Pathstone Family Office, LLC Vertex, Inc. Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 14,905 shares of VERX stock, worth $552,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,905Holding current value
$552,528% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
182Shares Held
56.6MCall Options Held
198KPut Options Held
63.8K-
Vanguard Group Inc Valley Forge, PA5.79MShares$215 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.76MShares$176 Million17.27% of portfolio
-
Fred Alger Management, LLC New York, NY4.56MShares$169 Million0.73% of portfolio
-
Neuberger Berman Group LLC New York, NY3.57MShares$132 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.81MShares$104 Million1.3% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.8B
- 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...