William Blair Investment 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 | $15.2M | Buy |
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|
2025
Q4 | $24.3M | Buy |
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|
2025
Q3 | $21.2M | Buy |
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|
2025
Q2 | $26.9M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $32.5M | Buy |
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|
2024
Q2 | $28.2M | Buy |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $36M | Sell |
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|
2023
Q3 | $33M | Buy |
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|
2023
Q2 | $21M | Sell |
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|
2023
Q1 | $22.8M | Sell |
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|
2022
Q4 | $19.3M | Buy |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $14.9M | Sell |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $16.7M | Buy |
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