Osterweis Capital Management Inc Vertex, Inc. Transaction History
Osterweis Capital Management Inc
- $1.48 Billion
- Q1 2025
A detailed history of Osterweis Capital Management Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Osterweis Capital Management Inc holds 249,760 shares of VERX stock, worth $8.84 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
249,760Holding current value
$8.84 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
279Shares Held
77MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$243 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$165 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$130 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$115 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$104 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.71B
- 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...