Purchases and Sales Made in Q4 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.04M+ 1516.95% |
$67.1M - $89.8M
|
3.24M
$174M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.38MNew |
$30.5M - $40.8M
|
1.38M
$74.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
637K+ 12.95% |
$14M - $18.8M
|
5.56M
$298M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
522KNew |
$11.5M - $15.4M
|
522K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
463KNew |
$10.2M - $13.6M
|
463K
$24.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
453K+ 19.03% |
$9.98M - $13.4M
|
2.83M
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
343KNew |
$7.57M - $10.1M
|
343K
$18.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
308K+ 824.01% |
$6.78M - $9.08M
|
345K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
303K+ 168.37% |
$6.68M - $8.94M
|
483K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
266K+ 2245.2% |
$5.86M - $7.85M
|
278K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
BUY
|
- |
261KNew |
$5.75M - $7.7M
|
261K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
256K+ 26.79% |
$5.63M - $7.54M
|
1.21M
$64.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
248KNew |
$5.46M - $7.32M
|
248K
$13.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
239K+ 97.88% |
$5.27M - $7.05M
|
483K
$25.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
230KNew |
$5.08M - $6.8M
|
230K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
221KNew |
$4.87M - $6.52M
|
221K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
219K+ 49.36% |
$4.83M - $6.47M
|
664K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
215K+ 668.26% |
$4.73M - $6.34M
|
247K
$13.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
181K+ 5.19% |
$3.99M - $5.34M
|
3.67M
$197M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
154KNew |
$3.4M - $4.55M
|
154K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
153KNew |
$3.37M - $4.51M
|
153K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
149K+ 21.74% |
$3.28M - $4.39M
|
834K
$44.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
145K+ 164.0% |
$3.2M - $4.28M
|
234K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
141KNew |
$3.11M - $4.16M
|
141K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
135KNew |
$2.98M - $3.99M
|
135K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
131K+ 77.47% |
$2.9M - $3.88M
|
301K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
127K+ 366.43% |
$2.79M - $3.74M
|
161K
$8.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
125KNew |
$2.75M - $3.68M
|
125K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
119K+ 293.72% |
$2.63M - $3.52M
|
160K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
BUY
|
- |
99KNew |
$2.18M - $2.92M
|
99K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
86K+ 28.93% |
$1.9M - $2.54M
|
383K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
84.1K+ 19.34% |
$1.85M - $2.48M
|
519K
$27.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
74.8KNew |
$1.65M - $2.21M
|
74.8K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
71.9KNew |
$1.58M - $2.12M
|
71.9K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.3K+ 25.23% |
$1.39M - $1.87M
|
314K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.3K+ 22.22% |
$1.37M - $1.84M
|
343K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Advisors, LLC
|
BUY
|
- |
57.8KNew |
$1.27M - $1.71M
|
57.8K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.6K+ 91.31% |
$1.2M - $1.61M
|
114K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
47K+ 174.98% |
$1.04M - $1.39M
|
73.9K
$3.96M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47KNew |
$1.04M - $1.39M
|
47K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.1K+ 10.31% |
$993K - $1.33M
|
482K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.8K+ 70.74% |
$812K - $1.09M
|
88.9K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.6KNew |
$806K - $1.08M
|
36.6K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.4K+ 15.63% |
$779K - $1.04M
|
262K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.2K+ 189.97% |
$732K - $980K
|
50.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
33KNew |
$726K - $973K
|
33K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$684K - $916K
|
31K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.2K+ 13.56% |
$665K - $891K
|
253K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
26.9K+ 7.87% |
$593K - $794K
|
369K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.8K+ 19.59% |
$590K - $790K
|
163K
$8.75M
|