Jim Simons Vertex, Inc. Transaction History

Renaissance Technologies LLC

$56.7 Billion
Q2 2024

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Vertex, Inc. stock. As of the latest transaction made, Renaissance Technologies LLC holds 377,100 shares of VERX stock, worth $13.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

377,100

Previous 276,800 36.24%

Holding current value

$13.9 Million

Previous $8.79 Million 54.64%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$27.94 - $36.05 $2.8 Million - $3.62 Million	100,300 Added 36.24%	377,100 $13.6 Million
Q1 2024 May 13, 2024	SELL	$23.54 - $33.58 $1.55 Million - $2.21 Million	-65,900 Reduced 19.23%	276,800 $8.79 Million
Q4 2023 Feb 13, 2024	BUY	$22.03 - $29.5 $1.37 Million - $1.84 Million	62,300 Added 22.22%	342,700 $9.23 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $920,486 - $1.2 Million	51,800 Added 22.66%	280,400 $6.48 Million
Q2 2023 Aug 11, 2023	BUY	$18.51 - $22.99 $1.23 Million - $1.53 Million	66,400 Added 40.94%	228,600 $4.46 Million
Q1 2023 May 12, 2023	BUY	$12.0 - $20.93 $556,800 - $971,152	46,400 Added 40.07%	162,200 $3.36 Million
Q4 2022 Feb 13, 2023	BUY	$14.0 - $18.59 $109,200 - $145,002	7,800 Added 7.22%	115,800 $1.68 Million
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $66,062 - $101,170	6,700 Added 6.61%	108,000 $1.48 Million
Q2 2022 Aug 12, 2022	SELL	$9.59 - $16.25 $152,481 - $258,375	-15,900 Reduced 13.57%	101,300 $1.15 Million
Q1 2022 May 13, 2022	BUY	$12.71 - $16.79 $851,570 - $1.12 Million	67,000 Added 133.47%	117,200 $1.8 Million
Q4 2021 Feb 11, 2022	BUY	$15.87 - $21.72 $296,769 - $406,164	18,700 Added 59.37%	50,200 $797,000
Q3 2021 Nov 12, 2021	BUY	$18.15 - $22.62 $571,725 - $712,530	31,500 New	31,500 $605,000

Others Institutions Holding VERX

# of Institutions

215

Shares Held

66.4M

Call Options Held

3.05M

Put Options Held

88.8K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.78B
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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