Bank Julius Baer & Co. Ltd, Zurich Vertex, Inc. Transaction History
Bank Julius Baer & Co. Ltd, Zurich
- $27 Billion
- Q1 2025
A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Vertex, Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 149,567 shares of VERX stock, worth $5.83 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
149,567
Previous 215,102
30.47%
Holding current value
$5.83 Million
Previous $11.5 Million
54.37%
% of portfolio
0.02%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
264Shares Held
72MCall Options Held
2.88MPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA6.86MShares$267 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$182 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$147 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$138 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$115 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.89B
- 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...