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Get Institutions for : 
Vertex, Inc. (VERX)  
$29.22 0.31 (1.05%) as of 4:30 Mon 4/29


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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 : 
 $23.01  
Last Quarter's Ending Price : 
 $26.94  
Last Quarter's Average Price : 
 $25.63  
Change from last quarter's     
avg. price to the last closing  : 
3.59 (14.01%)  




 
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 :
0
 0%
 
View holdings for period: 3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Meridian Wealth Partners LLC 20 - 2023-12-31 125,865 $3,391,000 0
   Sterling Investment Advisors Ltd. 78 - 2023-12-31 33,067 $891,000 0
   ALLIANZ ASSET MANAGEMENT AG 1420 - 2023-12-31 17,296 $466,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1806 - 2024-03-31 8,953 $284,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1885 - 2023-12-31 5,256 $141,000 0
   DEUTSCHE BANK AG 3045 - 2023-12-31 4,365 $118,000 0
   Tradition Wealth Management LLC 689 - 2023-12-31 1,385 $37,000 0
   US BANCORP 2859 - 2023-12-31 1,060 $29,000 0
   Bogart Wealth LLC 789 - 2024-03-31 131 $4,000 0
   Key Financial Inc 1135 - 2023-12-31 35 $1,000 0
   GPS Wealth Strategies Group LLC 1196 - 2023-12-31 3 $0 0
   HANSON MCCLAIN, INC. 3318 - 2024-03-31 5 $0 0
   SIGNATUREFD, LLC 3049 - 2023-12-31 9 $0 0
   SJS Investment Consulting Inc. 1459 - 2024-03-31 6 $0 0
   PROEQUITIES INC. 9326 - 2023-12-31 0 $0 0
   Quent Capital LLC 1366 - 2023-12-31 4 $0 0
  16 Records found
  1    
  Page 1 of 1
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