A detailed history of Boothbay Fund Management, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Boothbay Fund Management, LLC holds 34,072 shares of VERX stock, worth $1.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
34,072
Previous 54,052 36.96%
Holding current value
$1.83 Million
Previous $1.95 Million 32.65%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.62 - $40.01 $691,707 - $799,399
-19,980 Reduced 36.96%
34,072 $1.31 Million
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $216,590 - $279,459
7,752 Added 16.74%
54,052 $1.95 Million
Q1 2024

May 15, 2024

SELL
$23.54 - $33.58 $233,399 - $332,945
-9,915 Reduced 17.64%
46,300 $1.47 Million
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $433,153 - $580,029
19,662 Added 53.79%
56,215 $1.51 Million
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $649,546 - $844,374
36,553 New
36,553 $844,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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 Boothbay Fund Management, LLC Portfolio

Follow Boothbay Fund Management, LLC 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 Boothbay Fund Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boothbay Fund Management, LLC with notifications on news.