A detailed history of Palisade Capital Management LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Palisade Capital Management LLC holds 1,129,690 shares of VERX stock, worth $55.8 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
1,129,690
Previous 1,208,212 6.5%
Holding current value
$55.8 Million
Previous $43.6 Million 0.12%
% of portfolio
1.35%
Previous 1.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.62 - $40.01 $2.72 Million - $3.14 Million
-78,522 Reduced 6.5%
1,129,690 $43.5 Million
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $722,863 - $932,685
25,872 Added 2.19%
1,208,212 $43.6 Million
Q1 2024

May 15, 2024

BUY
$23.54 - $33.58 $130,223 - $185,764
5,532 Added 0.47%
1,182,340 $37.6 Million
Q4 2023

Feb 14, 2024

SELL
$22.03 - $29.5 $1.93 Million - $2.58 Million
-87,541 Reduced 6.92%
1,176,808 $31.7 Million
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $2.31 Million - $3 Million
129,974 Added 11.46%
1,264,349 $29.2 Million
Q2 2023

Aug 14, 2023

BUY
$18.51 - $22.99 $1 Million - $1.24 Million
54,075 Added 5.01%
1,134,375 $22.1 Million
Q1 2023

May 08, 2023

BUY
$12.0 - $20.93 $293,772 - $512,387
24,481 Added 2.32%
1,080,300 $22.4 Million
Q4 2022

Feb 14, 2023

BUY
$14.0 - $18.59 $843,402 - $1.12 Million
60,243 Added 6.05%
1,055,819 $15.3 Million
Q3 2022

Nov 14, 2022

BUY
$9.86 - $15.1 $2.02 Million - $3.09 Million
204,554 Added 25.86%
995,576 $13.6 Million
Q2 2022

Aug 10, 2022

BUY
$9.59 - $16.25 $105,336 - $178,490
10,984 Added 1.41%
791,022 $8.96 Million
Q1 2022

May 09, 2022

BUY
$12.71 - $16.79 $3.2 Million - $4.23 Million
251,756 Added 47.66%
780,038 $12 Million
Q4 2021

Feb 10, 2022

BUY
$15.87 - $21.72 $8.38 Million - $11.5 Million
528,282 New
528,282 $8.38 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.39B
  • 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

Track Palisade Capital Management LLC Portfolio

Follow Palisade Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palisade Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palisade Capital Management LLC with notifications on news.