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 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
10KNew |
$312K - $590K
|
10K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
47KNew |
$1.46M - $2.77M
|
47K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
902KNew |
$28.1M - $53.2M
|
902K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
119KNew |
$3.69M - $6.99M
|
119K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.43K - $6.48K
|
110
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$321K - $607K
|
10.3K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$39.7K - $75.2K
|
32.2K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
581KNew |
$18.1M - $34.2M
|
581K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 2.76% |
$12.5K - $23.6K
|
14.1K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16New |
$498 - $943
|
16
$323
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-446- 3.42% |
$13.9K - $26.3K
|
12.6K
$254K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
19.8KNew |
$617K - $1.17M
|
19.8K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
19.5KNew |
$607K - $1.15M
|
19.5K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.2KNew |
$255K - $483K
|
8.2K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.3KNew |
$351K - $664K
|
11.3K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
641New |
$20K - $37.8K
|
641
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
129New |
$4.02K - $7.6K
|
129
$2.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 83.09% |
$7.2K - $13.6K
|
47
$948
|
|
|
May 14, 2025
Q1 2025
|
Scalar Gauge Management, LLC
Dallas, TX |
SELL
|
- |
-38.4K- 17.39% |
$1.2M - $2.26M
|
183K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.24KNew |
$225K - $427K
|
7.24K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
118KNew |
$3.67M - $6.95M
|
118K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$1.56K - $2.95K
|
50
$1.01K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400New |
$12.5K - $23.6K
|
400
$8.07K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$34.7K - $65.7K
|
1.12K
$22.5K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334New |
$10.4K - $19.7K
|
334
$6.74K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-643K- 63.24% |
$20M - $37.9M
|
374K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450- 60.0% |
$14K - $26.5K
|
300
$6.05K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
299New |
$9.31K - $17.6K
|
299
$6.03K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
6.55KNew |
$204K - $386K
|
6.55K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$467 - $884
|
15
$303
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41KNew |
$1.28M - $2.42M
|
41K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.25K- 7.09% |
$70.1K - $133K
|
29.5K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
22.5K+ 57.42% |
$701K - $1.33M
|
61.7K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783KNew |
$24.4M - $46.1M
|
783K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 9.51% |
$966 - $1.83K
|
357
$7.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.58% |
$1.96K - $3.71K
|
10.8K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
170+ 129.77% |
$5.3K - $10K
|
301
$6.07K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
514New |
$16K - $30.3K
|
514
$10.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5K+ 97.91% |
$140K - $265K
|
9.1K
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.32% |
$187 - $354
|
1.88K
$38K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32New |
$997 - $1.89K
|
32
$645
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
658KNew |
$20.5M - $38.8M
|
658K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45New |
$1.4K - $2.65K
|
45
$908
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$62.3 - $118
|
4
$80.7
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.35K+ 17.24% |
$104K - $197K
|
22.8K
$459K
|
|
| Q4 2024 | |||||||
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
22.7KNew |
$890K - $1.29M
|
22.7K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.36K+ 5.02% |
$289K - $419K
|
154K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
27.4KNew |
$1.07M - $1.56M
|
27.4K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
51.7K+ 5.11% |
$2.03M - $2.94M
|
1.06M
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12.1KNew |
$474K - $688K
|
12.1K
$244K
|
|