Legacy Advisors, LLC Vertex, Inc. Transaction History
Legacy Advisors, LLC
- $918 Million
- Q3 2024
A detailed history of Legacy Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 2,163,058 shares of VERX stock, worth $123 Million. This represents 9.08% of its overall portfolio holdings.
Number of Shares
2,163,058
Previous 2,163,473
0.02%
Holding current value
$123 Million
Previous $78 Million
6.8%
% of portfolio
9.08%
Previous 9.5%
Shares
10 transactions
Others Institutions Holding VERX
# of Institutions
232Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$383 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$266 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$231 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$198 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$145 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.76B
- 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...