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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,335
shares
|
$84,994
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
2,137
shares
|
$77,786
0.0% of portfolio
|
Q1 2025
Added 106.27%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,024
shares
|
$73,673
0.0% of portfolio
|
Q1 2025
Added 88.1%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,933
shares
|
$70,361
0.0% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,884
shares
|
$68,577
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,742
shares
|
$63,408
0.0% of portfolio
|
Q1 2025
Reduced 53.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,152
shares
|
$41,932
0.0% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,120
shares
|
$40,768
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,115
shares
|
$40,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
946
shares
|
$34,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
929
shares
|
$33,815
0.01% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
901
shares
|
$32,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
893
shares
|
$32,505
0.02% of portfolio
|
Q1 2025
Added 1722.45%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
807
shares
|
$29,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
721
shares
|
$26,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
641
shares
|
$23,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
602
shares
|
$21,912
0.0% of portfolio
|
Q1 2025
Added 189.42%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
561
shares
|
$20,420
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
545
shares
|
$19,838
0.0% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
514
shares
|
$18,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
435
shares
|
$15,834
0.0% of portfolio
|
Q2 2024
Added 133.87%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
400
shares
|
$14,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
357
shares
|
$12,994
0.0% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
343
shares
|
$12,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
335
shares
|
$12,194
0.0% of portfolio
|
Q1 2025
Added 71.79%
|