Nicolet Advisory Services, LLC Vertex, Inc. Transaction History
Nicolet Advisory Services, LLC
- $1.15 Billion
- Q2 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 15,050 shares of VERX stock, worth $340,130. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,050
Previous 12,416
21.21%
Holding current value
$340,130
Previous $434,000
22.35%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
282Shares Held
83.3MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$174 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$105 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$82.4 Million15.54% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$80.6 Million0.03% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$71.6 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.09B
- 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...