Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gagnon Securities LLC
|
Nov 03, 2025 Q3 2025 |
378,685
shares
|
$7.64 Million
2.01% of portfolio
|
Q3 2025
Added 40.33%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
371,323
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
337,013
shares
|
$6.8 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
324,664
shares
|
$6.55 Million
0.0% of portfolio
|
Q3 2025
Added 584.76%
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
291,859
shares
|
$5.89 Million
1.24% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
Nov 14, 2025 Q3 2025 |
289,309
shares
|
$5.84 Million
0.34% of portfolio
|
Q3 2025
Added 431.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
281,530
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
275,371
shares
|
$5.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
268,817
shares
|
$5.42 Million
0.14% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
265,579
shares
|
$5.36 Million
0.08% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
252,579
shares
|
$5.09 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
248,042
shares
|
$5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gagnon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
232,479
shares
|
$4.69 Million
3.89% of portfolio
|
Q3 2025
Added 43.67%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
212,434
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Added 95.24%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
206,136
shares
|
$4.16 Million
0.38% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
203,474
shares
|
$4.1 Million
0.15% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Herald Investment Management LTD
|
Nov 07, 2025 Q3 2025 |
200,000
shares
|
$4.03 Million
0.84% of portfolio
|
Q3 2025
Added 81.82%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
195,015
shares
|
$3.93 Million
0.2% of portfolio
|
Q3 2025
Added 47.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
193,519
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
Oct 24, 2025 Q3 2025 |
189,789
shares
|
$3.83 Million
0.7% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
185,979
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 76.88%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
177,826
shares
|
$3.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
153,985
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
149,475
shares
|
$3.01 Million
0.51% of portfolio
|
Q3 2025
Added 39.92%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
142,975
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.77%
|
|