Charles Schwab Investment Management Inc Vertex, Inc. Transaction History
Charles Schwab Investment Management Inc
- $527 Billion
- Q4 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 438,739 shares of VERX stock, worth $14.7 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
438,739
Previous 432,068
1.54%
Holding current value
$14.7 Million
Previous $16.6 Million
40.68%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding VERX
# of Institutions
264Shares Held
69.9MCall Options Held
2.88MPut Options Held
9.6K-
Vanguard Group Inc Valley Forge, PA6.86MShares$230 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$157 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$127 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$118 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$76 Million1.61% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.63B
- 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...