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 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
820+ 4.79% |
$19.6K - $29.8K
|
17.9K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
753+ 9.91% |
$18K - $27.4K
|
8.35K
$169K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
600+ 5.49% |
$14.3K - $21.8K
|
11.5K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
564+ 0.41% |
$13.5K - $20.5K
|
138K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
411+ 0.58% |
$9.81K - $15K
|
71.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
384+ 219.43% |
$9.17K - $14K
|
559
$11.3K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
365+ 5.65% |
$8.71K - $13.3K
|
6.83K
$138K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
339New |
$8.09K - $12.3K
|
339
$6.84K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
303New |
$7.23K - $11K
|
303
$6.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
259+ 11.96% |
$6.18K - $9.43K
|
2.43K
$48.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
200New |
$4.77K - $7.28K
|
200
$4.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 28.03% |
$4.75K - $7.24K
|
909
$18.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
167+ 11.38% |
$3.99K - $6.08K
|
1.63K
$33K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
146New |
$3.49K - $5.31K
|
146
$2.94K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
133New |
$3.17K - $4.84K
|
133
$2.68K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
66+ 146.67% |
$1.58K - $2.4K
|
111
$2.24K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
64+ 50.39% |
$1.53K - $2.33K
|
191
$3.85K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61+ 62.89% |
$1.46K - $2.22K
|
158
$3.19K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
48+ 7.22% |
$1.15K - $1.75K
|
713
$14.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
43New |
$1.03K - $1.57K
|
43
$867
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16New |
$382 - $582
|
16
$323
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15+ 0.19% |
$358 - $546
|
8.12K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7New |
$167 - $255
|
7
$141
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$95.5 - $146
|
4
$80.7
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$71.6 - $109
|
3
$60.5
|
|
|
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
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$23.9 - $36.4
|
39
$787
|
|
| Q2 2025 | |||||||
|
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
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
604K+ 38.03% |
$20.2M - $25.3M
|
2.19M
$44.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
130KNew |
$4.35M - $5.44M
|
130K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
90.1KNew |
$3.01M - $3.77M
|
90.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
54.3K+ 14.37% |
$1.82M - $2.28M
|
432K
$8.72M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 29.41% |
$1.78M - $2.23M
|
234K
$4.72M
|
|
|
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
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
30KNew |
$1M - $1.26M
|
30K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
21.6K+ 24.03% |
$724K - $906K
|
112K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
18.6KNew |
$621K - $778K
|
18.6K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
17.7KNew |
$592K - $741K
|
17.7K
$357K
|
|
|
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
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
14KNew |
$468K - $586K
|
14K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13.7K+ 15.58% |
$457K - $572K
|
101K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$435K - $544K
|
13K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
11.7KNew |
$392K - $491K
|
11.7K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$351K - $440K
|
10.5K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.47KNew |
$317K - $397K
|
9.47K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$291K - $365K
|
8.71K
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
7.2KNew |
$241K - $301K
|
7.2K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.2K+ 36.76% |
$241K - $301K
|
26.8K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.19KNew |
$241K - $301K
|
7.19K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$234K - $293K
|
7K
$141K
|
|