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 $116 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
$116 Million
Previous $78 Million
6.8%
% of portfolio
9.08%
Previous 9.5%
Shares
10 transactions
Others Institutions Holding VERX
# of Institutions
229Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$360 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$250 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$217 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$186 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$136 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.6B
- 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...