A detailed history of Dimensional Fund Advisors LP transactions in Vertex, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 911,152 shares of VERX stock, worth $48.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
911,152
Previous 668,178 36.36%
Holding current value
$48.8 Million
Previous $24.1 Million 45.67%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$34.62 - $40.01 $8.41 Million - $9.72 Million
242,974 Added 36.36%
911,152 $35.1 Million
Q2 2024

Aug 09, 2024

BUY
$27.94 - $36.05 $1.13 Million - $1.46 Million
40,593 Added 6.47%
668,178 $24.1 Million
Q1 2024

May 10, 2024

BUY
$23.54 - $33.58 $3.4 Million - $4.84 Million
144,243 Added 29.84%
627,585 $19.9 Million
Q4 2023

Feb 07, 2024

BUY
$22.03 - $29.5 $171,944 - $230,247
7,805 Added 1.64%
483,342 $13 Million
Q3 2023

Nov 09, 2023

BUY
$17.77 - $23.1 $1.5 Million - $1.95 Million
84,577 Added 21.63%
475,537 $11 Million
Q2 2023

Aug 09, 2023

BUY
$18.51 - $22.99 $1.58 Million - $1.96 Million
85,320 Added 27.92%
390,960 $7.62 Million
Q1 2023

May 12, 2023

BUY
$12.0 - $20.93 $1.32 Million - $2.31 Million
110,201 Added 56.39%
305,640 $6.32 Million
Q4 2022

Feb 09, 2023

BUY
$14.0 - $18.59 $134,596 - $178,724
9,614 Added 5.17%
195,439 $2.84 Million
Q3 2022

Nov 10, 2022

BUY
$9.86 - $15.1 $564,366 - $864,293
57,238 Added 44.51%
185,825 $2.54 Million
Q2 2022

Aug 12, 2022

BUY
$9.59 - $16.25 $494,143 - $837,313
51,527 Added 66.87%
128,587 $1.46 Million
Q1 2022

May 13, 2022

BUY
$12.71 - $16.79 $712,903 - $941,751
56,090 Added 267.48%
77,060 $1.18 Million
Q4 2021

Feb 09, 2022

BUY
$15.87 - $21.72 $332,793 - $455,468
20,970 New
20,970 $333,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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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