Stock Transactions — VERTEX INC

Total Bought
14,555,250
124 transactions
Total Sold
6,070,405
85 transactions
Net
+8,484,845
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
FMR LLC3972,232,789+2,232,3920.000.01+0.01buy
GENEVA CAPITAL MANAGEMENT LLC01,035,654+1,035,6540.000.68+0.68buy
T. Rowe Price Investment Management, Inc.0964,132+964,1320.000.02+0.02buy
BANQUE PICTET & CIE SA145,659949,540+803,8810.050.35+0.30buy
LORD, ABBETT & CO. LLC0721,138+721,1380.000.09+0.09buy
GEODE CAPITAL MANAGEMENT, LLC540,9321,237,691+696,7590.000.00+0.00buy
STATE STREET CORP380,661998,306+617,6450.000.00+0.00buy
DRIEHAUS CAPITAL MANAGEMENT LLC0615,061+615,0610.000.21+0.21buy
VANGUARD GROUP INC5,791,2156,387,126+595,9110.000.00+0.00buy
BARCLAYS PLC61,293552,573+491,2800.000.01+0.01buy
UBS Group AG7,689475,861+468,1720.000.01+0.01buy
FRANKLIN RESOURCES INC975,6701,436,782+461,1120.010.02+0.01buy
TimesSquare Capital Management, LLC1,386,8481,754,003+367,1550.640.99+0.35buy
JENNISON ASSOCIATES LLC0345,357+345,3570.000.01+0.01buy
MIZUHO MARKETS AMERICAS LLC0344,024+344,0240.000.34+0.34buy
Banco Santander, S.A.0297,873+297,8730.000.13+0.13buy
Aberdeen Group plc377,912643,941+266,0290.020.04+0.02buy
PRICE T ROWE ASSOCIATES INC /MD/9,630256,850+247,2200.000.00+0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.826,2801,066,625+240,3450.110.16+0.05buy
Bank of New York Mellon Corp34,230220,906+186,6760.000.00+0.00buy
BESSEMER GROUP INC248,738427,709+178,9710.010.03+0.01buy
WHITTIER TRUST CO0152,933+152,9330.000.08+0.08buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC257,795408,982+151,1870.000.00+0.00buy
Invesco Ltd.275,263404,799+129,5360.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC276,800377,100+100,3000.010.02+0.01buy
BANK OF AMERICA CORP /DE/388,359484,607+96,2480.000.00+0.00buy
Baird Financial Group, Inc.088,339+88,3390.000.01+0.01buy
NEW YORK STATE COMMON RETIREMENT FUND329,379417,380+88,0010.010.02+0.01buy
Saba Capital Management, L.P.079,090+79,0900.000.06+0.06buy
WHITTIER TRUST CO OF NEVADA INC077,116+77,1160.000.08+0.08buy
AXIOM INVESTORS LLC /DE398,873475,260+76,3870.110.15+0.04buy
LOOMIS SAYLES & CO L P1,528,9541,601,915+72,9610.070.08+0.01buy
RHUMBLINE ADVISERS1,21873,210+71,9920.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.061,201+61,2010.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC56,967117,302+60,3350.000.00+0.00buy
Premier Fund Managers Ltd059,165+59,1650.000.08+0.08buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC724,037782,715+58,6780.060.07+0.01buy
Alpine Global Management, LLC051,391+51,3910.000.32+0.32buy
FEDERATED HERMES, INC.050,605+50,6050.000.00+0.00buy
SEI INVESTMENTS CO44,63690,129+45,4930.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP627,585668,178+40,5930.010.01+0.00buy
Granahan Investment Management, LLC739,303778,660+39,3570.821.12+0.30buy
NORTHERN TRUST CORP182,257220,210+37,9530.000.00+0.00buy
Bank Pictet & Cie (Europe) AG037,010+37,0100.000.03+0.03buy
ABN AMRO INVESTMENT SOLUTIONS034,636+34,6360.000.02+0.02buy
SCHRODER INVESTMENT MANAGEMENT GROUP031,029+31,0290.000.00+0.00buy
Allspring Global Investments Holdings, LLC379,180409,571+30,3910.020.02+0.01buy
