Legacy Advisors, LLC Vertex, Inc. Transaction History

Legacy Advisors, LLC

$6.33 Billion
Q2 2025

A detailed history of Legacy Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 47,482 shares of VERX stock, worth $1.19 Million. This represents 21.23% of its overall portfolio holdings.

Number of Shares

47,482

Previous 1,323,779 96.41%

Holding current value

$1.19 Million

Previous $46.3 Million 2799.51%

% of portfolio

21.23%

Previous 5.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

289

Shares Held

81.8M

Call Options Held

2.91M

Put Options Held

13.5K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.22B
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