Vertex, Inc. - CL A (VERX)

Historical Portfolio Holders from Q3 2020 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / CL A
Shares, excl. options Q2 2024
67.9M
Holdings value Q2 2024
$2.45B
Value change Q2 2024
+$452M
Grand Portfolio weight change Q2 2024
+0.001%
Number of holders
201
Number of buys Q2 2024
58
Number of sells Q2 2024
-38
Average buys Q2 2024 %
+0.001%
Average sells Q2 2024 %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 20.3M $784M -$46M $38.51 105
2024 Q2 67.9M $2.45B +$452M $36.05 205
2024 Q1 55.7M $1.77B +$106M $31.76 175
2023 Q4 53.3M $1.44B +$228M $26.94 144
2023 Q3 44.9M $1.04B +$47M $23.10 120
2023 Q2 43.1M $840M +$91.8M $19.50 122
2023 Q1 38.3M $792M +$91.9M $20.69 127
2022 Q4 34.5M $500M +$25.4M $14.51 101
2022 Q3 32.1M $440M +$87.1M $13.67 74
2022 Q2 26M $295M +$5.92M $11.33 77
2022 Q1 25.5M $392M +$5.06M $15.34 86
2021 Q4 25.2M $399M -$10.1M $15.87 87
2021 Q3 25.5M $491M -$4.3M $19.22 79
2021 Q2 25.3M $554M -$14.2M $21.94 74
2021 Q1 25.9M $570M -$94.5M $21.98 79
2020 Q4 28.2M $981M +$135M $34.85 98
2020 Q3 25.1M $578M +$578M $23.00 89