Latest Institutional Sells of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-663K- 40.04% |
$26M - $37.7M
|
993K
$52M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520K- 29.01% |
$20.4M - $29.6M
|
1.27M
$66.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-348K- 36.2% |
$13.7M - $19.8M
|
614K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-93K- 11.31% |
$3.65M - $5.3M
|
729K
$38.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-78K- 25.16% |
$3.06M - $4.44M
|
232K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-75.5K- 32.61% |
$2.96M - $4.3M
|
156K
$8.16M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-53.1K- 10.42% |
$2.08M - $3.02M
|
456K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-52.1K- 20.32% |
$2.04M - $2.97M
|
204K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44.5K- 2.84% |
$1.74M - $2.53M
|
1.52M
$79.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.7K- 80.48% |
$1.2M - $1.74M
|
7.44K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$5.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-18.7K- 0.82% |
$733K - $1.06M
|
2.26M
$118M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-14.5K- 3.09% |
$568K - $825K
|
455K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-13.9K- 36.06% |
$543K - $788K
|
24.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-13K- 0.9% |
$510K - $741K
|
1.44M
$75.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.73K- 75.71% |
$342K - $497K
|
2.8K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.13K- 27.51% |
$240K - $349K
|
16.1K
$845K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$105
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.3K- 29.42% |
$208K - $301K
|
12.7K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-4.99K- 0.95% |
$196K - $284K
|
520K
$27.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.19K- 16.39% |
$164K - $238K
|
21.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.26K- 10.62% |
$128K - $186K
|
27.4K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-3.1K- 40.29% |
$122K - $177K
|
4.6K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.1K- 6.33% |
$121K - $176K
|
45.8K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.96K- 64.58% |
$76.9K - $112K
|
1.08K
$56.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.44K- 57.35% |
$56.6K - $82.1K
|
1.07K
$56.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-1.3K- 0.74% |
$51.1K - $74.1K
|
176K
$9.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.26K- 57.56% |
$49.4K - $71.7K
|
929
$48.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-958- 11.52% |
$37.6K - $54.5K
|
7.36K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-900- 4.43% |
$35.3K - $51.2K
|
19.4K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-600- 1.93% |
$23.5K - $34.2K
|
30.5K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-558- 89.42% |
$21.9K - $31.8K
|
66
$3.46K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-307- 48.73% |
$12K - $17.5K
|
323
$16.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-208- 38.95% |
$8.16K - $11.8K
|
326
$17.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-166- 0.01% |
$6.51K - $9.45K
|
1.28M
$66.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 5.47% |
$2.51K - $3.64K
|
1.11K
$58K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-42- 16.67% |
$1.65K - $2.39K
|
210
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-24- 9.52% |
$941 - $1.37K
|
228
$11.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$39.2 - $56.9
|
5
$262
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.54M- 37.77% |
$53.4M - $61.8M
|
2.54M
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-580K- 12.52% |
$20.1M - $23.2M
|
4.05M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-344K- 40.57% |
$11.9M - $13.8M
|
504K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-229K- 29.44% |
$7.94M - $9.17M
|
549K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 22.98% |
$3.86M - $4.46M
|
373K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-78.5K- 6.5% |
$2.72M - $3.14M
|
1.13M
$59.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-75.8K- 10.76% |
$2.62M - $3.03M
|
629K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67.6K- 17.93% |
$2.34M - $2.7M
|
310K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-62.7K- 15.49% |
$2.17M - $2.51M
|
342K
$17.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.4K- 24.76% |
$2.13M - $2.46M
|
187K
$9.77M
|
|