Geneva Capital Management LLC Vertex, Inc. Transaction History
Geneva Capital Management LLC
- $5.28 Billion
- Q1 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 2,043,205 shares of VERX stock, worth $74.4 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
2,043,205
Previous 1,437,588
42.13%
Holding current value
$74.4 Million
Previous $76.7 Million
6.73%
% of portfolio
1.36%
Previous 1.35%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
279Shares Held
77MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$250 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$170 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$133 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$119 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$107 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.76B
- 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...