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 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.7K- 80.48% |
$1.2M - $1.74M
|
7.44K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-34.8K- 16.92% |
$1.37M - $1.98M
|
171K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-37.2K- 60.07% |
$1.46M - $2.12M
|
24.7K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44.5K- 2.84% |
$1.74M - $2.53M
|
1.52M
$51.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-52.1K- 20.32% |
$2.04M - $2.97M
|
204K
$6.86M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-53.1K- 10.42% |
$2.08M - $3.02M
|
456K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-75.5K- 32.61% |
$2.96M - $4.3M
|
156K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-78K- 25.16% |
$3.06M - $4.44M
|
232K
$7.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-86.9K- 9.53% |
$3.41M - $4.94M
|
824K
$27.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-93K- 11.31% |
$3.65M - $5.3M
|
729K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-106K- 13.71% |
$4.15M - $6.02M
|
666K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-110K- 18.83% |
$4.3M - $6.24M
|
473K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-119K- 60.27% |
$4.67M - $6.78M
|
78.5K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-169K- 88.41% |
$6.64M - $9.64M
|
22.2K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-177K- 35.14% |
$6.95M - $10.1M
|
327K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-187K- 34.0% |
$7.33M - $10.6M
|
363K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-195K- 62.78% |
$7.66M - $11.1M
|
116K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-215K- 69.4% |
$8.42M - $12.2M
|
94.7K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-222K- 25.96% |
$8.7M - $12.6M
|
633K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-284K- 7.01% |
$11.1M - $16.2M
|
3.77M
$127M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-348K- 36.2% |
$13.7M - $19.8M
|
614K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-379K- 33.56% |
$14.9M - $21.6M
|
751K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-484K- 19.01% |
$19M - $27.5M
|
2.06M
$69.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520K- 29.01% |
$20.4M - $29.6M
|
1.27M
$42.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-663K- 40.04% |
$26M - $37.7M
|
993K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-765K- 35.38% |
$30M - $43.6M
|
1.4M
$47M
|