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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
8,087
shares
|
$315,312
0.0% of portfolio
|
Q1 2025
Added 3750.95%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
8,068
shares
|
$314,571
0.0% of portfolio
|
Q1 2025
Reduced 77.45%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
7,900
shares
|
$308,021
0.0% of portfolio
|
Q3 2024
Reduced 64.25%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,672
shares
|
$299,131
0.3% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
7,436
shares
|
$289,929
0.0% of portfolio
|
Q4 2024
Reduced 80.48%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
6,749
shares
|
$263,143
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,617
shares
|
$257,996
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
6,490
shares
|
$253,045
0.21% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
6,129
shares
|
$238,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
5,899
shares
|
$230,002
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,678
shares
|
$221,385
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
5,580
shares
|
$217,564
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
5,256
shares
|
$204,931
0.0% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
5,078
shares
|
$197,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,076
shares
|
$197,913
0.0% of portfolio
|
Q1 2025
Reduced 97.14%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,030
shares
|
$196,119
0.01% of portfolio
|
Q1 2025
Reduced 83.51%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
5,020
shares
|
$195,729
0.04% of portfolio
|
Q4 2024
Reduced 72.27%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,741
shares
|
$184,851
0.03% of portfolio
|
Q4 2024
Reduced 68.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,691
shares
|
$182,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$181,303
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,422
shares
|
$172,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,020
shares
|
$156,739
0.03% of portfolio
|
Q4 2024
Added 52.22%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
3,792
shares
|
$147,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,790
shares
|
$147,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,760
shares
|
$146,602
0.09% of portfolio
|
Q4 2024
New holding
|