Stifel Financial Corp Vertex, Inc. Transaction History
Stifel Financial Corp
- $106 Billion
- Q3 2025
A detailed history of Stifel Financial Corp transactions in Vertex, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 8,511 shares of VERX stock, worth $171,666. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,511
Previous 10,514
19.05%
Holding current value
$171,666
Previous $371,000
43.4%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
262Shares Held
84.4MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.35MShares$168 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...