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 |
|---|---|---|---|---|---|
|
Pictet Bank & Trust LTD
|
Apr 28, 2025 Q1 2025 |
9,100
shares
|
$331,240
0.39% of portfolio
|
Q1 2025
Added 97.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,607
shares
|
$313,294
0.0% of portfolio
|
Q1 2025
Added 596.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,570
shares
|
$311,948
0.0% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
8,489
shares
|
$308,999
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
8,276
shares
|
$301,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
8,087
shares
|
$294,366
0.0% of portfolio
|
Q1 2025
Added 3750.95%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
8,068
shares
|
$293,675
0.0% of portfolio
|
Q1 2025
Reduced 77.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,237
shares
|
$263,426
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,856
shares
|
$249,558
0.21% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,617
shares
|
$240,858
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,554
shares
|
$238,565
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
6,490
shares
|
$236,236
0.21% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
6,464
shares
|
$235,289
0.07% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
6,129
shares
|
$223,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,101
shares
|
$222,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,678
shares
|
$206,679
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
5,256
shares
|
$191,318
0.0% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,030
shares
|
$183,092
0.01% of portfolio
|
Q1 2025
Reduced 83.51%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
4,669
shares
|
$169,951
0.02% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
4,220
shares
|
$153,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,790
shares
|
$137,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
2,862
shares
|
$104,176
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
2,772
shares
|
$100,900
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,769
shares
|
$100,791
0.0% of portfolio
|
Q4 2024
Reduced 24.85%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,668
shares
|
$97,115
0.0% of portfolio
|
Q4 2024
Added 27.11%
|