VERTEX INC

Ticker: VERX CUSIP: 92538J106 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (32)

Increased Positions (75)

Hyperion Capital Advisors LP
Value ($000) $12,981 (-3.0%) Shares 650,000 (+20.4%)
Park West Asset Management LLC
Value ($000) $36,614 (+18.2%) Shares 1,833,428 (+46.7%)
NOMURA HOLDINGS INC
Value ($000) $63,372 (+25540.4%) Shares 3,173,345 (+31728.9%)
PALISADE CAPITAL MANAGEMENT, LP
Value ($000) $14,905 (-2.7%) Shares 746,357 (+20.7%)
CIBC WORLD MARKETS CORP
Value ($000) $14,072 (+4867.4%) Shares 704,642 (+8689.3%)
Campbell & CO Investment Adviser LLC
Value ($000) $2,070 (+397.1%) Shares 103,665 (+517.1%)
NORRIS PERNE & FRENCH LLP/MI
Value ($000) $5,189 (+1.5%) Shares 259,854 (+26.1%)
Palogic Value Management, L.P.
Value ($000) $1,348 (-9.4%) Shares 67,500 (+12.5%)
Y-Intercept (Hong Kong) Ltd
Value ($000) $3,775 (+199.8%) Shares 189,019 (+272.1%)
XTX Topco Ltd
Value ($000) $2,155 (+332.0%) Shares 107,909 (+436.2%)
Saba Capital Management, L.P.
Value ($000) $5,262 (+4.3%) Shares 263,474 (+29.5%)
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Value ($000) $24,267 (+14.6%) Shares 1,215,172 (+42.2%)
UBS Group AG
Value ($000) $114,405 (+138.9%) Shares 5,728,840 (+196.6%)
NORTH STAR ASSET MANAGEMENT INC
Value ($000) $4,403 (-8.9%) Shares 220,477 (+13.1%)
CITIGROUP INC
Value ($000) $20,438 (+288.1%) Shares 1,023,419 (+381.8%)
BARCLAYS PLC
Value ($000) $29,303 (+30.7%) Shares 1,467,371 (+152.0%)
PRINCIPAL FINANCIAL GROUP INC
Value ($000) $26,662 (+20.4%) Shares 1,335,122 (+49.5%)
State of Wyoming
Value ($000) $242 (+51.1%) Shares 12,132 (+87.6%)
CITADEL ADVISORS LLC
Value ($000) $19,479 (+322.5%) Shares 975,397 (+424.5%)
D. E. Shaw & Co., Inc.
Value ($000) $5,509 (+2643.6%) Shares 275,866 (+3305.8%)

Decreased Positions (79)

Tensile Capital Management LP
Value ($000) $68 (-27.6%) Shares 3,419,994 (-10.1%)
Pembroke Management, LTD
Value ($000) $12,942 (-36.2%) Shares 648,097 (-20.8%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $12,188 (-62.3%) Shares 610,332 (-53.1%)
Bullseye Asset Management LLC
Value ($000) $2 (-38.5%) Shares 85,286 (-23.6%)
GAGNON SECURITIES LLC
Value ($000) $7,282 (-22.4%) Shares 364,643 (-3.7%)
Pier Capital, LLC
Value ($000) $4,884 (-32.5%) Shares 244,568 (-16.2%)
Champlain Investment Partners, LLC
Value ($000) $14,771 (-70.9%) Shares 739,673 (-63.9%)
GENEVA CAPITAL MANAGEMENT LLC
Value ($000) $54,129 (-25.6%) Shares 2,710,499 (-7.6%)
TimesSquare Capital Management, LLC
Value ($000) $15,301 (-43.4%) Shares 766,222 (-29.8%)
Granahan Investment Management, LLC
Value ($000) $3,001 (-58.1%) Shares 150,299 (-48.0%)
Premier Fund Managers Ltd
Value ($000) $9 (-37.6%) Shares 453,303 (-20.9%)
WHITTIER TRUST CO
Value ($000) $130 (-98.0%) Shares 6,565 (-97.5%)
Conestoga Capital Advisors, LLC
Value ($000) $50,058 (-20.6%) Shares 2,506,653 (-1.4%)
WHITTIER TRUST CO OF NEVADA INC
Value ($000) $170 (-95.1%) Shares 8,578 (-93.8%)
DARK FOREST CAPITAL MANAGEMENT LP
Value ($000) $429 (-78.8%) Shares 21,492 (-73.6%)
DKRT Investments Corp.
Value ($000) $399 (-46.3%) Shares 20,000 (-33.3%)
FRED ALGER MANAGEMENT, LLC
Value ($000) $8,775 (-49.6%) Shares 439,415 (-37.5%)
Rockefeller Capital Management L.P.
Value ($000) $13 (-99.9%) Shares 656 (-99.9%)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Value ($000) $20,072 (-37.8%) Shares 1,005,095 (-22.7%)
BANQUE PICTET & CIE SA
Value ($000) $16,348 (-30.1%) Shares 818,645 (-13.3%)

Exited Positions (54)