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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,734
shares
|
$145,588
0.0% of portfolio
|
Q4 2024
Added 75.31%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
2,862
shares
|
$111,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
2,772
shares
|
$108,080
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,668
shares
|
$104,025
0.0% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,488
shares
|
$97,007
0.0% of portfolio
|
Q4 2024
Added 7675.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,024
shares
|
$78,915
0.0% of portfolio
|
Q1 2025
Added 88.1%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$76,030
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,884
shares
|
$73,457
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,538
shares
|
$59,966
0.0% of portfolio
|
Q4 2024
Added 58.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,152
shares
|
$44,916
0.0% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,120
shares
|
$43,668
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,036
shares
|
$40,393
0.0% of portfolio
|
Q4 2024
Added 2104.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
946
shares
|
$36,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
929
shares
|
$36,221
0.01% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
807
shares
|
$31,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
766
shares
|
$29,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
750
shares
|
$29,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
721
shares
|
$28,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
602
shares
|
$23,471
0.0% of portfolio
|
Q1 2025
Added 189.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
545
shares
|
$21,249
0.0% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
514
shares
|
$20,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
435
shares
|
$16,960
0.0% of portfolio
|
Q2 2024
Added 133.87%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
378
shares
|
$14,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
357
shares
|
$13,919
0.0% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
313
shares
|
$12,203
0.0% of portfolio
|
Q4 2024
Added 820.59%
|