A detailed history of Pathstone Holdings, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 15,086 shares of VERX stock, worth $812,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,086
Previous 15,033 0.35%
Holding current value
$812,079
Previous $541,000 7.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024

BUY
$34.62 - $40.01 $1,834 - $2,120
53 Added 0.35%
15,086 $580,000
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $1,508 - $1,946
54 Added 0.36%
15,033 $541,000
Q1 2024

May 13, 2024

SELL
$23.54 - $33.58 $918 - $1,309
-39 Reduced 0.26%
14,979 $475,000
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $330,846 - $443,031
15,018 New
15,018 $404,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.61B
  • 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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