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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.95K- 37.19% |
$247K - $468K
|
13.4K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Herald Investment Management LTD
|
SELL
|
- |
-10K- 8.33% |
$312K - $590K
|
110K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 22.04% |
$347K - $658K
|
39.5K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.7K- 13.52% |
$363K - $688K
|
74.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.1K- 35.37% |
$472K - $893K
|
27.7K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17K- 62.05% |
$530K - $1M
|
10.4K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 87.73% |
$617K - $1.17M
|
2.77K
$69.6K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-24.2K- 3.51% |
$753K - $1.42M
|
665K
$16.7M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-24.3K- 14.69% |
$757K - $1.43M
|
141K
$3.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-25.5K- 83.51% |
$793K - $1.5M
|
5.03K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-26.2K- 4.59% |
$817K - $1.55M
|
546K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-27.7K- 77.45% |
$863K - $1.63M
|
8.07K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31.4K- 2.06% |
$977K - $1.85M
|
1.49M
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-33.2K- 45.09% |
$1.03M - $1.96M
|
40.4K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-37.8K- 8.31% |
$1.18M - $2.23M
|
417K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Scalar Gauge Management, LLC
Dallas, TX |
SELL
|
- |
-38.4K- 17.39% |
$1.2M - $2.26M
|
183K
$4.59M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.2K- 99.95% |
$1.5M - $2.84M
|
22
$553
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.8K- 42.17% |
$1.52M - $2.88M
|
67K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-55.4K- 7.59% |
$1.72M - $3.26M
|
674K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.5K- 8.82% |
$1.73M - $3.27M
|
574K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-65.5K- 30.47% |
$2.04M - $3.86M
|
150K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.4K- 63.74% |
$2.16M - $4.09M
|
39.5K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-74K- 5.29% |
$2.31M - $4.36M
|
1.32M
$33.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-85.3K- 75.65% |
$2.66M - $5.03M
|
27.5K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-93.3K- 10.96% |
$2.9M - $5.5M
|
758K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-109K- 2.89% |
$3.4M - $6.43M
|
3.66M
$92M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-115K- 24.98% |
$3.58M - $6.77M
|
345K
$8.66M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-116K- 49.0% |
$3.6M - $6.82M
|
120K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-117K- 16.93% |
$3.64M - $6.9M
|
574K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-171K- 22.74% |
$5.32M - $10.1M
|
580K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-215K- 73.64% |
$6.71M - $12.7M
|
77.1K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-232K- 15.32% |
$7.22M - $13.7M
|
1.28M
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-236K- 42.22% |
$7.34M - $13.9M
|
322K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-241K- 11.33% |
$7.51M - $14.2M
|
1.89M
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-253K- 56.58% |
$7.88M - $14.9M
|
194K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-272K- 7.71% |
$8.47M - $16M
|
3.26M
$81.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-305K- 26.56% |
$9.51M - $18M
|
844K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-315K- 62.54% |
$9.81M - $18.6M
|
189K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-388K- 18.82% |
$12.1M - $22.9M
|
1.67M
$42M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-643K- 63.24% |
$20M - $37.9M
|
374K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.34M- 99.96% |
$41.7M - $78.8M
|
561
$14.1K
|