West Oak Capital, LLC Vertex, Inc. Transaction History
West Oak Capital, LLC
- $2.83 Billion
- Q4 2024
A detailed history of West Oak Capital, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, West Oak Capital, LLC holds 2 shares of VERX stock, worth $115. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 5,405
99.96%
Holding current value
$115
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
235Shares Held
67.3MCall Options Held
2.94MPut Options Held
24K-
Vanguard Group Inc Valley Forge, PA6.72MShares$387 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$268 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$233 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$200 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$146 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.79B
- 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...