Summit Partners Public Asset Management, LLC Vertex, Inc. Call Options Transaction History

Summit Partners Public Asset Management, LLC

$4.13 Billion
Q4 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $1.11 Million - $1.38 Million	60,000 New	60,000 $1.17 Million

Others Institutions Holding VERX

# of Institutions

262

Shares Held

71M

Call Options Held

2.88M

Put Options Held

9.6K

Vanguard Group Inc Valley Forge, PA

6.86M
Shares

$269 Million
0.01% of portfolio
Black Rock Inc. New York, NY

4.66M
Shares

$183 Million
0.0% of portfolio
Tensile Capital Management LP Larkspur, CA

3.77M
Shares

$148 Million
20.89% of portfolio
Neuberger Berman Group LLC New York, NY

3.53M
Shares

$138 Million
0.16% of portfolio
Conestoga Capital Advisors, LLC

2.95M
Shares

$116 Million
1.56% of portfolio

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.9B
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...

More about VERX

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