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, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
100K+ 65.36% |
$2.35M - $3.36M
|
253K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100KNew |
$2.35M - $3.36M
|
100K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
85.4KNew |
$2.01M - $2.87M
|
85.4K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
13K+ 59.09% |
$306K - $437K
|
35K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.26KNew |
$171K - $244K
|
7.26K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Advisors, LLC
|
BUY
|
- |
57.8K+ 100.0% |
$1.36M - $1.94M
|
116K
$5.68M
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.6KNew |
$249K - $356K
|
10.6K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
872+ 1.5% |
$20.5K - $29.3K
|
59K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.49KNew |
$176K - $252K
|
7.49K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-574- 0.46% |
$13.5K - $19.3K
|
125K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$172K - $245K
|
7.3K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 166.67% |
$353 - $504
|
24
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26New |
$612 - $873
|
26
$1.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
253New |
$5.96K - $8.5K
|
253
$12.4K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
6.58KNew |
$155K - $221K
|
6.58K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.8KNew |
$466K - $664K
|
19.8K
$971K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-875- 6.51% |
$20.6K - $29.4K
|
12.6K
$617K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19.4KNew |
$457K - $652K
|
19.4K
$953K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47KNew |
$1.04M - $1.39M
|
47K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-30K- 20.0% |
$661K - $885K
|
120K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
149K+ 21.74% |
$3.28M - $4.39M
|
834K
$41M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.26KNew |
$204K - $273K
|
9.26K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
125KNew |
$2.75M - $3.68M
|
125K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
154KNew |
$3.4M - $4.55M
|
154K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.6K+ 55.59% |
$475K - $636K
|
60.4K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.8K+ 97.87% |
$568K - $761K
|
52.1K
$2.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1M- 38.52% |
$22M - $29.5M
|
1.6M
$78.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
74.8KNew |
$1.65M - $2.21M
|
74.8K
$3.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
308K+ 824.01% |
$6.78M - $9.08M
|
345K
$17M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$176 - $236
|
8
$393
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$44.1 - $59
|
6
$295
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
188KNew |
$3.34M - $4.34M
|
188K
$9.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.5KNew |
$97.7K - $127K
|
5.5K
$270K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.87K- 3.65% |
$51K - $66.3K
|
75.9K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.17K+ 27.6% |
$110K - $143K
|
28.5K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-39.3K- 39.18% |
$698K - $908K
|
61K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.45K- 1.13% |
$61.4K - $79.8K
|
303K
$14.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$1.87K - $2.43K
|
105
$5.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$265K - $344K
|
14.9K
$732K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.9K- 16.89% |
$33.7K - $43.9K
|
9.35K
$459K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$195 - $254
|
11
$540
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$35.5 - $46.2
|
4
$196
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.2KClosed |
$300K - $372K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
250New |
$4.63K - $5.75K
|
250
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
60KNew |
$1.11M - $1.38M
|
60K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$206K - $256K
|
11.1K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.38KNew |
$25.5K - $31.6K
|
1.38K
$67.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.64K+ 49.63% |
$141K - $176K
|
23K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.04K+ 107.14% |
$112K - $139K
|
11.7K
$573K
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.7K- 33.5% |
$80.4K - $140K
|
13.3K
$653K
|
|