TD ASSET MANAGEMENT INC029,200+29,2000.000.00+0.00buy
Walleye Capital LLC027,472+27,4720.000.01+0.01buy
PALISADE CAPITAL MANAGEMENT, LP1,182,3401,208,212+25,8720.991.18+0.19buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE9,30634,378+25,0720.000.00+0.00buy
CenterBook Partners LP024,892+24,8920.000.06+0.06buy
Empowered Funds, LLC022,768+22,7680.000.01+0.01buy
ENVESTNET ASSET MANAGEMENT INC225,487248,001+22,5140.000.00+0.00buy
DEUTSCHE BANK AG\1,92324,350+22,4270.000.00+0.00buy
STRS OHIO022,100+22,1000.000.00+0.00buy
WELLS FARGO & COMPANY/MN5,89025,268+19,3780.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC018,175+18,1750.000.00+0.00buy
AVANTAX ADVISORY SERVICES, INC.016,645+16,6450.000.00+0.00buy
NOMURA HOLDINGS INC016,640+16,6400.000.00+0.00buy
FIRST TRUST ADVISORS LP279,725295,724+15,9990.010.01+0.00buy
Westover Capital Advisors, LLC015,464+15,4640.000.14+0.14buy
G2 Investment Partners Management LLC223,553238,450+14,8971.892.23+0.34buy
SHEETS SMITH WEALTH MANAGEMENT014,774+14,7740.000.06+0.06buy
NORGES BANK95,300109,210+13,9100.000.00+0.00buy
MetLife Investment Management, LLC013,746+13,7460.000.00+0.00buy
Legal & General Group Plc50,06960,731+10,6620.000.00+0.00buy
Atria Investments, Inc09,712+9,7120.000.00+0.00buy
Bullseye Asset Management LLC57,57167,071+9,5000.861.18+0.32buy
Swiss National Bank101,200110,500+9,3000.000.00+0.00buy
Pictet Asset Management Holding SA08,814+8,8140.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM46,11554,709+8,5940.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC46,30054,052+7,7520.040.06+0.02buy
PICTET BANK & TRUST Ltd07,700+7,7000.000.28+0.28buy
DARK FOREST CAPITAL MANAGEMENT LP07,601+7,6010.000.05+0.05buy
Nebula Research & Development LLC06,830+6,8300.000.04+0.04buy
VICTORY CAPITAL MANAGEMENT INC06,784+6,7840.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC6,05312,690+6,6370.000.00+0.00buy
PRUDENTIAL FINANCIAL INC06,516+6,5160.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO06,386+6,3860.000.00+0.00buy
NICOLET ADVISORY SERVICES, LLC06,180+6,1800.000.02+0.02buy
CAPTRUST FINANCIAL ADVISORS05,898+5,8980.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC245,141250,894+5,7530.160.19+0.03buy
Ameritas Investment Partners, Inc.05,317+5,3170.000.01+0.01buy
MOODY NATIONAL BANK TRUST DIVISION25,36930,369+5,0000.060.09+0.02buy
ROYAL BANK OF CANADA178,937183,277+4,3400.000.00+0.00buy
EntryPoint Capital, LLC04,017+4,0170.000.07+0.07buy
State of Wyoming1,5054,375+2,8700.010.03+0.02buy
ESSEX INVESTMENT MANAGEMENT CO LLC02,189+2,1890.000.01+0.01buy
US BANCORP \DE\1,0603,230+2,1700.000.00+0.00buy
AMALGAMATED BANK01,878+1,8780.000.00+0.00buy
Handelsbanken Fonder AB6,7008,500+1,8000.000.00+0.00buy
Arizona State Retirement System14,09215,734+1,6420.000.00+0.00buy
KBC Group NV01,437+1,4370.000.00+0.00buy
COMERICA BANK230,848232,158+1,3100.030.03+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)8,95310,140+1,1870.000.00+0.00buy
Verdence Capital Advisors LLC6,7027,836+1,1340.020.03+0.01buy
CANADA PENSION PLAN INVESTMENT BOARD01,100+1,1000.000.00+0.00buy
AlphaQuest LLC01,019+1,0190.000.00+0.00buy
Ellsworth Advisors, LLC15,01816,010+9920.140.16+0.03buy
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