Purchases and Sales Made in Q4 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.17M+ 342.48% |
$45.9M - $66.7M
|
1.51M
$50.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.16MNew |
$45.4M - $66M
|
1.16M
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
596K+ 233.71% |
$23.4M - $33.9M
|
851K
$28.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
572KNew |
$22.4M - $32.6M
|
572K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
518K+ 1292.57% |
$20.3M - $29.5M
|
558K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
441K+ 74.93% |
$17.3M - $25.1M
|
1.03M
$34.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439K+ 25.98% |
$17.2M - $25M
|
2.13M
$71.5M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
423K+ 39.63% |
$16.6M - $24.1M
|
1.49M
$50.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
392K+ 707.5% |
$15.4M - $22.3M
|
447K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
385KNew |
$15.1M - $21.9M
|
385K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
242K+ 53.76% |
$9.47M - $13.8M
|
691K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Scalar Gauge Management, LLC
Dallas, TX |
BUY
|
- |
221KNew |
$8.66M - $12.6M
|
221K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
187K+ 37.89% |
$7.34M - $10.6M
|
681K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
181K+ 64.85% |
$7.09M - $10.3M
|
459K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
178K+ 47.79% |
$6.99M - $10.2M
|
552K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
177KNew |
$6.92M - $10.1M
|
177K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 17.62% |
$6.75M - $9.8M
|
1.15M
$38.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
163KNew |
$6.39M - $9.27M
|
163K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
157KNew |
$6.16M - $8.94M
|
157K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
145K+ 26.73% |
$5.7M - $8.27M
|
689K
$23.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
138K+ 2.05% |
$5.4M - $7.84M
|
6.86M
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
136K+ 87.41% |
$5.35M - $7.77M
|
292K
$9.82M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
113KNew |
$4.42M - $6.42M
|
113K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
108K+ 8.81% |
$4.25M - $6.17M
|
1.34M
$44.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
102K+ 576.73% |
$4.01M - $5.82M
|
120K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
93.3KNew |
$3.66M - $5.31M
|
93.3K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
89.7K+ 21.33% |
$3.52M - $5.11M
|
510K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87.3K+ 54.3% |
$3.42M - $4.97M
|
248K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
83.4K+ 8.94% |
$3.27M - $4.75M
|
1.02M
$34.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
73.8KNew |
$2.9M - $4.2M
|
73.8K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$2.89M - $4.19M
|
73.6K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
63KNew |
$2.47M - $3.59M
|
63K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
58.8KNew |
$2.3M - $3.34M
|
58.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.6K+ 100.66% |
$2.14M - $3.11M
|
109K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
53.8K+ 1.55% |
$2.11M - $3.06M
|
3.53M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
51.7K+ 5.11% |
$2.03M - $2.94M
|
1.06M
$35.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46K+ 57.4% |
$1.8M - $2.62M
|
126K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
35.8KNew |
$1.4M - $2.04M
|
35.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.3KNew |
$1.38M - $2.01M
|
35.3K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$1.32M - $1.91M
|
33.6K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
33.4KNew |
$1.31M - $1.9M
|
33.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
29K+ 210.14% |
$1.14M - $1.65M
|
42.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
28.6K+ 6.01% |
$1.12M - $1.63M
|
504K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.1K+ 5.29% |
$1.1M - $1.6M
|
559K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
27.4KNew |
$1.07M - $1.56M
|
27.4K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.05M - $1.53M
|
26.9K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26K+ 18.63% |
$1.02M - $1.48M
|
166K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
24.4K+ 12.78% |
$956K - $1.39M
|
215K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.3K+ 4.15% |
$876K - $1.27M
|
561K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
20.9KNew |
$821K - $1.19M
|
20.9K
$703K
|