A detailed history of Principal Financial Group Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 166,262 shares of VERX stock, worth $6.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166,262
Previous 293,760 43.4%
Holding current value
$6.4 Million
Previous $9.33 Million 35.76%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.87B
  • 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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