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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.26KNew |
$204K - $273K
|
9.26K
$496K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$176 - $236
|
8
$429
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$44.1 - $59
|
6
$322
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
188KNew |
$3.34M - $4.34M
|
188K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$265K - $344K
|
14.9K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.17K+ 27.6% |
$110K - $143K
|
28.5K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.5KNew |
$97.7K - $127K
|
5.5K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$1.87K - $2.43K
|
105
$5.63K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$195 - $254
|
11
$589
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$35.5 - $46.2
|
4
$214
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
60KNew |
$1.11M - $1.38M
|
60K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$206K - $256K
|
11.1K
$596K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.64K+ 49.63% |
$141K - $176K
|
23K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.04K+ 107.14% |
$112K - $139K
|
11.7K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.38KNew |
$25.5K - $31.6K
|
1.38K
$73.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
250New |
$4.63K - $5.75K
|
250
$13.4K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500KNew |
$6M - $10.5M
|
500K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
100KNew |
$1.2M - $2.09M
|
100K
$5.36M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30KNew |
$359K - $627K
|
30K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
23.3KNew |
$279K - $487K
|
23.3K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.3KNew |
$208K - $362K
|
17.3K
$927K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$150K - $262K
|
12.5K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.54KNew |
$18.4K - $32.2K
|
1.54K
$82.4K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1K+ 7.19% |
$12K - $20.9K
|
14.9K
$799K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$1.57K - $2.74K
|
131
$7.02K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111New |
$1.33K - $2.32K
|
111
$5.95K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$36 - $62.8
|
3
$161
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$24 - $41.9
|
2
$107
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
95.3KNew |
$1.33M - $1.77M
|
95.3K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
87.5KNew |
$1.22M - $1.63M
|
87.5K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$1.05M - $1.39M
|
75K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.9KNew |
$503K - $668K
|
35.9K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
3.24K+ 2.7% |
$45.3K - $60.1K
|
123K
$6.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
382New |
$5.35K - $7.1K
|
382
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
14New |
$196 - $260
|
14
$750
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$14 - $18.6
|
4
$214
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.16K+ 149.06% |
$31.2K - $47.7K
|
5.28K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.98KNew |
$19.5K - $29.9K
|
1.98K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$13.7K - $20.9K
|
1.39K
$74.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$53.6
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
14.3KNew |
$137K - $232K
|
14.3K
$766K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.89KNew |
$18.2K - $30.8K
|
1.89K
$101K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.43KNew |
$43.5K - $57.5K
|
3.43K
$184K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$50.8 - $67.2
|
4
$214
|
|
| Q2 2021 | |||||||
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$4.92K - $6.99K
|
300
$16.1K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
35New |
$821 - $1.29K
|
35
$1.88K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75KNew |
$1.63M - $2.18M
|
75K
$4.02M
|
|
|
Nov 16, 2020
Q3 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$760K - $1.02M
|
35K
$1.88M
|
|