Charles Schwab Investment Management Inc Vertex, Inc. Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
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 432,068 shares of VERX stock, worth $21.2 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
432,068
Previous 408,982
5.64%
Holding current value
$21.2 Million
Previous $14.7 Million
12.85%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding VERX
# of Institutions
230Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$330 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$229 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$199 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$171 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$125 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.38B
- 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...