Latest Institutional Sells of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.28M- 96.41% |
$42.7M - $53.4M
|
47.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-705K- 93.03% |
$23.6M - $29.5M
|
52.8K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-499K- 38.94% |
$16.7M - $20.9M
|
783K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-383K- 57.36% |
$12.8M - $16.1M
|
285K
$7.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-307K- 84.92% |
$10.3M - $12.8M
|
54.4K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-295K- 19.8% |
$9.87M - $12.4M
|
1.2M
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-211K- 93.41% |
$7.05M - $8.82M
|
14.9K
$374K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 23.29% |
$4.47M - $5.6M
|
440K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-114K- 7.44% |
$3.81M - $4.77M
|
1.42M
$35.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-114K- 16.4% |
$3.81M - $4.77M
|
581K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-102K- 54.15% |
$3.42M - $4.28M
|
86.5K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-97.1K- 99.02% |
$3.25M - $4.07M
|
965
$24.2K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90.2K- 74.92% |
$3.02M - $3.78M
|
30.2K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-89.2K- 2.74% |
$2.98M - $3.74M
|
3.17M
$79.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-89.1K- 92.14% |
$2.98M - $3.73M
|
7.6K
$191K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-86.1K- 24.76% |
$2.88M - $3.61M
|
262K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-85.7K- 63.12% |
$2.87M - $3.59M
|
50K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-85.3K- 86.11% |
$2.85M - $3.57M
|
13.8K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-81.1K- 12.84% |
$2.71M - $3.4M
|
551K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-74.8K- 77.5% |
$2.5M - $3.13M
|
21.7K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-73.8K- 80.22% |
$2.47M - $3.09M
|
18.2K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.2K- 60.48% |
$2.42M - $3.02M
|
47.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-64.1K- 25.67% |
$2.14M - $2.68M
|
186K
$4.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-51.1K- 3.38% |
$1.71M - $2.14M
|
1.46M
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48.7K- 32.58% |
$1.63M - $2.04M
|
101K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-46.2K- 38.78% |
$1.54M - $1.93M
|
72.9K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-45.1K- 4.49% |
$1.51M - $1.89M
|
958K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-40.1K- 18.77% |
$1.34M - $1.68M
|
174K
$4.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-28.5K- 85.74% |
$954K - $1.19M
|
4.74K
$119K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 10.58% |
$795K - $996K
|
201K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-19.2K- 24.24% |
$642K - $804K
|
60K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-17.2K- 6.9% |
$574K - $719K
|
232K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-16.6K- 0.45% |
$556K - $696K
|
3.64M
$91.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.1K- 2.86% |
$537K - $673K
|
545K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.8K- 43.46% |
$495K - $619K
|
19.2K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-14.5K- 9.95% |
$487K - $609K
|
132K
$3.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-12K- 3.43% |
$401K - $502K
|
338K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 53.08% |
$398K - $498K
|
10.5K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-11.7K- 49.79% |
$391K - $490K
|
11.8K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.67K- 8.19% |
$324K - $405K
|
108K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-9.4K- 47.72% |
$314K - $394K
|
10.3K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.85K- 22.43% |
$296K - $371K
|
30.6K
$769K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.86K- 97.14% |
$263K - $329K
|
231
$5.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-7.31K- 26.72% |
$244K - $306K
|
20.1K
$504K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-7.29K- 42.86% |
$244K - $305K
|
9.72K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.02K- 31.54% |
$201K - $252K
|
13.1K
$328K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.7K- 93.44% |
$157K - $197K
|
330
$8.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.23K- 34.53% |
$141K - $177K
|
8.02K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-2.75K- 3.75% |
$92K - $115K
|
70.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.46K- 0.74% |
$82.4K - $103K
|
331K
$8.32M
|