Spence Asset Management Vertex, Inc. Transaction History
Spence Asset Management
- $460 Million
- Q4 2024
A detailed history of Spence Asset Management transactions in Vertex, Inc. stock. As of the latest transaction made, Spence Asset Management holds 186,852 shares of VERX stock, worth $6.64 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
186,852
Previous 186,439
0.22%
Holding current value
$6.64 Million
Previous $7.18 Million
38.85%
% of portfolio
2.17%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
264Shares Held
69.9MCall Options Held
2.88MPut Options Held
9.6K-
Vanguard Group Inc Valley Forge, PA6.86MShares$244 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$166 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$134 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$125 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$80.4 Million1.61% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.72B
- 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...