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 14, 2025
Q2 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
40KNew |
$1.34M - $1.67M
|
40K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
38KNew |
$1.27M - $1.59M
|
38K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.8K+ 194.58% |
$1.2M - $1.5M
|
54.2K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
34.6K+ 4.77% |
$1.16M - $1.45M
|
762K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
34.3K+ 124.04% |
$1.15M - $1.44M
|
62K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
31.7KNew |
$1.06M - $1.33M
|
31.7K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
30KNew |
$1M - $1.26M
|
30K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Greycroft LP
|
BUY
|
- |
28K+ 280.0% |
$937K - $1.17M
|
38K
$955K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
26.5KNew |
$886K - $1.11M
|
26.5K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
24.7KNew |
$826K - $1.03M
|
24.7K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
21.6K+ 24.03% |
$724K - $906K
|
112K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.3K+ 129.05% |
$680K - $852K
|
36.1K
$907K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
20KNew |
$669K - $837K
|
20K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
19KNew |
$636K - $796K
|
19K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
18.6KNew |
$621K - $778K
|
18.6K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
17.7K+ 7.57% |
$593K - $743K
|
252K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
17.7KNew |
$592K - $741K
|
17.7K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
17.4K+ 1.04% |
$583K - $730K
|
1.69M
$42.5M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
16.6K+ 14.37% |
$555K - $694K
|
132K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
14.1KNew |
$472K - $591K
|
14.1K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
14KNew |
$468K - $586K
|
14K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 20.51% |
$459K - $575K
|
80.7K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13.7K+ 15.58% |
$457K - $572K
|
101K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.4K+ 10910.57% |
$449K - $562K
|
13.5K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.3K+ 15.85% |
$446K - $558K
|
97.5K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$435K - $544K
|
13K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
11.7KNew |
$392K - $491K
|
11.7K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$351K - $440K
|
10.5K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.5KNew |
$350K - $438K
|
10.5K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
9.53KNew |
$319K - $399K
|
9.53K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.47KNew |
$317K - $397K
|
9.47K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$291K - $365K
|
8.71K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.69K+ 30.12% |
$291K - $364K
|
37.5K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.53K+ 13.7% |
$285K - $357K
|
70.8K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8.41KNew |
$281K - $352K
|
8.41K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.94K+ 20.11% |
$266K - $332K
|
47.4K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.2K+ 36.76% |
$241K - $301K
|
26.8K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
7.2KNew |
$241K - $301K
|
7.2K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.19KNew |
$241K - $301K
|
7.19K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$234K - $293K
|
7K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
6.64K+ 5.61% |
$222K - $278K
|
125K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
6.61K+ 2.6% |
$221K - $277K
|
261K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.55K+ 3.86% |
$219K - $274K
|
176K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.33K+ 363.26% |
$212K - $265K
|
8.07K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.26K+ 19.1% |
$209K - $262K
|
39K
$980K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.52K+ 7.45% |
$184K - $231K
|
79.6K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.25K+ 44.24% |
$176K - $220K
|
17.1K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4.81K+ 1.44% |
$161K - $201K
|
339K
$8.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.78K+ 3.61% |
$160K - $200K
|
137K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.73K+ 45.47% |
$158K - $198K
|
15.1K
$380K
|