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 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
159K+ 34.94% |
$4.97M - $9.4M
|
616K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.06K+ 12.09% |
$64.3K - $122K
|
19.1K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
65+ 106.56% |
$2.02K - $3.83K
|
126
$4.59K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
170+ 129.77% |
$5.3K - $10K
|
301
$11K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 17.24% |
$156 - $295
|
24
$874
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.58% |
$1.96K - $3.71K
|
10.8K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 16.13% |
$312 - $590
|
52
$1.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.46K+ 29.03% |
$45.5K - $86.1K
|
6.49K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
394+ 189.42% |
$12.3K - $23.2K
|
602
$21.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
390K+ 63.55% |
$12.1M - $23M
|
1M
$36.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 67.39% |
$966 - $1.83K
|
77
$2.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 25.38% |
$1.42M - $2.68M
|
225K
$8.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.95K- 37.19% |
$247K - $468K
|
13.4K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-214- 3.13% |
$6.67K - $12.6K
|
6.62K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5K+ 97.91% |
$140K - $265K
|
9.1K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
28+ 12.07% |
$872 - $1.65K
|
260
$9.46K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
514New |
$16K - $30.3K
|
514
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.68KNew |
$302K - $571K
|
9.68K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-26.2K- 4.59% |
$817K - $1.55M
|
546K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-171K- 22.74% |
$5.32M - $10.1M
|
580K
$21.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
255KNew |
$7.94M - $15M
|
255K
$9.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.32% |
$187 - $354
|
1.88K
$68.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32New |
$997 - $1.89K
|
32
$1.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.88K+ 3750.95% |
$245K - $464K
|
8.09K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
658KNew |
$20.5M - $38.8M
|
658K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
134K+ 23.8% |
$4.16M - $7.87M
|
695K
$25.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-25.5K- 83.51% |
$793K - $1.5M
|
5.03K
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$312 - $590
|
13
$473
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-74K- 5.29% |
$2.31M - $4.36M
|
1.32M
$48.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.25K+ 13.95% |
$70.1K - $133K
|
18.4K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45New |
$1.4K - $2.65K
|
45
$1.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
79+ 7.36% |
$2.46K - $4.66K
|
1.15K
$41.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
234KNew |
$7.3M - $13.8M
|
234K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
686K+ 30.34% |
$21.4M - $40.4M
|
2.95M
$107M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
378KNew |
$11.8M - $22.3M
|
378K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$623 - $1.18K
|
20
$728
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
20.9K+ 85.26% |
$652K - $1.23M
|
45.5K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 1.17% |
$405 - $766
|
1.12K
$40.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.8K+ 46.4% |
$181K - $342K
|
18.3K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.93K- 97.14% |
$154K - $291K
|
145
$5.28K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 16.67% |
$312 - $590
|
50
$1.82K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$62.3 - $118
|
4
$146
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.35K+ 17.24% |
$104K - $197K
|
22.8K
$829K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
807New |
$25.1K - $47.6K
|
807
$29.4K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.32K+ 7.69% |
$130K - $189K
|
46.4K
$1.69M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-688- 24.85% |
$27K - $39.2K
|
2.08K
$75.7K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.48K- 5.32% |
$176K - $255K
|
79.7K
$2.9M
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
22.7KNew |
$890K - $1.29M
|
22.7K
$827K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
20.9KNew |
$821K - $1.19M
|
20.9K
$762K
|
|