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
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 276.49% |
$682K - $991K
|
23.7K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 61.83% |
$515K - $748K
|
34.4K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
12.5KNew |
$490K - $712K
|
12.5K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.3KNew |
$482K - $699K
|
12.3K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
12.1K+ 0.89% |
$476K - $690K
|
1.37M
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12.1KNew |
$474K - $688K
|
12.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12KNew |
$471K - $684K
|
12K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12K+ 28.39% |
$469K - $681K
|
54.1K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.6KNew |
$453K - $658K
|
11.6K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2KNew |
$437K - $635K
|
11.2K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$392K - $570K
|
10K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.76K+ 83.84% |
$383K - $556K
|
21.4K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.32K+ 8.11% |
$365K - $530K
|
124K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
9.29K+ 13.85% |
$364K - $529K
|
76.4K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.16KNew |
$359K - $522K
|
9.16K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
9.09K+ 26.43% |
$356K - $517K
|
43.5K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
8.57K+ 28.02% |
$336K - $488K
|
39.2K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.28KNew |
$325K - $471K
|
8.28K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
7.9K+ 7.33% |
$310K - $450K
|
116K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.43K+ 9.42% |
$291K - $423K
|
86.3K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.36K+ 5.02% |
$289K - $419K
|
154K
$5.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.09K+ 23.8% |
$278K - $404K
|
36.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.75KNew |
$265K - $384K
|
6.75K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.67K+ 1.54% |
$262K - $380K
|
439K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.13KNew |
$240K - $349K
|
6.13K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.82K+ 12.48% |
$228K - $331K
|
52.4K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$219K - $318K
|
5.58K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.41K+ 53.36% |
$212K - $308K
|
15.6K
$522K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.4K+ 270150.0% |
$212K - $308K
|
5.41K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.08KNew |
$199K - $289K
|
5.08K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
5.02K+ 48.91% |
$197K - $286K
|
15.3K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.76K+ 6.45% |
$186K - $271K
|
78.5K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69KNew |
$184K - $267K
|
4.69K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.65KNew |
$182K - $265K
|
4.65K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
4.42KNew |
$173K - $252K
|
4.42K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.36K+ 96.36% |
$171K - $248K
|
8.89K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.91KNew |
$153K - $222K
|
3.91K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.9K+ 5.15% |
$153K - $222K
|
79.7K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.88KNew |
$152K - $221K
|
3.88K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.79KNew |
$149K - $216K
|
3.79K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $214K
|
3.76K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.87K+ 41.2% |
$112K - $163K
|
9.83K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.86KNew |
$112K - $163K
|
2.86K
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.52K+ 4.82% |
$98.6K - $143K
|
54.7K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.46K+ 7675.0% |
$96.3K - $140K
|
2.49K
$83.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.79K+ 5.67% |
$70K - $102K
|
33.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.6K+ 75.31% |
$62.9K - $91.3K
|
3.73K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.49KNew |
$58.2K - $84.5K
|
1.49K
$49.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.45K+ 2.44% |
$56.7K - $82.2K
|
60.6K
$2.03M
|