Citigroup Inc Vertex, Inc. Transaction History

Citigroup Inc

$217 Billion
Q3 2025

A detailed history of Citigroup Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Citigroup Inc holds 212,434 shares of VERX stock, worth $4.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

212,434

Previous 108,808 95.24%

Holding current value

$4.28 Million

Previous $3.85 Million 36.96%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.87 - $36.4 $2.47 Million - $3.77 Million	103,626 Added 95.24%	212,434 $5.27 Million
Q2 2025 Aug 11, 2025	BUY	$33.45 - $41.87 $1.99 Million - $2.5 Million	59,611 Added 121.17%	108,808 $3.85 Million
Q1 2025 May 12, 2025	SELL	$31.15 - $58.95 $101,175 - $191,469	-3,248 Reduced 6.19%	49,197 $1.72 Million
Q4 2024 Feb 12, 2025	BUY	$39.21 - $56.92 $228,084 - $331,103	5,817 Added 12.48%	52,445 $2.8 Million
Q3 2024 Nov 12, 2024	BUY	$34.62 - $40.01 $984,281 - $1.14 Million	28,431 Added 156.24%	46,628 $1.8 Million

Q2 2024 Aug 12, 2024	SELL	$27.94 - $36.05 $3.17 Million - $4.09 Million	-113,557 Reduced 86.19%	18,197 $656,000
Q1 2024 May 10, 2024	BUY	$23.54 - $33.58 $2.5 Million - $3.57 Million	106,304 Added 417.7%	131,754 $4.18 Million
Q4 2023 Feb 09, 2024	BUY	$22.03 - $29.5 $536,055 - $717,823	24,333 Added 2178.42%	25,450 $685,000
Q3 2023 Nov 09, 2023	SELL	$17.77 - $23.1 $13,398 - $17,417	-754 Reduced 40.3%	1,117 $25,000
Q2 2023 Aug 10, 2023	BUY	$18.51 - $22.99 $4,460 - $5,540	241 Added 14.79%	1,871 $36,000
Q1 2023 May 11, 2023	BUY	$12.0 - $20.93 $1,968 - $3,432	164 Added 11.19%	1,630 $33,000
Q4 2022 Feb 09, 2023	BUY	$14.0 - $18.59 $5,838 - $7,752	417 Added 39.75%	1,466 $21,000
Q3 2022 Nov 10, 2022	BUY	$9.86 - $15.1 $532 - $815	54 Added 5.43%	1,049 $14,000
Q2 2022 Aug 10, 2022	BUY	$9.59 - $16.25 $872 - $1,478	91 Added 10.07%	995 $11,000
Q1 2022 May 12, 2022	SELL	$12.71 - $16.79 $9,862 - $13,029	-776 Reduced 46.19%	904 $14,000
Q4 2021 Feb 10, 2022	BUY	$15.87 - $21.72 $19,044 - $26,064	1,200 Added 250.0%	1,680 $27,000
Q3 2021 Nov 10, 2021	BUY	$18.15 - $22.62 $8,712 - $10,857	480 New	480 $9,000

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
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...

More about VERX

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