Assetmark, Inc Vertex, Inc. Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 4,743 shares of VERX stock, worth $94,433. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,743
Previous 33,269
85.74%
Holding current value
$94,433
Previous $1.16 Million
85.65%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
281Shares Held
82.2MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$153 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$92.9 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$72.5 Million15.54% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$71 Million0.03% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$63 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $964M
- 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...