Ownership history in Westwind Capital · 5 quarters on record
This page tracks every 13F SEC filing in which Westwind Capital reported a position in VERTEX INC CL A (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 | 337,013 | -2,295 | -0.7% | 1.75% | $8.4M | $24.79 |
| 2025 Q2 | ADDED | 339,308 | +4,806 | +1.4% | 2.45% | $12.0M | $35.33 |
| 2025 Q1 | ADDED | 334,502 | +147,650 | +79.0% | 2.91% | $11.7M | $35.01 |
| 2024 Q4 | ADDED | 186,852 | +413 | +0.2% | 2.18% | $10.0M | $53.35 |
As of 2025 Q4 — sorted by position size