Stock Transactions — VERTEX INC

Total Bought
11,835,730
135 transactions
Total Sold
7,479,126
97 transactions
Net
+4,356,604
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
BlackRock, Inc.5,007,5846,310,013+1,302,4290.000.01+0.00buy
Invesco Ltd.342,0841,513,660+1,171,5760.000.01+0.01buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC01,158,849+1,158,8490.000.14+0.14buy
PRICE T ROWE ASSOCIATES INC /MD/255,050851,127+596,0770.000.01+0.00buy
FMR LLC2,287,7742,868,438+580,6640.010.01+0.00buy
PRINCIPAL FINANCIAL GROUP INC47,673572,245+524,5720.000.02+0.02buy
CITADEL ADVISORS LLC40,079558,130+518,0510.000.03+0.03buy
Aberdeen Group plc588,3451,029,177+440,8320.040.10+0.06buy
FRANKLIN RESOURCES INC1,690,0452,129,099+439,0540.020.03+0.01buy
T. Rowe Price Investment Management, Inc.1,067,3781,490,385+423,0070.020.05+0.02buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP55,350446,951+391,6010.000.02+0.02buy
MACQUARIE GROUP LTD0385,390+385,3900.000.02+0.02buy
FEDERATED HERMES, INC.449,371690,957+241,5860.040.08+0.04buy
SCALAR GAUGE MANAGEMENT, LLC0220,970+220,9700.005.44+5.44buy
UBS Group AG493,791680,881+187,0900.010.01+0.00buy
GOLDMAN SACHS GROUP INC278,698459,435+180,7370.000.00+0.00buy
BANK OF AMERICA CORP /DE/373,253551,620+178,3670.000.00+0.00buy
AGF MANAGEMENT LTD0176,593+176,5930.000.05+0.05buy
AMERIPRISE FINANCIAL INC977,6211,149,840+172,2190.010.02+0.01buy
Rockefeller Capital Management L.P.0162,947+162,9470.000.02+0.02buy
Tidal Investments LLC0156,994+156,9940.000.07+0.07buy
BROWN CAPITAL MANAGEMENT LLC543,699689,015+145,3160.450.85+0.40buy
VANGUARD GROUP INC6,721,3156,858,981+137,6660.000.01+0.00buy
MILLENNIUM MANAGEMENT LLC156,071292,494+136,4230.010.01+0.01buy
FULLER & THALER ASSET MANAGEMENT, INC.1,229,4441,337,758+108,3140.190.27+0.08buy
VOYA INVESTMENT MANAGEMENT LLC17,738120,038+102,3000.000.01+0.01buy
BNP PARIBAS FINANCIAL MARKETS098,890+98,8900.000.00+0.00buy
Informed Momentum Co LLC093,254+93,2540.000.70+0.70buy
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO420,567510,267+89,7000.060.11+0.04buy
WHITTIER TRUST CO160,791248,095+87,3040.080.17+0.09buy
LORD, ABBETT & CO. LLC933,0341,016,425+83,3910.110.17+0.06buy
Global IMC LLC073,837+73,8370.000.71+0.71buy
BALYASNY ASSET MANAGEMENT L.P.073,616+73,6160.000.01+0.01buy
Empowered Funds, LLC063,038+63,0380.000.05+0.05buy
Bank of New York Mellon Corp171,828234,274+62,4460.000.00+0.00buy
Triasima Portfolio Management inc.058,761+58,7610.000.61+0.61buy
JANE STREET GROUP, LLC54,255108,870+54,6150.000.01+0.01buy
Neuberger Berman Group LLC3,473,7753,527,604+53,8290.100.15+0.05buy
DRIEHAUS CAPITAL MANAGEMENT LLC1,011,9811,063,711+51,7300.330.47+0.13buy
WHITTIER TRUST CO OF NEVADA INC80,115126,102+45,9870.080.17+0.09buy
Jefferies Financial Group Inc.035,777+35,7770.000.02+0.02buy
HighTower Advisors, LLC033,582+33,5820.000.00+0.00buy
Verition Fund Management LLC13,80042,800+29,0000.000.01+0.01buy
AXIOM INVESTORS LLC /DE475,010503,578+28,5680.160.20+0.04buy
NORTHERN TRUST CORP530,804558,887+28,0830.000.00+0.00buy
PDT Partners, LLC026,900+26,9000.000.13+0.13buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,530165,521+25,9910.000.00+0.00buy
