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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
54.1KNew |
$1.69M - $3.19M
|
54.1K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400New |
$12.5K - $23.6K
|
400
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
13.7K+ 17.94% |
$427K - $808K
|
90.1K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
649+ 16.14% |
$20.2K - $38.3K
|
4.67K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
64.5K+ 86.42% |
$2.01M - $3.8M
|
139K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-2.9K- 51.79% |
$90.3K - $171K
|
2.7K
$98.3K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
373K+ 32.19% |
$11.6M - $22M
|
1.53M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.24KNew |
$225K - $427K
|
7.24K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-315K- 62.54% |
$9.81M - $18.6M
|
189K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
118KNew |
$3.67M - $6.95M
|
118K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-116K- 49.0% |
$3.6M - $6.82M
|
120K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-253K- 56.58% |
$7.88M - $14.9M
|
194K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.1K+ 247.4% |
$2.65M - $5.01M
|
119K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.17K+ 141.16% |
$223K - $423K
|
12.2K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98New |
$3.05K - $5.78K
|
98
$3.57K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
483K+ 46.9% |
$15M - $28.5M
|
1.51M
$55M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 6.95% |
$405 - $766
|
200
$7.28K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-241K- 11.33% |
$7.51M - $14.2M
|
1.89M
$68.7M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
84.2K+ 10.22% |
$2.62M - $4.97M
|
909K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.1KNew |
$3.06M - $5.78M
|
98.1K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-643K- 63.24% |
$20M - $37.9M
|
374K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-272K- 7.71% |
$8.47M - $16M
|
3.26M
$119M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334New |
$10.4K - $19.7K
|
334
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
87.7KNew |
$2.73M - $5.17M
|
87.7K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-190- 60.7% |
$5.92K - $11.2K
|
123
$4.48K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
44.3KNew |
$1.38M - $2.61M
|
44.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$34.7K - $65.7K
|
1.12K
$40.6K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-656- 0.12% |
$20.4K - $38.7K
|
558K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
6.55KNew |
$204K - $386K
|
6.55K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4KNew |
$698K - $1.32M
|
22.4K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 34.72% |
$7.36M - $13.9M
|
917K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
299New |
$9.31K - $17.6K
|
299
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.34M- 99.96% |
$41.7M - $78.8M
|
561
$20.4K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 22.04% |
$347K - $658K
|
39.5K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.22KNew |
$131K - $249K
|
4.22K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
92.9K+ 59.56% |
$2.89M - $5.47M
|
249K
$9.06M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
74.5K+ 5.84% |
$2.32M - $4.39M
|
1.35M
$49.1M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-6.91K- 4.04% |
$215K - $407K
|
164K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450- 60.0% |
$14K - $26.5K
|
300
$10.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
844+ 1722.45% |
$26.3K - $49.8K
|
893
$32.5K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-816- 10.64% |
$25.4K - $48.1K
|
6.86K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
347K+ 27.3% |
$10.8M - $20.5M
|
1.62M
$58.9M
|
|
|
May 12, 2025
Q1 2025
|
Herald Investment Management LTD
|
SELL
|
- |
-10K- 8.33% |
$312K - $590K
|
110K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.25K- 6.19% |
$101K - $191K
|
49.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
13.6K+ 11.75% |
$424K - $802K
|
129K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41KNew |
$1.28M - $2.42M
|
41K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.59MNew |
$49.5M - $93.7M
|
1.59M
$57.8M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
82.8K+ 40.54% |
$2.58M - $4.88M
|
287K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Gagnon Advisors, LLC
|
BUY
|
- |
46.2K+ 39.98% |
$1.44M - $2.72M
|
162K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
146KNew |
$4.56M - $8.62M
|
146K
$5.32M
|