Who owns VERTEX INC?

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Analyze quarterly positions in Vertex with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vertex stock

Who bought or sold VERTEX INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 6.4M $230M 10% Jun 2024
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BlackRock 5.0M $193M 100% Sep 2024
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BlackRock 4.7M $168M 273% Jun 2024
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Tensile Capital Management 4.1M $156M -13% Sep 2024
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Neuberger Berman Group 3.5M $126M -2% Jun 2024
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Fred Alger Management 2.5M $98M -38% Sep 2024
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Conestoga Capital Advisors 2.3M $88M -19% Sep 2024
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Legacy Advisors 2.2M $83M 0% Sep 2024
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Jpmorgan Chase & Co 1.8M $69M -11% Sep 2024
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Franklin Resources 1.7M $69M 18% Sep 2024
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TimesSquare Capital Management 1.7M $64M -6% Sep 2024
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Geneva Capital Management 1.5M $56M 40% Sep 2024
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Geode Capital Management 1.3M $49M 3% Sep 2024
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Hanna Zanoni 1.2M $47M 15% Sep 2024
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Palisade Capital Management 1.2M $44M 2% Jun 2024
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T. Rowe Price Investment Management 1.1M $41M 11% Sep 2024
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Driehaus Capital Management 1.0M $39M 65% Sep 2024
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State Street Corporation 998k $36M 162% Jun 2024
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Banque Pictet & Cie Sa 962k $37M 1% Sep 2024
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Lord, Abbett & Co 933k $36M 29% Sep 2024
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Dimensional Fund Advisors 911k $35M 36% Sep 2024
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Next Century Growth Investors 848k $31M -33% Jun 2024
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William Blair Investment Management 843k $33M 8% Sep 2024
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Pembroke Management 822k $32M -3% Sep 2024
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Henderson Group 772k $28M -9% Jun 2024
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Silvercrest Asset Management Group 705k $25M -1% Jun 2024
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Standard Life Aberdeen 588k $23M -9% Sep 2024
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Barclays 582k $22M 5% Sep 2024
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Brown Capital Management 544k $21M 100% Sep 2024
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Bessemer 539k $21M 26% Sep 2024
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Northern Trust 531k $20M 191% Sep 2024
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Premier Fund Managers 525k $19M 100% Sep 2024
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New York State Common Retirement Fund 510k $20M 22% Sep 2024
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Axiom International Investors 475k $18M 0% Sep 2024
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Jennison Associates 470k $18M 36% Sep 2024
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Schonfeld Strategic Advisors 462k $18M 261% Sep 2024
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Federated Investors 449k $17M 788% Sep 2024
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Charles Schwab Investment Management 432k $17M 6% Sep 2024
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Bank of America Corporation 373k $14M -23% Sep 2024
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Kornitzer Capital Management 345k $13M 0% Sep 2024
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Invesco 342k $13M -15% Sep 2024
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Susquehanna International 339k $13M 8% Sep 2024
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Banco Santander 310k $12M 4% Sep 2024
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Renaissance Technologies 310k $12M -18% Sep 2024
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First Trust Advisors 258k $9.9M -8% Sep 2024
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Mizuho Markets Americas 256k $9.9M -25% Sep 2024
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T. Rowe Price Associates 255k $9.8M -1% Sep 2024
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Kennedy Capital Management 251k $9.0M 2% Jun 2024
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Morgan Stanley 244k $8.8M -26% Jun 2024
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Goldman Sachs Group 234k $8.4M -48% Jun 2024
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Pier Capital 231k $8.9M 2% Sep 2024
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Brian McDonald 195k $7.5M -16% Sep 2024
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G2 Investment Partners Management 192k $7.4M -20% Sep 2024
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Envestnet Asset Management 187k $7.2M -25% Sep 2024
