Charles Schwab Investment Management Inc Vertex, Inc. Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 494,230 shares of VERX stock, worth $12.7 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
494,230
Previous 432,810
14.19%
Holding current value
$12.7 Million
Previous $15.2 Million
15.27%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding VERX
# of Institutions
282Shares Held
80.4MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$197 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$93.5 Million15.54% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$81.2 Million0.09% of portfolio
-
Geneva Capital Management LLC3.02MShares$77.4 Million1.82% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...