Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 231 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 $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
35
shares
|
$1,884
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
34
shares
|
$1,830
0.0% of portfolio
|
Q3 2024
Reduced 97.53%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32
shares
|
$1,722
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
24
shares
|
$1,291
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$1,238
0.0% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$968
0.0% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
17
shares
|
$915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
15
shares
|
$807
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
8
shares
|
$430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6
shares
|
$322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
6
shares
|
$322
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$322
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4
shares
|
$215
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3
shares
|
$161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|