Westover Capital Advisors, LLC Vertex, Inc. Transaction History
Westover Capital Advisors, LLC
- $513 Million
- Q3 2024
A detailed history of Westover Capital Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 54,795 shares of VERX stock, worth $2.94 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
54,795
Previous 15,464
254.34%
Holding current value
$2.94 Million
Previous $557,000
278.82%
% of portfolio
0.41%
Previous 0.15%
Shares
2 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...