Purchases and Sales Made in Q3 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 219.34% |
$23.2M - $26.9M
|
978K
$52.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
544KNew |
$18.8M - $21.8M
|
544K
$29.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
466K+ 786.97% |
$16.1M - $18.6M
|
525K
$28.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
415K+ 40.07% |
$14.4M - $16.6M
|
1.45M
$77.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
414K+ 6485.77% |
$14.3M - $16.6M
|
421K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
405K+ 165.93% |
$14M - $16.2M
|
649K
$34.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
399K+ 788.0% |
$13.8M - $16M
|
449K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
397K+ 64.53% |
$13.7M - $15.9M
|
1.01M
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
364K+ 36.42% |
$12.6M - $14.5M
|
1.36M
$73M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
334K+ 5.23% |
$11.6M - $13.4M
|
6.72M
$360M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
334K+ 261.0% |
$11.6M - $13.4M
|
462K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 141.04% |
$10.8M - $12.4M
|
531K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
253K+ 17.63% |
$8.77M - $10.1M
|
1.69M
$90.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
243K+ 36.36% |
$8.41M - $9.72M
|
911K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
212K+ 29.38% |
$7.34M - $8.48M
|
933K
$50M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
198KNew |
$6.84M - $7.91M
|
198K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
191KNew |
$6.6M - $7.63M
|
191K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
186KNew |
$6.45M - $7.46M
|
186K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
163K+ 15.26% |
$5.64M - $6.51M
|
1.23M
$65.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
140K+ 900.07% |
$4.86M - $5.62M
|
156K
$8.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
124K+ 35.95% |
$4.3M - $4.97M
|
470K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111K+ 25.98% |
$3.85M - $4.45M
|
539K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
103K+ 10.71% |
$3.57M - $4.13M
|
1.07M
$57.2M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
92.1K+ 22.08% |
$3.19M - $3.69M
|
510K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$2.14M - $2.48M
|
61.9K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4K+ 24.59% |
$2.13M - $2.46M
|
311K
$16.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
61.1KNew |
$2.12M - $2.45M
|
61.1K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
60.3K+ 7.7% |
$2.09M - $2.41M
|
843K
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
55.4KNew |
$1.92M - $2.21M
|
55.4K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
54KNew |
$1.87M - $2.16M
|
54K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50.5K+ 207.51% |
$1.75M - $2.02M
|
74.9K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
48.8K+ 119107.32% |
$1.69M - $1.95M
|
48.9K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.2K+ 19.34% |
$1.56M - $1.81M
|
279K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
39.3K+ 254.34% |
$1.36M - $1.57M
|
54.8K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
37.6K+ 3.04% |
$1.3M - $1.5M
|
1.28M
$68.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
36.2K+ 4.43% |
$1.25M - $1.45M
|
855K
$45.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.4K+ 37.78% |
$1.16M - $1.34M
|
122K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
31.1KNew |
$1.08M - $1.24M
|
31.1K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29.7K+ 5.37% |
$1.03M - $1.19M
|
582K
$31.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 156.24% |
$984K - $1.14M
|
46.6K
$2.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
27.6K+ 406.87% |
$956K - $1.1M
|
34.4K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.1K+ 5.64% |
$799K - $924K
|
432K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7K+ 79.29% |
$786K - $909K
|
51.4K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.2K+ 18.95% |
$770K - $889K
|
140K
$7.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$755K - $872K
|
21.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 1628.89% |
$732K - $846K
|
22.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19K+ 90.08% |
$658K - $760K
|
40.1K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
18.8K+ 34.31% |
$652K - $754K
|
73.7K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18.1KNew |
$627K - $724K
|
18.1K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
18KNew |
$623K - $720K
|
18K
$965K
|