A detailed history of Wellington Management Group LLP transactions in Vertex, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 2,161,501 shares of VERX stock, worth $43.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,161,501
Previous 1,223,596 76.65%
Holding current value
$43.6 Million
Previous $43.2 Million 23.92%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$23.87 - $36.4 $22.4 Million - $34.1 Million
937,905 Added 76.65%
2,161,501 $53.6 Million
Q2 2025

Aug 14, 2025

BUY
$33.45 - $41.87 $40.9 Million - $51.2 Million
1,223,596 New
1,223,596 $43.2 Million

Others Institutions Holding VERX

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...
More about VERX
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