Vista Equity Partners Management’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-473,960	Closed	-$15.1M	–	40
2024 Q1	$15.1M	Sell	473,960 -48,128	-9%	-$1.53M	0.4%	25
2023 Q4	$14.1M	Buy	+522,088	New	+$14.1M	0.34%	21