Spire Wealth Management Vertex, Inc. Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Vertex, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 330 shares of VERX stock, worth $8,464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
330
Previous 5,030
93.44%
Holding current value
$8,464
Previous $176,000
93.75%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
285Shares Held
81.7MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$197 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$120 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$93.5 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$87.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$81.2 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...