Stock Transactions — VERTEX INC

Total Bought
21,858,178
121 transactions
Total Sold
16,971,053
155 transactions
Net
+4,887,125
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
NEW YORK STATE COMMON RETIREMENT FUND03,722,000+3,722,0000.000.00+0.00buy
BROWN ADVISORY INC03,080,905+3,080,9050.000.10+0.10buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,077,8053,567,902+2,490,0970.010.03+0.02buy
Legacy Advisors, LLC47,4821,343,779+1,296,29721.234.11-17.12buy
Park West Asset Management LLC01,250,000+1,250,0000.002.83+2.83buy
WELLINGTON MANAGEMENT GROUP LLP1,223,5962,161,501+937,9050.010.01+0.00buy
UBS Group AG1,005,9651,931,531+925,5660.010.01+0.00buy
VANGUARD GROUP INC7,697,9838,387,126+689,1430.000.00-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP80,680728,633+647,9530.000.03+0.02buy
Hyperion Capital Advisors LP0540,000+540,0000.007.16+7.16buy
MORGAN STANLEY440,279973,442+533,1630.000.00+0.00buy
ShawSpring Partners LLC712,4451,081,446+369,0013.183.99+0.81buy
Champlain Investment Partners, LLC1,708,8102,049,490+340,6800.420.38-0.04buy
JENNISON ASSOCIATES LLC524,707819,128+294,4210.010.01+0.00buy
JANE STREET GROUP, LLC47,413324,664+277,2510.000.01+0.01buy
PRINCIPAL FINANCIAL GROUP INC617,429892,949+275,5200.010.01-0.00buy
BANK OF AMERICA CORP /DE/285,042557,615+272,5730.000.00+0.00buy
BAMCO INC /NY/0248,042+248,0420.000.02+0.02buy
Granahan Investment Management, LLC54,428289,309+234,8810.080.29+0.22buy
WASATCH ADVISORS LP2,498,7302,728,504+229,7740.460.36-0.10buy
JPMORGAN CHASE & CO1,598,8651,794,070+195,2050.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,535,3681,699,680+164,3120.000.00-0.00buy
Tensile Capital Management LP3,643,8503,804,409+160,55915.5411.78-3.76buy
BARCLAYS PLC683,018843,224+160,2060.010.01-0.00buy
STATE STREET CORP1,566,2381,712,515+146,2770.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS229,986343,590+113,6040.010.01+0.00buy
Whetstone Capital Advisors, LLC0113,505+113,5050.000.78+0.78buy
GAGNON SECURITIES LLC269,846378,685+108,8391.941.88-0.05buy
CITIGROUP INC108,808212,434+103,6260.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC494,230596,447+102,2170.000.00-0.00buy
IVY LANE CAPITAL MANAGEMENT, LLC094,000+94,0000.002.61+2.61buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC761,595854,381+92,7860.070.05-0.02buy
Herald Investment Management Ltd110,000200,000+90,0000.580.66+0.08buy
DARK FOREST CAPITAL MANAGEMENT LP081,547+81,5470.000.06+0.06buy
Saba Capital Management, L.P.125,076203,474+78,3980.120.17+0.05buy
Quantbot Technologies LP075,914+75,9140.000.05+0.05buy
Gagnon Advisors, LLC161,813232,479+70,6663.843.56-0.28buy
Walleye Trading LLC067,788+67,7880.000.03+0.03buy
2Xideas AG063,266+63,2660.000.33+0.33buy
NORTH STAR ASSET MANAGEMENT INC131,952195,015+63,0630.200.20-0.00buy
Pembroke Management, LTD757,522818,053+60,5313.242.01-1.23buy
Pier Capital, LLC231,629291,859+60,2301.251.13-0.12buy
Palogic Value Management, L.P.060,000+60,0000.000.63+0.63buy
Y-Intercept (Hong Kong) Ltd050,794+50,7940.000.03+0.03buy
Lazard Freres Gestion S.A.S.20,00070,000+50,0000.010.03+0.02buy
ROYAL BANK OF CANADA234,206281,530+47,3240.000.00-0.00buy
Holocene Advisors, LP044,620+44,6200.000.00+0.00buy
SEI INVESTMENTS CO328,088371,323+43,2350.010.01-0.00buy
