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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12Closed |
$190 - $261
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.42MClosed |
$22.6M - $30.9M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$173K - $237K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-70KClosed |
$1.27M - $1.58M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-25KClosed |
$454K - $566K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.68MClosed |
$48.7M - $60.7M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-300KClosed |
$5.45M - $6.79M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-113Closed |
$2.05K - $2.56K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-15.6KClosed |
$256K - $364K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-332KClosed |
$5.44M - $7.73M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-43.5KClosed |
$713K - $1.01M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-31KClosed |
$508K - $722K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28Closed |
$459 - $652
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-231KClosed |
$3.79M - $5.38M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.2KClosed |
$201K - $285K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$4.92K - $6.99K
|
300
$17.3K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-558Closed |
$9.15K - $13K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-53Closed |
$869 - $1.23K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-17.6KClosed |
$386K - $688K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-437Closed |
$9.57K - $17K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Viking Global Investors LP
|
SELL
|
- |
-2.03MClosed |
$44.5M - $79.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.17KClosed |
$69.3K - $123K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-24.5KClosed |
$536K - $954K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-26.5KClosed |
$580K - $1.03M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Advent International Corp
Boston, MA |
SELL
|
- |
-415KClosed |
$9.08M - $16.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nellore Capital Management LLC
Palo Alto, CA |
SELL
|
- |
-6KClosed |
$131K - $234K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-68.5KClosed |
$1.5M - $2.67M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.64KClosed |
$102K - $181K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-34.4KClosed |
$752K - $1.34M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-100KClosed |
$2.35M - $3.69M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31.4KClosed |
$737K - $1.16M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$152K - $240K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Broad Bay Capital Management, LP
New York, NY |
SELL
|
- |
-60KClosed |
$1.41M - $2.21M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-20KClosed |
$469K - $738K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-14KClosed |
$328K - $516K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-266KClosed |
$6.24M - $9.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-35.5KClosed |
$832K - $1.31M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
35New |
$821 - $1.29K
|
35
$2.01K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$760K - $1.02M
|
35K
$2.01M
|
|
|
Nov 16, 2020
Q3 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75KNew |
$1.63M - $2.18M
|
75K
$4.31M
|
|