Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
5
shares
|
$208
0.0% of portfolio
|
Q2 2024
New holding
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4
shares
|
$166
0.0% of portfolio
|
Q1 2022
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
3
shares
|
$124
0.0% of portfolio
|
Q1 2023
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
3
shares
|
$124
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
2
shares
|
$83
0.0% of portfolio
|
Q2 2024
Reduced 99.69%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|