Coldstream Capital Management Inc Vertex, Inc. Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
A detailed history of Coldstream Capital Management Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 1,115 shares of VERX stock, worth $43,473. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,115Holding current value
$43,473% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
275Shares Held
75.8MCall Options Held
2.88MPut Options Held
665K-
Vanguard Group Inc Valley Forge, PA6.87MShares$268 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$182 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$147 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$127 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$115 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.89B
- 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...