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 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
54.1KNew |
$1.69M - $3.19M
|
54.1K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
53.2K+ 122.37% |
$1.66M - $3.14M
|
96.7K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
51.5KNew |
$1.6M - $3.03M
|
51.5K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
49.4K+ 41.18% |
$1.54M - $2.91M
|
169K
$4.26M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.2K+ 120482.5% |
$1.5M - $2.84M
|
48.2K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.2K+ 36.28% |
$1.5M - $2.84M
|
181K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
47KNew |
$1.46M - $2.77M
|
47K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Gagnon Advisors, LLC
|
BUY
|
- |
46.2K+ 39.98% |
$1.44M - $2.72M
|
162K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 25.38% |
$1.42M - $2.68M
|
225K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
44.3KNew |
$1.38M - $2.61M
|
44.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
41.1K+ 53.23% |
$1.28M - $2.43M
|
118K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41KNew |
$1.28M - $2.42M
|
41K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
38.3K+ 109.35% |
$1.19M - $2.26M
|
73.3K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
31.8K+ 2140.34% |
$990K - $1.87M
|
33.3K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31.5K+ 16.22% |
$982K - $1.86M
|
226K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
27.4KNew |
$852K - $1.61M
|
27.4K
$687K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25K+ 46.28% |
$780K - $1.48M
|
79.2K
$1.99M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
22.5K+ 57.42% |
$701K - $1.33M
|
61.7K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4KNew |
$698K - $1.32M
|
22.4K
$563K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
22.4K+ 1.63% |
$696K - $1.32M
|
1.4M
$35.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
20.9K+ 85.26% |
$652K - $1.23M
|
45.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.5K+ 26.14% |
$640K - $1.21M
|
99.1K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.8KNew |
$491K - $929K
|
15.8K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
15.5KNew |
$483K - $913K
|
15.5K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
14KNew |
$435K - $823K
|
14K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
13.7K+ 17.94% |
$427K - $808K
|
90.1K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
13.6K+ 11.75% |
$424K - $802K
|
129K
$3.25M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
11.8K+ 149.37% |
$368K - $696K
|
19.7K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6K+ 9.31% |
$360K - $682K
|
136K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
11.5K+ 1.82% |
$359K - $679K
|
644K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.3KNew |
$351K - $664K
|
11.3K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.2K+ 1.81% |
$350K - $662K
|
632K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$335K - $634K
|
10.7K
$270K
|
|
|
May 15, 2025
Q1 2025
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$321K - $607K
|
10.3K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Greycroft LP
|
BUY
|
- |
10KNew |
$312K - $590K
|
10K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.68KNew |
$302K - $571K
|
9.68K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.31K+ 37.67% |
$290K - $549K
|
34K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.49KNew |
$264K - $500K
|
8.49K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.11K+ 91.23% |
$253K - $478K
|
17K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.88K+ 3750.95% |
$245K - $464K
|
8.09K
$203K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.44K+ 34.75% |
$232K - $438K
|
28.8K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.37K+ 596.92% |
$230K - $435K
|
8.61K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.24KNew |
$225K - $427K
|
7.24K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.17K+ 141.16% |
$223K - $423K
|
12.2K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.06K+ 0.1% |
$220K - $416K
|
6.87M
$172M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6.95K+ 12.71% |
$216K - $410K
|
61.6K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
6.85K+ 2.09% |
$213K - $404K
|
334K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.6K+ 9.78% |
$206K - $389K
|
74.1K
$1.86M
|