Purchases and Sales Made in Q3 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
444KNew |
$7.9M - $10.3M
|
444K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
405K+ 9.53% |
$7.19M - $9.35M
|
4.65M
$249M
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
350K+ 32.43% |
$6.21M - $8.08M
|
1.43M
$76.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
297KNew |
$5.28M - $6.87M
|
297K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
265K+ 5.69% |
$4.71M - $6.12M
|
4.92M
$264M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
237K+ 6.34% |
$4.21M - $5.47M
|
3.97M
$213M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
206KNew |
$3.66M - $4.76M
|
206K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
205K+ 1195.68% |
$3.65M - $4.75M
|
223K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
196K+ 85.65% |
$3.49M - $4.53M
|
425K
$22.8M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
188KNew |
$3.34M - $4.34M
|
188K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
166K+ 32.07% |
$2.96M - $3.84M
|
685K
$36.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
159K+ 19.94% |
$2.82M - $3.66M
|
954K
$51.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
158K+ 14.12% |
$2.81M - $3.65M
|
1.28M
$68.4M
|
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
157K+ 140.38% |
$2.79M - $3.63M
|
269K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
133K+ 87.57% |
$2.37M - $3.07M
|
285K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
130K+ 11.46% |
$2.31M - $3M
|
1.26M
$67.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
127K+ 22.1% |
$2.26M - $2.93M
|
701K
$37.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
126K+ 9.57% |
$2.24M - $2.92M
|
1.44M
$77.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
126KNew |
$2.24M - $2.91M
|
126K
$6.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
84.6K+ 21.63% |
$1.5M - $1.95M
|
476K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
80.8K+ 91.72% |
$1.44M - $1.87M
|
169K
$9.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 31.54% |
$1.21M - $1.58M
|
285K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.1KNew |
$926K - $1.2M
|
52.1K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.8K+ 22.66% |
$920K - $1.2M
|
280K
$15M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.2K+ 131.08% |
$893K - $1.16M
|
88.6K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
43.3K+ 12.43% |
$769K - $1M
|
392K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
42.4K+ 33.32% |
$754K - $980K
|
170K
$9.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
38K+ 9.58% |
$675K - $878K
|
435K
$23.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
37.4KNew |
$664K - $863K
|
37.4K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.6KNew |
$650K - $844K
|
36.6K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
33.8KNew |
$600K - $780K
|
33.8K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
33.7K+ 12.0% |
$600K - $779K
|
315K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.5K+ 16.8% |
$578K - $752K
|
226K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.9K+ 44.86% |
$513K - $667K
|
93.2K
$4.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
24K+ 33.8% |
$426K - $554K
|
95K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
20K+ 6.21% |
$356K - $462K
|
342K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19K+ 131.33% |
$338K - $439K
|
33.5K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$265K - $344K
|
14.9K
$799K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14K+ 15.14% |
$249K - $323K
|
106K
$5.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
13.7K+ 14.76% |
$243K - $316K
|
107K
$5.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
13.5KNew |
$240K - $312K
|
13.5K
$723K
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
11.8KNew |
$211K - $274K
|
11.8K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.8KNew |
$210K - $273K
|
11.8K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6K+ 29.45% |
$206K - $268K
|
51K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.06% |
$184K - $239K
|
125K
$6.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.71KNew |
$173K - $224K
|
9.71K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.06K+ 24.74% |
$143K - $186K
|
40.6K
$2.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.05K+ 13.0% |
$125K - $163K
|
61.2K
$3.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7K+ 0.27% |
$124K - $162K
|
2.6M
$139M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.99K+ 43.39% |
$124K - $162K
|
23.1K
$1.24M
|