Legacy Advisors, LLC Vertex, Inc. Transaction History
Legacy Advisors, LLC
- $911 Million
- Q1 2025
A detailed history of Legacy Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 1,323,779 shares of VERX stock, worth $53.8 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
1,323,779
Previous 1,397,779
5.29%
Holding current value
$53.8 Million
Previous $74.6 Million
37.85%
% of portfolio
5.09%
Previous 7.62%
Shares
12 transactions
Others Institutions Holding VERX
# of Institutions
279Shares Held
77MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$279 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$190 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$149 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$132 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$120 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.97B
- 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...