Latest Institutional Transactions on Vertex, Inc. (VERX)
This table provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
441K+ 74.93% |
$17.3M - $25.1M
|
1.03M
$59.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-18.7K- 0.82% |
$733K - $1.06M
|
2.26M
$130M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-14.5K- 3.09% |
$568K - $825K
|
455K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-600- 1.93% |
$23.5K - $34.2K
|
30.5K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-1.3K- 0.74% |
$51.1K - $74.1K
|
176K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
569+ 27.11% |
$22.3K - $32.4K
|
2.67K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
257+ 11.38% |
$10.1K - $14.6K
|
2.52K
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$39.2 - $56.9
|
5
$287
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 5.47% |
$2.51K - $3.64K
|
1.11K
$63.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 40.37% |
$1.73K - $2.5K
|
153
$8.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.19% |
$12.7K - $18.4K
|
15.1K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
47+ 29.19% |
$1.84K - $2.68K
|
208
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.73K- 75.71% |
$342K - $497K
|
2.8K
$161K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-208- 38.95% |
$8.16K - $11.8K
|
326
$18.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
584+ 3.5% |
$22.9K - $33.2K
|
17.3K
$993K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$2.55K - $3.7K
|
65
$3.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$54.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$78.4 - $114
|
2
$115
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$115
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-900- 4.43% |
$35.3K - $51.2K
|
19.4K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$544K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
413+ 0.22% |
$16.2K - $23.5K
|
187K
$10.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
110+ 65.09% |
$4.31K - $6.26K
|
279
$16K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215K- 10.72% |
$7.45M - $8.61M
|
1.79M
$103M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
61.1KNew |
$2.12M - $2.45M
|
61.1K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
4.2K+ 1.85% |
$145K - $168K
|
231K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29.7K+ 5.37% |
$1.03M - $1.19M
|
582K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-39K- 46.32% |
$1.35M - $1.56M
|
45.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
414K+ 6485.77% |
$14.3M - $16.6M
|
421K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 36.96% |
$692K - $799K
|
34.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10.9K- 65.8% |
$379K - $438K
|
5.69K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.13KNew |
$73.7K - $85.2K
|
2.13K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7K+ 79.29% |
$786K - $909K
|
51.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 219.34% |
$23.2M - $26.9M
|
978K
$56.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.04K+ 51.17% |
$175K - $202K
|
14.9K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.4K- 0.41% |
$497K - $575K
|
3.47M
$200M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
713+ 0.09% |
$24.7K - $28.5K
|
772K
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
36.2K+ 4.43% |
$1.25M - $1.45M
|
855K
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
198KNew |
$6.84M - $7.91M
|
198K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.08K- 3.39% |
$71.8K - $83K
|
59.1K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-75.8K- 10.76% |
$2.62M - $3.03M
|
629K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.73K- 39.63% |
$60K - $69.4K
|
2.64K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-344K- 40.57% |
$11.9M - $13.8M
|
504K
$29M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
130+ 49.81% |
$4.5K - $5.2K
|
391
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.2K+ 18.95% |
$770K - $889K
|
140K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
10.4KNew |
$361K - $417K
|
10.4K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.8K- 26.68% |
$1.45M - $1.67M
|
115K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-229K- 29.44% |
$7.94M - $9.17M
|
549K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.9K+ 3.77% |
$621K - $717K
|
494K
$28.4M
|
|