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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.26K+ 19.1% |
$209K - $262K
|
39K
$787K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.9K+ 8.8% |
$131K - $163K
|
48.2K
$973K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.93K+ 6.43% |
$97.8K - $122K
|
48.4K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.06K+ 39.1% |
$68.7K - $86K
|
7.31K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.03K+ 19.9% |
$67.9K - $85K
|
12.2K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.52KNew |
$50.7K - $63.5K
|
1.52K
$30.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.11K+ 17.1% |
$37.1K - $46.5K
|
7.6K
$153K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
901New |
$30.1K - $37.7K
|
901
$18.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
520New |
$17.4K - $21.8K
|
520
$10.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512+ 44.44% |
$17.1K - $21.4K
|
1.66K
$33.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
447New |
$15K - $18.7K
|
447
$9.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
127New |
$4.25K - $5.32K
|
127
$2.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
123New |
$4.11K - $5.15K
|
123
$2.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
71New |
$2.37K - $2.97K
|
71
$1.43K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$970 - $1.21K
|
29
$585
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
27+ 10.38% |
$903 - $1.13K
|
287
$5.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19+ 0.12% |
$636 - $796
|
15.5K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13New |
$435 - $544
|
13
$262
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 16.92% |
$368 - $461
|
76
$1.53K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$301 - $377
|
9
$182
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$268 - $335
|
8
$161
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$100 - $126
|
3
$60.5
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$66.9 - $83.7
|
2
$40.3
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$33.5 - $41.9
|
1
$20.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
902KNew |
$28.1M - $53.2M
|
902K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783KNew |
$24.4M - $46.1M
|
783K
$15.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
658KNew |
$20.5M - $38.8M
|
658K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
581KNew |
$18.1M - $34.2M
|
581K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
119KNew |
$3.69M - $6.99M
|
119K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
118KNew |
$3.67M - $6.95M
|
118K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.6KNew |
$2.01M - $3.81M
|
64.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
47KNew |
$1.46M - $2.77M
|
47K
$948K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41KNew |
$1.28M - $2.42M
|
41K
$827K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$771K - $1.46M
|
24.8K
$499K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
22.5K+ 57.42% |
$701K - $1.33M
|
61.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
19.8KNew |
$617K - $1.17M
|
19.8K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
19.5KNew |
$607K - $1.15M
|
19.5K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
14KNew |
$435K - $823K
|
14K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.3KNew |
$351K - $664K
|
11.3K
$227K
|
|
|
May 15, 2025
Q1 2025
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$321K - $607K
|
10.3K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
10KNew |
$312K - $590K
|
10K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.2KNew |
$255K - $483K
|
8.2K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.24KNew |
$225K - $427K
|
7.24K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
6.55KNew |
$204K - $386K
|
6.55K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5K+ 97.91% |
$140K - $265K
|
9.1K
$184K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.35K+ 17.24% |
$104K - $197K
|
22.8K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.58K+ 14.56% |
$80.4K - $152K
|
20.3K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$34.7K - $65.7K
|
1.12K
$22.5K
|
|