Stock Transactions — VERTEX INC

Total Bought
20,124,921
117 transactions
Total Sold
25,997,007
121 transactions
Net
-5,872,086
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
MORGAN STANLEY924,8884,293,247+3,368,3590.000.00+0.00buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND03,178,800+3,178,8000.000.06+0.06buy
JPMORGAN CHASE & CO1,719,5763,371,170+1,651,5940.000.00+0.00buy
D. E. Shaw & Co., Inc.275,8661,638,922+1,363,0560.000.02+0.01buy
GOLDMAN SACHS GROUP INC1,081,6982,363,972+1,282,2740.000.00+0.00buy
Hudson Bay Capital Management LP01,000,000+1,000,0000.000.07+0.07buy
Divisar Capital Management LLC250,0001,195,712+945,7121.403.62+2.22buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP46,626935,668+889,0420.000.01+0.01buy
MILLENNIUM MANAGEMENT LLC22,775653,512+630,7370.000.01+0.01buy
Freshford Capital Management, LLC0565,547+565,5470.003.36+3.36buy
Counterpoint Mutual Funds LLC0406,757+406,7570.000.73+0.73buy
PALISADE CAPITAL MANAGEMENT, LP746,3571,141,948+395,5910.440.45+0.01buy
FMR LLC8,289333,715+325,4260.000.00+0.00buy
Trexquant Investment LP0300,199+300,1990.000.03+0.03buy
MUFG Securities EMEA plc0300,000+300,0000.000.05+0.05buy
MARSHALL WACE, LLP30,068288,636+258,5680.000.00+0.00buy
CenterBook Partners LP21,712258,634+236,9220.020.17+0.14buy
TUDOR INVESTMENT CORP ET AL0218,494+218,4940.000.01+0.01buy
BALYASNY ASSET MANAGEMENT L.P.0214,166+214,1660.000.01+0.01buy
CITADEL ADVISORS LLC975,3971,152,609+177,2120.010.01-0.00buy
Voleon Capital Management LP233,971388,106+154,1350.100.10-0.00buy
NEW YORK STATE COMMON RETIREMENT FUND282,075434,848+152,7730.010.01-0.00buy
XTX Topco Ltd107,909256,331+148,4220.060.05-0.00buy
CITIGROUP INC1,023,4191,150,412+126,9930.010.01-0.01buy
TWO SIGMA INVESTMENTS, LP0104,888+104,8880.000.00+0.00buy
Quantinno Capital Management LP37,787141,793+104,0060.000.00+0.00buy
GAGNON SECURITIES LLC364,643468,220+103,5771.481.29-0.20buy
TWINBEECH CAPITAL LP078,200+78,2000.000.10+0.10buy
KENNEDY CAPITAL MANAGEMENT LLC135,998206,165+70,1670.060.05-0.01buy
ExodusPoint Capital Management, LP068,477+68,4770.000.01+0.01buy
Pier Capital, LLC244,568312,227+67,6590.780.61-0.17buy
Y-Intercept (Hong Kong) Ltd189,019256,289+67,2700.080.06-0.03buy
AQR CAPITAL MANAGEMENT LLC067,240+67,2400.000.00+0.00buy
Gagnon Advisors, LLC232,479297,050+64,5712.952.60-0.35buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,215,1721,279,170+63,9980.070.05-0.02buy
STATE STREET CORP1,849,1711,910,753+61,5820.000.00-0.00buy
PRELUDE CAPITAL MANAGEMENT, LLC059,985+59,9850.000.05+0.05buy
SCALAR GAUGE MANAGEMENT, LLC055,000+55,0000.000.63+0.63buy
Qube Research & Technologies Ltd58,311108,461+50,1500.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC038,577+38,5770.000.00+0.00buy
Nuveen, LLC139,291177,002+37,7110.000.00-0.00buy
Engineers Gate Manager LP034,999+34,9990.000.01+0.01buy
Universal- Beteiligungs- und Servicegesellschaft mbH15,23450,005+34,7710.000.00+0.00buy
Palogic Value Management, L.P.67,500100,000+32,5000.580.52-0.06buy
Handelsbanken Fonder AB16,10045,700+29,6000.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC027,369+27,3690.000.00+0.00buy
Dynamic Technology Lab Private Ltd026,498+26,4980.000.05+0.05buy
