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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.93K- 97.14% |
$154K - $291K
|
145
$5.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.48K+ 5.62% |
$139K - $264K
|
84.2K
$3.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 16.67% |
$312 - $590
|
50
$1.93K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$62.3 - $118
|
4
$155
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.35K+ 17.24% |
$104K - $197K
|
22.8K
$880K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
807New |
$25.1K - $47.6K
|
807
$31.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
378New |
$11.8K - $22.3K
|
378
$14.6K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$3.87M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
113KNew |
$4.42M - $6.42M
|
113K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.36K- 2.76% |
$132K - $191K
|
118K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-28.4K- 37.98% |
$1.11M - $1.62M
|
46.4K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.1K+ 5.29% |
$1.1M - $1.6M
|
559K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26K+ 18.63% |
$1.02M - $1.48M
|
166K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
108K+ 8.81% |
$4.25M - $6.17M
|
1.34M
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
83.4K+ 8.94% |
$3.27M - $4.75M
|
1.02M
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18.9K- 36.84% |
$742K - $1.08M
|
32.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.02K- 10.23% |
$79.2K - $115K
|
17.7K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 9.24% |
$530K - $770K
|
133K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.46K- 7.32% |
$96.5K - $140K
|
31.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
89.7K+ 21.33% |
$3.52M - $5.11M
|
510K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-14.2K- 31.42% |
$557K - $808K
|
31K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-513- 4.92% |
$20.1K - $29.2K
|
9.91K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-37.2K- 60.07% |
$1.46M - $2.12M
|
24.7K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 17.62% |
$6.75M - $9.8M
|
1.15M
$44.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
9.29K+ 13.85% |
$364K - $529K
|
76.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-379K- 33.56% |
$14.9M - $21.6M
|
751K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
187K+ 37.89% |
$7.34M - $10.6M
|
681K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
33.4KNew |
$1.31M - $1.9M
|
33.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.36K+ 5.02% |
$289K - $419K
|
154K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.32K+ 8.11% |
$365K - $530K
|
124K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
27.4KNew |
$1.07M - $1.56M
|
27.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-195K- 62.78% |
$7.66M - $11.1M
|
116K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-6.7K- 32.06% |
$263K - $381K
|
14.2K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
51.7K+ 5.11% |
$2.03M - $2.94M
|
1.06M
$41.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
12.1K+ 0.89% |
$476K - $690K
|
1.37M
$53.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.75KNew |
$265K - $384K
|
6.75K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-187K- 34.0% |
$7.33M - $10.6M
|
363K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.1K- 1.29% |
$318K - $461K
|
621K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-221- 2.27% |
$8.67K - $12.6K
|
9.52K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
35.8KNew |
$1.4M - $2.04M
|
35.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
178K+ 47.79% |
$6.99M - $10.2M
|
552K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-765K- 35.38% |
$30M - $43.6M
|
1.4M
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
385KNew |
$15.1M - $21.9M
|
385K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$2.89M - $4.19M
|
73.6K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
596K+ 233.71% |
$23.4M - $33.9M
|
851K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12K+ 28.39% |
$469K - $681K
|
54.1K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$219K - $318K
|
5.58K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
171+ 1.33% |
$6.7K - $9.73K
|
13.1K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-169K- 88.41% |
$6.64M - $9.64M
|
22.2K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
518K+ 1292.57% |
$20.3M - $29.5M
|
558K
$21.6M
|
|