ETF Holdings Breakdown of VERX

News associated with VERX

Arizona State Retirement System Boosts Position in Vertex, Inc. (NASDAQ:VERX)

Arizona State Retirement System boosted its position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 17,062 shares of the company’s stock after purchasing an additional 1,164 shares during the quarter. […] - 2025-03-14 08:12:48

Jefferies Financial Group Cuts Vertex (NASDAQ:VERX) Price Target to $48.00

Vertex (NASDAQ:VERX – Free Report) had its target price trimmed by Jefferies Financial Group from $62.00 to $48.00 in a research report report published on Friday morning,Benzinga reports. The firm currently has a buy rating on the stock. A number of other research firms also recently commented on VERX. Stifel Nicolaus downgraded Vertex from a […] - 2025-03-03 06:17:22

Vertex (NASDAQ:VERX) Price Target Lowered to $45.00 at Robert W. Baird

Vertex (NASDAQ:VERX – Free Report) had its price target reduced by Robert W. Baird from $62.00 to $45.00 in a research report report published on Friday morning,Benzinga reports. Robert W. Baird currently has an outperform rating on the stock. VERX has been the subject of a number of other reports. DA Davidson assumed coverage on […] - 2025-03-03 06:17:22

Vertex (NASDAQ:VERX) Rating Lowered to Hold at Stifel Nicolaus

Stifel Nicolaus downgraded shares of Vertex (NASDAQ:VERX – Free Report) from a buy rating to a hold rating in a report released on Friday morning, MarketBeat.com reports. Stifel Nicolaus currently has $31.00 target price on the stock, down from their prior target price of $58.00. VERX has been the subject of a number of other […] - 2025-03-03 06:17:22

Sigma Planning Corp Purchases 1,421 Shares of Vertex, Inc. (NASDAQ:VERX)

Sigma Planning Corp lifted its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 15.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 10,908 shares of the company’s stock after purchasing an additional 1,421 shares during the period. Sigma Planning Corp’s holdings in Vertex were worth $582,000 as of its most recent filing […] - 2025-02-27 09:35:13

Empowered Funds LLC Purchases New Position in Vertex, Inc. (NASDAQ:VERX)

Empowered Funds LLC purchased a new stake in Vertex, Inc. (NASDAQ:VERX – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 63,038 shares of the company’s stock, valued at approximately $3,363,000. A number of other institutional investors and hedge funds have […] - 2025-02-13 10:12:50

Analysts Set Vertex, Inc. (NASDAQ:VERX) Target Price at $55.36

Vertex, Inc. (NASDAQ:VERX – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the thirteen analysts that are presently covering the company, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has issued a strong buy rating on the […] - 2025-02-07 06:49:02

VERX institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-03-12	IE00BF4RFH31 (Ishares III PLC - Ishares Msci World Small Cap UCITS ETF)	34,959 -0.5%	USD 1,188,256 5.0%
2025-03-12	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	8,392 -9.7%	USD 285,244 -3.8%
2025-03-12	IE000T9EOCL3 (iS Wor ESG En Acc)	128	USD 4,351 5.4%
Total =		43,479	USD 1,477,851

Book value of shares is calculated on the adjusted close price of each day (row).

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