Wells Fargo & Company Vertex, Inc. Transaction History

Wells Fargo & Company

$507 Billion
Q3 2025

A detailed history of Wells Fargo & Company transactions in Vertex, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 54,636 shares of VERX stock, worth $1.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

54,636

Previous 47,198 15.76%

Holding current value

$1.1 Million

Previous $1.67 Million 18.78%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.87 - $36.4 $177,545 - $270,743	7,438 Added 15.76%	54,636 $1.35 Million
Q2 2025 Aug 14, 2025	SELL	$33.45 - $41.87 $2.42 Million - $3.02 Million	-72,237 Reduced 60.48%	47,198 $1.67 Million
Q1 2025 May 13, 2025	BUY	$31.15 - $58.95 $2.65 Million - $5.01 Million	85,055 Added 247.4%	119,435 $4.18 Million
Q4 2024 Feb 12, 2025	BUY	$39.21 - $56.92 $515,023 - $747,644	13,135 Added 61.83%	34,380 $1.83 Million
Q3 2024 Nov 13, 2024	SELL	$34.62 - $40.01 $139,276 - $160,960	-4,023 Reduced 15.92%	21,245 $818,000

Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $541,421 - $698,576	19,378 Added 329.0%	25,268 $910,000
Q1 2024 May 10, 2024	BUY	$23.54 - $33.58 $82,578 - $117,798	3,508 Added 147.27%	5,890 $187,000
Q4 2023 Feb 09, 2024	BUY	$22.03 - $29.5 $616 - $826	28 Added 1.19%	2,382 $64,000
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $5,864 - $7,623	330 Added 16.3%	2,354 $54,000
Q2 2023 Aug 15, 2023	BUY	$18.51 - $22.99 $20,749 - $25,771	1,121 Added 124.14%	2,024 $39,000
Q1 2023 May 12, 2023	SELL	$12.0 - $20.93 $2,136 - $3,725	-178 Reduced 16.47%	903 $18,000
Q4 2022 Feb 13, 2023	BUY	$14.0 - $18.59 $210 - $278	15 Added 1.41%	1,081 $15,000
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $7,641 - $11,702	775 Added 266.32%	1,066 $15,000
Q2 2022 Aug 12, 2022	SELL	$9.59 - $16.25 $2,234 - $3,786	-233 Reduced 44.47%	291 $3,000
Q1 2022 May 16, 2022	BUY	$12.71 - $16.79 $546 - $721	43 Added 8.94%	524 $8,000
Q4 2021 Feb 14, 2022	BUY	$15.87 - $21.72 $3,443 - $4,713	217 Added 82.2%	481 $8,000
Q3 2021 Nov 15, 2021	SELL	$18.15 - $22.62 $93,781 - $116,877	-5,167 Reduced 95.14%	264 $5,000
Q2 2021 Aug 16, 2021	SELL	$16.39 - $23.29 $7.96 Million - $11.3 Million	-485,705 Reduced 98.89%	5,431 $119,000
Q1 2021 May 13, 2021	SELL	$21.9 - $38.98 $29.5 Million - $52.5 Million	-1,346,215 Reduced 73.27%	491,136 $10.8 Million
Q4 2020 Feb 09, 2021	BUY	$23.46 - $36.89 $637,079 - $1 Million	27,156 Added 1.5%	1,837,351 $64 Million
Q3 2020 Nov 05, 2020	BUY	$21.71 - $29.1 $39.3 Million - $52.7 Million	1,810,195 New	1,810,195 $41.6 Million

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

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...

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Wells Fargo & Company Vertex, Inc. Transaction History