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Spence Asset Management 186k $7.2M 100% Sep 2024
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Gagnon Securities 177k $6.8M -1% Sep 2024
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Bank of New York Mellon 172k $6.6M -22% Sep 2024
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Whittier Trust 161k $6.2M 5% Sep 2024
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Qube Research & Technologies 157k $5.6M -49% Jun 2024
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Royal Bank of Canada 146k $5.6M -20% Sep 2024
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Nuveen Asset Management 145k $5.2M 100% Jun 2024
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Hillsdale Investment Management 139k $5.4M 1% Sep 2024
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Palogic Value Management 125k $4.8M 0% Sep 2024
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Herald Investment Management 120k $4.3M 0% Jun 2024
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Gagnon Advisors 116k $4.5M 0% Sep 2024
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Macquarie Group 111k $4.0M -47% Jun 2024
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Swiss National Bank 108k $4.2M -2% Sep 2024
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Two Sigma Advisers 84k $3.0M -74% Jun 2024
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Whittier Trust Co. of Nevada 80k $3.1M 4% Sep 2024
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Saba Capital Management 79k $2.9M 100% Jun 2024
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Sei Investments 79k $3.0M 77% Sep 2024
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Rhumbline Advisers 76k $2.9M 4% Sep 2024
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Deutsche Bank Aktiengesellschaft 75k $2.9M 208% Sep 2024
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Mirae Asset Global Etfs Holdings 74k $2.8M 34% Sep 2024
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Bullseye Asset Management 67k $2.6M 0% Sep 2024
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Citadel Advisors 64k $2.4M -32% Sep 2024
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Jane Street 63k $2.4M 38% Sep 2024
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Alliancebernstein 61k $2.2M 100% Jun 2024
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Neo Ivy Capital Management 61k $2.4M 100% Sep 2024
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Branch Banking & Trust Company 57k $2.1M -7% Jun 2024
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Arrowstreet Capital, Limited Partnership 55k $2.1M 100% Sep 2024
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Westover Capital Advisors 55k $2.1M 254% Sep 2024
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Sterling Capital Management 54k $2.1M 100% Sep 2024
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California State Teachers Retirement System 52k $2.0M -5% Sep 2024
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Alpine Partners VI 51k $1.9M 100% Jun 2024
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Caption Management 50k $1.9M 0% Sep 2024
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Principal Financial Group 48k $1.8M -71% Sep 2024
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Citigroup 47k $1.8M 156% Sep 2024
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D. E. Shaw & Co 42k $1.6M 70% Sep 2024
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Pictet & Cie 38k $1.5M 4% Sep 2024
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Royce & Associates 35k $1.3M 0% Sep 2024
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Victory Capital Management 34k $1.3M 407% Sep 2024
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Manufacturers Life Insurance Company 34k $1.2M 269% Jun 2024
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Sterling Investment Advisors 32k $1.2M -4% Sep 2024
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MetLife Investment Advisors 32k $1.2M 129% Sep 2024
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Spire Wealth Management 31k $1.2M 100% Sep 2024
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Schroder Investment Management Group 31k $1.1M 100% Jun 2024
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Natixis Asset Management Advisors 31k $1.2M -12% Sep 2024
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TD Asset Management 31k $1.1M 5% Sep 2024
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LPL Financial 30k $1.1M -16% Sep 2024
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Two Sigma Investments 29k $1.0M -86% Jun 2024
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Advisor Group Holdings 22k $864k 1953% Sep 2024
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Oppenheimer Asset Management 22k $857k -50% Sep 2024
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Wells Fargo & Company 21k $818k -16% Sep 2024
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Moody National Bank Trust Division 20k $783k -33% Sep 2024
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Glenmede Trust Company 20k $761k -2% Sep 2024
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Cannon Global Investment Management 18k $693k 100% Sep 2024
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Ing Investment Management 18k $683k -2% Sep 2024
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Ellsworth Advisors 17k $643k 4% Sep 2024
