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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
   TUDOR INVESTMENT CORP ET AL 1445 *Closed 2023-12-31 0 $0 -75,882
   ARDSLEY ADVISORY PARTNERS 109 *Closed 2023-12-31 0 $0 -61,000
   Premier Fund Managers Ltd 221 *Closed 2023-12-31 0 $0 -11,848
   VERITABLE LP 122 *Closed 2023-09-30 0 $0 -14,905
   GROUP ONE TRADING, L.P. 1804 *Closed 2023-12-31 0 $0 -105
   Atom Investors LP 469 *Closed 2023-12-31 0 $0 -28,538
   NORDEA INVESTMENT MANAGEMENT AB 959 *Closed 2023-12-31 0 $0 -303,499
   AQR CAPITAL MANAGEMENT LLC 2424 *Closed 2023-12-31 0 $0 -10,435
   Penserra Capital Management LLC 1316 *Closed 2023-12-31 0 $0 -5,496
   AdvisorNet Financial Inc 2293 *Closed 2024-03-31 0 $0 -4
   Aquatic Capital Management LLC 1570 *Closed 2023-12-31 0 $0 -500
   CAMPBELL & CO INVESTMENT ADVISER LLC 1403 *Closed 2023-12-31 0 $0 -13,789
   OCCUDO QUANTITATIVE STRATEGIES LP 1133 *Closed 2023-12-31 0 $0 -12,362
   TEACHER RETIREMENT SYSTEM OF TEXAS 1945 *Closed 2023-12-31 0 $0 -9,346
  14 Records found
  1    
  Page 1 of 1
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