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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$39.7K - $75.2K
|
32.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-816- 10.64% |
$25.4K - $48.1K
|
6.86K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-656- 0.12% |
$20.4K - $38.7K
|
558K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-505- 1.52% |
$15.7K - $29.8K
|
32.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450- 60.0% |
$14K - $26.5K
|
300
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-446- 3.42% |
$13.9K - $26.3K
|
12.6K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 2.76% |
$12.5K - $23.6K
|
14.1K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-306- 0.26% |
$9.53K - $18K
|
118K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 83.09% |
$7.2K - $13.6K
|
47
$1.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-214- 3.13% |
$6.67K - $12.6K
|
6.62K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-190- 60.7% |
$5.92K - $11.2K
|
123
$4.48K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-153- 6.15% |
$4.77K - $9.02K
|
2.34K
$85K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 50.0% |
$3.96K - $7.49K
|
127
$4.62K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112- 0.74% |
$3.49K - $6.6K
|
15K
$545K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.58% |
$1.96K - $3.71K
|
10.8K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-44- 19.3% |
$1.37K - $2.59K
|
184
$6.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 16.13% |
$312 - $590
|
52
$1.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$312 - $590
|
13
$473
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 16.67% |
$312 - $590
|
50
$1.82K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 17.24% |
$156 - $295
|
24
$874
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.04% |
$93.4 - $177
|
285
$10.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-215K- 69.4% |
$8.42M - $12.2M
|
94.7K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-169K- 88.41% |
$6.64M - $9.64M
|
22.2K
$808K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.7K- 80.48% |
$1.2M - $1.74M
|
7.44K
$271K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-13.1K- 72.27% |
$513K - $745K
|
5.02K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-10.2K- 68.17% |
$398K - $578K
|
4.74K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.37K- 64.07% |
$368K - $534K
|
5.26K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.73K- 75.71% |
$342K - $497K
|
2.8K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$72.8
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.3K- 29.42% |
$208K - $301K
|
12.7K
$462K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.48K- 5.32% |
$176K - $255K
|
79.7K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.1K- 6.33% |
$121K - $176K
|
45.8K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.83K- 26.62% |
$71.7K - $104K
|
5.04K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.26K- 57.56% |
$49.4K - $71.7K
|
929
$33.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-688- 24.85% |
$27K - $39.2K
|
2.08K
$75.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-307- 48.73% |
$12K - $17.5K
|
323
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$39.2 - $56.9
|
5
$182
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 36.96% |
$692K - $799K
|
34.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10.9K- 65.8% |
$379K - $438K
|
5.69K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-18.7K- 44.44% |
$523K - $674K
|
23.4K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 47.71% |
$500K - $645K
|
19.6K
$714K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-649- 99.69% |
$18.1K - $23.4K
|
2
$72.8
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-567- 8.44% |
$15.8K - $20.4K
|
6.15K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-335- 1.43% |
$9.36K - $12.1K
|
23K
$838K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 9.22% |
$1.13M - $1.62M
|
474K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 21.14% |
$55.4K - $79K
|
8.78K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-875- 6.51% |
$20.6K - $29.4K
|
12.6K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-574- 0.46% |
$13.5K - $19.3K
|
125K
$4.56M
|
|