Lazard Asset Management’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
$459K Buy
+38,577
New +$601K ﹤0.01% 1408
2025
Q4
Sell
-559
Closed -$13.9K 2056
2025
Q3
$13.9K Buy
559
+384
+219% +$11.1K ﹤0.01% 1773
2025
Q2
$6K Sell
175
-2,160
-93% -$82.2K ﹤0.01% 2192
2025
Q1
$81K Sell
2,335
-153
-6% -$6.99K ﹤0.01% 1871
2024
Q4
$132K Buy
2,488
+2,456
+7,675% +$119K ﹤0.01% 1728
2024
Q3
$1K Sell
32
-12,658
-100% -$467K ﹤0.01% 2218
2024
Q2
$457K Buy
12,690
+6,637
+110% +$214K ﹤0.01% 1232
2024
Q1
$192K Buy
+6,053
New +$163K ﹤0.01% 1311
2023
Q2
Sell
-5,051
Closed -$104K 2564
2023
Q1
$104K Buy
5,051
+1,878
+59% +$29K ﹤0.01% 1516
2022
Q4
$46K Buy
+3,173
New +$50.7K ﹤0.01% 1862
2021
Q1
Sell
-138,506
Closed -$4.83M 2040
2020
Q4
$4.83M Sell
138,506
-493
-0.4% -$13.4K 0.01% 662
2020
Q3
$3.2M Buy
+138,999
New +$3.38M ﹤0.01% 669

Other funds holding VERX