Purchases and Sales Made in Q3 2025 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 2025. The information is specifically focused on institutions that hold shares of Vertex, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.08MNew |
$73.5M - $112M
|
3.08M
$62.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.49M+ 231.03% |
$59.4M - $90.6M
|
3.57M
$72M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.3M+ 2730.08% |
$30.9M - $47.2M
|
1.34M
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Park West Asset Management LLC
Larkspur, CA |
BUY
|
- |
1.25MNew |
$29.8M - $45.5M
|
1.25M
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
938K+ 76.65% |
$22.4M - $34.1M
|
2.16M
$43.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
926K+ 92.01% |
$22.1M - $33.7M
|
1.93M
$39M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
728KNew |
$17.4M - $26.5M
|
728K
$14.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
689K+ 8.95% |
$16.4M - $25.1M
|
8.39M
$169M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
648K+ 803.11% |
$15.5M - $23.6M
|
729K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
540KNew |
$12.9M - $19.7M
|
540K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
533K+ 121.1% |
$12.7M - $19.4M
|
973K
$19.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
BUY
|
- |
369K+ 51.79% |
$8.81M - $13.4M
|
1.08M
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
341K+ 19.94% |
$8.13M - $12.4M
|
2.05M
$41.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
294K+ 56.11% |
$7.03M - $10.7M
|
819K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
277K+ 584.76% |
$6.62M - $10.1M
|
325K
$6.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
276K+ 44.62% |
$6.58M - $10M
|
893K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
273K+ 95.63% |
$6.51M - $9.92M
|
558K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
248KNew |
$5.92M - $9.03M
|
248K
$5M
|
|
|
Nov 14, 2025
Q3 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
235K+ 431.54% |
$5.61M - $8.55M
|
289K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
230K+ 9.2% |
$5.48M - $8.36M
|
2.73M
$55M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
175K+ 10.79% |
$4.17M - $6.36M
|
1.79M
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
164K+ 10.7% |
$3.92M - $5.98M
|
1.7M
$34.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tensile Capital Management LP
Larkspur, CA |
BUY
|
- |
161K+ 4.41% |
$3.83M - $5.84M
|
3.8M
$76.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
160K+ 23.46% |
$3.82M - $5.83M
|
843K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
146K+ 9.34% |
$3.49M - $5.32M
|
1.71M
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
114KNew |
$2.71M - $4.13M
|
114K
$2.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Gagnon Securities LLC
|
BUY
|
- |
109K+ 40.33% |
$2.6M - $3.96M
|
379K
$7.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
104K+ 95.24% |
$2.47M - $3.77M
|
212K
$4.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
102K+ 20.68% |
$2.44M - $3.72M
|
596K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
94KNew |
$2.24M - $3.42M
|
94K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
92.8K+ 12.18% |
$2.21M - $3.38M
|
854K
$17.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Herald Investment Management LTD
|
BUY
|
- |
90K+ 81.82% |
$2.15M - $3.28M
|
200K
$4.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
81.5KNew |
$1.95M - $2.97M
|
81.5K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
78.4K+ 62.68% |
$1.87M - $2.85M
|
203K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
75.9KNew |
$1.81M - $2.76M
|
75.9K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Gagnon Advisors, LLC
|
BUY
|
- |
70.7K+ 43.67% |
$1.69M - $2.57M
|
232K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
67.8KNew |
$1.62M - $2.47M
|
67.8K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
63.3KNew |
$1.51M - $2.3M
|
63.3K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
63.1K+ 47.79% |
$1.51M - $2.3M
|
195K
$3.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
60.5K+ 7.99% |
$1.44M - $2.2M
|
818K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
60.2K+ 26.0% |
$1.44M - $2.19M
|
292K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
60KNew |
$1.43M - $2.18M
|
60K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
50.8KNew |
$1.21M - $1.85M
|
50.8K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
50K+ 250.0% |
$1.19M - $1.82M
|
70K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.3K+ 20.21% |
$1.13M - $1.72M
|
282K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
44.6KNew |
$1.07M - $1.62M
|
44.6K
$900K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.2K+ 13.18% |
$1.03M - $1.57M
|
371K
$7.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
42.6K+ 39.92% |
$1.02M - $1.55M
|
149K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
41.2KNew |
$982K - $1.5M
|
41.2K
$830K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
40K+ 56.72% |
$955K - $1.46M
|
111K
$2.23M
|
|