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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.2K+ 13.18% |
$1.03M - $1.57M
|
371K
$7.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
42.6K+ 39.92% |
$1.02M - $1.55M
|
149K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
41.2KNew |
$982K - $1.5M
|
41.2K
$830K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
40K+ 56.72% |
$955K - $1.46M
|
111K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
37.7K+ 10.62% |
$900K - $1.37M
|
393K
$7.93M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$817K - $1.25M
|
34.2K
$691K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
32.6K+ 3.41% |
$777K - $1.19M
|
987K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
32K+ 4.44% |
$764K - $1.16M
|
752K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6K+ 432.43% |
$707K - $1.08M
|
36.5K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 4.72% |
$693K - $1.06M
|
645K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
25KNew |
$597K - $910K
|
25K
$504K
|
|
|
Nov 07, 2025
Q3 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
23.4K+ 2.19% |
$559K - $853K
|
1.09M
$22M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
22.7K+ 113.07% |
$541K - $825K
|
42.7K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$513K - $782K
|
21.5K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20.9KNew |
$498K - $759K
|
20.9K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$491K - $749K
|
20.6K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13.8KNew |
$329K - $502K
|
13.8K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
13.8K+ 687950.0% |
$328K - $501K
|
13.8K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
CALL |
13KNew |
$310K - $473K
|
13K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
12.7K+ 9.82% |
$303K - $462K
|
142K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
11.9KNew |
$285K - $435K
|
11.9K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.4K+ 411.33% |
$272K - $415K
|
14.2K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.1KNew |
$241K - $367K
|
10.1K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.97KNew |
$238K - $363K
|
9.97K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.53K+ 320.26% |
$228K - $347K
|
12.5K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
9.31K+ 97.7% |
$222K - $339K
|
18.8K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.06K+ 66.86% |
$216K - $330K
|
22.6K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$199K - $303K
|
8.32K
$168K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.44K+ 15.76% |
$178K - $271K
|
54.6K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7K+ 2.67% |
$167K - $255K
|
269K
$5.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.57K+ 14.86% |
$157K - $239K
|
50.8K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.31K+ 84.17% |
$151K - $230K
|
13.8K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.56K+ 10.26% |
$133K - $202K
|
59.7K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.52K+ 8.77% |
$132K - $201K
|
68.5K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.26KNew |
$126K - $192K
|
5.26K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.11K+ 60.14% |
$122K - $186K
|
13.6K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.96K+ 26.1% |
$118K - $181K
|
24K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
4.7K+ 1.8% |
$112K - $171K
|
266K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.32KNew |
$103K - $157K
|
4.32K
$87.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
3.9K+ 49.51% |
$93K - $142K
|
11.8K
$237K
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.83K+ 12.08% |
$91.5K - $140K
|
35.6K
$717K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.78K+ 25.12% |
$90.3K - $138K
|
18.8K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.76K+ 7.11% |
$89.7K - $137K
|
56.6K
$1.14M
|
|
|
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
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.25K+ 22.03% |
$77.6K - $118K
|
18K
$363K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.74K+ 3.44% |
$65.4K - $99.8K
|
82.3K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.9K+ 12.67% |
$45.3K - $69.1K
|
16.9K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.78K+ 37.9% |
$42.4K - $64.7K
|
6.47K
$130K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.72K+ 8.63% |
$41.1K - $62.6K
|
21.6K
$436K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.26K+ 14.94% |
$30K - $45.7K
|
9.66K
$195K
|
|