Legacy Advisors, LLC Vertex, Inc. Transaction History
Legacy Advisors, LLC
- $978 Million
- Q4 2024
A detailed history of Legacy Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 1,397,779 shares of VERX stock, worth $54.9 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
1,397,779
Previous 2,163,058
35.38%
Holding current value
$54.9 Million
Previous $83.3 Million
10.48%
% of portfolio
7.62%
Previous 9.08%
Shares
11 transactions
Others Institutions Holding VERX
# of Institutions
262Shares Held
71MCall Options Held
2.88MPut Options Held
9.6K-
Vanguard Group Inc Valley Forge, PA6.86MShares$269 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$183 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$148 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$138 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$116 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.9B
- 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...