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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
252KNew |
$6.02M - $9.19M
|
252K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
277K+ 584.76% |
$6.62M - $10.1M
|
325K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
540KNew |
$12.9M - $19.7M
|
540K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7New |
$167 - $255
|
7
$141
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.3K- 0.47% |
$31.1K - $47.4K
|
275K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.9K+ 12.67% |
$45.3K - $69.1K
|
16.9K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-31.6K- 18.96% |
$755K - $1.15M
|
135K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.3M+ 2730.08% |
$30.9M - $47.2M
|
1.34M
$27.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-43.6K- 8.54% |
$1.04M - $1.59M
|
467K
$9.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-247K- 80.21% |
$5.91M - $9.01M
|
61K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-729K- 93.19% |
$17.4M - $26.5M
|
53.3K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
60.2K+ 26.0% |
$1.44M - $2.19M
|
292K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.26KNew |
$126K - $192K
|
5.26K
$106K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-105K- 60.58% |
$2.51M - $3.83M
|
68.5K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.2K+ 13.18% |
$1.03M - $1.57M
|
371K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
94KNew |
$2.24M - $3.42M
|
94K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
75.9KNew |
$1.81M - $2.76M
|
75.9K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
92.8K+ 12.18% |
$2.21M - $3.38M
|
854K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
164K+ 10.7% |
$3.92M - $5.98M
|
1.7M
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 28.03% |
$4.75K - $7.24K
|
909
$18.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-160K- 47.39% |
$3.82M - $5.83M
|
178K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
13.8K+ 687950.0% |
$328K - $501K
|
13.8K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-30.5K- 99.48% |
$727K - $1.11M
|
158
$3.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-178K- 5.62% |
$4.25M - $6.48M
|
2.99M
$60.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.7K- 20.22% |
$88.3K - $135K
|
14.6K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
728KNew |
$17.4M - $26.5M
|
728K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.4K+ 411.33% |
$272K - $415K
|
14.2K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.25K+ 22.03% |
$77.6K - $118K
|
18K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
753+ 9.91% |
$18K - $27.4K
|
8.35K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
40K+ 56.72% |
$955K - $1.46M
|
111K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.87K- 18.92% |
$68.4K - $104K
|
12.3K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.31K+ 84.17% |
$151K - $230K
|
13.8K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
160K+ 23.46% |
$3.82M - $5.83M
|
843K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$513K - $782K
|
21.5K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.48K+ 8.5% |
$83.2K - $127K
|
44.5K
$897K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 19.05% |
$47.8K - $72.9K
|
8.51K
$172K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
32.6K+ 3.41% |
$777K - $1.19M
|
987K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
341K+ 19.94% |
$8.13M - $12.4M
|
2.05M
$41.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.93% |
$23.9 - $36.4
|
107
$2.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-3.65K- 5.01% |
$87.2K - $133K
|
69.2K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.6K- 23.6% |
$205K - $313K
|
27.9K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
102K+ 20.68% |
$2.44M - $3.72M
|
596K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-351K- 37.94% |
$8.37M - $12.8M
|
573K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
CALL |
13KNew |
$310K - $473K
|
13K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
104K+ 95.24% |
$2.47M - $3.77M
|
212K
$4.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.21K- 18.17% |
$28.8K - $43.9K
|
5.44K
$110K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 17.65% |
$1.07K - $1.64K
|
210
$4.24K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
63.1K+ 47.79% |
$1.51M - $2.3M
|
195K
$3.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-45- 10.07% |
$1.07K - $1.64K
|
402
$8.11K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20.9KNew |
$498K - $759K
|
20.9K
$421K
|
|