Assetmark, Inc Vertex, Inc. Transaction History
Assetmark, Inc
- $45.6 Billion
- Q3 2025
A detailed history of Assetmark, Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 2,804 shares of VERX stock, worth $56,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,804
Previous 4,743
40.88%
Holding current value
$56,556
Previous $167,000
58.68%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
268Shares Held
85.5MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.39MShares$169 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
-
Brown Advisory Inc3.08MShares$62.1 Million0.11% of portfolio
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...