Latest Institutional Transactions on Vertex, Inc. (VERX)
This table provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.52% |
$33.5 - $41.9
|
67
$2.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4.81K+ 1.44% |
$161K - $201K
|
339K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
19KNew |
$636K - $796K
|
19K
$692K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 21.96% |
$2.78K - $3.48K
|
295
$10.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
565+ 9.58% |
$18.9K - $23.7K
|
6.46K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
901New |
$30.1K - $37.7K
|
901
$32.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$301 - $377
|
9
$328
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.2K- 99.95% |
$1.5M - $2.84M
|
22
$801
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
11.8K+ 149.37% |
$368K - $696K
|
19.7K
$717K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 50.0% |
$3.96K - $7.49K
|
127
$4.62K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.44K+ 34.75% |
$232K - $438K
|
28.8K
$1.05M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.3K- 14.69% |
$757K - $1.43M
|
141K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112- 0.74% |
$3.49K - $6.6K
|
15K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$901K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.95K+ 19.64% |
$60.6K - $115K
|
11.9K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
153K+ 22.93% |
$4.76M - $9.01M
|
819K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
15.5KNew |
$483K - $913K
|
15.5K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.5K+ 26.14% |
$640K - $1.21M
|
99.1K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-24.2K- 3.51% |
$753K - $1.42M
|
665K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.2K+ 1.81% |
$350K - $662K
|
632K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 21.18% |
$3.64M - $6.89M
|
668K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.5K- 8.82% |
$1.73M - $3.27M
|
574K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
139K+ 29.48% |
$4.34M - $8.21M
|
612K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-306- 0.26% |
$9.53K - $18K
|
118K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$10.7K - $20.2K
|
343
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.6KNew |
$2.01M - $3.81M
|
64.6K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
690+ 7.25% |
$21.5K - $40.7K
|
10.2K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
BUY
|
- |
490KNew |
$15.3M - $28.9M
|
490K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.3K+ 7.38% |
$71.7K - $136K
|
33.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
119KNew |
$3.69M - $6.99M
|
119K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
902KNew |
$28.1M - $53.2M
|
902K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.04% |
$93.4 - $177
|
285
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.99K- 53.35% |
$62.1K - $117K
|
1.74K
$63.4K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
22.4K+ 1.63% |
$696K - $1.32M
|
1.4M
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-1.65K- 0.45% |
$51.4K - $97.2K
|
361K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
214KNew |
$6.66M - $12.6M
|
214K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
47KNew |
$1.46M - $2.77M
|
47K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
10KNew |
$312K - $590K
|
10K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
11.5K+ 1.82% |
$359K - $679K
|
644K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
14KNew |
$435K - $823K
|
14K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6K+ 9.31% |
$360K - $682K
|
136K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
176K+ 45.61% |
$5.48M - $10.4M
|
561K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6.95K+ 12.71% |
$216K - $410K
|
61.6K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.1K- 35.37% |
$472K - $893K
|
27.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
19.5KNew |
$607K - $1.15M
|
19.5K
$710K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25K+ 46.28% |
$780K - $1.48M
|
79.2K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
19.8KNew |
$617K - $1.17M
|
19.8K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-446- 3.42% |
$13.9K - $26.3K
|
12.6K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.7K+ 2.8% |
$52.8K - $99.9K
|
62.3K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16New |
$498 - $943
|
16
$582
|
|