Purchases and Sales Made in Q4 2025 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
21.8K+ 174.28% |
$416K - $566K
|
34.3K
$692K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.45K+ 9419.23% |
$46.8K - $63.5K
|
2.48K
$49.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
604+ 1041.38% |
$11.5K - $15.7K
|
662
$13.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 370.73% |
$2.9K - $3.94K
|
193
$3.89K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 33.33% |
$76.4 - $104
|
16
$323
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 2.76% |
$4.01K - $5.45K
|
7.39K
$149K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-241- 14.48% |
$4.6K - $6.25K
|
1.42K
$28.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-632- 92.26% |
$12.1K - $16.4K
|
53
$1.07K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.67K- 32.0% |
$147K - $199K
|
16.3K
$329K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-17.1K- 35.26% |
$326K - $443K
|
31.4K
$632K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-125K- 13.29% |
$2.4M - $3.25M
|
819K
$16.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-224K- 15.5% |
$4.28M - $5.81M
|
1.22M
$24.6M
|
|