Pathstone Holdings, LLC Vertex, Inc. Transaction History
Pathstone Holdings, LLC
- $22.8 Billion
- Q1 2025
A detailed history of Pathstone Holdings, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 14,974 shares of VERX stock, worth $384,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,974
Previous 15,086
0.74%
Holding current value
$384,382
Previous $804,000
34.83%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
292Shares Held
77.6MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$176 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$94 Million16.35% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$87.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$83.6 Million0.1% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...