A detailed history of Petrus Trust Company, Lta transactions in Vertex, Inc. stock. As of the latest transaction made, Petrus Trust Company, Lta holds 4,741 shares of VERX stock, worth $215,431. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,741
Previous 14,893 68.17%
Holding current value
$215,431
Previous $573,000 56.02%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$39.21 - $56.92 $398,059 - $577,851
-10,152 Reduced 68.17%
4,741 $252,000
Q3 2024

Nov 14, 2024

BUY
$34.62 - $40.01 $174,519 - $201,690
5,041 Added 51.17%
14,893 $573,000
Q2 2024

Aug 14, 2024

SELL
$27.94 - $36.05 $10,924 - $14,095
-391 Reduced 3.82%
9,852 $355,000
Q1 2024

May 15, 2024

BUY
$23.54 - $33.58 $241,120 - $343,959
10,243 New
10,243 $325,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.2B
  • 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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