Geneva Capital Management LLC Vertex, Inc. Transaction History
Geneva Capital Management LLC
- $5.85 Billion
- Q2 2025
A detailed history of Geneva Capital Management LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Geneva Capital Management LLC holds 3,017,735 shares of VERX stock, worth $72.6 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
3,017,735
Previous 2,043,205
47.7%
Holding current value
$72.6 Million
Previous $71.5 Million
49.09%
% of portfolio
1.82%
Previous 1.36%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
288Shares Held
81.8MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$185 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$112 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$87.6 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$81.7 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$76.2 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.16B
- 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...