Purchases and Sales Made in Q2 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.59MNew |
$47.9M - $59.5M
|
2.59M
$139M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.07M+ 29.87% |
$19.8M - $24.6M
|
4.65M
$249M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
585K+ 15.98% |
$10.8M - $13.5M
|
4.25M
$228M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
574KNew |
$10.6M - $13.2M
|
574K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
377K+ 87.97% |
$6.98M - $8.67M
|
806K
$43.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
229KNew |
$4.24M - $5.27M
|
229K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
151K+ 21.28% |
$2.79M - $3.46M
|
858K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
137K+ 35.93% |
$2.54M - $3.15M
|
519K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 44.93% |
$2.51M - $3.12M
|
437K
$23.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
132KNew |
$2.44M - $3.03M
|
132K
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 42.42% |
$2.14M - $2.65M
|
388K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
96.2K+ 172.4% |
$1.78M - $2.21M
|
152K
$8.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
92.2K+ 13.12% |
$1.71M - $2.12M
|
795K
$42.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
85.3K+ 27.92% |
$1.58M - $1.96M
|
391K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.4K+ 40.94% |
$1.23M - $1.53M
|
229K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
65K+ 104.45% |
$1.2M - $1.49M
|
127K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
61.9K+ 23.76% |
$1.15M - $1.42M
|
322K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
59.5KNew |
$1.1M - $1.37M
|
59.5K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.8K+ 42.52% |
$1.07M - $1.33M
|
194K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
54.1K+ 5.01% |
$1M - $1.24M
|
1.13M
$60.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
53.6K+ 36.64% |
$993K - $1.23M
|
200K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
52.2K+ 163.19% |
$966K - $1.2M
|
84.2K
$4.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.7K+ 29.77% |
$920K - $1.14M
|
217K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
43.2K+ 7.53% |
$799K - $993K
|
616K
$33M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
32.6KNew |
$603K - $749K
|
32.6K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32.2KNew |
$596K - $741K
|
32.2K
$1.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 38.92% |
$593K - $737K
|
114K
$6.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
29.5K+ 8.05% |
$547K - $679K
|
397K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
25.5K+ 2.33% |
$472K - $586K
|
1.12M
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25.1K+ 27.11% |
$464K - $576K
|
118K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.8K+ 101.24% |
$459K - $570K
|
49.3K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.2KNew |
$429K - $532K
|
23.2K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
20.1K+ 95.51% |
$373K - $463K
|
41.2K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.3K+ 86.6% |
$338K - $420K
|
39.4K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.1K+ 50.05% |
$335K - $416K
|
54.2K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17.8K+ 91.08% |
$330K - $410K
|
37.4K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.3K+ 8.36% |
$321K - $398K
|
224K
$12M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.3K+ 8.36% |
$321K - $398K
|
224K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
16.8KNew |
$310K - $385K
|
16.8K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
16.2KNew |
$300K - $373K
|
16.2K
$869K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.2KNew |
$264K - $327K
|
14.2K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.8KNew |
$218K - $271K
|
11.8K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$206K - $256K
|
11.1K
$596K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 20.42% |
$202K - $251K
|
64.3K
$3.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.3K+ 36.73% |
$191K - $237K
|
38.3K
$2.05M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 22.8% |
$190K - $236K
|
55.3K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 22.8% |
$190K - $236K
|
55.3K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
10.2K+ 3.78% |
$190K - $236K
|
281K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.66K+ 19.27% |
$160K - $199K
|
53.6K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.1K+ 48.06% |
$150K - $186K
|
25K
$1.34M
|