Envestnet Asset Management Inc Vertex, Inc. Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 200,985 shares of VERX stock, worth $4.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200,985

Previous 224,762 10.58%

Holding current value

$4.9 Million

Previous $7.87 Million 9.74%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$33.45 - $41.87 $795,340 - $995,542	-23,777 Reduced 10.58%	200,985 $7.1 Million
Q1 2025 Apr 29, 2025	BUY	$31.15 - $58.95 $1.42 Million - $2.68 Million	45,494 Added 25.38%	224,762 $7.87 Million
Q4 2024 Feb 12, 2025	SELL	$39.21 - $56.92 $287,134 - $416,825	-7,323 Reduced 3.92%	179,268 $9.56 Million
Q3 2024 Nov 06, 2024	SELL	$34.62 - $40.01 $2.13 Million - $2.46 Million	-61,410 Reduced 24.76%	186,591 $7.19 Million
Q2 2024 Aug 08, 2024	BUY	$27.94 - $36.05 $629,041 - $811,629	22,514 Added 9.98%	248,001 $8.94 Million
Q1 2024 May 13, 2024	SELL	$23.54 - $33.58 $460,842 - $657,395	-19,577 Reduced 7.99%	225,487 $7.16 Million
Q4 2023 Feb 13, 2024	SELL	$22.03 - $29.5 $876,133 - $1.17 Million	-39,770 Reduced 13.96%	245,064 $6.6 Million
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $1.21 Million - $1.58 Million	68,289 Added 31.54%	284,834 $6.58 Million
Q2 2023 Aug 04, 2023	BUY	$18.51 - $22.99 $919,558 - $1.14 Million	49,679 Added 29.77%	216,545 $4.22 Million
Q1 2023 May 11, 2023	BUY	$12.0 - $20.93 $201,348 - $351,184	16,779 Added 11.18%	166,866 $3.45 Million
Q4 2022 Feb 07, 2023	SELL	$14.0 - $18.59 $38,724 - $51,419	-2,766 Reduced 1.81%	150,087 $2.18 Million
Q3 2022 Nov 10, 2022	BUY	$9.86 - $15.1 $96,489 - $147,768	9,786 Added 6.84%	152,853 $2.09 Million
Q2 2022 Aug 03, 2022	SELL	$9.59 - $16.25 $87,326 - $147,972	-9,106 Reduced 5.98%	143,067 $1.62 Million
Q1 2022 May 04, 2022	BUY	$12.71 - $16.79 $329,176 - $434,844	25,899 Added 20.51%	152,173 $2.33 Million
Q4 2021 Feb 04, 2022	SELL	$15.87 - $21.72 $1,221 - $1,672	-77 Reduced 0.06%	126,274 $2 Million
Q3 2021 Oct 07, 2021	BUY	$18.15 - $22.62 $410,680 - $511,822	22,627 Added 21.81%	126,351 $2.43 Million
Q2 2021 Aug 04, 2021	SELL	$16.39 - $23.29 $34,419 - $48,909	-2,100 Reduced 1.98%	103,724 $2.28 Million
Q1 2021 May 04, 2021	BUY	$21.9 - $38.98 $1.85 Million - $3.29 Million	84,496 Added 396.17%	105,824 $2.33 Million
Q4 2020 Feb 02, 2021	BUY	$23.46 - $36.89 $139,540 - $219,421	5,948 Added 38.67%	21,328 $743,000
Q3 2020 Oct 09, 2020	BUY	$21.71 - $29.1 $333,899 - $447,558	15,380 New	15,380 $354,000

Others Institutions Holding VERX

# of Institutions

285

Shares Held

81.7M

Call Options Held

2.9M

Put Options Held

13.5K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.18B
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...

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Envestnet Asset Management Inc Vertex, Inc. Transaction History