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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

VERX holding history

Vertex, Inc. in every 13F filed by LPL Financial LLC, 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 (Q2 2026)
10,039
Value
$115.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of VERX by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,039$115.2K<0.1%−857−7.9%ReducedHolders
Q1 202610,896$129.6K<0.1%−6,318−36.7%ReducedHolders
Q4 202517,214$343.8K<0.1%−10,642−38.2%ReducedHolders
Q3 202527,856$690.5K<0.1%−8,603−23.6%ReducedHolders
Q2 202536,459$1.29M<0.1%+2,765+8.2%AddedHolders
Q1 202533,694$1.18M<0.1%−3,183−8.6%ReducedHolders
Q4 202436,877$1.97M<0.1%+7,089+23.8%AddedHolders
Q3 202429,788$1.15M<0.1%−5,807−16.3%ReducedHolders
Q2 202435,595$1.28M<0.1%−1,196−3.3%ReducedHolders
Q1 202436,791$1.17M<0.1%−458−1.2%ReducedHolders
Q4 202337,249$1.00M<0.1%+8,758+30.7%AddedHolders
Q3 202328,491$658.1K<0.1%+3,532+14.2%AddedHolders
Q2 202324,959$486.7K<0.1%+8,102+48.1%AddedHolders
Q1 202316,857$348.8K<0.1%−1,784−9.6%ReducedHolders
Q4 202218,641$270.5K<0.1%+531+2.9%AddedHolders
Q3 202218,110$248.0K<0.1%−654−3.5%ReducedHolders
Q2 202218,764$213.0K<0.1%−641−3.3%ReducedHolders
Q1 202219,405$298.0K<0.1%+5,011+34.8%AddedHolders
Q4 202114,394$228.0K<0.1%+2,757+23.7%AddedHolders
Q3 202111,637$224.0K<0.1%+11,637NewHolders
Q2 20210$00.0%−11,965−100.0%Sold outHolders
Q1 202111,965$263.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.