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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.03K- 1.01% |
$96.2K - $147K
|
396K
$7.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.7K- 20.22% |
$88.3K - $135K
|
14.6K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-3.65K- 5.01% |
$87.2K - $133K
|
69.2K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3K- 7.89% |
$71.6K - $109K
|
35K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.87K- 18.92% |
$68.4K - $104K
|
12.3K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.84K- 2.92% |
$67.9K - $104K
|
94.6K
$1.91M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.7KClosed |
$64.5K - $98.4K
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
SELL
|
- |
-2.3K- 0.68% |
$54.8K - $83.5K
|
337K
$6.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.22K- 16.62% |
$52.9K - $80.7K
|
11.1K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.08K- 16.87% |
$49.6K - $75.6K
|
10.2K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 19.05% |
$47.8K - $72.9K
|
8.51K
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.94K- 40.88% |
$46.3K - $70.6K
|
2.8K
$56.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.3K- 0.47% |
$31.1K - $47.4K
|
275K
$5.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.25K- 4.48% |
$29.9K - $45.6K
|
26.7K
$539K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.21K- 18.17% |
$28.8K - $43.9K
|
5.44K
$110K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-966- 3.91% |
$23.1K - $35.2K
|
23.7K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-881- 15.24% |
$21K - $32.1K
|
4.9K
$98.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-872- 7.76% |
$20.8K - $31.7K
|
10.4K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-815- 7.9% |
$19.5K - $29.7K
|
9.5K
$192K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-781- 96.78% |
$18.6K - $28.4K
|
26
$524
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-625- 1.72% |
$14.9K - $22.8K
|
35.6K
$719K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-622- 36.02% |
$14.8K - $22.6K
|
1.11K
$22.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-554- 57.41% |
$13.2K - $20.2K
|
411
$8.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-486- 77.39% |
$11.6K - $17.7K
|
142
$2.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-462- 4.41% |
$11K - $16.8K
|
10K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-254- 86.1% |
$6.06K - $9.25K
|
41
$827
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-166- 74.11% |
$3.96K - $6.04K
|
58
$1.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-159- 0.26% |
$3.8K - $5.79K
|
61.8K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68- 12.48% |
$1.62K - $2.48K
|
477
$9.62K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-58- 86.57% |
$1.38K - $2.11K
|
9
$182
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 17.65% |
$1.07K - $1.64K
|
210
$4.24K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-45- 10.07% |
$1.07K - $1.64K
|
402
$8.11K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-35- 92.11% |
$835 - $1.27K
|
3
$60.5
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 3.39% |
$573 - $874
|
685
$13.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20- 5.97% |
$477 - $728
|
315
$6.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 28.85% |
$358 - $546
|
37
$746
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14- 6.06% |
$334 - $510
|
217
$4.38K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 45.45% |
$239 - $364
|
12
$242
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 66.67% |
$95.5 - $146
|
2
$40.3
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 80.0% |
$95.5 - $146
|
1
$20.2
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 6.0% |
$71.6 - $109
|
47
$948
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.55% |
$47.7 - $72.8
|
363
$7.32K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 2.99% |
$47.7 - $72.8
|
65
$1.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.93% |
$23.9 - $36.4
|
107
$2.16K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-295K- 19.8% |
$9.87M - $12.4M
|
1.2M
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-211K- 93.41% |
$7.05M - $8.82M
|
14.9K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-102K- 54.15% |
$3.42M - $4.28M
|
86.5K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90.2K- 74.92% |
$3.02M - $3.78M
|
30.2K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-85.7K- 63.12% |
$2.87M - $3.59M
|
50K
$1.01M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-85.3K- 86.11% |
$2.85M - $3.57M
|
13.8K
$277K
|
|