Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,158
shares
|
$528,874
0.04% of portfolio
|
Q3 2024
Added 34.08%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,313
shares
|
$480,075
0.03% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
7,900
shares
|
$456,225
0.0% of portfolio
|
Q3 2024
Reduced 64.25%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,755
shares
|
$447,851
0.03% of portfolio
|
Q3 2024
Added 25.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,057
shares
|
$407,541
0.0% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
6,962
shares
|
$402,055
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
6,870
shares
|
$396,742
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,831
shares
|
$394,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,295
shares
|
$363,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
6,129
shares
|
$353,949
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,041
shares
|
$348,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
5,691
shares
|
$328,655
0.0% of portfolio
|
Q3 2024
Reduced 65.8%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,400
shares
|
$311,850
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$307,056
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,030
shares
|
$290,482
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
4,598
shares
|
$265,534
0.25% of portfolio
|
Q4 2024
Reduced 40.29%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,529
shares
|
$261,549
0.02% of portfolio
|
Q3 2024
Added 344.46%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,038
shares
|
$175,444
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,801
shares
|
$161,757
0.0% of portfolio
|
Q4 2024
Reduced 75.71%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,668
shares
|
$154,077
0.0% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,641
shares
|
$152,517
0.01% of portfolio
|
Q3 2024
Reduced 39.63%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,611
shares
|
$150,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
2,189
shares
|
$126,414
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,130
shares
|
$123,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$112,612
0.04% of portfolio
|
Q3 2024
New holding
|