A detailed history of Hillsdale Investment Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Hillsdale Investment Management Inc. holds 142,682 shares of VERX stock, worth $5.09 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
142,682
Previous 131,382 8.6%
Holding current value
$5.09 Million
Previous $3.54 Million 28.03%
% of portfolio
0.4%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$23.54 - $33.58 $266,002 - $379,454
11,300 Added 8.6%
142,682 $4.53 Million
Q4 2023

Feb 09, 2024

SELL
$22.03 - $29.5 $4,406 - $5,900
-200 Reduced 0.15%
131,382 $3.54 Million
Q2 2023

Aug 11, 2023

BUY
$18.51 - $22.99 $2.44 Million - $3.03 Million
131,582 New
131,582 $2.57 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.73B
  • 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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