Charles Schwab Investment Management Inc Vertex, Inc. Transaction History
Charles Schwab Investment Management Inc
- $519 Billion
- Q2 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 408,982 shares of VERX stock, worth $15 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
408,982
Previous 257,795
58.65%
Holding current value
$15 Million
Previous $8.19 Million
80.08%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding VERX
# of Institutions
215Shares Held
66.4MCall Options Held
3.05MPut Options Held
88.8K-
Vanguard Group Inc Valley Forge, PA6.39MShares$235 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$171 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.63MShares$170 Million19.19% of portfolio
-
Fred Alger Management, LLC New York, NY4.09MShares$150 Million0.73% of portfolio
-
Neuberger Berman Group LLC New York, NY3.49MShares$128 Million0.11% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.78B
- 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...