VERX — VERTEX INC

Ownership history in MATHER GROUP, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 146 -36 -19.8% 0.00% $4K $24.79
2025 Q1 UNCHANGED 182 — 0% 0.00% $6K $35.01
2024 Q4 INITIATED 182 — — 0.00% $10K $53.35
% of Fund (quarterly)    VERX price (monthly, adj. close)

Other funds also holding VERX

As of 2025 Q4 — sorted by position size

Tensile Capital Management LP 3Y 7Y 8.85% Hyperion Capital Advisors LP 3Y 6.35% Park West Asset Management LLC 3Y 7Y 3.04% Gagnon Advisors, LLC 3Y 7Y 2.95% Legacy Advisors, LLC 3Y 7Y 2.88% Roubaix Capital, LLC 3Y 1.57% GAGNON SECURITIES LLC 3Y 7Y 1.48% Divisar Capital Management LLC 3Y 7Y 1.4% Pembroke Management, LTD 3Y 7Y 1.34% Fulcrum Asset Management LLP 3Y 1.03%
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