A detailed history of Spence Asset Management transactions in Vertex, Inc. stock. As of the latest transaction made, Spence Asset Management holds 334,502 shares of VERX stock, worth $13.3 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
334,502
Previous 186,852 79.02%
Holding current value
$13.3 Million
Previous $9.97 Million 17.49%
% of portfolio
2.91%
Previous 2.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$31.15 - $58.95 $4.6 Million - $8.7 Million
147,650 Added 79.02%
334,502 $11.7 Million
Q4 2024

Jan 07, 2025

BUY
$39.21 - $56.92 $16,193 - $23,507
413 Added 0.22%
186,852 $9.97 Million
Q3 2024

Oct 09, 2024

BUY
$34.62 - $40.01 $6.45 Million - $7.46 Million
186,439 New
186,439 $7.18 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.92B
  • 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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