Global Financial Private Client, LLC Vertex, Inc. Transaction History
Global Financial Private Client, LLC
- $262 Billion
- Q1 2025
A detailed history of Global Financial Private Client, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Global Financial Private Client, LLC holds 4 shares of VERX stock, worth $155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4
Previous 2
100.0%
Holding current value
$155
Previous $107,000
30.84%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
263Shares Held
72.1MCall Options Held
2.88MPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA6.86MShares$267 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$182 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$147 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$138 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$115 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.89B
- 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...