A detailed history of Kennedy Capital Management, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Kennedy Capital Management, Inc. holds 205,880 shares of VERX stock, worth $10.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
205,880
Previous 250,894 17.94%
Holding current value
$10.2 Million
Previous $9.04 Million 12.34%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.62 - $40.01 $1.56 Million - $1.8 Million
-45,014 Reduced 17.94%
205,880 $7.93 Million
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $160,738 - $207,395
5,753 Added 2.35%
250,894 $9.04 Million
Q1 2024

May 15, 2024

SELL
$23.54 - $33.58 $3.25 Million - $4.64 Million
-138,189 Reduced 36.05%
245,141 $7.79 Million
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $1.9 Million - $2.54 Million
86,022 Added 28.93%
383,330 $10.3 Million
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $5.28 Million - $6.87 Million
297,308 New
297,308 $6.87 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.39B
  • 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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