Bank Julius Baer & Co. Ltd, Zurich190,719215,102+24,3830.030.04+0.01buy
BESSEMER GROUP INC538,821561,161+22,3400.030.05+0.01buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC020,932+20,9320.000.00+0.00buy
Jump Financial, LLC6,29523,700+17,4050.000.03+0.02buy
WELLS FARGO & COMPANY/MN21,24534,380+13,1350.000.00+0.00buy
Campbell & CO Investment Adviser LLC012,282+12,2820.000.05+0.05buy
STATE STREET CORP1,361,9011,374,032+12,1310.000.00+0.00buy
Scientech Research LLC012,021+12,0210.000.18+0.18buy
D. E. Shaw & Co., Inc.42,14954,115+11,9660.000.00+0.00buy
STRS OHIO7,90019,700+11,8000.000.00+0.00buy
ABN AMRO INVESTMENT SOLUTIONS39,92650,915+10,9890.030.05+0.02buy
Precision Wealth Strategies, LLC010,045+10,0450.000.41+0.41buy
Callan Family Office, LLC010,007+10,0070.000.03+0.03buy
INTECH INVESTMENT MANAGEMENT LLC11,64321,404+9,7610.010.01+0.01buy
Qube Research & Technologies Ltd114,829124,144+9,3150.010.01+0.00buy
Bullseye Asset Management LLC67,07176,360+9,2891.191.91+0.72buy
FORA Capital, LLC09,164+9,1640.000.06+0.06buy
VICTORY CAPITAL MANAGEMENT INC34,38643,474+9,0880.000.00+0.00buy
TD ASSET MANAGEMENT INC30,60039,174+8,5740.000.00+0.00buy
Harvest Fund Management Co., Ltd08,276+8,2760.000.02+0.02buy
Swiss National Bank107,800115,700+7,9000.000.00+0.00buy
SEI INVESTMENTS CO78,85486,284+7,4300.000.01+0.00buy
LPL Financial LLC29,78836,877+7,0890.000.00+0.00buy
Atom Investors LP06,749+6,7490.000.04+0.04buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC432,068438,739+6,6710.000.00+0.00buy
Fairman Group, LLC06,129+6,1290.000.27+0.27buy
CITIGROUP INC46,62852,445+5,8170.000.00+0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP05,580+5,5800.000.05+0.05buy
Zurcher Kantonalbank (Zurich Cantonalbank)10,14015,551+5,4110.000.00+0.00buy
CIBC WORLD MARKETS CORP05,078+5,0780.000.00+0.00buy
ProShare Advisors LLC10,25515,271+5,0160.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,71878,474+4,7560.010.01+0.00buy
CAPTRUST FINANCIAL ADVISORS04,691+4,6910.000.00+0.00buy
SHERBROOKE PARK ADVISERS LLC04,650+4,6500.000.08+0.08buy
Legal & General Group Plc62,81167,461+4,6500.000.00+0.00buy
AlphaQuest LLC4,5298,893+4,3640.020.06+0.05buy
Lindenwold Advisors, INC03,905+3,9050.000.11+0.11buy
RHUMBLINE ADVISERS75,77579,675+3,9000.000.00+0.00buy
XPONANCE, INC.03,876+3,8760.000.00+0.00buy
F/m Investments LLC03,792+3,7920.000.01+0.01buy
EntryPoint Capital, LLC03,760+3,7600.000.08+0.08buy
Pictet Asset Management Holding SA6,9629,830+2,8680.000.00+0.00buy
ARCADIA INVESTMENT MANAGEMENT CORP/MI02,862+2,8620.000.02+0.02buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM52,16254,677+2,5150.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC322,488+2,4560.000.00+0.00buy
MetLife Investment Management, LLC31,48933,275+1,7860.010.01+0.00buy
Tower Research Capital LLC (TRC)2,1303,734+1,6040.000.00+0.00buy
ASSETMARK, INC01,485+1,4850.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.59,12660,571+1,4450.000.00+0.00buy
Sigma Planning Corp9,48710,908+1,4210.010.02+0.01buy
State of Wyoming2,6414,020+1,3790.010.03+0.01buy
Arizona State Retirement System15,89817,062+1,1640.000.01+0.00buy
NICOLET ADVISORY SERVICES, LLC7,7558,746+9910.030.04+0.01buy
Page 1 of 3