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 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.34K+ 1.7% |
$145K - $182K
|
259K
$6.51M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.9K+ 8.8% |
$131K - $163K
|
48.2K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.89K+ 92.06% |
$130K - $163K
|
8.11K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.2K+ 27.68% |
$107K - $134K
|
14.8K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
3.05K+ 0.29% |
$102K - $128K
|
1.07M
$26.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.98KNew |
$99.6K - $125K
|
2.98K
$74.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.93K+ 6.43% |
$97.8K - $122K
|
48.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.8K+ 8.36% |
$93.6K - $117K
|
36.3K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.79K+ 1.7% |
$93.4K - $117K
|
167K
$4.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.77K+ 8.21% |
$92.5K - $116K
|
36.5K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.63K+ 21.21% |
$88.1K - $110K
|
15.1K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.06K+ 39.1% |
$68.7K - $86K
|
7.31K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.03K+ 19.9% |
$67.9K - $85K
|
12.2K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.52KNew |
$50.7K - $63.5K
|
1.52K
$38.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.4K+ 11.68% |
$46.7K - $58.4K
|
13.3K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.38K+ 2.24% |
$46.3K - $57.9K
|
63K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.25K+ 18.89% |
$41.8K - $52.3K
|
7.87K
$198K
|
|
|
Jul 23, 2025
Q2 2025
|
Gagnon Securities LLC
|
BUY
|
- |
1.23K+ 0.46% |
$41K - $51.3K
|
270K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.12K+ 1.37% |
$37.5K - $46.9K
|
83.1K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.11K+ 17.1% |
$37.1K - $46.5K
|
7.6K
$191K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 2.57% |
$37K - $46.4K
|
44.2K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
965+ 17.0% |
$32.3K - $40.4K
|
6.64K
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
901New |
$30.1K - $37.7K
|
901
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
862+ 8.31% |
$28.8K - $36.1K
|
11.2K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
826+ 8.17% |
$27.6K - $34.6K
|
10.9K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
823+ 29.72% |
$27.5K - $34.5K
|
3.59K
$90.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
796+ 4.16% |
$26.6K - $33.3K
|
19.9K
$500K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
665New |
$22.2K - $27.8K
|
665
$16.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
630+ 6.51% |
$21.1K - $26.4K
|
10.3K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
628New |
$21K - $26.3K
|
628
$15.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
565+ 9.58% |
$18.9K - $23.7K
|
6.46K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
520New |
$17.4K - $21.8K
|
520
$13.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512+ 44.44% |
$17.1K - $21.4K
|
1.66K
$41.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
502+ 1.83% |
$16.8K - $21K
|
28K
$703K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
447New |
$15K - $18.7K
|
447
$11.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
347+ 30.98% |
$11.6K - $14.5K
|
1.47K
$36.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
233+ 12.05% |
$7.79K - $9.76K
|
2.17K
$54.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
181+ 98.37% |
$6.05K - $7.58K
|
365
$9.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
127New |
$4.25K - $5.32K
|
127
$3.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
123New |
$4.11K - $5.15K
|
123
$3.09K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
107+ 17.77% |
$3.58K - $4.48K
|
709
$17.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
104+ 30.32% |
$3.48K - $4.35K
|
447
$11.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
79+ 54.48% |
$2.64K - $3.31K
|
224
$5.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75+ 340.91% |
$2.51K - $3.14K
|
97
$2.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
71New |
$2.37K - $2.97K
|
71
$1.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
67New |
$2.24K - $2.81K
|
67
$1.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 27.5% |
$1.84K - $2.3K
|
255
$6.41K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50New |
$1.67K - $2.09K
|
50
$1.26K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$970 - $1.21K
|
29
$728
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
27+ 10.38% |
$903 - $1.13K
|
287
$7.21K
|