Hfm Investment Advisors, LLC Vertex, Inc. Transaction History
Hfm Investment Advisors, LLC
- $246 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
262Shares Held
84.4MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.35MShares$168 Million0.0% of portfolio
-
Ubs Group Ag5.73MShares$116 Million0.02% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
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Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $977M
- Description
- Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...