Capital World Investors Vertex, Inc. Transaction History
Capital World Investors
- $659 Billion
- Q2 2025
A detailed history of Capital World Investors transactions in Vertex, Inc. stock. As of the latest transaction made, Capital World Investors holds 2,193,265 shares of VERX stock, worth $52.7 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,193,265
Previous 1,588,928
38.03%
Holding current value
$52.7 Million
Previous $55.6 Million
39.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
288Shares Held
81.8MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$185 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$112 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$87.6 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$81.7 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$76.2 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.16B
- 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...