Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
750,603
shares
|
$27.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
729,361
shares
|
$26.6 Million
4.98% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
690,957
shares
|
$25.2 Million
0.09% of portfolio
|
Q4 2024
Added 53.76%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
689,015
shares
|
$25.1 Million
0.87% of portfolio
|
Q4 2024
Added 26.73%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
680,881
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Added 37.89%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
666,436
shares
|
$24.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Aperture Investors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
632,698
shares
|
$23.1 Million
5.18% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
629,504
shares
|
$22.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
620,589
shares
|
$22.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
613,563
shares
|
$22.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 36.2%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
572,245
shares
|
$20.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
561,161
shares
|
$20.5 Million
0.05% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
558,887
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
558,130
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2024
Added 1292.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
551,620
shares
|
$20.1 Million
0.0% of portfolio
|
Q4 2024
Added 47.79%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
519,789
shares
|
$18.9 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
510,267
shares
|
$18.6 Million
0.11% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
503,578
shares
|
$18.4 Million
0.2% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
472,630
shares
|
$17.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
459,435
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 64.85%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
456,434
shares
|
$16.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
455,028
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
446,951
shares
|
$16.3 Million
0.02% of portfolio
|
Q4 2024
Added 707.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
438,739
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
385,390
shares
|
$14 Million
0.02% of portfolio
|
Q4 2024
New holding
|