Purchases and Sales Made in Q1 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2023. The information is specifically focused on institutions that hold shares of Vertex, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
696K+ 5849.79% |
$8.35M - $14.6M
|
708K
$37.9M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
573KNew |
$6.88M - $12M
|
573K
$30.7M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500KNew |
$6M - $10.5M
|
500K
$26.8M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
429KNew |
$5.14M - $8.97M
|
429K
$23M
|
|
May 10, 2023
Q1 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
383KNew |
$4.6M - $8.02M
|
383K
$20.5M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
336K+ 706.58% |
$4.03M - $7.03M
|
383K
$20.5M
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
319K+ 41.26% |
$3.83M - $6.68M
|
1.09M
$58.6M
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
309K+ 550.14% |
$3.71M - $6.47M
|
365K
$19.6M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
223K+ 200.9% |
$2.67M - $4.66M
|
334K
$17.9M
|
|
May 15, 2023
Q1 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
160KNew |
$1.92M - $3.35M
|
160K
$8.58M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 246.78% |
$1.77M - $3.09M
|
207K
$11.1M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 246.78% |
$1.77M - $3.09M
|
207K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
146KNew |
$1.76M - $3.06M
|
146K
$7.84M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
136KNew |
$1.63M - $2.85M
|
136K
$7.29M
|
|
Jul 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
128K+ 1221.5% |
$1.53M - $2.67M
|
138K
$7.4M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 80.95% |
$1.46M - $2.55M
|
272K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
122KNew |
$1.46M - $2.55M
|
122K
$6.52M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
116KNew |
$1.39M - $2.42M
|
116K
$6.2M
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
110K+ 56.39% |
$1.32M - $2.31M
|
306K
$16.4M
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
92.5KNew |
$1.11M - $1.94M
|
92.5K
$4.96M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
71.3K+ 22.98% |
$856K - $1.49M
|
382K
$20.5M
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
71KNew |
$852K - $1.49M
|
71K
$3.8M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
63K+ 9.84% |
$756K - $1.32M
|
703K
$37.7M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
55.8KNew |
$670K - $1.17M
|
55.8K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
46.8K+ 158.62% |
$561K - $979K
|
76.2K
$4.09M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.4K+ 40.07% |
$557K - $971K
|
162K
$8.69M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
45KNew |
$540K - $942K
|
45K
$2.41M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
45KNew |
$540K - $942K
|
45K
$2.41M
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44KNew |
$529K - $922K
|
44K
$2.36M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.1K+ 15.4% |
$517K - $902K
|
323K
$17.3M
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
40.7KNew |
$488K - $851K
|
40.7K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
37K+ 223.66% |
$444K - $774K
|
53.5K
$2.87M
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
32KNew |
$384K - $670K
|
32K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30KNew |
$359K - $627K
|
30K
$1.61M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28KNew |
$336K - $587K
|
28K
$1.5M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8KNew |
$321K - $561K
|
26.8K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 86.36% |
$297K - $518K
|
53.4K
$2.86M
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
24.5K+ 2.32% |
$294K - $512K
|
1.08M
$57.9M
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.5KNew |
$294K - $512K
|
24.5K
$1.31M
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
24.1K+ 0.84% |
$290K - $505K
|
2.91M
$156M
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.9KNew |
$287K - $501K
|
23.9K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.8K+ 154.33% |
$286K - $499K
|
39.3K
$2.1M
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
23.7K+ 27.18% |
$284K - $496K
|
111K
$5.94M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.7K+ 61.27% |
$284K - $495K
|
62.3K
$3.34M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
23.3KNew |
$279K - $487K
|
23.3K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
21.1KNew |
$253K - $441K
|
21.1K
$1.13M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
18.9K+ 7.84% |
$227K - $396K
|
260K
$14M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.1K+ 516.01% |
$217K - $378K
|
21.5K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.3KNew |
$208K - $362K
|
17.3K
$927K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.9KNew |
$203K - $354K
|
16.9K
$907K
|