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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,050
shares
|
$508,819
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
12,416
shares
|
$484,099
0.04% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
12,282
shares
|
$478,875
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,091
shares
|
$471,428
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
12,021
shares
|
$468,698
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
11,948
shares
|
$465,852
0.0% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
11,554
shares
|
$450,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
11,155
shares
|
$434,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,845
shares
|
$422,846
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,818
shares
|
$421,793
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
10,800
shares
|
$421,092
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
10,749
shares
|
$419,103
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,412
shares
|
$405,963
0.0% of portfolio
|
Q1 2025
Reduced 62.05%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
10,373
shares
|
$404,443
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,112
shares
|
$394,266
0.03% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
10,007
shares
|
$390,172
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
9,914
shares
|
$386,546
0.0% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
9,680
shares
|
$377,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,515
shares
|
$370,989
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,164
shares
|
$357,304
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Apr 28, 2025 Q1 2025 |
9,100
shares
|
$354,809
0.39% of portfolio
|
Q1 2025
Added 97.91%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
8,893
shares
|
$346,738
0.06% of portfolio
|
Q4 2024
Added 96.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,607
shares
|
$335,586
0.0% of portfolio
|
Q1 2025
Added 596.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,570
shares
|
$334,144
0.0% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
8,276
shares
|
$322,681
0.01% of portfolio
|
Q4 2024
New holding
|