Invesco Ltd. Vertex, Inc. Transaction History

Invesco Ltd.

$503 Billion
Q1 2025

A detailed history of Invesco Ltd. transactions in Vertex, Inc. stock. As of the latest transaction made, Invesco Ltd. holds 1,281,786 shares of VERX stock, worth $50.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,281,786

Previous 1,513,660 15.32%

Holding current value

$50.7 Million

Previous $80.8 Million 44.43%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$31.15 - $58.95 $7.22 Million - $13.7 Million	-231,874 Reduced 15.32%	1,281,786 $44.9 Million
Q4 2024 Feb 13, 2025	BUY	$39.21 - $56.92 $45.9 Million - $66.7 Million	1,171,576 Added 342.48%	1,513,660 $80.8 Million
Q3 2024 Nov 12, 2024	SELL	$34.62 - $40.01 $2.17 Million - $2.51 Million	-62,715 Reduced 15.49%	342,084 $13.2 Million
Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $3.62 Million - $4.67 Million	129,536 Added 47.06%	404,799 $14.6 Million
Q1 2024 May 14, 2024	SELL	$23.54 - $33.58 $104,446 - $148,994	-4,437 Reduced 1.59%	275,263 $8.74 Million
Q4 2023 Feb 12, 2024	SELL	$22.03 - $29.5 $3.21 Million - $4.29 Million	-145,492 Reduced 34.22%	279,700 $7.54 Million
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $3.49 Million - $4.53 Million	196,169 Added 85.65%	425,192 $9.82 Million
Q2 2023 Aug 11, 2023	BUY	$18.51 - $22.99 $4.24 Million - $5.27 Million	229,023 New	229,023 $4.47 Million
Q4 2022 Feb 13, 2023	BUY	$14.0 - $18.59 $4.67 Million - $6.21 Million	333,800 New	333,800 $4.84 Million
Q4 2020 Feb 16, 2021	SELL	$23.46 - $36.89 $4.3 Million - $6.76 Million	-183,225 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$21.71 - $29.1 $3.98 Million - $5.33 Million	183,225 New	183,225 $4.21 Million

Others Institutions Holding VERX

# of Institutions

280

Shares Held

77M

Call Options Held

2.96M

Put Options Held

669K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.92B
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...

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