Truist Financial Corp Vertex, Inc. Transaction History

Truist Financial Corp

$71.8 Billion
Q3 2025

A detailed history of Truist Financial Corp transactions in Vertex, Inc. stock. As of the latest transaction made, Truist Financial Corp holds 10,239 shares of VERX stock, worth $206,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,239

Previous 12,317 16.87%

Holding current value

$206,520

Previous $435,000 41.84%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$23.87 - $36.4 $49,601 - $75,639	-2,078 Reduced 16.87%	10,239 $253,000
Q2 2025 Jul 18, 2025	SELL	$33.45 - $41.87 $36,928 - $46,224	-1,104 Reduced 8.23%	12,317 $435,000
Q1 2025 Apr 29, 2025	SELL	$31.15 - $58.95 $247,486 - $468,357	-7,945 Reduced 37.19%	13,421 $469,000
Q4 2024 Jan 31, 2025	SELL	$39.21 - $56.92 $164,250 - $238,437	-4,189 Reduced 16.39%	21,366 $1.14 Million
Q3 2024 Nov 13, 2024	SELL	$34.62 - $40.01 $1.09 Million - $1.26 Million	-31,448 Reduced 55.17%	25,555 $984,000

Q2 2024 Aug 20, 2024	SELL	$27.94 - $36.05 $123,355 - $159,160	-4,415 Reduced 7.19%	57,003 $2.05 Million
Q1 2024 May 10, 2024	SELL	$23.54 - $33.58 $237,542 - $338,855	-10,091 Reduced 14.11%	61,418 $1.95 Million
Q4 2023 Feb 02, 2024	SELL	$22.03 - $29.5 $1.17 Million - $1.57 Million	-53,277 Reduced 42.69%	71,509 $1.93 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $184,221 - $239,477	10,367 Added 9.06%	124,786 $2.88 Million
Q2 2023 Aug 01, 2023	BUY	$18.51 - $22.99 $593,393 - $737,013	32,058 Added 38.92%	114,419 $2.23 Million
Q1 2023 May 05, 2023	SELL	$12.0 - $20.93 $79,956 - $139,456	-6,663 Reduced 7.48%	82,361 $1.7 Million
Q4 2022 Feb 17, 2023	SELL	$14.0 - $18.59 $24,808 - $32,941	-1,772 Reduced 1.95%	89,024 $1.29 Million
Q3 2022 Oct 26, 2022	BUY	$9.86 - $15.1 $9,416 - $14,420	955 Added 1.06%	90,796 $1.24 Million
Q2 2022 Jul 22, 2022	SELL	$9.59 - $16.25 $35,319 - $59,848	-3,683 Reduced 3.94%	89,841 $1.02 Million
Q1 2022 Apr 22, 2022	BUY	$12.71 - $16.79 $223,962 - $295,856	17,621 Added 23.22%	93,524 $1.44 Million
Q4 2021 Feb 14, 2022	SELL	$15.87 - $21.72 $95,410 - $130,580	-6,012 Reduced 7.34%	75,903 $1.21 Million
Q3 2021 Nov 05, 2021	BUY	$18.15 - $22.62 $179,793 - $224,073	9,906 Added 13.76%	81,915 $1.57 Million
Q2 2021 Aug 16, 2021	BUY	$16.39 - $23.29 $47,744 - $67,843	2,913 Added 4.22%	72,009 $1.58 Million
Q1 2021 May 17, 2021	BUY	$21.9 - $38.98 $830,448 - $1.48 Million	37,920 Added 121.63%	69,096 $1.52 Million
Q4 2020 Feb 18, 2021	BUY	$23.46 - $36.89 $345,026 - $542,541	14,707 Added 89.3%	31,176 $1.09 Million
Q3 2020 Nov 13, 2020	BUY	$21.71 - $29.1 $357,541 - $479,247	16,469 New	16,469 $379,000

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
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...

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Truist Financial Corp Vertex, Inc. Transaction History