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 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.16K- 2.25% |
$38.7K - $48.5K
|
50.3K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90.2K- 74.92% |
$3.02M - $3.78M
|
30.2K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.26K+ 19.1% |
$209K - $262K
|
39K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$351K - $440K
|
10.5K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
7.2KNew |
$241K - $301K
|
7.2K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
123New |
$4.11K - $5.15K
|
123
$2.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
21.6K+ 24.03% |
$724K - $906K
|
112K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
17.7KNew |
$592K - $741K
|
17.7K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-14.5K- 9.95% |
$487K - $609K
|
132K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 18.87% |
$43.3K - $54.2K
|
5.56K
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 20.0% |
$335 - $419
|
40
$807
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$291K - $365K
|
8.71K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
71New |
$2.37K - $2.97K
|
71
$1.43K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-129- 45.26% |
$4.32K - $5.4K
|
156
$3.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
130KNew |
$4.35M - $5.44M
|
130K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-889- 99.55% |
$29.7K - $37.2K
|
4
$80.7
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.2K+ 36.76% |
$241K - $301K
|
26.8K
$540K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
447New |
$15K - $18.7K
|
447
$9.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-808- 30.28% |
$27K - $33.8K
|
1.86K
$37.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$970 - $1.21K
|
29
$585
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-102K- 54.15% |
$3.42M - $4.28M
|
86.5K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.02K- 31.54% |
$201K - $252K
|
13.1K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
18.6KNew |
$621K - $778K
|
18.6K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$66.9 - $83.7
|
2
$40.3
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$33.5 - $41.9
|
1
$20.2
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13New |
$435 - $544
|
13
$262
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
127New |
$4.25K - $5.32K
|
127
$2.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.7K- 93.44% |
$157K - $197K
|
330
$6.66K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.11K+ 17.1% |
$37.1K - $46.5K
|
7.6K
$153K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-9.4K- 47.72% |
$314K - $394K
|
10.3K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.9K+ 8.8% |
$131K - $163K
|
48.2K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
520New |
$17.4K - $21.8K
|
520
$10.5K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$435K - $544K
|
13K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
27+ 10.38% |
$903 - $1.13K
|
287
$5.79K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512+ 44.44% |
$17.1K - $21.4K
|
1.66K
$33.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.2K- 7.55% |
$40.1K - $50.2K
|
14.7K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$100 - $126
|
3
$60.5
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13.7K+ 15.58% |
$457K - $572K
|
101K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
54.3K+ 14.37% |
$1.82M - $2.28M
|
432K
$8.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.93K+ 6.43% |
$97.8K - $122K
|
48.4K
$977K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$268 - $335
|
8
$161
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
901New |
$30.1K - $37.7K
|
901
$18.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$301 - $377
|
9
$182
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-33.2K- 45.09% |
$1.03M - $1.96M
|
40.4K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.58K+ 14.56% |
$80.4K - $152K
|
20.3K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.6KNew |
$2.01M - $3.81M
|
64.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
14KNew |
$435K - $823K
|
14K
$282K
|
|