Who owns VERTEX INC?
- Ticker: VERX
- CUSIP Number: 92538j106
Tip: Access positions for across all investors
Analyze quarterly positions in Vertex with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 5.6M | $150M | 13% | Dec 2023 |
|
| Tensile Capital Management | 5.1M | $138M | -12% | Dec 2023 |
|
| Fred Alger Management | 4.4M | $119M | -5% | Dec 2023 |
|
| Neuberger Berman Group | 3.7M | $99M | -8% | Dec 2023 |
|
| Legacy Advisors | 3.2M | $87M | 1517% | Dec 2023 |
|
| Conestoga Capital Advisors | 2.8M | $76M | 19% | Dec 2023 |
|
| Jpmorgan Chase & Co | 2.2M | $59M | -7% | Dec 2023 |
|
| Wsfs Capital Management | 1.6M | $43M | -39% | Dec 2023 |
|
| TimesSquare Capital Management | 1.4M | $37M | -6% | Dec 2023 |
|
| William Blair Investment Management | 1.3M | $36M | -7% | Dec 2023 |
|
| Palisade Capital Management | 1.2M | $32M | -7% | Dec 2023 |
|
| Henderson Group | 859k | $23M | 0% | Dec 2023 |
|
| Vista Equity Partners III | 522k | $14M | 100% | Dec 2023 |
|
| Dimensional Fund Advisors | 483k | $13M | 2% | Dec 2023 |
|
| Bank of America Corporation | 482k | $13M | -7% | Dec 2023 |
|
| Pier Capital | 388k | $10M | -1% | Dec 2023 |
|
| Kennedy Capital Management | 383k | $10M | 29% | Dec 2023 |
|
| Allspring Global Investments Holdings | 379k | $12M | 100% | Mar 2024 |
|
| Kornitzer Capital Management | 345k | $9.3M | 824% | Dec 2023 |
|
| Axiom International Investors | 344k | $9.3M | 100% | Dec 2023 |
|
| New York State Common Retirement Fund | 318k | $8.6M | 1% | Dec 2023 |
|
| Millennium Management | 288k | $7.8M | 18% | Dec 2023 |
|
| Two Sigma Advisers | 286k | $7.7M | 0% | Dec 2023 |
|
| T. Rowe Price Associates | 278k | $7.5M | 2245% | Dec 2023 |
|
| Two Sigma Investments | 262k | $7.1M | 16% | Dec 2023 |
|
| G2 Investment Partners Management | 259k | $7.0M | -4% | Dec 2023 |
|
| Charles Schwab Investment Management | 253k | $6.8M | 14% | Dec 2023 |
|
| Schonfeld Strategic Advisors | 248k | $6.7M | 100% | Dec 2023 |
|
| D. E. Shaw & Co | 247k | $6.7M | 668% | Dec 2023 |
|
| Principal Financial Group | 234k | $6.3M | 164% | Dec 2023 |
|
| Bessemer | 230k | $6.0M | 100% | Dec 2023 |
|
| Norges Bank Investment Management | 221k | $6.0M | 100% | Dec 2023 |
|
| Royal Bank of Canada | 163k | $4.4M | 20% | Dec 2023 |
|
| Voloridge Investment Management | 160k | $4.3M | 294% | Dec 2023 |
|
| Citadel Advisors | 159k | $4.3M | 44% | Dec 2023 |
|
| British Columbia Investment Management Corporation | 153k | $4.1M | 100% | Dec 2023 |
|
| Russell Investments | 141k | $3.8M | 100% | Dec 2023 |
|
| Hillsdale Investment Management | 131k | $3.5M | 0% | Dec 2023 |
|
| Gagnon Securities | 99k | $2.7M | 100% | Dec 2023 |
|
| Swiss National Bank | 96k | $2.6M | -10% | Dec 2023 |
|
| Goldman Sachs Group | 93k | $2.5M | -13% | Dec 2023 |
|
| Jane Street | 89k | $2.4M | 71% | Dec 2023 |
|
| Calamos Advisors | 75k | $2.0M | 100% | Dec 2023 |
|
| Jump Financial | 72k | $1.9M | 100% | Dec 2023 |
|
| Branch Banking & Trust Company | 72k | $1.9M | -43% | Dec 2023 |
|
| Mirae Asset Global Investments | 60k | $1.6M | -3% | Dec 2023 |
|
| Advisor Group Holdings | 59k | $1.6M | -37% | Dec 2023 |
|
| Credit Suisse | 58k | $1.6M | 8% | Dec 2023 |
|
| Gagnon Advisors | 58k | $1.6M | 100% | Dec 2023 |
|
| Ubs Global Asset Management Americas | 57k | $1.5M | 70% | Dec 2023 |
|
| Bank of New York Mellon | 52k | $1.4M | 52% | Dec 2023 |
|
| Trexquant Investment | 52k | $1.4M | 98% | Dec 2023 |
|
| Legal & General Group | 48k | $1.3M | 15% | Dec 2023 |
|
| Healthcare Of Ontario Pension Plan Trust Fund | 47k | $1.3M | 100% | Dec 2023 |
|
| Natixis Asset Management Advisors | 38k | $1.2M | -23% | Mar 2024 |
|
