Sheets Smith Wealth Management Vertex, Inc. Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Vertex, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,775 shares of VERX stock, worth $725,452. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,775
Previous 14,774
0.01%
Holding current value
$725,452
Previous $532,000
6.77%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
230Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$330 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$229 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$199 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$171 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$125 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.38B
- 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...