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 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.5KNew |
$350K - $438K
|
10.5K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 69.23% |
$301 - $377
|
22
$765
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-51.1K- 3.38% |
$1.71M - $2.14M
|
1.46M
$50.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512+ 44.44% |
$17.1K - $21.4K
|
1.66K
$57.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 28.68% |
$36.4K - $45.5K
|
2.7K
$94K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 123.53% |
$702 - $879
|
38
$1.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Gagnon Securities LLC
|
BUY
|
- |
1.23K+ 0.46% |
$41K - $51.3K
|
270K
$9.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-297- 14.67% |
$9.93K - $12.4K
|
1.73K
$60.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.2K- 7.55% |
$40.1K - $50.2K
|
14.7K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13.7K+ 15.58% |
$457K - $572K
|
101K
$3.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$100 - $126
|
3
$104
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$134 - $167
|
5
$174
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.86K- 97.14% |
$263K - $329K
|
231
$8.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 8.23% |
$36.9K - $46.2K
|
12.3K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
54.3K+ 14.37% |
$1.82M - $2.28M
|
432K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
17.7K+ 7.57% |
$593K - $743K
|
252K
$8.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-45.1K- 4.49% |
$1.51M - $1.89M
|
958K
$33.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.93K+ 6.43% |
$97.8K - $122K
|
48.4K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 58.33% |
$468 - $586
|
38
$1.32K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
67New |
$2.24K - $2.81K
|
67
$2.33K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
347+ 30.98% |
$11.6K - $14.5K
|
1.47K
$51K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$66.9 - $83.7
|
3
$104
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$268 - $335
|
8
$278
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
79+ 54.48% |
$2.64K - $3.31K
|
224
$7.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
19KNew |
$636K - $796K
|
19K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4.81K+ 1.44% |
$161K - $201K
|
339K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.52% |
$33.5 - $41.9
|
67
$2.33K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 21.96% |
$2.78K - $3.48K
|
295
$10.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
565+ 9.58% |
$18.9K - $23.7K
|
6.46K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
901New |
$30.1K - $37.7K
|
901
$31.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$301 - $377
|
9
$313
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.2K- 99.95% |
$1.5M - $2.84M
|
22
$765
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
11.8K+ 149.37% |
$368K - $696K
|
19.7K
$685K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 50.0% |
$3.96K - $7.49K
|
127
$4.42K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.44K+ 34.75% |
$232K - $438K
|
28.8K
$1M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.3K- 14.69% |
$757K - $1.43M
|
141K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112- 0.74% |
$3.49K - $6.6K
|
15K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
BUY
|
- |
490KNew |
$15.3M - $28.9M
|
490K
$17M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.95K+ 19.64% |
$60.6K - $115K
|
11.9K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
153K+ 22.93% |
$4.76M - $9.01M
|
819K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
15.5KNew |
$483K - $913K
|
15.5K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.5K+ 26.14% |
$640K - $1.21M
|
99.1K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-24.2K- 3.51% |
$753K - $1.42M
|
665K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.2K+ 1.81% |
$350K - $662K
|
632K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.5K- 8.82% |
$1.73M - $3.27M
|
574K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
139K+ 29.48% |
$4.34M - $8.21M
|
612K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-306- 0.26% |
$9.53K - $18K
|
118K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$10.7K - $20.2K
|
343
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
690+ 7.25% |
$21.5K - $40.7K
|
10.2K
$355K
|
|