Purchases and Sales Made in Q2 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.41M+ 273.44% |
$95.4M - $123M
|
4.66M
$250M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
1.04MNew |
$28.9M - $37.3M
|
1.04M
$55.5M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
964KNew |
$26.9M - $34.8M
|
964K
$51.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
804K+ 551.89% |
$22.5M - $29M
|
950K
$50.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
721KNew |
$20.1M - $26M
|
721K
$38.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
697K+ 128.81% |
$19.5M - $25.1M
|
1.24M
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
696K+ 97.63% |
$19.4M - $25.1M
|
1.41M
$75.5M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
618K+ 162.26% |
$17.3M - $22.3M
|
998K
$53.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
615KNew |
$17.2M - $22.2M
|
615K
$33M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
596K+ 10.29% |
$16.6M - $21.5M
|
6.39M
$342M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
491K+ 801.53% |
$13.7M - $17.7M
|
553K
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
468K+ 6088.85% |
$13.1M - $16.9M
|
476K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
461K+ 47.26% |
$12.9M - $16.6M
|
1.44M
$77M
|
|
|
Aug 08, 2024
Q2 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
367K+ 26.47% |
$10.3M - $13.2M
|
1.75M
$94M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
345KNew |
$9.65M - $12.5M
|
345K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
344KNew |
$9.61M - $12.4M
|
344K
$18.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
298KNew |
$8.32M - $10.7M
|
298K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
266K+ 70.39% |
$7.43M - $9.59M
|
644K
$34.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
247K+ 2567.19% |
$6.91M - $8.91M
|
257K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
240K+ 29.09% |
$6.72M - $8.66M
|
1.07M
$57.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
179K+ 71.95% |
$5M - $6.45M
|
428K
$22.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
153KNew |
$4.27M - $5.51M
|
153K
$8.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
151K+ 58.65% |
$4.22M - $5.45M
|
409K
$21.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
145KNew |
$4.04M - $5.21M
|
145K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
130K+ 47.06% |
$3.62M - $4.67M
|
405K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
109KNew |
$3.05M - $3.94M
|
109K
$5.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100K+ 36.24% |
$2.8M - $3.62M
|
377K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.2K+ 24.78% |
$2.69M - $3.47M
|
485K
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88.3KNew |
$2.47M - $3.18M
|
88.3K
$4.73M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
88K+ 26.72% |
$2.46M - $3.17M
|
417K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
79.1KNew |
$2.21M - $2.85M
|
79.1K
$4.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
77.1KNew |
$2.15M - $2.78M
|
77.1K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
76.4K+ 19.15% |
$2.13M - $2.75M
|
475K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
73K+ 4.77% |
$2.04M - $2.63M
|
1.6M
$85.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
72K+ 5910.67% |
$2.01M - $2.6M
|
73.2K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
61.2KNew |
$1.71M - $2.21M
|
61.2K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
60.3K+ 105.91% |
$1.69M - $2.18M
|
117K
$6.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
59.2KNew |
$1.65M - $2.13M
|
59.2K
$3.17M
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
58.7K+ 8.1% |
$1.64M - $2.12M
|
783K
$41.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
54.9KNew |
$1.53M - $1.98M
|
54.9K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
51.4KNew |
$1.44M - $1.85M
|
51.4K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
50.6KNew |
$1.41M - $1.82M
|
50.6K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45.5K+ 101.92% |
$1.27M - $1.64M
|
90.1K
$4.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
40.6K+ 6.47% |
$1.13M - $1.46M
|
668K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
39.4K+ 5.32% |
$1.1M - $1.42M
|
779K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38K+ 20.82% |
$1.06M - $1.37M
|
220K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
37KNew |
$1.03M - $1.33M
|
37K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
31KNew |
$867K - $1.12M
|
31K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30.4K+ 8.01% |
$849K - $1.1M
|
410K
$21.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
29.2KNew |
$816K - $1.05M
|
29.2K
$1.56M
|