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Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

VERX holding history

Vertex, Inc. in every 13F filed by UBS Group AG, 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)
2,024,166
Value
$23.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VERX by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,024,166$23.2M<0.1%−3,439,868−63.0%ReducedHolders
Q1 20265,464,034$65.0M<0.1%−264,806−4.6%ReducedHolders
Q4 20255,728,840$114.4M<0.1%+3,797,309+196.6%AddedHolders
Q3 20251,931,531$47.9M<0.1%+925,566+92.0%AddedHolders
Q2 20251,005,965$35.5M<0.1%+88,670+9.7%AddedHolders
Q1 2025917,295$32.1M<0.1%+236,414+34.7%AddedHolders
Q4 2024680,881$36.3M<0.1%+187,090+37.9%AddedHolders
Q3 2024493,791$19.0M<0.1%+17,930+3.8%AddedHolders
Q2 2024475,861$17.2M<0.1%+468,172+6,088.9%AddedHolders
Q1 20247,689$244.2K<0.1%−1,180−13.3%ReducedHolders
Q4 20238,869$238.9K<0.1%+441+5.2%AddedHolders
Q3 20238,428$194.7K<0.1%−2,763−24.7%ReducedHolders
Q2 202311,191$218.2K<0.1%+5,068+82.8%AddedHolders
Q1 20236,123$126.7K<0.1%−3,176−34.2%ReducedHolders
Q4 20229,299$134.9K<0.1%+274+3.0%AddedHolders
Q3 20229,025$124.0K<0.1%+198+2.2%AddedHolders
Q2 20228,827$100.0K<0.1%−1,641−15.7%ReducedHolders
Q1 202210,468$161.0K<0.1%+4,300+69.7%AddedHolders
Q4 20216,168$98.0K<0.1%+3,444+126.4%AddedHolders
Q3 20212,724$52.0K<0.1%+2,246+469.9%AddedHolders
Q2 2021478$11.0K<0.1%+33+7.4%AddedHolders
Q1 2021445$10.0K<0.1%––Holders

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