VERX VERTEX INC

Ownership history in CITIGROUP INC  ·  22 quarters on record

This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in VERTEX INC (VERX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q4)
Avg. % of fund
0.0%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,023,419 +810,985 +381.8% 0.01% $20.4M $19.97
2025 Q3 ADDED 212,434 +199,434 +1534.1% 0.00% $5.3M $24.79
2025 Q3 REDUCED 13,000 -95,808 -88.1% 0.00% $322K $24.79
2025 Q2 ADDED 108,808 +59,611 +121.2% 0.00% $3.8M $35.33
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VERX price (monthly, adj. close)
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