A detailed history of Occudo Quantitative Strategies LP transactions in Vertex, Inc. stock. As of the latest transaction made, Occudo Quantitative Strategies LP holds 9,192 shares of VERX stock, worth $382,387. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,192
Previous 18,062 49.11%
Holding current value
$382,387
Previous $573,000 42.23%
% of portfolio
0.06%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$27.94 - $36.05 $247,827 - $319,763
-8,870 Reduced 49.11%
9,192 $331,000
Q1 2024

May 15, 2024

BUY
$23.54 - $33.58 $425,179 - $606,521
18,062 New
18,062 $573,000
Q3 2023

Nov 14, 2023

SELL
$17.77 - $23.1 $512,486 - $666,204
-28,840 Reduced 70.0%
12,362 $285,000
Q2 2023

Aug 14, 2023

BUY
$18.51 - $22.99 $372,569 - $462,742
20,128 Added 95.51%
41,202 $803,000
Q1 2023

May 15, 2023

BUY
$12.0 - $20.93 $252,888 - $441,078
21,074 New
21,074 $436,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.01B
  • 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
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