Cwm, LLC Vertex, Inc. Transaction History
Cwm, LLC
- $33.3 Billion
- Q3 2025
A detailed history of Cwm, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Cwm, LLC holds 191 shares of VERX stock, worth $4,899. This represents 0.0% of its overall portfolio holdings.
Number of Shares
191
Previous 127
50.39%
Holding current value
$4,899
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VERX
# of Institutions
282Shares Held
80.4MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$197 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$93.5 Million15.54% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$91.5 Million0.03% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$81.2 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...