A detailed history of Nisa Investment Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 53 shares of VERX stock, worth $1,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 685 92.26%
Holding current value
$1,069
Previous $16,000 93.75%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

SELL
$19.1 - $25.94 $12,071 - $16,394
-632 Reduced 92.26%
53 $1,000
Q3 2025

Oct 23, 2025

SELL
$23.87 - $36.4 $572 - $873
-24 Reduced 3.39%
685 $16,000
Q2 2025

Jul 31, 2025

BUY
$33.45 - $41.87 $3,579 - $4,480
107 Added 17.77%
709 $25,000
Q1 2025

Apr 30, 2025

BUY
$31.15 - $58.95 $12,273 - $23,226
394 Added 189.42%
602 $21,000
Q4 2024

Jan 17, 2025

BUY
$39.21 - $56.92 $1,842 - $2,675
47 Added 29.19%
208 $11,000
Q3 2024

Oct 24, 2024

BUY
$34.62 - $40.01 $2,215 - $2,560
64 Added 65.98%
161 $6,000
Q2 2024

Jul 19, 2024

BUY
$27.94 - $36.05 $2,710 - $3,496
97 New
97 $3,000

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
Track This Portfolio

Track Nisa Investment Advisors, LLC Portfolio

Follow Nisa Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nisa Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nisa Investment Advisors, LLC with notifications on news.