Bessemer Group’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.5M Sell
580,802
-113,900
-16% -$4.02M 0.03% 258
2025
Q1
$24.3M Buy
694,702
+133,541
+24% +$4.68M 0.04% 225
2024
Q4
$29.9M Buy
561,161
+22,340
+4% +$1.19M 0.05% 214
2024
Q3
$20.7M Buy
538,821
+111,112
+26% +$4.28M 0.03% 250
2024
Q2
$15.4M Buy
427,709
+178,971
+72% +$6.45M 0.03% 273
2024
Q1
$7.9M Buy
248,738
+18,335
+8% +$582K 0.01% 329
2023
Q4
$6.21M Buy
+230,403
New +$6.21M 0.01% 349