Diversified Trust CO Vertex, Inc. Transaction History
Diversified Trust CO
- $3.93 Billion
- Q3 2025
A detailed history of Diversified Trust CO transactions in Vertex, Inc. stock. As of the latest transaction made, Diversified Trust CO holds 23,975 shares of VERX stock, worth $483,575. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,975
Previous 19,012
26.1%
Holding current value
$483,575
Previous $671,000
11.48%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
269Shares Held
85.5MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.39MShares$169 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
-
Brown Advisory Inc3.08MShares$62.1 Million0.11% of portfolio
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...