Palisade Capital Management LLC Vertex, Inc. Transaction History

Palisade Capital Management LLC

$3.11 Billion
Q3 2025

A detailed history of Palisade Capital Management LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Palisade Capital Management LLC holds 618,133 shares of VERX stock, worth $12.5 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

618,133

Previous 624,621 1.04%

Holding current value

$12.5 Million

Previous $22.1 Million 30.58%

% of portfolio

0.49%

Previous 0.75%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$23.87 - $36.4 $154,868 - $236,163	-6,488 Reduced 1.04%	618,133 $15.3 Million
Q2 2025 Aug 14, 2025	BUY	$33.45 - $41.87 $1.49 Million - $1.87 Million	44,676 Added 7.7%	624,621 $22.1 Million
Q1 2025 Apr 28, 2025	SELL	$31.15 - $58.95 $5.32 Million - $10.1 Million	-170,658 Reduced 22.74%	579,945 $20.3 Million
Q4 2024 Feb 14, 2025	SELL	$39.21 - $56.92 $14.9 Million - $21.6 Million	-379,087 Reduced 33.56%	750,603 $40 Million
Q3 2024 Nov 14, 2024	SELL	$34.62 - $40.01 $2.72 Million - $3.14 Million	-78,522 Reduced 6.5%	1,129,690 $43.5 Million

Q2 2024 Aug 14, 2024	BUY	$27.94 - $36.05 $722,863 - $932,685	25,872 Added 2.19%	1,208,212 $43.6 Million
Q1 2024 May 15, 2024	BUY	$23.54 - $33.58 $130,223 - $185,764	5,532 Added 0.47%	1,182,340 $37.6 Million
Q4 2023 Feb 14, 2024	SELL	$22.03 - $29.5 $1.93 Million - $2.58 Million	-87,541 Reduced 6.92%	1,176,808 $31.7 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $2.31 Million - $3 Million	129,974 Added 11.46%	1,264,349 $29.2 Million
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $1 Million - $1.24 Million	54,075 Added 5.01%	1,134,375 $22.1 Million
Q1 2023 May 08, 2023	BUY	$12.0 - $20.93 $293,772 - $512,387	24,481 Added 2.32%	1,080,300 $22.4 Million
Q4 2022 Feb 14, 2023	BUY	$14.0 - $18.59 $843,402 - $1.12 Million	60,243 Added 6.05%	1,055,819 $15.3 Million
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $2.02 Million - $3.09 Million	204,554 Added 25.86%	995,576 $13.6 Million
Q2 2022 Aug 10, 2022	BUY	$9.59 - $16.25 $105,336 - $178,490	10,984 Added 1.41%	791,022 $8.96 Million
Q1 2022 May 09, 2022	BUY	$12.71 - $16.79 $3.2 Million - $4.23 Million	251,756 Added 47.66%	780,038 $12 Million
Q4 2021 Feb 10, 2022	BUY	$15.87 - $21.72 $8.38 Million - $11.5 Million	528,282 New	528,282 $8.38 Million

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

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...

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Palisade Capital Management LLC Vertex, Inc. Transaction History