EFG Asset Management (North America) Corp.106,828149,475+42,6470.530.48-0.05buy
Caption Management, LLC041,159+41,1590.000.06+0.06buy
ROYCE & ASSOCIATES LP70,522110,525+40,0030.030.03+0.00buy
MIZUHO MARKETS AMERICAS LLC355,217392,927+37,7100.410.21-0.21buy
Morningstar Investment Management LLC034,240+34,2400.000.03+0.03buy
DIMENSIONAL FUND ADVISORS LP954,700987,265+32,5650.010.01-0.00buy
Aperture Investors, LLC720,438752,431+31,9933.422.59-0.83buy
Cetera Investment Advisers6,85236,482+29,6300.000.00+0.00buy
NORTHERN TRUST CORP615,505644,528+29,0230.000.00-0.00buy
TimesSquare Capital Management, LLC1,067,8251,091,262+23,4370.540.39-0.16buy
CenterBook Partners LP20,05042,720+22,6700.040.05+0.01buy
AXQ CAPITAL, LP020,865+20,8650.000.20+0.20buy
PEAK6 LLC020,579+20,5790.000.01+0.01buy
Bank of New York Mellon Corp201,797218,600+16,8030.000.00-0.00buy
Neo Ivy Capital Management014,174+14,1740.000.09+0.09buy
SIMPLEX TRADING, LLC213,761+13,7590.000.01+0.01buy
AIGEN INVESTMENT MANAGEMENT, LP013,594+13,5940.000.05+0.05buy
NEXPOINT ASSET MANAGEMENT, L.P.011,945+11,9450.000.03+0.03buy
Swiss National Bank130,400142,000+11,6000.000.00-0.00buy
Atom Investors LP010,077+10,0770.000.02+0.02buy
NOMURA HOLDINGS INC09,970+9,9700.000.00+0.00buy
SG Americas Securities, LLC2,97712,511+9,5340.000.00+0.00buy
SummitTX Capital, L.P.9,53318,847+9,3140.010.02+0.00buy
Russell Investments Group, Ltd.13,54322,598+9,0550.000.00+0.00buy
WOLVERINE TRADING, LLC08,319+8,3190.000.00+0.00buy
WELLS FARGO & COMPANY/MN47,19854,636+7,4380.000.00-0.00buy
KORNITZER CAPITAL MANAGEMENT INC /KS261,817268,817+7,0000.190.13-0.05buy
DEUTSCHE BANK AG\44,23250,803+6,5710.000.00-0.00buy
Jefferies Financial Group Inc.7,50013,813+6,3130.000.00-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.54,16759,722+5,5550.020.02-0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM63,00968,533+5,5240.000.00-0.00buy
Johnson Financial Group, Inc.05,263+5,2630.000.00+0.00buy
Diversified Trust Co19,01223,975+4,9630.010.01-0.00buy
WHITTIER TRUST CO260,875265,579+4,7040.110.08-0.04buy
Federation des caisses Desjardins du Quebec04,321+4,3210.000.00+0.00buy
KEYBANK NATIONAL ASSOCIATION/OH7,86711,762+3,8950.000.00-0.00buy
B. Metzler seel. Sohn & Co. AG31,73235,565+3,8330.010.01-0.00buy
NICOLET ADVISORY SERVICES, LLC15,05018,831+3,7810.040.04-0.01buy
PRICE T ROWE ASSOCIATES INC /MD/52,84956,605+3,7560.000.00-0.00buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY41,00044,484+3,4840.010.01-0.00buy
Police & Firemen's Retirement System of New Jersey14,75218,002+3,2500.000.00-0.00buy
Legal & General Group Plc79,57582,316+2,7410.000.00-0.00buy
Pathstone Holdings, LLC14,98016,878+1,8980.000.00-0.00buy
State of Wyoming4,6896,466+1,7770.020.02-0.00buy
Arizona State Retirement System19,92121,641+1,7200.000.00-0.00buy
SUMMITRY LLC8,4089,664+1,2560.010.01-0.00buy
AlphaQuest LLC9,71810,732+1,0140.030.02-0.02buy
STATE OF WISCONSIN INVESTMENT BOARD17,10817,928+8200.000.00-0.00buy
VICTORY CAPITAL MANAGEMENT INC7,6018,354+7530.000.00-0.00buy
Verdence Capital Advisors LLC10,93811,538+6000.030.02-0.01buy
WHITTIER TRUST CO OF NEVADA INC137,349137,913+5640.110.07-0.04buy
ALLIANCEBERNSTEIN L.P.70,79871,209+4110.000.00-0.00buy
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