Spence Asset Management Vertex, Inc. Transaction History
Spence Asset Management
- $479 Million
- Q3 2025
A detailed history of Spence Asset Management transactions in Vertex, Inc. stock. As of the latest transaction made, Spence Asset Management holds 337,013 shares of VERX stock, worth $6.71 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
337,013
Previous 339,308
0.68%
Holding current value
$6.71 Million
Previous $12 Million
30.32%
% of portfolio
1.75%
Previous 2.45%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
282Shares Held
82.7MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$153 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$92.9 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$72.5 Million15.54% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$71 Million0.03% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$63 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $964M
- 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...