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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-74.8K- 77.5% |
$2.5M - $3.13M
|
21.7K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-64.1K- 25.67% |
$2.14M - $2.68M
|
186K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.8K- 43.46% |
$495K - $619K
|
19.2K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-14.5K- 9.95% |
$487K - $609K
|
132K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-9.4K- 47.72% |
$314K - $394K
|
10.3K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.02K- 31.54% |
$201K - $252K
|
13.1K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.7K- 93.44% |
$157K - $197K
|
330
$6.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.23K- 34.53% |
$141K - $177K
|
8.02K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.46K- 0.74% |
$82.4K - $103K
|
331K
$6.68M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 18.87% |
$43.3K - $54.2K
|
5.56K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.2K- 7.55% |
$40.1K - $50.2K
|
14.7K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.16K- 2.25% |
$38.7K - $48.5K
|
50.3K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-889- 99.55% |
$29.7K - $37.2K
|
4
$80.7
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-808- 30.28% |
$27K - $33.8K
|
1.86K
$37.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-250- 44.56% |
$8.36K - $10.5K
|
311
$6.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-129- 45.26% |
$4.32K - $5.4K
|
156
$3.15K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 22.05% |
$937 - $1.17K
|
99
$2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 20.0% |
$335 - $419
|
40
$807
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-643K- 63.24% |
$20M - $37.9M
|
374K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Scalar Gauge Management, LLC
Dallas, TX |
SELL
|
- |
-38.4K- 17.39% |
$1.2M - $2.26M
|
183K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-33.2K- 45.09% |
$1.03M - $1.96M
|
40.4K
$815K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.25K- 7.09% |
$70.1K - $133K
|
29.5K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$39.7K - $75.2K
|
32.2K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450- 60.0% |
$14K - $26.5K
|
300
$6.05K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-446- 3.42% |
$13.9K - $26.3K
|
12.6K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 2.76% |
$12.5K - $23.6K
|
14.1K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 83.09% |
$7.2K - $13.6K
|
47
$948
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.58% |
$1.96K - $3.71K
|
10.8K
$219K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-169K- 88.41% |
$6.64M - $9.64M
|
22.2K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.7K- 80.48% |
$1.2M - $1.74M
|
7.44K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-13.1K- 72.27% |
$513K - $745K
|
5.02K
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$40.3
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.3K- 29.42% |
$208K - $301K
|
12.7K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.83K- 26.62% |
$71.7K - $104K
|
5.04K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.26K- 57.56% |
$49.4K - $71.7K
|
929
$18.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-307- 48.73% |
$12K - $17.5K
|
323
$6.51K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 36.96% |
$692K - $799K
|
34.1K
$687K
|
|
| Q2 2024 | |||||||
|
Sep 04, 2025
Q2 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-56.5K- 62.01% |
$1.58M - $2.04M
|
34.6K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 47.71% |
$500K - $645K
|
19.6K
$396K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-649- 99.69% |
$18.1K - $23.4K
|
2
$40.3
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-567- 8.44% |
$15.8K - $20.4K
|
6.15K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-335- 1.43% |
$9.36K - $12.1K
|
23K
$464K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 9.22% |
$1.13M - $1.62M
|
474K
$9.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 21.14% |
$55.4K - $79K
|
8.78K
$177K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-875- 6.51% |
$20.6K - $29.4K
|
12.6K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-574- 0.46% |
$13.5K - $19.3K
|
125K
$2.53M
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1M- 38.52% |
$22M - $29.5M
|
1.6M
$32.2M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.45K- 1.13% |
$61.4K - $79.8K
|
303K
$6.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.87K- 3.65% |
$51K - $66.3K
|
75.9K
$1.53M
|
|