Sterling Investment Advisors, Ltd. Vertex, Inc. Transaction History
Sterling Investment Advisors, Ltd.
- $457 Million
- Q3 2025
A detailed history of Sterling Investment Advisors, Ltd. transactions in Vertex, Inc. stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 29,470 shares of VERX stock, worth $666,022. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,470
Previous 29,470
-0.0%
Holding current value
$666,022
Previous $1.04 Million
29.88%
% of portfolio
0.16%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
281Shares Held
83.3MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$174 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$105 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$82.4 Million15.54% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$80.6 Million0.03% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$71.6 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.09B
- 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...