Tower Research Capital (TRC)’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
$32.2K Sell
2,710
-446
-14% -$6.95K ﹤0.01% 3121
2025
Q4
$63K Buy
3,156
+107
+4% +$2.31K ﹤0.01% 2260
2025
Q3
$75.6K Sell
3,049
-5,021
-62% -$145K ﹤0.01% 2220
2025
Q2
$285K Buy
8,070
+6,328
+363% +$241K 0.01% 1464
2025
Q1
$61K Sell
1,742
-1,992
-53% -$91K ﹤0.01% 2091
2024
Q4
$199K Buy
3,734
+1,604
+75% +$77.8K ﹤0.01% 1721
2024
Q3
$82K Buy
+2,130
New +$78.5K ﹤0.01% 2379
2024
Q2
Sell
-3,668
Closed -$116K 6023
2024
Q1
$116K Buy
3,668
+996
+37% +$26.9K ﹤0.01% 1749
2023
Q4
$72K Buy
+2,672
New +$68.5K ﹤0.01% 2888
2023
Q3
Sell
-152
Closed -$2.96K 6258
2023
Q2
$2.96K Buy
+152
New +$3.21K ﹤0.01% 5130
2023
Q1
Sell
-5,678
Closed -$83K 6308
2022
Q4
$83K Buy
5,678
+2,107
+59% +$33.7K ﹤0.01% 1986
2022
Q3
$49K Buy
3,571
+1,789
+100% +$22.7K ﹤0.01% 3178
2022
Q2
$20K Buy
1,782
+1,327
+292% +$16.8K ﹤0.01% 3811
2022
Q1
$7K Sell
455
-604
-57% -$8.45K ﹤0.01% 4773
2021
Q4
$17K Buy
1,059
+953
+899% +$18.1K ﹤0.01% 3873
2021
Q3
$2K Sell
106
-1,207
-92% -$23.3K ﹤0.01% 5302
2021
Q2
$29K Buy
1,313
+300
+30% +$6.09K ﹤0.01% 3538
2021
Q1
$22K Buy
1,013
+913
+913% +$28.5K ﹤0.01% 3821
2020
Q4
$3K Sell
100
-739
-88% -$20.1K ﹤0.01% 4828
2020
Q3
$19K Buy
+839
New +$20.4K ﹤0.01% 3885

Other funds holding VERX