Latest Institutional Purchases of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
572KNew |
$22.4M - $32.6M
|
572K
$30M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
441K+ 74.93% |
$17.3M - $25.1M
|
1.03M
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439K+ 25.98% |
$17.2M - $25M
|
2.13M
$111M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
392K+ 707.5% |
$15.4M - $22.3M
|
447K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Scalar Gauge Management, LLC
Dallas, TX |
BUY
|
- |
221KNew |
$8.66M - $12.6M
|
221K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
181K+ 64.85% |
$7.09M - $10.3M
|
459K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
177KNew |
$6.92M - $10.1M
|
177K
$9.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
138K+ 2.05% |
$5.4M - $7.84M
|
6.86M
$359M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87.3K+ 54.3% |
$3.42M - $4.97M
|
248K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
63KNew |
$2.47M - $3.59M
|
63K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
58.8KNew |
$2.3M - $3.34M
|
58.8K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46K+ 57.4% |
$1.8M - $2.62M
|
126K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.3KNew |
$1.38M - $2.01M
|
35.3K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$1.32M - $1.91M
|
33.6K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
28.6K+ 6.01% |
$1.12M - $1.63M
|
504K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
24.4K+ 12.78% |
$956K - $1.39M
|
215K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
12.5KNew |
$490K - $712K
|
12.5K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.3KNew |
$482K - $699K
|
12.3K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.6KNew |
$453K - $658K
|
11.6K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2KNew |
$437K - $635K
|
11.2K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$392K - $570K
|
10K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.76K+ 83.84% |
$383K - $556K
|
21.4K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
9.09K+ 26.43% |
$356K - $517K
|
43.5K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
8.57K+ 28.02% |
$336K - $488K
|
39.2K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.28KNew |
$325K - $471K
|
8.28K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
7.9K+ 7.33% |
$310K - $450K
|
116K
$6.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.43K+ 9.42% |
$291K - $423K
|
86.3K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.09K+ 23.8% |
$278K - $404K
|
36.9K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.67K+ 1.54% |
$262K - $380K
|
439K
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.13KNew |
$240K - $349K
|
6.13K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.82K+ 12.48% |
$228K - $331K
|
52.4K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.41K+ 53.36% |
$212K - $308K
|
15.6K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.08KNew |
$199K - $289K
|
5.08K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.36K+ 96.36% |
$171K - $248K
|
8.89K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.91KNew |
$153K - $222K
|
3.91K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.9K+ 5.15% |
$153K - $222K
|
79.7K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.88KNew |
$152K - $221K
|
3.88K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $214K
|
3.76K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.87K+ 41.2% |
$112K - $163K
|
9.83K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.86KNew |
$112K - $163K
|
2.86K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.49KNew |
$58.2K - $84.5K
|
1.49K
$77.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.45K+ 2.44% |
$56.7K - $82.2K
|
60.6K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.42K+ 14.98% |
$55.7K - $80.9K
|
10.9K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.16K+ 7.32% |
$45.6K - $66.3K
|
17.1K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
991+ 12.78% |
$38.9K - $56.4K
|
8.75K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
989+ 2104.26% |
$38.8K - $56.3K
|
1.04K
$54.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$49.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
929+ 6.62% |
$36.4K - $52.9K
|
15K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
800+ 6.84% |
$31.4K - $45.5K
|
12.5K
$655K
|