Legacy Advisors, LLC Vertex, Inc. Transaction History

Legacy Advisors, LLC

$683 Million
Q3 2025

A detailed history of Legacy Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 1,343,779 shares of VERX stock, worth $27.1 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares

1,343,779

Previous 47,482 2730.08%

Holding current value

$27.1 Million

Previous $1.34 Billion 97.52%

% of portfolio

4.87%

Previous 21.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.87 - $36.4 $30.9 Million - $47.2 Million	1,296,297 Added 2730.08%	1,343,779 $33.3 Million
Q2 2025 Aug 07, 2025	SELL	$33.45 - $41.87 $42.7 Million - $53.4 Million	-1,276,297 Reduced 96.41%	47,482 $1.34 Billion
Q1 2025 Apr 22, 2025	SELL	$31.15 - $58.95 $2.31 Million - $4.36 Million	-74,000 Reduced 5.29%	1,323,779 $46.3 Million
Q4 2024 Feb 14, 2025	SELL	$39.21 - $56.92 $30 Million - $43.6 Million	-765,279 Reduced 35.38%	1,397,779 $74.6 Million
Q3 2024 Nov 13, 2024	SELL	$34.62 - $40.01 $14,367 - $16,604	-415 Reduced 0.02%	2,163,058 $83.3 Million
Q2 2024 Jul 30, 2024	SELL	$27.94 - $36.05 $20,899 - $26,965	-748 Reduced 0.03%	2,163,473 $78 Million
Q1 2024 Apr 30, 2024	SELL	$23.54 - $33.58 $25.4 Million - $36.3 Million	-1,080,650 Reduced 33.3%	2,164,221 $68.7 Million
Q4 2023 Feb 12, 2024	BUY	$22.03 - $29.5 $67.1 Million - $89.8 Million	3,044,193 Added 1516.95%	3,244,871 $87.4 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $728 - $947	41 Added 0.02%	200,678 $4.64 Million
Q2 2023 Jul 20, 2023	SELL	$18.51 - $22.99 $3.05 Million - $3.79 Million	-164,765 Reduced 45.09%	200,637 $3.91 Million
Q1 2023 May 01, 2023	BUY	$12.0 - $20.93 $3.71 Million - $6.47 Million	309,198 Added 550.14%	365,402 $7.56 Million
Q4 2022 Feb 01, 2023	SELL	$14.0 - $18.59 $58,156 - $77,222	-4,154 Reduced 6.88%	56,204 $815,000
Q3 2022 Nov 09, 2022	BUY	$9.86 - $15.1 $3,529 - $5,405	358 Added 0.6%	60,358 $825,000
Q3 2021 Oct 13, 2021	BUY	$18.15 - $22.62 $1.09 Million - $1.36 Million	60,000 New	60,000 $1.15 Million

Others Institutions Holding VERX

# of Institutions

269

Shares Held

85.6M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Account

Legacy Advisors, LLC Vertex, Inc. Transaction History