Ubs Group Ag Vertex, Inc. Transaction History

Ubs Group Ag

$528 Billion
Q1 2025

A detailed history of Ubs Group Ag transactions in Vertex, Inc. stock. As of the latest transaction made, Ubs Group Ag holds 917,295 shares of VERX stock, worth $36.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

917,295

Previous 2,849,520 67.81%

Holding current value

$36.3 Million

Previous $152 Million 78.88%

% of portfolio

0.01%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$31.15 - $58.95 $7.36 Million - $13.9 Million	236,414 Added 34.72%	917,295 $32.1 Million
Q4 2024 Feb 14, 2025	BUY	$39.21 - $56.92 $7.34 Million - $10.6 Million	187,090 Added 37.89%	680,881 $36.3 Million
Q3 2024 Nov 14, 2024	BUY	$34.62 - $40.01 $620,736 - $717,379	17,930 Added 3.77%	493,791 $19 Million
Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $13.1 Million - $16.9 Million	468,172 Added 6088.85%	475,861 $17.2 Million
Q1 2024 May 13, 2024	SELL	$23.54 - $33.58 $27,777 - $39,624	-1,180 Reduced 13.3%	7,689 $244,000
Q4 2023 Feb 09, 2024	BUY	$22.03 - $29.5 $9,715 - $13,009	441 Added 5.23%	8,869 $238,000
Q3 2023 Nov 09, 2023	SELL	$17.77 - $23.1 $49,098 - $63,825	-2,763 Reduced 24.69%	8,428 $194,000
Q2 2023 Aug 11, 2023	BUY	$18.51 - $22.99 $93,808 - $116,513	5,068 Added 82.77%	11,191 $218,000
Q1 2023 May 12, 2023	SELL	$12.0 - $20.93 $38,112 - $66,473	-3,176 Reduced 34.15%	6,123 $126,000
Q4 2022 Feb 08, 2023	BUY	$14.0 - $18.59 $3,836 - $5,093	274 Added 3.04%	9,299 $134,000
Q3 2022 Nov 10, 2022	BUY	$9.86 - $15.1 $1,952 - $2,989	198 Added 2.24%	9,025 $124,000
Q2 2022 Aug 10, 2022	SELL	$9.59 - $16.25 $15,737 - $26,666	-1,641 Reduced 15.68%	8,827 $100,000
Q1 2022 May 16, 2022	BUY	$12.71 - $16.79 $54,653 - $72,197	4,300 Added 69.71%	10,468 $161,000
Q4 2021 Feb 14, 2022	BUY	$15.87 - $21.72 $54,656 - $74,803	3,444 Added 126.43%	6,168 $98,000
Q3 2021 Nov 15, 2021	BUY	$18.15 - $22.62 $40,764 - $50,804	2,246 Added 469.87%	2,724 $52,000
Q2 2021 Aug 13, 2021	BUY	$16.39 - $23.29 $540 - $768	33 Added 7.42%	478 $11,000
Q1 2021 May 12, 2021	BUY	$21.9 - $38.98 $6,088 - $10,836	278 Added 166.47%	445 $10,000
Q4 2020 Feb 11, 2021	BUY	$23.46 - $36.89 $1,571 - $2,471	67 Added 67.0%	167 $6,000
Q3 2020 Nov 12, 2020	BUY	$21.71 - $29.1 $2,171 - $2,910	100 New	100 $2,000

Others Institutions Holding VERX

# of Institutions

280

Shares Held

77M

Call Options Held

2.96M

Put Options Held

669K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.92B
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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