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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 123.53% |
$702 - $879
|
38
$955
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19+ 0.12% |
$636 - $796
|
15.5K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 58.33% |
$468 - $586
|
38
$955
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13New |
$435 - $544
|
13
$327
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 16.92% |
$368 - $461
|
76
$1.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 10.2% |
$335 - $419
|
108
$2.71K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 69.23% |
$301 - $377
|
22
$553
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$301 - $377
|
9
$226
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8+ 0.0% |
$268 - $335
|
819K
$20.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$268 - $335
|
8
$201
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6+ 0.04% |
$201 - $251
|
15K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$134 - $167
|
5
$126
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$100 - $126
|
3
$75.4
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$66.9 - $83.7
|
2
$50.2
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$33.5 - $41.9
|
1
$25.1
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.52% |
$33.5 - $41.9
|
67
$1.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.79% |
$33.5 - $41.9
|
127
$3.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$66.9 - $83.7
|
3
$75.4
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 20.0% |
$335 - $419
|
40
$1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 1.53% |
$368 - $461
|
710
$17.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-32- 41.56% |
$1.07K - $1.34K
|
45
$1.13K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 21.96% |
$2.78K - $3.48K
|
295
$7.41K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-129- 45.26% |
$4.32K - $5.4K
|
156
$3.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-242- 2.81% |
$8.09K - $10.1K
|
8.37K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-250- 44.56% |
$8.36K - $10.5K
|
311
$7.81K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-297- 14.67% |
$9.93K - $12.4K
|
1.73K
$43.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-568- 7.04% |
$19K - $23.8K
|
7.5K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-613- 0.11% |
$20.5K - $25.7K
|
573K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-808- 30.28% |
$27K - $33.8K
|
1.86K
$46.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-889- 99.55% |
$29.7K - $37.2K
|
4
$100
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 28.68% |
$36.4K - $45.5K
|
2.7K
$67.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 8.23% |
$36.9K - $46.2K
|
12.3K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.16K- 2.25% |
$38.7K - $48.5K
|
50.3K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.2K- 7.55% |
$40.1K - $50.2K
|
14.7K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 18.87% |
$43.3K - $54.2K
|
5.56K
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 20.05% |
$57.5K - $71.9K
|
6.85K
$172K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.14K- 99.91% |
$71.4K - $89.4K
|
2
$50.2
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.16K- 92.51% |
$72.3K - $90.4K
|
175
$4.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.46K- 0.74% |
$82.4K - $103K
|
331K
$8.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-2.75K- 3.75% |
$92K - $115K
|
70.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.23K- 34.53% |
$141K - $177K
|
8.02K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.7K- 93.44% |
$157K - $197K
|
330
$8.29K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.02K- 31.54% |
$201K - $252K
|
13.1K
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-7.29K- 42.86% |
$244K - $305K
|
9.72K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-7.31K- 26.72% |
$244K - $306K
|
20.1K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.86K- 97.14% |
$263K - $329K
|
231
$5.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.85K- 22.43% |
$296K - $371K
|
30.6K
$769K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-9.4K- 47.72% |
$314K - $394K
|
10.3K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.67K- 8.19% |
$324K - $405K
|
108K
$2.72M
|