Purchases and Sales Made in Q2 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.95K- 23.46% |
$110K - $142K
|
12.9K
$455K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.42K- 7.19% |
$123K - $159K
|
57K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.7K- 3.29% |
$131K - $169K
|
138K
$4.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.05K- 95.14% |
$197K - $254K
|
360
$12.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.17K- 13.89% |
$200K - $258K
|
44.5K
$1.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-8.1K- 48.45% |
$226K - $292K
|
8.62K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-8.87K- 49.11% |
$248K - $320K
|
9.19K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.1K- 9.26% |
$365K - $471K
|
128K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-15K- 10.71% |
$419K - $541K
|
125K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 47.71% |
$500K - $645K
|
19.6K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-18.7K- 44.44% |
$523K - $674K
|
23.4K
$826K
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.8K- 43.54% |
$525K - $677K
|
24.4K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-18.8K- 99.78% |
$525K - $677K
|
41
$1.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-40.2K- 18.43% |
$1.12M - $1.45M
|
178K
$6.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66.5K- 3.21% |
$1.86M - $2.4M
|
2.01M
$70.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-67.8K- 99.69% |
$1.9M - $2.45M
|
210
$7.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-77.6K- 9.14% |
$2.17M - $2.8M
|
772K
$27.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-82.5K- 8.9% |
$2.31M - $2.97M
|
845K
$29.8M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-83K- 2.32% |
$2.32M - $2.99M
|
3.49M
$123M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-83K- 2.32% |
$2.32M - $2.99M
|
3.49M
$123M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.4K- 25.9% |
$2.39M - $3.08M
|
244K
$8.63M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.4K- 25.9% |
$2.39M - $3.08M
|
244K
$8.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-96.9K- 46.65% |
$2.71M - $3.49M
|
111K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-114K- 86.19% |
$3.17M - $4.09M
|
18.2K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-127K- 2.67% |
$3.55M - $4.58M
|
4.63M
$164M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-127K- 43.4% |
$3.56M - $4.6M
|
166K
$5.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-152K- 49.33% |
$4.26M - $5.5M
|
157K
$5.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-174K- 43.33% |
$4.85M - $6.26M
|
227K
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-179K- 86.23% |
$5.01M - $6.47M
|
28.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-184K- 88.12% |
$5.14M - $6.63M
|
24.8K
$876K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-207K- 45.29% |
$5.77M - $7.45M
|
250K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-220K- 48.49% |
$6.14M - $7.92M
|
234K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-234K- 73.56% |
$6.54M - $8.44M
|
84.2K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-288K- 93.19% |
$8.06M - $10.4M
|
21.1K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-331K- 95.5% |
$9.25M - $11.9M
|
15.6K
$551K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-385K- 61.21% |
$10.8M - $13.9M
|
244K
$8.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-427K- 33.46% |
$11.9M - $15.4M
|
848K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-476K- 10.43% |
$13.3M - $17.2M
|
4.09M
$144M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-704K- 50.0% |
$19.7M - $25.4M
|
704K
$24.9M
|