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Get Institutions for : 
Vertex, Inc. (VERX)  
$35.29 0.03 (0.08%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    15
Total shares held : 
 53,331,863  
% of shares held : 
 87.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 8,387,935  
% of shares held change : 
   13.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.80  
Last Quarter's Ending Price : 
 $31.76  
Last Quarter's Average Price : 
 $26.98  
Change from last quarter's     
avg. price to the last closing  : 
8.31 (30.8%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 4,470,966
 8.38%
 
Increased Positions :
68
 7,695,062
 14.43%
 
Unchanged Positions :
18
 205,018
 0.38%
 
Decreased Positions :
31
-3,243,164
-6.08%
 
Closed Positions :
13
-534,929
-1%
 
Guru Positions :
1
85,397
 0.16%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tensile Capital Management LLC 1 - 2024-03-31 4,760,550 $151,195,000 -354,255
   NEUBERGER BERMAN GROUP LLC 263 - 2024-03-31 3,571,121 $113,419,000 -97,929
   CONESTOGA CAPITAL ADVISORS LLC 36 - 2024-03-31 2,806,830 $89,145,000 -25,790
   Legacy Advisors LLC 2 - 2024-03-31 2,164,221 $68,736,000 -1,080,650
   J P MORGAN CHASE & CO 1048 - 2024-03-31 2,073,621 $65,858,000 -118,494
   NEXT CENTURY GROWTH INVESTORS LLC 2 - 2024-03-31 1,275,087 $40,497,000 -21,681
   JANUS HENDERSON GROUP PLC 509 - 2024-03-31 849,154 $26,969,000 -10,113
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 292 - 2024-03-31 724,037 $22,995,000 -611,029
   VISTA EQUITY PARTNERS III, LLC 25 - 2024-03-31 473,960 $15,053,000 -48,128
   BANK OF AMERICA CORP /DE/ 2303 - 2024-03-31 388,359 $12,334,000 -94,074
   MORGAN STANLEY 3271 - 2024-03-31 329,576 $10,467,000 -153,652
   AMERIPRISE FINANCIAL INC 1765 - 2024-03-31 305,675 $9,708,000 -8,606
   FIRST TRUST ADVISORS LP 1056 - 2024-03-31 279,725 $8,884,000 -21,433
   RENAISSANCE TECHNOLOGIES LLC 1063 - 2024-03-31 276,800 $8,791,000 -65,900
   INVESCO LTD 1864 - 2024-03-31 275,263 $8,742,000 -4,437
   KENNEDY CAPITAL MANAGEMENT INC 225 - 2024-03-31 245,141 $7,786,000 -138,189
   ENVESTNET ASSET MANAGEMENT INC 1729 - 2024-03-31 225,487 $7,161,000 -19,577
   G2 Investment Partners Management LLC 22 - 2024-03-31 223,553 $7,100,000 -35,215
   D E SHAW & CO INC 1014 - 2024-03-31 208,667 $6,627,000 -38,304
   TWO SIGMA INVESTMENTS LLC 752 - 2024-03-31 208,040 $6,607,000 -53,672
   NORTHERN TRUST CORP 2361 - 2024-03-31 182,257 $5,788,000 -4,065
   VOLORIDGE INVESTMENT MANAGEMENT LLC 674 - 2024-03-31 147,802 $4,694,000 -12,242
   Schonfeld Strategic Advisors LLC 575 - 2024-03-31 141,021 $4,479,000 -107,014
   Palogic Value Management L.P. 10 - 2024-03-31 140,000 $4,446,000 -35,000
   Meridian Wealth Partners LLC 20 - 2024-03-31 125,291 $3,979,000 -574
   BB&T CORP 1269 - 2024-03-31 61,418 $1,951,000 -10,091
   JANE STREET GROUP LLC 2557 - 2024-03-31 48,339 $1,535,000 -40,590
   BOOTHBAY FUND MANAGEMENT LLC 464 - 2024-03-31 46,300 $1,470,000 -9,915
   SEI INVESTMENTS CO 1754 - 2024-03-31 44,636 $1,418,000 -6,050
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1166 - 2024-03-31 37,485 $1,191,000 -11,082
   LPL FINANCIAL CORP 2984 - 2024-03-31 36,791 $1,168,000 -458
   Jump Financial LLC 713 - 2024-03-31 36,767 $1,168,000 -35,134
   BANK OF NEW YORK MELLON CORP 3091 - 2024-03-31 34,230 $1,087,000 -18,192
   QUANTBOT TECHNOLOGIES LLC 679 - 2024-03-31 18,833 $598,000 -19,247
   Pathstone Holdings LLC 1692 - 2024-03-31 14,979 $476,000 -39
   Harbour Capital Advisors LLC 196 - 2024-03-31 12,560 $403,000 -875
   PRICE T ROWE ASSOCIATES INC /MD/ 2411 - 2024-03-31 9,630 $306,000 -268,253
   MANUFACTURERES LIFE INSURANCE CO 2393 - 2024-03-31 9,306 $296,000 -1,687
   FINANCIAL NETWORK 2331 - 2024-03-31 8,782 $279,000 -2,354
   UBS Group AG 4543 - 2024-03-31 7,689 $244,000 -1,180
   VERITION FUND MANAGEGMENT LLC 1729 - 2024-03-31 6,809 $216,000 -7,878
   Quadrant Private Wealth Management LLC 214 - 2024-03-31 6,717 $213,000 -980
   Russell Investments Group Ltd. 2467 - 2024-03-31 3,467 $110,000 -137,688
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 164 - 2024-03-31 2,786 $88,000 -11
   DEUTSCHE BANK AG 3249 - 2024-03-31 1,923 $61,000 -2,442
   MCF Advisors LLC 376 - 2024-03-31 1,509 $48,000 -57
   Advisor Group Holdings Inc. 4916 - 2024-03-31 1,093 $35,000 -57,504
   FMR LLC 4015 - 2024-03-31 397 $13,000 -30
   DiNuzzo Private Wealth Inc. 1182 - 2024-03-31 2 $0 -1
  49 Records found
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