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 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-232K- 15.32% |
$7.22M - $13.7M
|
1.28M
$46.7M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.49KNew |
$264K - $500K
|
8.49K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.1K+ 106.27% |
$34.3K - $64.9K
|
2.14K
$77.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$467 - $884
|
15
$546
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$31.2 - $59
|
1
$36.4
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
118K+ 50.86% |
$3.68M - $6.96M
|
350K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.37K+ 596.92% |
$230K - $435K
|
8.61K
$313K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
727KNew |
$22.6M - $42.9M
|
727K
$26.5M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
606K+ 42.13% |
$18.9M - $35.7M
|
2.04M
$74.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-115K- 24.98% |
$3.58M - $6.77M
|
345K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.06K+ 0.1% |
$220K - $416K
|
6.87M
$250M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 6.25% |
$31.2 - $59
|
17
$619
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
27.4KNew |
$852K - $1.61M
|
27.4K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.93K- 1.35% |
$185K - $350K
|
433K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
92.8K+ 52.79% |
$2.89M - $5.47M
|
269K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
200K+ 38.53% |
$6.24M - $11.8M
|
720K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-117K- 16.93% |
$3.64M - $6.9M
|
574K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-44- 19.3% |
$1.37K - $2.59K
|
184
$6.7K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
115KNew |
$3.59M - $6.8M
|
115K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.32K- 21.76% |
$104K - $196K
|
11.9K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17K- 62.05% |
$530K - $1M
|
10.4K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.67K+ 41.96% |
$114K - $216K
|
12.4K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-27.7K- 77.45% |
$863K - $1.63M
|
8.07K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
948+ 88.1% |
$29.5K - $55.9K
|
2.02K
$73.7K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
22.5K+ 57.42% |
$701K - $1.33M
|
61.7K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783KNew |
$24.4M - $46.1M
|
783K
$28.5M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.53K+ 22.71% |
$110K - $208K
|
19.1K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.18K- 8.63% |
$99.2K - $188K
|
33.7K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.25K- 7.09% |
$70.1K - $133K
|
29.5K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
94.5KNew |
$2.94M - $5.57M
|
94.5K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.8KNew |
$491K - $929K
|
15.8K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-85.3K- 75.65% |
$2.66M - $5.03M
|
27.5K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-65.5K- 30.47% |
$2.04M - $3.86M
|
150K
$5.44M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 9.51% |
$966 - $1.83K
|
357
$13K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.4K+ 27.2% |
$106K - $200K
|
15.9K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.63K+ 30.92% |
$144K - $273K
|
19.6K
$713K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
925+ 12.1% |
$28.8K - $54.5K
|
8.57K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
38.3K+ 109.35% |
$1.19M - $2.26M
|
73.3K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
31.8K+ 2140.34% |
$990K - $1.87M
|
33.3K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.77KNew |
$86.3K - $163K
|
2.77K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
543+ 5.52% |
$16.9K - $32K
|
10.4K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.79KNew |
$118K - $223K
|
3.79K
$138K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$335K - $634K
|
10.7K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
6.17K+ 2.49% |
$192K - $364K
|
254K
$9.26M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.7K+ 0.78% |
$84.1K - $159K
|
348K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
53.2K+ 122.37% |
$1.66M - $3.14M
|
96.7K
$3.52M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.76K+ 37.48% |
$85.9K - $163K
|
10.1K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-37.8K- 8.31% |
$1.18M - $2.23M
|
417K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.46K+ 5.13% |
$201K - $381K
|
133K
$4.83M
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
72.1K+ 7.26% |
$2.25M - $4.25M
|
1.06M
$38.8M
|