A detailed history of Rhumbline Advisers transactions in Vertex, Inc. stock. As of the latest transaction made, Rhumbline Advisers holds 97,489 shares of VERX stock, worth $2.42 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97,489
Previous 84,152 15.85%
Holding current value
$2.42 Million
Previous $2.95 Million 16.94%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$33.45 - $41.87 $446,122 - $558,420
13,337 Added 15.85%
97,489 $3.45 Million
Q1 2025

Apr 08, 2025

BUY
$31.15 - $58.95 $139,458 - $263,919
4,477 Added 5.62%
84,152 $2.99 Million
Q4 2024

May 29, 2025

SELL
$39.21 - $56.92 $175,543 - $254,830
-4,477 Reduced 5.32%
79,675 $4.25 Million
Q4 2024

Jan 30, 2025

BUY
$39.21 - $56.92 $152,919 - $221,988
3,900 Added 5.15%
79,675 $4.25 Million
Q3 2024

Nov 12, 2024

BUY
$34.62 - $40.01 $88,800 - $102,625
2,565 Added 3.5%
75,775 $2.92 Million
Q2 2024

Aug 01, 2024

BUY
$27.94 - $36.05 $2.01 Million - $2.6 Million
71,992 Added 5910.67%
73,210 $2.64 Million
Q4 2023

Feb 08, 2024

BUY
$22.03 - $29.5 $2,203 - $2,950
100 Added 8.94%
1,218 $32,000
Q2 2023

Aug 08, 2023

BUY
$18.51 - $22.99 $20,694 - $25,702
1,118 New
1,118 $21,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.2B
  • 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
Track This Portfolio

Track Rhumbline Advisers Portfolio

Follow Rhumbline Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rhumbline Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Rhumbline Advisers with notifications on news.