Citadel Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
1,152,609
+177,212
| +18% | +$2.76M | ﹤0.01% | 2801 |
|
|
2025
Q4 | $19.5M | Buy |
975,397
+789,418
| +424% | +$17.1M | ﹤0.01% | 2378 |
|
|
2025
Q3 | $4.61M | Sell |
185,979
-618,519
| -77% | -$17.9M | ﹤0.01% | 4508 |
|
|
2025
Q2 | $28.4M | Buy |
804,498
+482,028
| +149% | +$18.3M | ﹤0.01% | 1745 |
|
|
2025
Q1 | $11.3M | Sell |
322,470
-235,660
| -42% | -$10.8M | ﹤0.01% | 2694 |
|
|
2024
Q4 | $29.8M | Buy |
558,130
+518,051
| +1,293% | +$25.1M | 0.01% | 1747 |
|
|
2024
Q3 | $1.54M | Buy |
40,079
+18,994
| +90% | +$700K | ﹤0.01% | 6001 |
|
|
2024
Q2 | $760K | Sell |
21,085
-288,454
| -93% | -$9.28M | ﹤0.01% | 7161 |
|
|
2024
Q1 | $9.83M | Buy |
309,539
+195,135
| +171% | +$5.26M | ﹤0.01% | 2979 |
|
|
2023
Q4 | $3.08M | Buy |
114,404
+54,604
| +91% | +$1.4M | ﹤0.01% | 4601 |
|
|
2023
Q3 | $1.38M | Buy |
59,800
+1,921
| +3% | +$39.5K | ﹤0.01% | 5934 |
|
|
2023
Q2 | $1.13M | Sell |
57,879
-325,479
| -85% | -$6.87M | ﹤0.01% | 6210 |
|
|
2023
Q1 | $7.93M | Buy |
383,358
+335,829
| +707% | +$5.18M | ﹤0.01% | 3112 |
|
|
2022
Q4 | $690K | Buy |
47,529
+31,155
| +190% | +$498K | ﹤0.01% | 7570 |
|
|
2022
Q3 | $224K | Sell |
16,374
-1,207
| -7% | -$15.3K | ﹤0.01% | 10179 |
|
|
2022
Q2 | $199K | Sell |
17,581
-55,939
| -76% | -$707K | ﹤0.01% | 10696 |
|
|
2022
Q1 | $1.13M | Sell |
73,520
-29,972
| -29% | -$419K | ﹤0.01% | 7427 |
|
|
2021
Q4 | $1.64M | Buy |
103,492
+65,612
| +173% | +$1.24M | ﹤0.01% | 6688 |
|
|
2021
Q3 | $728K | Buy |
+37,880
| New | +$733K | ﹤0.01% | 8962 |
|
|
2021
Q1 | – | Sell |
-15,502
| Closed | -$540K | – | 13748 |
|
|
2020
Q4 | $540K | Sell |
15,502
-283,103
| -95% | -$7.71M | ﹤0.01% | 7995 |
|
|
2020
Q3 | $6.87M | Buy |
+298,605
| New | +$7.27M | ﹤0.01% | 2723 |
|
Other funds holding VERX
VPM
TCM
VCM