Virtu Financial LLC023,982+23,9820.000.01+0.01buy
RENAISSANCE TECHNOLOGIES LLC268,800290,500+21,7000.010.01-0.00buy
MERCER GLOBAL ADVISORS INC /ADV021,235+21,2350.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.020,769+20,7690.000.02+0.02buy
Brooklyn Investment Group019,102+19,1020.000.01+0.01buy
Meridian Wealth Partners, LLC018,453+18,4530.000.03+0.03buy
BlackRock, Inc.5,641,1805,659,374+18,1940.000.00-0.00buy
Caitong International Asset Management Co., Ltd517,506+17,5010.000.04+0.04buy
STATE OF WISCONSIN INVESTMENT BOARD20,87738,341+17,4640.000.00+0.00buy
NORTH STAR ASSET MANAGEMENT INC220,477237,875+17,3980.180.12-0.05buy
AIGEN INVESTMENT MANAGEMENT, LP017,126+17,1260.000.05+0.05buy
Quadrature Capital Ltd016,822+16,8220.000.00+0.00buy
Scientech Research LLC016,152+16,1520.000.16+0.16buy
Zurcher Kantonalbank (Zurich Cantonalbank)23,41139,048+15,6370.000.00+0.00buy
Invesco Ltd.61,01976,018+14,9990.000.00-0.00buy
GSA CAPITAL PARTNERS LLP014,836+14,8360.000.01+0.01buy
PRICE T ROWE ASSOCIATES INC /MD/70,64284,589+13,9470.000.00-0.00buy
Jefferies Financial Group Inc.013,070+13,0700.000.00+0.00buy
DRW Securities, LLC012,969+12,9690.000.01+0.01buy
Quantbot Technologies LP011,639+11,6390.000.01+0.01buy
CAXTON ASSOCIATES LLP011,121+11,1210.000.00+0.00buy
FOX RUN MANAGEMENT, L.L.C.010,851+10,8510.000.02+0.02buy
PRUDENTIAL FINANCIAL INC010,790+10,7900.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC010,623+10,6230.000.00+0.00buy
Chicago Capital, LLC16,01326,328+10,3150.010.01+0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP010,150+10,1500.000.01+0.01buy
Verdence Capital Advisors LLC010,039+10,0390.000.01+0.01buy
DKRT Investments Corp.20,00030,000+10,0000.110.09-0.02buy
DEUTSCHE BANK AG\218,694225,837+7,1430.000.00-0.00buy
NATIXIS07,000+7,0000.000.00+0.00buy
NORTHERN TRUST CORP634,348640,426+6,0780.000.00-0.00buy
Cetera Investment Advisers28,33634,150+5,8140.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS507,605511,671+4,0660.010.00-0.00buy
Creative Planning28,58531,855+3,2700.000.00-0.00buy
Pictet Asset Management Holding SA10,36312,994+2,6310.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP1632,617+2,4540.000.00+0.00buy
Versant Capital Management, Inc2,4754,921+2,4460.010.01-0.00buy
Bayforest Capital Ltd02,417+2,4170.000.03+0.03buy
CWM, LLC2612,432+2,1710.000.00+0.00buy
RHUMBLINE ADVISERS85,26987,314+2,0450.000.00-0.00buy
GROUP ONE TRADING LLC01,717+1,7170.000.00+0.00buy
Parallel Advisors, LLC01,248+1,2480.000.00+0.00buy
MetLife Investment Management, LLC39,03040,248+1,2180.000.00-0.00buy
GAMMA Investing LLC6621,837+1,1750.000.00+0.00buy
State of Wyoming12,13212,906+7740.030.02-0.01buy
Allworth Financial LP272929+6570.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.70,31070,944+6340.000.00+0.00buy
SIGNATUREFD, LLC170568+3980.000.00+0.00buy
Private Wealth Management Group, LLC0359+3590.000.00+0.00buy
Root Financial Partners, LLC16350+3340.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC53360+3070.000.00+0.00buy
Parkside Financial Bank & Trust546824+2780.000.00-0.00buy
SIMPLEX TRADING, LLC0257+2570.000.00+0.00buy
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