Efg Asset Management (North America) Corp. Vertex, Inc. Transaction History
Efg Asset Management (North America) Corp.
- $671 Million
- Q2 2025
A detailed history of Efg Asset Management (North America) Corp. transactions in Vertex, Inc. stock. As of the latest transaction made, Efg Asset Management (North America) Corp. holds 106,828 shares of VERX stock, worth $2.74 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
106,828
Previous 54,133
97.34%
Holding current value
$2.74 Million
Previous $1.9 Million
99.21%
% of portfolio
0.56%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
292Shares Held
77.6MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$176 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$94 Million16.35% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$87.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$83.6 Million0.1% 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...