Palisade Capital Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
624,621
+44,676
| +8% | +$1.58M | 0.63% | 62 |
|
|
2025
Q1 | $20.3M | Sell |
579,945
-170,658
| -23% | -$5.97M | 0.58% | 68 |
|
|
2024
Q4 | $40M | Sell |
750,603
-379,087
| -34% | -$20.2M | 1.07% | 21 |
|
|
2024
Q3 | $43.5M | Sell |
1,129,690
-78,522
| -6% | -$3.02M | 1.15% | 14 |
|
|
2024
Q2 | $43.6M | Buy |
1,208,212
+25,872
| +2% | +$933K | 1.18% | 17 |
|
|
2024
Q1 | $37.6M | Buy |
1,182,340
+5,532
| +0.5% | +$176K | 0.99% | 30 |
|
|
2023
Q4 | $31.7M | Sell |
1,176,808
-87,541
| -7% | -$2.36M | 0.84% | 36 |
|
|
2023
Q3 | $29.2M | Buy |
1,264,349
+129,974
| +11% | +$3M | 0.82% | 37 |
|
|
2023
Q2 | $22.1M | Buy |
1,134,375
+54,075
| +5% | +$1.05M | 0.59% | 61 |
|
|
2023
Q1 | $22.4M | Buy |
1,080,300
+24,481
| +2% | +$507K | 0.6% | 55 |
|
|
2022
Q4 | $15.3M | Buy |
1,055,819
+60,243
| +6% | +$874K | 0.41% | 83 |
|
|
2022
Q3 | $13.6M | Buy |
995,576
+204,554
| +26% | +$2.8M | 0.39% | 87 |
|
|
2022
Q2 | $8.96M | Buy |
791,022
+10,984
| +1% | +$124K | 0.24% | 121 |
|
|
2022
Q1 | $12M | Buy |
780,038
+251,756
| +48% | +$3.86M | 0.28% | 116 |
|
|
2021
Q4 | $8.38M | Buy |
+528,282
| New | +$8.38M | 0.17% | 164 |
|