RiverPark Advisors’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,562
Closed -$197K 158
2025
Q2
$197K Sell
5,562
-1,294
-19% -$49.2K 0.12% 77
2025
Q1
$240K Sell
6,856
-816
-11% -$37.3K 0.19% 73
2024
Q4
$409K Sell
7,672
-1,491
-16% -$72.3K 0.33% 56
2024
Q3
$353K Sell
9,163
-3,208
-26% -$118K 0.29% 63
2024
Q2
$446K Sell
12,371
-2,938
-19% -$94.5K 0.37% 58
2024
Q1
$486K Buy
15,309
+11,990
+361% +$323K 0.4% 53
2023
Q4
$89.4K Buy
3,319
+735
+28% +$18.8K 0.08% 59
2023
Q3
$59.7K Buy
+2,584
New +$53.2K 0.05% 64

Other funds holding VERX