Purchases and Sales Made in Q2 2025 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
8.5MNew |
$284M - $356M
|
8.5M
$214M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.5MNew |
$83.6M - $105M
|
2.5M
$62.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
1.71MNew |
$57.2M - $71.5M
|
1.71M
$42.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.22MNew |
$40.9M - $51.2M
|
1.22M
$30.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.08MNew |
$36.1M - $45.1M
|
1.08M
$27.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
975K+ 47.7% |
$32.6M - $40.8M
|
3.02M
$75.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
832K+ 12.12% |
$27.8M - $34.8M
|
7.7M
$193M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
764K+ 114.85% |
$25.5M - $32M
|
1.43M
$35.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
604K+ 38.03% |
$20.2M - $25.3M
|
2.19M
$55.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
482K+ 149.48% |
$16.1M - $20.2M
|
804K
$20.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
474K+ 25.09% |
$15.8M - $19.8M
|
2.36M
$59.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
454KNew |
$15.2M - $19M
|
454K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
451K+ 15.29% |
$15.1M - $18.9M
|
3.4M
$85.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
316K+ 410.22% |
$10.6M - $13.2M
|
393K
$9.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
282KNew |
$9.44M - $11.8M
|
282K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
262K+ 42.56% |
$8.77M - $11M
|
878K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
242K+ 28.67% |
$8.1M - $10.1M
|
1.09M
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
BUY
|
- |
222K+ 45.35% |
$7.44M - $9.31M
|
712K
$17.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
204K+ 28.31% |
$6.82M - $8.54M
|
924K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
189K+ 135.87% |
$6.32M - $7.91M
|
328K
$8.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
186K+ 13.76% |
$6.21M - $7.78M
|
1.54M
$38.6M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
170K+ 12.16% |
$5.68M - $7.11M
|
1.57M
$39.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
157KNew |
$5.26M - $6.59M
|
157K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
130KNew |
$4.35M - $5.44M
|
130K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
114K+ 58.95% |
$3.83M - $4.79M
|
308K
$7.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
111K+ 117.32% |
$3.71M - $4.64M
|
205K
$5.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
107K+ 25.76% |
$3.59M - $4.5M
|
525K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
103K+ 34.49% |
$3.43M - $4.3M
|
400K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.9K+ 28.42% |
$3.28M - $4.1M
|
443K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
91.2KNew |
$3.05M - $3.82M
|
91.2K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
90.1KNew |
$3.01M - $3.77M
|
90.1K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
88.7K+ 9.67% |
$2.97M - $3.71M
|
1.01M
$25.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
83.5K+ 12.39% |
$2.79M - $3.5M
|
758K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
76.2K+ 11.83% |
$2.55M - $3.19M
|
720K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
71.4K+ 13.08% |
$2.39M - $2.99M
|
617K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
71K+ 11.61% |
$2.38M - $2.97M
|
683K
$17.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
68.1K+ 23.72% |
$2.28M - $2.85M
|
355K
$8.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
62.4K+ 44.2% |
$2.09M - $2.61M
|
204K
$5.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
61.4K+ 14.19% |
$2.05M - $2.57M
|
494K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
59.6K+ 121.17% |
$1.99M - $2.5M
|
109K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57.3K+ 10.26% |
$1.92M - $2.4M
|
616K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
54.3K+ 14.37% |
$1.82M - $2.28M
|
432K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 29.41% |
$1.78M - $2.23M
|
234K
$5.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
52.7K+ 97.34% |
$1.76M - $2.21M
|
107K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
50.8K+ 22.49% |
$1.7M - $2.13M
|
277K
$6.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
48.7KNew |
$1.63M - $2.04M
|
48.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
46.3KNew |
$1.55M - $1.94M
|
46.3K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
46.2K+ 5.08% |
$1.54M - $1.93M
|
955K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
44.7K+ 7.7% |
$1.49M - $1.87M
|
625K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
41KNew |
$1.37M - $1.72M
|
41K
$1.03M
|