A detailed history of Arcadia Investment Management Corp transactions in Vertex, Inc. stock. As of the latest transaction made, Arcadia Investment Management Corp holds 2,047 shares of VERX stock, worth $82,862. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,047
Previous 2,786 26.53%
Holding current value
$82,862
Previous $88,000 17.05%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$27.94 - $36.05 $20,647 - $26,640
-739 Reduced 26.53%
2,047 $73,000
Q1 2024

Apr 23, 2024

SELL
$23.54 - $33.58 $258 - $369
-11 Reduced 0.39%
2,786 $88,000
Q4 2023

Feb 07, 2024

BUY
$22.03 - $29.5 $2,929 - $3,923
133 Added 4.99%
2,797 $75,000
Q3 2023

Oct 23, 2023

BUY
$17.77 - $23.1 $8,671 - $11,272
488 Added 22.43%
2,664 $61,000
Q2 2023

Jul 24, 2023

SELL
$18.51 - $22.99 $31,874 - $39,588
-1,722 Reduced 44.18%
2,176 $42,000
Q1 2023

May 05, 2023

BUY
$12.0 - $20.93 $30,984 - $54,041
2,582 Added 196.2%
3,898 $80,000
Q4 2022

Feb 08, 2023

BUY
$14.0 - $18.59 $18,424 - $24,464
1,316 New
1,316 $19,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.96B
  • 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
Track This Portfolio

Track Arcadia Investment Management Corp Portfolio

Follow Arcadia Investment Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Investment Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Investment Management Corp with notifications on news.