Latest Institutional Purchases of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
572KNew |
$22.4M - $32.6M
|
572K
$33M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
441K+ 74.93% |
$17.3M - $25.1M
|
1.03M
$59.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
63KNew |
$2.47M - $3.59M
|
63K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
58.8KNew |
$2.3M - $3.34M
|
58.8K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.13KNew |
$240K - $349K
|
6.13K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.9K+ 5.15% |
$153K - $222K
|
79.7K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$54.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
584+ 3.5% |
$22.9K - $33.2K
|
17.3K
$999K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
569+ 27.11% |
$22.3K - $32.4K
|
2.67K
$154K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
413+ 0.22% |
$16.2K - $23.5K
|
187K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.19% |
$12.7K - $18.4K
|
15.1K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
182New |
$7.14K - $10.4K
|
182
$10.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
110+ 65.09% |
$4.31K - $6.26K
|
279
$16.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$2.55K - $3.7K
|
65
$3.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
47+ 29.19% |
$1.84K - $2.68K
|
208
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 40.37% |
$1.73K - $2.5K
|
153
$8.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 27.78% |
$392 - $569
|
46
$2.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 100.0% |
$314 - $455
|
16
$924
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$78.4 - $114
|
2
$116
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 219.34% |
$23.2M - $26.9M
|
978K
$56.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
544KNew |
$18.8M - $21.8M
|
544K
$31.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
466K+ 786.97% |
$16.1M - $18.6M
|
525K
$30.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
415K+ 40.07% |
$14.4M - $16.6M
|
1.45M
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
414K+ 6485.77% |
$14.3M - $16.6M
|
421K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
405K+ 165.93% |
$14M - $16.2M
|
649K
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
399K+ 788.0% |
$13.8M - $16M
|
449K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
397K+ 64.53% |
$13.7M - $15.9M
|
1.01M
$58.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
364K+ 36.42% |
$12.6M - $14.5M
|
1.36M
$78.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
334K+ 5.23% |
$11.6M - $13.4M
|
6.72M
$388M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
334K+ 261.0% |
$11.6M - $13.4M
|
462K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 141.04% |
$10.8M - $12.4M
|
531K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
253K+ 17.63% |
$8.77M - $10.1M
|
1.69M
$97.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
243K+ 36.36% |
$8.41M - $9.72M
|
911K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
212K+ 29.38% |
$7.34M - $8.48M
|
933K
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
198KNew |
$6.84M - $7.91M
|
198K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
191KNew |
$6.6M - $7.63M
|
191K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
163K+ 15.26% |
$5.64M - $6.51M
|
1.23M
$71M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
140K+ 900.07% |
$4.86M - $5.62M
|
156K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111K+ 25.98% |
$3.85M - $4.45M
|
539K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
103K+ 10.71% |
$3.57M - $4.13M
|
1.07M
$61.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$2.14M - $2.48M
|
61.9K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4K+ 24.59% |
$2.13M - $2.46M
|
311K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
61.1KNew |
$2.12M - $2.45M
|
61.1K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
60.3K+ 7.7% |
$2.09M - $2.41M
|
843K
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
55.4KNew |
$1.92M - $2.21M
|
55.4K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
54KNew |
$1.87M - $2.16M
|
54K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50.5K+ 207.51% |
$1.75M - $2.02M
|
74.9K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
48.8K+ 119107.32% |
$1.69M - $1.95M
|
48.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.2K+ 19.34% |
$1.56M - $1.81M
|
279K
$16.1M
|
|