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 |
1,279,170
+63,998
| +5% | +$997K | 0.05% | 275 |
|
|
2025
Q4 | $24.3M | Buy |
1,215,172
+360,791
| +42% | +$7.8M | 0.07% | 249 |
|
|
2025
Q3 | $21.2M | Buy |
854,381
+92,786
| +12% | +$2.69M | 0.05% | 280 |
|
|
2025
Q2 | $26.9M | Buy |
761,595
+34,646
| +5% | +$1.32M | 0.07% | 240 |
|
|
2025
Q1 | $25.5M | Buy |
+726,949
| New | +$33.2M | 0.07% | 254 |
|
|
2024
Q4 | – | Sell |
-843,006
| Closed | -$32.5M | – | 458 |
|
|
2024
Q3 | $32.5M | Buy |
843,006
+60,291
| +8% | +$2.22M | 0.08% | 215 |
|
|
2024
Q2 | $28.2M | Buy |
782,715
+58,678
| +8% | +$1.89M | 0.07% | 237 |
|
|
2024
Q1 | $23M | Sell |
724,037
-611,029
| -46% | -$16.5M | 0.06% | 292 |
|
|
2023
Q4 | $36M | Sell |
1,335,066
-92,942
| -7% | -$2.38M | 0.1% | 192 |
|
|
2023
Q3 | $33M | Buy |
1,428,008
+349,683
| +32% | +$7.2M | 0.11% | 184 |
|
|
2023
Q2 | $21M | Sell |
1,078,325
-23,387
| -2% | -$493K | 0.07% | 275 |
|
|
2023
Q1 | $22.8M | Sell |
1,101,712
-226,809
| -17% | -$3.5M | 0.08% | 259 |
|
|
2022
Q4 | $19.3M | Buy |
1,328,521
+11,323
| +0.9% | +$181K | 0.07% | 265 |
|
|
2022
Q3 | $18M | Buy |
1,317,198
+150,092
| +13% | +$1.9M | 0.07% | 264 |
|
|
2022
Q2 | $13.2M | Buy |
1,167,106
+292,055
| +33% | +$3.69M | 0.05% | 295 |
|
|
2022
Q1 | $13.4M | Buy |
875,051
+18,908
| +2% | +$265K | 0.04% | 312 |
|
|
2021
Q4 | $13.6M | Buy |
856,143
+8,719
| +1% | +$165K | 0.04% | 327 |
|
|
2021
Q3 | $16.3M | Buy |
847,424
+166,084
| +24% | +$3.21M | 0.05% | 330 |
|
|
2021
Q2 | $14.9M | Sell |
681,340
-222,257
| -25% | -$4.51M | 0.05% | 247 |
|
|
2021
Q1 | $19.9M | Buy |
903,597
+425,667
| +89% | +$13.3M | 0.06% | 220 |
|
|
2020
Q4 | $16.7M | Buy |
+477,930
| New | +$13M | 0.06% | 227 |
|
Other funds holding VERX
VPM
TCM
VCM
