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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
60.5K+ 7.99% |
$1.44M - $2.2M
|
818K
$16.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-31.9K- 65.53% |
$762K - $1.16M
|
16.8K
$339K
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-855K- 25.17% |
$20.4M - $31.1M
|
2.54M
$51.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-15.5K- 7.57% |
$371K - $566K
|
190K
$3.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-35- 92.11% |
$835 - $1.27K
|
3
$60.5
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-58- 86.57% |
$1.38K - $2.11K
|
9
$182
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-6.66K- 2.57% |
$159K - $242K
|
253K
$5.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 3.39% |
$573 - $874
|
685
$13.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$23.9 - $36.4
|
39
$787
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$23.9 - $36.4
|
4
$80.7
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
50K+ 250.0% |
$1.19M - $1.82M
|
70K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.3K- 1.49% |
$341K - $521K
|
944K
$19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
146New |
$3.49K - $5.31K
|
146
$2.94K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 6.0% |
$71.6 - $109
|
47
$948
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-45.9K- 18.21% |
$1.1M - $1.67M
|
206K
$4.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
133New |
$3.17K - $4.84K
|
133
$2.68K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
64+ 50.39% |
$1.53K - $2.33K
|
191
$3.85K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 66.67% |
$95.5 - $146
|
2
$40.3
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
SELL
|
- |
-2.3K- 0.68% |
$54.8K - $83.5K
|
337K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 2.99% |
$47.7 - $72.8
|
65
$1.31K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33K- 18.77% |
$789K - $1.2M
|
143K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 80.0% |
$95.5 - $146
|
1
$20.2
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 29.41% |
$1.78M - $2.23M
|
234K
$4.72M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-85.3K- 86.11% |
$2.85M - $3.57M
|
13.8K
$277K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 22.05% |
$937 - $1.17K
|
99
$2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.23K- 34.53% |
$141K - $177K
|
8.02K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.47KNew |
$317K - $397K
|
9.47K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-64.1K- 25.67% |
$2.14M - $2.68M
|
186K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.19KNew |
$241K - $301K
|
7.19K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-211K- 93.41% |
$7.05M - $8.82M
|
14.9K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
40KNew |
$1.34M - $1.67M
|
40K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.46K- 0.74% |
$82.4K - $103K
|
331K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
11.7KNew |
$392K - $491K
|
11.7K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-85.7K- 63.12% |
$2.87M - $3.59M
|
50K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-81.1K- 12.84% |
$2.71M - $3.4M
|
551K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-250- 44.56% |
$8.36K - $10.5K
|
311
$6.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.8K- 43.46% |
$495K - $619K
|
19.2K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.06K+ 39.1% |
$68.7K - $86K
|
7.31K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
30KNew |
$1M - $1.26M
|
30K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
14KNew |
$468K - $586K
|
14K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.52KNew |
$50.7K - $63.5K
|
1.52K
$30.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 16.92% |
$368 - $461
|
76
$1.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.03K+ 19.9% |
$67.9K - $85K
|
12.2K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
90.1KNew |
$3.01M - $3.77M
|
90.1K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
14.1KNew |
$472K - $591K
|
14.1K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-74.8K- 77.5% |
$2.5M - $3.13M
|
21.7K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$234K - $293K
|
7K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
8.5MNew |
$284M - $356M
|
8.5M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-295K- 19.8% |
$9.87M - $12.4M
|
1.2M
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
604K+ 38.03% |
$20.2M - $25.3M
|
2.19M
$44.2M
|
|