Steward Partners Investment Advisory, LLC Vertex, Inc. Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 909 shares of VERX stock, worth $18,334. This represents 0.0% of its overall portfolio holdings.
Number of Shares
909
Previous 710
28.03%
Holding current value
$18,334
Previous $25,000
12.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
268Shares Held
85.5MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.39MShares$169 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
-
Brown Advisory Inc3.08MShares$62.1 Million0.11% of portfolio
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...