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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-8.87K- 49.11% |
$248K - $320K
|
9.19K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 47.71% |
$500K - $645K
|
19.6K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23New |
$643 - $829
|
23
$1.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-567- 8.44% |
$15.8K - $20.4K
|
6.15K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.71KNew |
$271K - $350K
|
9.71K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.52KNew |
$182K - $235K
|
6.52K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-335- 1.43% |
$9.36K - $12.1K
|
23K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.32KNew |
$149K - $192K
|
5.32K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
32.1K+ 297.22% |
$897K - $1.16M
|
42.9K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-15K- 10.71% |
$419K - $541K
|
125K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.02KNew |
$112K - $145K
|
4.02K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.41M+ 273.44% |
$95.4M - $123M
|
4.66M
$229M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
CALL |
2.85MNew |
$79.6M - $103M
|
2.85M
$140M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$61.2K - $78.9K
|
2.19K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
249+ 133.87% |
$6.96K - $8.98K
|
435
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.1KNew |
$30.7K - $39.7K
|
1.1K
$54K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.88KNew |
$52.5K - $67.7K
|
1.88K
$92.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
24.9KNew |
$695K - $897K
|
24.9K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-96.9K- 46.65% |
$2.71M - $3.49M
|
111K
$5.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$168 - $216
|
6
$295
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-649- 99.69% |
$18.1K - $23.4K
|
2
$98.2
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$1.98K - $2.56K
|
71
$3.49K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
415New |
$11.6K - $15K
|
415
$20.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-739- 26.53% |
$20.6K - $26.6K
|
2.05K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2KNew |
$55.9K - $72.1K
|
2K
$98.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
22.8KNew |
$636K - $821K
|
22.8K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 13.26% |
$33.2K - $42.8K
|
10.1K
$498K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
104New |
$2.91K - $3.75K
|
104
$5.11K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30.4K+ 8.01% |
$849K - $1.1M
|
410K
$20.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 24.06% |
$1.26K - $1.62K
|
232
$11.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
7.7KNew |
$215K - $278K
|
7.7K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
10.8KNew |
$302K - $389K
|
10.8K
$530K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$419 - $541
|
15
$737
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
446New |
$10.5K - $15K
|
446
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2KNew |
$381K - $543K
|
16.2K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
151KNew |
$3.56M - $5.07M
|
151K
$7.42M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
65KNew |
$1.53M - $2.18M
|
65K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
251K+ 687.03% |
$5.92M - $8.44M
|
288K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$118K - $168K
|
5K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.5K+ 821.43% |
$271K - $386K
|
12.9K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30KNew |
$705K - $1.01M
|
30K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 9.22% |
$1.13M - $1.62M
|
474K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-12.2K- 7.65% |
$288K - $411K
|
148K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
7.67KNew |
$180K - $257K
|
7.67K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 42.07% |
$307K - $439K
|
44.1K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
92.2KNew |
$2.17M - $3.09M
|
92.2K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
15.3KNew |
$360K - $514K
|
15.3K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7KNew |
$165K - $235K
|
7K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 21.14% |
$55.4K - $79K
|
8.78K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$177K - $252K
|
7.52K
$369K
|
|