Aquatic Capital Management LLC Vertex, Inc. Transaction History

Aquatic Capital Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$33.45 - $41.87 $494,558 - $619,047	-14,785 Reduced 43.46%	19,238 $679,000
Q1 2025 May 15, 2025	BUY	$31.15 - $58.95 $289,975 - $548,765	9,309 Added 37.67%	34,023 $1.19 Million
Q4 2024 Feb 14, 2025	SELL	$39.21 - $56.92 $1.46 Million - $2.12 Million	-37,186 Reduced 60.07%	24,714 $1.32 Million
Q3 2024 Nov 14, 2024	BUY	$34.62 - $40.01 $2.14 Million - $2.48 Million	61,900 New	61,900 $2.38 Million
Q3 2023 Nov 14, 2023	SELL	$17.77 - $23.1 $152,822 - $198,660	-8,600 Reduced 94.51%	500 $12,000

Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $92,550 - $114,949	5,000 Added 121.95%	9,100 $177,000
Q1 2023 May 15, 2023	BUY	$12.0 - $20.93 $49,200 - $85,813	4,100 New	4,100 $85,000

262

84.4M

3.92M

14K

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...

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