Purchases and Sales Made in Q1 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2024. 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 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.57MNew |
$84.1M - $120M
|
3.57M
$191M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
976KNew |
$23M - $32.8M
|
976K
$52.3M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
826KNew |
$19.5M - $27.7M
|
826K
$44.3M
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
BUY
|
- |
666K+ 255.35% |
$15.7M - $22.4M
|
927K
$49.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
456KNew |
$10.7M - $15.3M
|
456K
$24.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
379KNew |
$8.93M - $12.7M
|
379K
$20.3M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
378KNew |
$8.9M - $12.7M
|
378K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
361K+ 390.31% |
$8.5M - $12.1M
|
453K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
356K+ 76.86% |
$8.37M - $11.9M
|
818K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
251K+ 687.03% |
$5.92M - $8.44M
|
288K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
235K+ 4.24% |
$5.54M - $7.9M
|
5.79M
$310M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
195K+ 170.57% |
$4.59M - $6.55M
|
310K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
151KNew |
$3.56M - $5.07M
|
151K
$8.1M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
148K+ 91.66% |
$3.48M - $4.96M
|
309K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
146K+ 3.31% |
$3.44M - $4.91M
|
4.56M
$245M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
146KNew |
$3.43M - $4.89M
|
146K
$7.81M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
145K+ 10.49% |
$3.42M - $4.88M
|
1.53M
$81.9M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
144K+ 29.84% |
$3.4M - $4.84M
|
628K
$33.6M
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
119K+ 120.37% |
$2.81M - $4M
|
218K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
106K+ 417.7% |
$2.5M - $3.57M
|
132K
$7.06M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100KNew |
$2.35M - $3.36M
|
100K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
100K+ 65.36% |
$2.35M - $3.36M
|
253K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
92.2KNew |
$2.17M - $3.09M
|
92.2K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
85.4KNew |
$2.01M - $2.87M
|
85.4K
$4.58M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.4K+ 34.96% |
$2.01M - $2.87M
|
330K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
85.2K+ 13.58% |
$2.01M - $2.86M
|
713K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
75.7K+ 11.41% |
$1.78M - $2.54M
|
739K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
73.8KNew |
$1.74M - $2.48M
|
73.8K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
72.6K+ 53.71% |
$1.71M - $2.44M
|
208K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
65KNew |
$1.53M - $2.18M
|
65K
$3.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
59.9K+ 25.64% |
$1.41M - $2.01M
|
294K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
58.4K+ 20.29% |
$1.38M - $1.96M
|
347K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Advisors, LLC
|
BUY
|
- |
57.8K+ 100.0% |
$1.36M - $1.94M
|
116K
$6.19M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
55.4K+ 16.13% |
$1.3M - $1.86M
|
399K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
41.3K+ 205.81% |
$971K - $1.39M
|
61.3K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.6K+ 3.27% |
$932K - $1.33M
|
1.25M
$66.9M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
32.5K+ 11.37% |
$765K - $1.09M
|
318K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
30.5K+ 2.25% |
$719K - $1.02M
|
1.39M
$74.3M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30KNew |
$705K - $1.01M
|
30K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.5KNew |
$624K - $890K
|
26.5K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
24.9K+ 12.06% |
$585K - $834K
|
231K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
23.4KNew |
$550K - $784K
|
23.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.2K+ 4.27% |
$522K - $744K
|
541K
$29M
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
21.2KNew |
$499K - $712K
|
21.2K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.8KNew |
$466K - $664K
|
19.8K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19.4KNew |
$457K - $652K
|
19.4K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.3K+ 7.96% |
$432K - $616K
|
249K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
18.1KNew |
$425K - $607K
|
18.1K
$968K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8KNew |
$396K - $565K
|
16.8K
$902K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$394K - $561K
|
16.7K
$896K
|