|