Sterling Investment Advisors, Ltd. Vertex, Inc. Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
A detailed history of Sterling Investment Advisors, Ltd. transactions in Vertex, Inc. stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 31,720 shares of VERX stock, worth $1.7 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
31,720
Previous 33,067
4.07%
Holding current value
$1.7 Million
Previous $1.19 Million
2.43%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
229Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$360 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$250 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$217 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$186 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$136 Million0.49% of portfolio
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...