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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,678
shares
|
$206,963
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
5,580
shares
|
$203,391
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
5,256
shares
|
$191,581
0.0% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
5,078
shares
|
$185,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
5,041
shares
|
$183,744
0.16% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,030
shares
|
$183,343
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
5,020
shares
|
$182,979
0.04% of portfolio
|
Q4 2024
Reduced 72.27%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,741
shares
|
$172,809
0.03% of portfolio
|
Q4 2024
Reduced 68.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,691
shares
|
$170,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$169,492
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
4,598
shares
|
$167,597
0.25% of portfolio
|
Q4 2024
Reduced 40.29%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,422
shares
|
$161,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,020
shares
|
$146,529
0.03% of portfolio
|
Q4 2024
Added 52.22%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
3,905
shares
|
$142,337
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
3,876
shares
|
$141,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
3,792
shares
|
$138,218
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,760
shares
|
$137,052
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,734
shares
|
$136,104
0.0% of portfolio
|
Q4 2024
Added 75.31%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
2,862
shares
|
$104,319
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,801
shares
|
$102,096
0.0% of portfolio
|
Q4 2024
Reduced 75.71%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,668
shares
|
$97,248
0.0% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,488
shares
|
$90,687
0.0% of portfolio
|
Q4 2024
Added 7675.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$71,077
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,878
shares
|
$68,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,538
shares
|
$56,060
0.0% of portfolio
|
Q4 2024
Added 58.88%
|