Oppenheimer Asset Management Inc. Vertex, Inc. Transaction History
Oppenheimer Asset Management Inc.
- $7.78 Billion
- Q1 2025
A detailed history of Oppenheimer Asset Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 18,388 shares of VERX stock, worth $716,948. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,388
Previous 16,137
13.95%
Holding current value
$716,948
Previous $860,000
25.23%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding VERX
# of Institutions
264Shares Held
72MCall Options Held
2.88MPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA6.86MShares$267 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$182 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$147 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$138 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$115 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.89B
- 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...