A detailed history of Fulcrum Asset Management LLP transactions in Vertex, Inc. stock. As of the latest transaction made, Fulcrum Asset Management LLP holds 40,074 shares of VERX stock, worth $808,292. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,074
Previous 282,182 85.8%
Holding current value
$808,292
Previous $254 Million 89.6%
% of portfolio
0.02%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025

SELL
$23.87 - $36.4 $5.78 Million - $8.81 Million
-242,108 Reduced 85.8%
40,074 $26.5 Million
Q2 2025

Aug 12, 2025

BUY
$33.45 - $41.87 $9.44 Million - $11.8 Million
282,182 New
282,182 $254 Million

Others Institutions Holding VERX

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...
More about VERX
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