Fmr LLC Vertex, Inc. Transaction History

Fmr LLC

$1.68 Trillion
Q2 2025

A detailed history of Fmr LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Fmr LLC holds 1,572,429 shares of VERX stock, worth $38.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,572,429

Previous 1,394,894 12.73%

Holding current value

$38.9 Million

Previous $48.8 Million 13.79%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$33.45 - $41.87 $5.94 Million - $7.43 Million	177,535 Added 12.73%	1,572,429 $55.6 Million
Q1 2025 May 12, 2025	SELL	$31.15 - $58.95 $45.9 Million - $86.9 Million	-1,473,544 Reduced 51.37%	1,394,894 $48.8 Million
Q4 2024 Feb 13, 2025	BUY	$39.21 - $56.92 $22.8 Million - $33.1 Million	580,664 Added 25.38%	2,868,438 $153 Million
Q3 2024 Nov 13, 2024	BUY	$34.62 - $40.01 $1.9 Million - $2.2 Million	54,985 Added 2.46%	2,287,774 $88.1 Million
Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $62.4 Million - $80.5 Million	2,232,392 Added 562315.38%	2,232,789 $80.5 Million
Q1 2024 May 13, 2024	SELL	$23.54 - $33.58 $706 - $1,007	-30 Reduced 7.03%	397 $12,000
Q4 2023 Feb 13, 2024	BUY	$22.03 - $29.5 $5,397 - $7,227	245 Added 134.62%	427 $11,000
Q3 2023 Nov 13, 2023	SELL	$17.77 - $23.1 $35 - $46	-2 Reduced 1.09%	182 $4,000
Q2 2023 Aug 11, 2023	BUY	$18.51 - $22.99 $148 - $183	8 Added 4.55%	184 $3,000
Q1 2023 May 11, 2023	BUY	$12.0 - $20.93 $768 - $1,339	64 Added 57.14%	176 $3,000
Q4 2022 Feb 13, 2023	BUY	$14.0 - $18.59 $1,568 - $2,082	112 New	112 $1,000

Others Institutions Holding VERX

# of Institutions

286

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 $1.2B
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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