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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 53.08% |
$398K - $498K
|
10.5K
$264K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-12K- 3.43% |
$401K - $502K
|
338K
$8.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-14.5K- 9.95% |
$487K - $609K
|
132K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.8K- 43.46% |
$495K - $619K
|
19.2K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.1K- 2.86% |
$537K - $673K
|
545K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-16.6K- 0.45% |
$556K - $696K
|
3.64M
$91.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-17.2K- 6.9% |
$574K - $719K
|
232K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-19.2K- 24.24% |
$642K - $804K
|
60K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 10.58% |
$795K - $996K
|
201K
$5.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-28.5K- 85.74% |
$954K - $1.19M
|
4.74K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-40.1K- 18.77% |
$1.34M - $1.68M
|
174K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-45.1K- 4.49% |
$1.51M - $1.89M
|
958K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-46.2K- 38.78% |
$1.54M - $1.93M
|
72.9K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48.7K- 32.58% |
$1.63M - $2.04M
|
101K
$2.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-51.1K- 3.38% |
$1.71M - $2.14M
|
1.46M
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-64.1K- 25.67% |
$2.14M - $2.68M
|
186K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.2K- 60.48% |
$2.42M - $3.02M
|
47.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-73.8K- 80.22% |
$2.47M - $3.09M
|
18.2K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-74.8K- 77.5% |
$2.5M - $3.13M
|
21.7K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-81.1K- 12.84% |
$2.71M - $3.4M
|
551K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-85.3K- 86.11% |
$2.85M - $3.57M
|
13.8K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-85.7K- 63.12% |
$2.87M - $3.59M
|
50K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-86.1K- 24.76% |
$2.88M - $3.61M
|
262K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-89.1K- 92.14% |
$2.98M - $3.73M
|
7.6K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-89.2K- 2.74% |
$2.98M - $3.74M
|
3.17M
$79.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90.2K- 74.92% |
$3.02M - $3.78M
|
30.2K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-97.1K- 99.02% |
$3.25M - $4.07M
|
965
$24.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-102K- 54.15% |
$3.42M - $4.28M
|
86.5K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-114K- 16.4% |
$3.81M - $4.77M
|
581K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-114K- 7.44% |
$3.81M - $4.77M
|
1.42M
$35.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 23.29% |
$4.47M - $5.6M
|
440K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-211K- 93.41% |
$7.05M - $8.82M
|
14.9K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-295K- 19.8% |
$9.87M - $12.4M
|
1.2M
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-307K- 84.92% |
$10.3M - $12.8M
|
54.4K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-383K- 57.36% |
$12.8M - $16.1M
|
285K
$7.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-499K- 38.94% |
$16.7M - $20.9M
|
783K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-705K- 93.03% |
$23.6M - $29.5M
|
52.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.28M- 96.41% |
$42.7M - $53.4M
|
47.5K
$1.19M
|