A detailed history of Verdence Capital Advisors LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 8,313 shares of VERX stock, worth $447,738. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,313
Previous 7,836 6.09%
Holding current value
$447,738
Previous $282,000 13.48%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$34.62 - $40.01 $16,513 - $19,084
477 Added 6.09%
8,313 $320,000
Q2 2024

Jul 25, 2024

BUY
$27.94 - $36.05 $31,683 - $40,880
1,134 Added 16.92%
7,836 $282,000
Q1 2024

Apr 25, 2024

BUY
$23.54 - $33.58 $157,765 - $225,053
6,702 New
6,702 $212,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.61B
  • 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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