A detailed history of Putnam Investments LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Putnam Investments LLC holds 834,027 shares of VERX stock, worth $41.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
834,027
Previous 685,064 21.74%
Holding current value
$41.1 Million
Previous $15.8 Million 41.99%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $3.28 Million - $4.39 Million
148,963 Added 21.74%
834,027 $22.5 Million
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $2.96 Million - $3.84 Million
166,342 Added 32.07%
685,064 $15.8 Million
Q2 2023

Aug 14, 2023

BUY
$18.51 - $22.99 $2.54 Million - $3.15 Million
137,118 Added 35.93%
518,722 $10.1 Million
Q1 2023

May 22, 2023

BUY
$12.0 - $20.93 $855,528 - $1.49 Million
71,294 Added 22.98%
381,604 $7.9 Million
Q4 2022

Feb 14, 2023

BUY
$14.0 - $18.59 $3.92 Million - $5.21 Million
280,082 Added 926.56%
310,310 $4.5 Million
Q3 2022

Nov 14, 2022

BUY
$9.86 - $15.1 $298,048 - $456,442
30,228 New
30,228 $413,000
Q2 2021

Aug 16, 2021

SELL
$16.39 - $23.29 $5.94 Million - $8.43 Million
-362,113 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$21.9 - $38.98 $1.84 Million - $3.28 Million
-84,210 Reduced 18.87%
362,113 $7.96 Million
Q4 2020

Feb 16, 2021

SELL
$23.46 - $36.89 $3.13 Million - $4.92 Million
-133,399 Reduced 23.01%
446,323 $15.6 Million
Q3 2020

Nov 16, 2020

BUY
$21.71 - $29.1 $12.6 Million - $16.9 Million
579,722 New
579,722 $13.3 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.39B
  • 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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