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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$219K - $318K
|
5.58K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-169K- 88.41% |
$6.64M - $9.64M
|
22.2K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
20.9KNew |
$821K - $1.19M
|
20.9K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.65KNew |
$182K - $265K
|
4.65K
$93.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12KNew |
$471K - $684K
|
12K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69KNew |
$184K - $267K
|
4.69K
$94.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-13.1K- 72.27% |
$513K - $745K
|
5.02K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.79KNew |
$149K - $216K
|
3.79K
$76.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 276.49% |
$682K - $991K
|
23.7K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
73.8KNew |
$2.9M - $4.2M
|
73.8K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
93.3KNew |
$3.66M - $5.31M
|
93.3K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
1.7KNew |
$66.7K - $96.8K
|
1.7K
$34.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.16KNew |
$359K - $522K
|
9.16K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.83K- 26.62% |
$71.7K - $104K
|
5.04K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.7K- 80.48% |
$1.2M - $1.74M
|
7.44K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
182New |
$7.14K - $10.4K
|
182
$3.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $214K
|
3.76K
$75.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.3KNew |
$1.38M - $2.01M
|
35.3K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.3K- 29.42% |
$208K - $301K
|
12.7K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.88KNew |
$152K - $221K
|
3.88K
$78.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.91KNew |
$153K - $222K
|
3.91K
$78.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.28KNew |
$325K - $471K
|
8.28K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$39.2 - $56.9
|
1
$20.2
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-307- 48.73% |
$12K - $17.5K
|
323
$6.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
177KNew |
$6.92M - $10.1M
|
177K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25New |
$980 - $1.42K
|
25
$504
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.26K- 57.56% |
$49.4K - $71.7K
|
929
$18.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
632+ 1.15% |
$24.8K - $36K
|
55.4K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 16.67% |
$118 - $171
|
21
$424
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
766New |
$30K - $43.6K
|
766
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.86KNew |
$112K - $163K
|
2.86K
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.13KNew |
$240K - $349K
|
6.13K
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
63KNew |
$2.47M - $3.59M
|
63K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
58.8KNew |
$2.3M - $3.34M
|
58.8K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.19% |
$12.7K - $18.4K
|
15.1K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
584+ 3.5% |
$22.9K - $33.2K
|
17.3K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$40.3
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$191K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.04KNew |
$209K - $242K
|
6.04K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$20.7K - $24K
|
599
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
13.5KNew |
$467K - $540K
|
13.5K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 36.96% |
$692K - $799K
|
34.1K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.33K+ 34.08% |
$80.6K - $93.1K
|
9.16K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
61New |
$2.11K - $2.44K
|
61
$1.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$755K - $872K
|
21.8K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.95KNew |
$67.5K - $78K
|
1.95K
$39.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$90.4K - $104K
|
2.61K
$52.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 0.8% |
$38.1K - $44K
|
139K
$2.81M
|
|