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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$40.3
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$40.3
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$346 - $400
|
10
$202
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.11K+ 11.38% |
$38.3K - $44.2K
|
10.8K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.4KNew |
$187K - $216K
|
5.4K
$109K
|
|
| Q2 2024 | |||||||
|
Sep 04, 2025
Q2 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-56.5K- 62.01% |
$1.58M - $2.04M
|
34.6K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 47.71% |
$500K - $645K
|
19.6K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
51.4KNew |
$1.44M - $1.85M
|
51.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.5KNew |
$768K - $990K
|
27.5K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.41M+ 273.44% |
$95.4M - $123M
|
4.66M
$94.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-567- 8.44% |
$15.8K - $20.4K
|
6.15K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23New |
$643 - $829
|
23
$464
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-335- 1.43% |
$9.36K - $12.1K
|
23K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
CALL |
2.85MNew |
$79.6M - $103M
|
2.85M
$57.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
32.1K+ 297.22% |
$897K - $1.16M
|
42.9K
$865K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.71KNew |
$271K - $350K
|
9.71K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
249+ 133.87% |
$6.96K - $8.98K
|
435
$8.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-649- 99.69% |
$18.1K - $23.4K
|
2
$40.3
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$1.98K - $2.56K
|
71
$1.43K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
415New |
$11.6K - $15K
|
415
$8.37K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2KNew |
$55.9K - $72.1K
|
2K
$40.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
104New |
$2.91K - $3.75K
|
104
$2.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30.4K+ 8.01% |
$849K - $1.1M
|
410K
$8.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
10.8KNew |
$302K - $389K
|
10.8K
$218K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$419 - $541
|
15
$303
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
95.3KNew |
$2.24M - $3.2M
|
95.3K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2KNew |
$381K - $543K
|
16.2K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
151KNew |
$3.56M - $5.07M
|
151K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
65KNew |
$1.53M - $2.18M
|
65K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
251K+ 687.03% |
$5.92M - $8.44M
|
288K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.5K+ 821.43% |
$271K - $386K
|
12.9K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$118K - $168K
|
5K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 9.22% |
$1.13M - $1.62M
|
474K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
7.67KNew |
$180K - $257K
|
7.67K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 42.07% |
$307K - $439K
|
44.1K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
92.2KNew |
$2.17M - $3.09M
|
92.2K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
15.3KNew |
$360K - $514K
|
15.3K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7KNew |
$165K - $235K
|
7K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 21.14% |
$55.4K - $79K
|
8.78K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$177K - $252K
|
7.52K
$152K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
100K+ 65.36% |
$2.35M - $3.36M
|
253K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.6KNew |
$249K - $356K
|
10.6K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.26KNew |
$171K - $244K
|
7.26K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100KNew |
$2.35M - $3.36M
|
100K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-574- 0.46% |
$13.5K - $19.3K
|
125K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
872+ 1.5% |
$20.5K - $29.3K
|
59K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$172K - $245K
|
7.3K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26New |
$612 - $873
|
26
$524
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
253New |
$5.96K - $8.5K
|
253
$5.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.8KNew |
$466K - $664K
|
19.8K
$399K
|
|