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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-558Closed |
$9.15K - $13K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-53Closed |
$869 - $1.23K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-17.6KClosed |
$386K - $688K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Viking Global Investors LP
|
SELL
|
- |
-2.03MClosed |
$44.5M - $79.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-437Closed |
$9.57K - $17K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-26.5KClosed |
$580K - $1.03M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-24.5KClosed |
$536K - $954K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-68.5KClosed |
$1.5M - $2.67M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Advent International Corp
Boston, MA |
SELL
|
- |
-415KClosed |
$9.08M - $16.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nellore Capital Management LLC
Palo Alto, CA |
SELL
|
- |
-6KClosed |
$131K - $234K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.64KClosed |
$102K - $181K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-34.4KClosed |
$752K - $1.34M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-100KClosed |
$2.35M - $3.69M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31.4KClosed |
$737K - $1.16M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$152K - $240K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Broad Bay Capital Management, LP
New York, NY |
SELL
|
- |
-60KClosed |
$1.41M - $2.21M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-35.5KClosed |
$832K - $1.31M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-14KClosed |
$328K - $516K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-20KClosed |
$469K - $738K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-266KClosed |
$6.24M - $9.81M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
35New |
$821 - $1.29K
|
35
$1.59K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75KNew |
$1.63M - $2.18M
|
75K
$3.41M
|
|
|
Nov 16, 2020
Q3 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$760K - $1.02M
|
35K
$1.59M
|
|