A detailed history of Covestor LTD transactions in Vertex, Inc. stock. As of the latest transaction made, Covestor LTD holds 4 shares of VERX stock, worth $80. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 4 -0.0%
Holding current value
$80
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$33.45 - $41.87 $29,737 - $37,222
-889 Reduced 99.55%
4 $0
Q1 2025

May 12, 2025

BUY
$31.15 - $58.95 $26,290 - $49,753
844 Added 1722.45%
893 $31,000
Q4 2024

Feb 13, 2025

BUY
$39.21 - $56.92 $1,254 - $1,821
32 Added 188.24%
49 $3,000
Q3 2024

Nov 01, 2024

BUY
$34.62 - $40.01 $588 - $680
17 New
17 $1,000

Others Institutions Holding VERX

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...
More about VERX
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