David A. Siegel Vertex, Inc. Transaction History

Two Sigma Advisers, LP

$47 Billion
Q3 2025

A detailed history of David A. Siegel (Two Sigma Advisers, LP) transactions in Vertex, Inc. stock. As of the latest transaction made, Two Sigma Advisers, LP holds 13,600 shares of VERX stock, worth $274,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,600

Previous 18,200 25.27%

Holding current value

$274,312

Previous $643,000 47.59%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$23.87 - $36.4 $109,802 - $167,440	-4,600 Reduced 25.27%	13,600 $337,000
Q2 2025 Aug 14, 2025	SELL	$33.45 - $41.87 $2.47 Million - $3.09 Million	-73,800 Reduced 80.22%	18,200 $643,000
Q1 2025 May 15, 2025	BUY	$31.15 - $58.95 $1.9 Million - $3.6 Million	61,000 Added 196.77%	92,000 $3.22 Million
Q4 2024 Feb 14, 2025	SELL	$39.21 - $56.92 $556,782 - $808,264	-14,200 Reduced 31.42%	31,000 $1.65 Million
Q3 2024 Nov 14, 2024	SELL	$34.62 - $40.01 $1.35 Million - $1.56 Million	-39,000 Reduced 46.32%	45,200 $1.74 Million

Q2 2024 Aug 14, 2024	SELL	$27.94 - $36.05 $6.54 Million - $8.44 Million	-234,200 Reduced 73.56%	84,200 $3.04 Million
Q1 2024 May 15, 2024	BUY	$23.54 - $33.58 $765,050 - $1.09 Million	32,500 Added 11.37%	318,400 $10.1 Million
Q4 2023 Feb 14, 2024	BUY	$22.03 - $29.5 $17,624 - $23,600	800 Added 0.28%	285,900 $7.7 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $2.37 Million - $3.07 Million	133,100 Added 87.57%	285,100 $6.59 Million
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $1.78 Million - $2.21 Million	96,200 Added 172.4%	152,000 $2.96 Million
Q1 2023 May 15, 2023	BUY	$12.0 - $20.93 $669,600 - $1.17 Million	55,800 New	55,800 $1.15 Million
Q4 2021 Feb 14, 2022	SELL	$15.87 - $21.72 $369,771 - $506,076	-23,300 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$18.15 - $22.62 $422,894 - $527,046	23,300 New	23,300 $448,000
Q4 2020 Feb 16, 2021	SELL	$23.46 - $36.89 $213,486 - $335,699	-9,100 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$21.71 - $29.1 $197,561 - $264,810	9,100 New	9,100 $209,000

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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