Invesco Ltd. Vertex, Inc. Transaction History

Invesco Ltd.

$516 Billion
Q4 2024

A detailed history of Invesco Ltd. transactions in Vertex, Inc. stock. As of the latest transaction made, Invesco Ltd. holds 1,513,660 shares of VERX stock, worth $66.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,513,660

Previous 342,084 342.48%

Holding current value

$66.1 Million

Previous $13.2 Million 513.02%

% of portfolio

0.02%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

263

Shares Held

69.8M

Call Options Held

2.88M

Put Options Held

9.6K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $2.11B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Invesco Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Invesco Ltd. with notifications on news.

Account