Principal Financial Group Inc Vertex, Inc. Transaction History

Principal Financial Group Inc

$184 Billion
Q3 2025

A detailed history of Principal Financial Group Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 892,949 shares of VERX stock, worth $18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

892,949

Previous 617,429 44.62%

Holding current value

$18 Million

Previous $21.8 Million 1.45%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$23.87 - $36.4 $6.58 Million - $10 Million	275,520 Added 44.62%	892,949 $22.1 Million
Q2 2025 Aug 08, 2025	BUY	$33.45 - $41.87 $2.39 Million - $2.99 Million	71,423 Added 13.08%	617,429 $21.8 Million
Q1 2025 Apr 28, 2025	SELL	$31.15 - $58.95 $817,344 - $1.55 Million	-26,239 Reduced 4.59%	546,006 $19.1 Million
Q4 2024 Jan 31, 2025	BUY	$39.21 - $56.92 $22.4 Million - $32.6 Million	572,245 New	572,245 $30.5 Million
Q3 2024 Oct 31, 2024	SELL	$34.62 - $40.01 $4.11 Million - $4.74 Million	-118,589 Reduced 71.33%	47,673 $1.84 Million
Q2 2024 Jul 29, 2024	SELL	$27.94 - $36.05 $3.56 Million - $4.6 Million	-127,498 Reduced 43.4%	166,262 $5.99 Million
Q1 2024 Apr 29, 2024	BUY	$23.54 - $33.58 $1.41 Million - $2.01 Million	59,947 Added 25.64%	293,760 $9.33 Million
Q4 2023 Feb 07, 2024	BUY	$22.03 - $29.5 $3.2 Million - $4.28 Million	145,246 Added 164.0%	233,813 $6.3 Million
Q3 2023 Nov 02, 2023	BUY	$17.77 - $23.1 $892,747 - $1.16 Million	50,239 Added 131.08%	88,567 $2.05 Million
Q2 2023 Aug 07, 2023	BUY	$18.51 - $22.99 $190,578 - $236,705	10,296 Added 36.73%	38,328 $747,000
Q1 2023 May 09, 2023	BUY	$12.0 - $20.93 $336,384 - $586,709	28,032 New	28,032 $579,000
Q1 2021 May 10, 2021	SELL	$21.9 - $38.98 $216,810 - $385,901	-9,900 Reduced 13.54%	63,200 $1.39 Million
Q4 2020 Feb 08, 2021	SELL	$23.46 - $36.89 $3.17 Million - $4.98 Million	-135,110 Reduced 64.89%	73,100 $2.55 Million
Q3 2020 Nov 06, 2020	BUY	$21.71 - $29.1 $4.52 Million - $6.06 Million	208,210 New	208,210 $4.79 Million

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.8M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
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...

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Principal Financial Group Inc Vertex, Inc. Transaction History