A detailed history of Rockefeller Capital Management L.P. transactions in Vertex, Inc. stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 162,947 shares of VERX stock, worth $5.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
162,947
Holding current value
$5.26 Million
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$39.21 - $56.92 $6.39 Million - $9.27 Million
162,947 New
162,947 $8.69 Million
Q3 2022

Nov 02, 2022

SELL
$9.86 - $15.1 $6,813 - $10,434
-691 Reduced 66.12%
354 $4,000
Q2 2022

Aug 12, 2022

BUY
$9.59 - $16.25 $10,021 - $16,981
1,045 New
1,045 $11,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.56B
  • 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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