| Cubist Systematic Strategies | 37k | $986k | 100% | Dec 2023 |
|
| Sterling Investment Advisors | 33k | $891k | 0% | Dec 2023 |
|
| Algert Coldiron Investors | 32k | $850k | -6% | Dec 2023 |
|
| Keebeck Wealth Management | 31k | $836k | 100% | Dec 2023 |
|
| Citigroup | 26k | $686k | 2178% | Dec 2023 |
|
| Moody National Bank Trust Division | 25k | $806k | 35% | Mar 2024 |
|
| Royce & Associates | 22k | $593k | -77% | Dec 2023 |
|
| Cannon Global Investment Management | 21k | $673k | 100% | Mar 2024 |
|
| Barclays | 20k | $540k | -13% | Dec 2023 |
|
| Toth Financial Advisory Corporation | 20k | $628k | 100% | Mar 2024 |
|
| Capital CS Group | 19k | $616k | 100% | Mar 2024 |
|
| Allianz Asset Management | 17k | $466k | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 16k | $443k | 39% | Dec 2023 |
|
| Ellsworth Advisors | 15k | $471k | 100% | Mar 2024 |
|
| Pathstone Holdings | 15k | $405k | 100% | Dec 2023 |
|
| Arizona State Retirement System | 14k | $367k | -1% | Dec 2023 |
|
| Harbour Capital Advisors | 13k | $403k | -7% | Mar 2024 |
|
| Raymond James & Associates | 10k | $320k | 5% | Mar 2024 |
|
| Vident Advisory | 9.9k | $268k | 100% | Dec 2023 |
|
| Zurcher Kantonalbank | 9.0k | $284k | 0% | Mar 2024 |
|
| UBS Group | 8.9k | $239k | 5% | Dec 2023 |
|
| Quadrant Private Wealth Management | 7.7k | $207k | 100% | Dec 2023 |
|
| Simplex Trading | 7.4k | $235k | 2016% | Mar 2024 |
|
| Verdence Capital Advisors | 6.7k | $213k | 100% | Mar 2024 |
|
| F/M Investments | 6.6k | $209k | 100% | Mar 2024 |
|
| Deutsche Bank Aktiengesellschaft | 4.4k | $118k | 0% | Dec 2023 |
|
| RiverPark Advisors | 3.3k | $89k | 28% | Dec 2023 |
|
| Arcadia Investment Management Corp | 2.8k | $88k | 0% | Mar 2024 |
|
| Wells Fargo & Company | 2.4k | $64k | 1% | Dec 2023 |
|
| Fifth Third Bancorp | 1.7k | $53k | 10% | Mar 2024 |
|
| MCF Advisors | 1.5k | $48k | -4% | Mar 2024 |
|
| Point72 Asset Management | 1.4k | $38k | 100% | Dec 2023 |
|
| Tradition Wealth Management | 1.4k | $37k | 0% | Dec 2023 |
|
| State of Wyoming | 1.4k | $37k | 100% | Dec 2023 |
|
| Rhumbline Advisers | 1.2k | $33k | 9% | Dec 2023 |
|
| Us Bancorp | 1.1k | $29k | 0% | Dec 2023 |
|
| Private Trust Co Na | 187.00 | $5.9k | 68% | Mar 2024 |
|
| Bogart Wealth | 131.00 | $4.2k | 0% | Mar 2024 |
|
| Pnc Financial Services | 110.00 | $3.0k | 100% | Dec 2023 |
|
| Key FInancial | 35.00 | $943.001500 | 0% | Dec 2023 |
|
| Parallel Advisors | 14.00 | $377.000400 | 100% | Dec 2023 |
|
| JFS Wealth Advisors | 12.00 | $324.000000 | 20% | Dec 2023 |
|
| Lindbrook Capital | 11.00 | $349.000300 | 100% | Mar 2024 |
|
| Signature | 9.00 | $242.000100 | 0% | Dec 2023 |
|
| TFC Financial Management | 8.00 | $216.000000 | 100% | Dec 2023 |
|
| SJS Investment Consulting | 6.00 | $190.999800 | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 5.00 | $159.000000 | 0% | Mar 2024 |
|
| Ronald Blue Trust | 5.00 | $0 | 100% | Dec 2023 |
|
| Quent Capital | 4.00 | $108.000000 | 0% | Dec 2023 |
|
| GPS Wealth Strategies Group | 3.00 | $90.000000 | 0% | Dec 2023 |
|
| DiNuzzo Private Wealth | 3.00 | $81.000000 | 100% | Dec 2023 |
|
Who sold out of Vertex?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nordea Investment Management Ab | Sep 2023 | 304k | $7.1M |
| Tudor Investment Corporation | Sep 2023 | 76k | $1.8M |
| Quadrature Capital | Sep 2023 | 27k | $621k |
| Occudo Quantitative Strategies | Sep 2023 | 12k | $286k |
| AQR Capital Management | Sep 2023 | 10k | $241k |
| Teacher Retirement System Of Texas | Sep 2023 | 9.3k | $216k |
| Penserra Capital Management | Sep 2023 | 5.5k | $126k |
| Aquatic Capital Management | Sep 2023 | 500.00 | $12k |
| AdvisorNet Financial | Dec 2023 | 4.00 | $108.000000 |