A detailed history of First Trust Advisors LP transactions in Vertex, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 295,724 shares of VERX stock, worth $11.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
295,724
Previous 279,725 5.72%
Holding current value
$11.6 Million
Previous $8.88 Million 19.99%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$27.94 - $36.05 $447,012 - $576,763
15,999 Added 5.72%
295,724 $10.7 Million
Q1 2024

May 13, 2024

SELL
$23.54 - $33.58 $504,532 - $719,720
-21,433 Reduced 7.12%
279,725 $8.88 Million
Q4 2023

Feb 13, 2024

BUY
$22.03 - $29.5 $2.9 Million - $3.88 Million
131,462 Added 77.47%
301,158 $8.11 Million
Q3 2023

Nov 13, 2023

BUY
$17.77 - $23.1 $753,696 - $979,763
42,414 Added 33.32%
169,696 $3.92 Million
Q2 2023

Aug 14, 2023

BUY
$18.51 - $22.99 $1.2 Million - $1.49 Million
65,027 Added 104.45%
127,282 $2.48 Million
Q1 2023

May 15, 2023

BUY
$12.0 - $20.93 $283,824 - $495,036
23,652 Added 61.27%
62,255 $1.29 Million
Q4 2022

Feb 09, 2023

BUY
$14.0 - $18.59 $540,442 - $717,629
38,603 New
38,603 $560,000
Q1 2021

May 14, 2021

SELL
$21.9 - $38.98 $833,864 - $1.48 Million
-38,076 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$23.46 - $36.89 $893,262 - $1.4 Million
38,076 New
38,076 $1.33 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.9B
  • 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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