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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

VERX holding history

Vertex, Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VERX overviewAll 13F holders of VERXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2024
Holdings of VERX by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−15,099−100.0%Sold outHolders
Q4 202415,099$805.5K0.1%+324+2.2%AddedHolders
Q3 202414,775$569.0K0.1%+10.0%AddedHolders
Q2 202414,774$532.6K0.1%+14,774NewHolders