Purchases and Sales Made in Q1 2025 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2025. The information is specifically focused on institutions that hold shares of Vertex, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.59MNew |
$49.5M - $93.7M
|
1.59M
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
939K+ 63.01% |
$29.3M - $55.4M
|
2.43M
$61M
|
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
902KNew |
$28.1M - $53.2M
|
902K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783KNew |
$24.4M - $46.1M
|
783K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
727KNew |
$22.6M - $42.9M
|
727K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
686K+ 30.34% |
$21.4M - $40.4M
|
2.95M
$74M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
606K+ 42.13% |
$18.9M - $35.7M
|
2.04M
$51.3M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
581KNew |
$18.1M - $34.2M
|
581K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
BUY
|
- |
490KNew |
$15.3M - $28.9M
|
490K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
483K+ 46.9% |
$15M - $28.5M
|
1.51M
$38M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
390K+ 63.55% |
$12.1M - $23M
|
1M
$25.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
378KNew |
$11.8M - $22.3M
|
378K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
373K+ 32.19% |
$11.6M - $22M
|
1.53M
$38.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
347K+ 27.3% |
$10.8M - $20.5M
|
1.62M
$40.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
255KNew |
$7.94M - $15M
|
255K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
250KNew |
$7.78M - $14.7M
|
250K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 34.72% |
$7.36M - $13.9M
|
917K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
234KNew |
$7.3M - $13.8M
|
234K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
214KNew |
$6.66M - $12.6M
|
214K
$5.37M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
200K+ 38.53% |
$6.24M - $11.8M
|
720K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
193K+ 595.5% |
$6.02M - $11.4M
|
226K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180K+ 110.53% |
$5.61M - $10.6M
|
343K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
176K+ 45.61% |
$5.48M - $10.4M
|
561K
$14.1M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
159K+ 34.94% |
$4.97M - $9.4M
|
616K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
153K+ 22.93% |
$4.76M - $9.01M
|
819K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
148K+ 79.02% |
$4.6M - $8.7M
|
335K
$8.4M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
146KNew |
$4.56M - $8.62M
|
146K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
141K+ 89.58% |
$4.38M - $8.29M
|
298K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
139K+ 29.48% |
$4.34M - $8.21M
|
612K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
134K+ 23.8% |
$4.16M - $7.87M
|
695K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
119KNew |
$3.71M - $7.02M
|
119K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
119KNew |
$3.69M - $6.99M
|
119K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
118K+ 50.86% |
$3.68M - $6.96M
|
350K
$8.79M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
118KNew |
$3.67M - $6.95M
|
118K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 21.18% |
$3.64M - $6.89M
|
668K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
115KNew |
$3.59M - $6.8M
|
115K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.1KNew |
$3.06M - $5.78M
|
98.1K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
94.5KNew |
$2.94M - $5.57M
|
94.5K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
92.9K+ 59.56% |
$2.89M - $5.47M
|
249K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
92.8K+ 52.79% |
$2.89M - $5.47M
|
269K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
87.7KNew |
$2.73M - $5.17M
|
87.7K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.1K+ 247.4% |
$2.65M - $5.01M
|
119K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
84.2K+ 10.22% |
$2.62M - $4.97M
|
909K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
82.8K+ 40.54% |
$2.58M - $4.88M
|
287K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
74.5K+ 5.84% |
$2.32M - $4.39M
|
1.35M
$33.9M
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
72.1K+ 7.26% |
$2.25M - $4.25M
|
1.06M
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
69.6K+ 258.61% |
$2.17M - $4.1M
|
96.5K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.6KNew |
$2.01M - $3.81M
|
64.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
64.5K+ 86.42% |
$2.01M - $3.8M
|
139K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
61K+ 196.77% |
$1.9M - $3.6M
|
92K
$2.31M
|