A detailed history of Credit Suisse Ag transactions in Vertex, Inc. stock. As of the latest transaction made, Credit Suisse Ag holds 58,978 shares of VERX stock, worth $2.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58,978
Previous 58,106 1.5%
Holding current value
$2.9 Million
Previous $1.57 Million 19.68%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$23.54 - $33.58 $20,526 - $29,281
872 Added 1.5%
58,978 $1.87 Million
Q4 2023

Feb 08, 2024

BUY
$22.03 - $29.5 $97,769 - $130,921
4,438 Added 8.27%
58,106 $1.57 Million
Q3 2023

Nov 13, 2023

BUY
$17.77 - $23.1 $888 - $1,155
50 Added 0.09%
53,668 $1.24 Million
Q2 2023

Aug 11, 2023

BUY
$18.51 - $22.99 $160,333 - $199,139
8,662 Added 19.27%
53,618 $1.05 Million
Q1 2023

May 10, 2023

BUY
$12.0 - $20.93 $14,976 - $26,120
1,248 Added 2.86%
44,956 $930,000
Q4 2022

Feb 13, 2023

BUY
$14.0 - $18.59 $150,192 - $199,433
10,728 Added 32.53%
43,708 $634,000
Q3 2022

Nov 10, 2022

BUY
$9.86 - $15.1 $110,362 - $169,014
11,193 Added 51.37%
32,980 $451,000
Q2 2022

Aug 12, 2022

BUY
$9.59 - $16.25 $22,603 - $38,301
2,357 Added 12.13%
21,787 $247,000
Q1 2022

May 16, 2022

BUY
$12.71 - $16.79 $25,890 - $34,201
2,037 Added 11.71%
19,430 $298,000
Q4 2021

Feb 14, 2022

SELL
$15.87 - $21.72 $2,808 - $3,844
-177 Reduced 1.01%
17,393 $276,000
Q3 2021

Nov 12, 2021

BUY
$18.15 - $22.62 $108 - $135
6 Added 0.03%
17,570 $338,000
Q2 2021

Aug 16, 2021

SELL
$16.39 - $23.29 $68,002 - $96,630
-4,149 Reduced 19.11%
17,564 $385,000
Q1 2021

May 14, 2021

BUY
$21.9 - $38.98 $103,543 - $184,297
4,728 Added 27.84%
21,713 $477,000
Q4 2020

Feb 12, 2021

BUY
$23.46 - $36.89 $398,468 - $626,576
16,985 New
16,985 $591,000

Others Institutions Holding VERX

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...
More about VERX
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