A detailed history of Silvercrest Asset Management Group LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Silvercrest Asset Management Group LLC holds 628,689 shares of VERX stock, worth $33.7 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
628,689
Previous 704,487 10.76%
Holding current value
$33.7 Million
Previous $25.4 Million 4.67%
% of portfolio
0.17%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.62 - $40.01 $2.62 Million - $3.03 Million
-75,798 Reduced 10.76%
628,689 $24.2 Million
Q2 2024

Aug 14, 2024

SELL
$27.94 - $36.05 $19.7 Million - $25.4 Million
-704,487 Reduced 50.0%
704,487 $25.4 Million
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $19.4 Million - $25.1 Million
696,048 Added 97.63%
1,408,974 $50.8 Million
Q1 2024

May 15, 2024

BUY
$23.54 - $33.58 $2.01 Million - $2.86 Million
85,237 Added 13.58%
712,926 $22.6 Million
Q4 2023

Feb 14, 2024

SELL
$22.03 - $29.5 $1.62 Million - $2.17 Million
-73,453 Reduced 10.48%
627,689 $16.9 Million
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $2.26 Million - $2.93 Million
126,906 Added 22.1%
701,142 $16.2 Million
Q2 2023

Aug 14, 2023

BUY
$18.51 - $22.99 $10.6 Million - $13.2 Million
574,236 New
574,236 $11.2 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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 Silvercrest Asset Management Group LLC Portfolio

Follow Silvercrest Asset Management Group LLC 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 Silvercrest Asset Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvercrest Asset Management Group LLC with notifications on news.