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H D Vest Advisory Services 17k $600k 100% Jun 2024
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Arizona State Retirement System 16k $612k 1% Sep 2024
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Pathstone Holdings 15k $581k 0% Sep 2024
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Sheets Smith Wealth Management 15k $569k 0% Sep 2024
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Great-West Life Assurance Company 15k $564k 178% Sep 2024
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Options Solutions 14k $551k 73% Sep 2024
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Bayesian Capital Management 14k $520k 100% Sep 2024
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Cetera Investment Advisers 13k $465k -23% Jun 2024
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AQR Capital Management 13k $496k 100% Sep 2024
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Handelsbanken Fonder AB 12k $451k 38% Sep 2024
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Intech Investment Management 12k $448k 100% Sep 2024
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SG Americas Securities 12k $444k 100% Sep 2024
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Raymond James & Associates 11k $417k 11% Sep 2024
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Bank Pictet & Cie 11k $389k 100% Jun 2024
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Zurcher Kantonalbank 10k $391k 0% Sep 2024
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Petrus Trust Company 9.9k $355k -4% Jun 2024
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Harbor Capital Advisors 9.8k $377k 14% Sep 2024
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Woodline Partners 9.5k $366k 100% Sep 2024
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Sigma Planning 9.5k $365k 100% Sep 2024
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RiverPark Advisors 9.2k $353k -26% Sep 2024
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Verdence Capital Advisors 8.3k $320k 6% Sep 2024
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio 7.9k $304k -64% Sep 2024
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Nicolet Advisory Services 7.8k $323k 100% Sep 2024
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Pictet Bank & Trust 7.7k $297k 0% Sep 2024
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Pictet Asset Management Holding SA 7.0k $268k 100% Sep 2024
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Corton Capital 6.9k $265k 100% Sep 2024
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Keybank National Association 6.8k $263k 100% Sep 2024
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Public Employees' Retirement Association of Colorado 6.4k $230k 100% Jun 2024
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Jump Financial 6.3k $242k 100% Sep 2024
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Nomura Holdings 5.7k $219k -66% Sep 2024
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Wolverine Trading 5.6k $206k 0% Sep 2024
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nVerses Capital 5.4k $208k 100% Sep 2024
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Summit Investment Advisors 5.3k $205k 0% Sep 2024
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MeadowBrook Investment Advisors 5.0k $194k 100% Sep 2024
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Quest Partners 4.5k $174k 344% Sep 2024
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State of Wyoming 4.4k $158k 191% Jun 2024
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Us Bancorp 3.0k $117k -6% Sep 2024
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Acadian Asset Management 2.6k $100k 100% Sep 2024
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Ronald Blue Trust 2.3k $81k 191% Sep 2024
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Essex Investment Management 2.2k $84k 0% Sep 2024
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Russell Investments 1.4k $50k -60% Jun 2024
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Quantbot Technologies 41.00 $1.5k -100% Jun 2024
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Lazard Asset Management 32.00 $1.0k -100% Sep 2024
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Who sold out of Vertex?

Fund or Company Name Date Sold Shares Held Valued At
Wsfs Capital Management Jun 2024 1.6M $58M
Allspring Global Investments Holdings Jun 2024 410k $15M
Meridian Wealth Partners Jun 2024 125k $4.5M
Weiss Asset Management LP[1 Mar 2024 100k $3.2M
Leucadia National Corporation Mar 2024 85k $2.7M
Keebeck Wealth Management Mar 2024 44k $1.4M
Squarepoint Ops Mar 2024 27k $842k
CenterBook Partners Jun 2024 25k $897k
Engineers Gate Manager Jun 2024 23k $843k
Eisler Capital Mar 2024 23k $742k
Empowered Funds Jun 2024 23k $821k
Algert Coldiron Investors Jun 2024 20k $708k
Millennium Management Jun 2024 16k $563k
OMERS Administration Corporation Mar 2024 15k $486k
Atria Investments Jun 2024 9.7k $350k
Occudo Quantitative Strategies Jun 2024 9.2k $331k
Dark Forest Capital Management Jun 2024 7.6k $274k
Campbell & Co. Investment Adviser Mar 2024 7.5k $238k
Bryn Mawr Trust Jun 2024 7.0k $252k
Verition Fund Management Mar 2024 6.8k $216k
F/M Investments Jun 2024 6.6k $237k
Quadrant Private Wealth Management Jun 2024 6.2k $222k
Captrust Financial Advisors Jun 2024 5.9k $213k
EntryPoint Capital Jun 2024 4.0k $145k
Tower Research Capital Mar 2024 3.7k $117k