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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1M- 38.52% |
$22M - $29.5M
|
1.6M
$58.1M
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-26K- 35.14% |
$573K - $768K
|
48K
$1.75M
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.45K- 1.13% |
$61.4K - $79.8K
|
303K
$11M
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.87K- 3.65% |
$51K - $66.3K
|
75.9K
$2.76M
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.2KClosed |
$300K - $372K
|
0
$0
|
|
Q1 2023 | |||||||
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.7K- 33.5% |
$80.4K - $140K
|
13.3K
$484K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 7.1% |
$12.3K - $21.4K
|
13.4K
$488K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-687K- 79.41% |
$9.62M - $12.8M
|
178K
$6.48M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 51.81% |
$158K - $209K
|
10.5K
$381K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 57.73% |
$163K - $250K
|
12.1K
$442K
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-18.4KClosed |
$177K - $299K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-12.9KClosed |
$123K - $209K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10KClosed |
$95.9K - $163K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 27.48% |
$15.1K - $25.6K
|
4.16K
$151K
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-400Closed |
$3.84K - $6.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-89Closed |
$854 - $1.45K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-325KClosed |
$4.13M - $5.46M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-70Closed |
$890 - $1.18K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.42MClosed |
$22.6M - $30.9M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$173K - $237K
|
0
$0
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12Closed |
$190 - $261
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.68MClosed |
$48.7M - $60.7M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-300KClosed |
$5.45M - $6.79M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-25KClosed |
$454K - $566K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-113Closed |
$2.05K - $2.56K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-332KClosed |
$5.44M - $7.73M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-231KClosed |
$3.79M - $5.38M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-43.5KClosed |
$713K - $1.01M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-31KClosed |
$508K - $722K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-15.6KClosed |
$256K - $364K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.2KClosed |
$201K - $285K
|
0
$0
|
|
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
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28Closed |
$459 - $652
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Viking Global Investors LP
|
SELL
|
- |
-2.03MClosed |
$44.5M - $79.2M
|
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
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-68.5KClosed |
$1.5M - $2.67M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-34.4KClosed |
$752K - $1.34M
|
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 17, 2021
Q1 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-17.6KClosed |
$386K - $688K
|
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 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-437Closed |
$9.57K - $17K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-266KClosed |
$6.24M - $9.81M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-100KClosed |
$2.35M - $3.69M
|
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 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31.4KClosed |
$737K - $1.16M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-20KClosed |
$469K - $738K
|
0
$0
|