VERTEX INC

Ticker: VERX CUSIP: 92538J106 Class: Common Stock

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 88,519 Value ($000) $1,768 Avg Close $21.63 Range $18.54 - $26.54
Q3 2025
Shares 193,519 Value ($000) $4,797 Avg Close $28.97 Range $23.13 - $36.75
Q2 2025
Shares 200,985 Value ($000) $7,102 Avg Close $38.05 Range $33.22 - $42.44
Q1 2025
Shares 224,762 Value ($000) $7,869 Avg Close $45.68 Range $30.26 - $60.71
Q4 2024
Shares 179,268 Value ($000) $9,564 Avg Close $48.49 Range $38.09 - $57.74
Q3 2024
Shares 186,591 Value ($000) $7,186 Avg Close $36.86 Range $34.19 - $40.05
Q2 2024
Shares 248,001 Value ($000) $8,940 Avg Close $32.18 Range $27.22 - $36.36
Q1 2024
Shares 225,487 Value ($000) $7,161 Avg Close $26.98 Range $23.31 - $35.38
Q4 2023
Shares 245,064 Value ($000) $6,602 Avg Close $25.63 Range $21.87 - $30.00
Q3 2023
Shares 284,834 Value ($000) $6,580 Avg Close $20.58 Range $17.59 - $23.53
Q2 2023
Shares 216,545 Value ($000) $4,223 Avg Close $21.10 Range $18.43 - $23.77
Q1 2023
Shares 166,866 Value ($000) $3,452 Avg Close $15.42 Range $11.92 - $21.23
Q4 2022
Shares 150,087 Value ($000) $2,178 Avg Close $15.98 Range $13.20 - $19.30
Q3 2022
Shares 152,853 Value ($000) $2,090 Avg Close $12.68 Range $9.62 - $15.33
Q2 2022
Shares 143,067 Value ($000) $1,621 Avg Close $12.65 Range $9.44 - $16.49
Q1 2022
Shares 152,173 Value ($000) $2,334 Avg Close $13.99 Range $12.21 - $16.97
Q4 2021
Shares 126,274 Value ($000) $2,004 Avg Close $18.95 Range $15.82 - $22.28
Q3 2021
Shares 126,351 Value ($000) $2,428 Avg Close $19.34 Range $17.61 - $22.88
Q2 2021
Shares 103,724 Value ($000) $2,276 Avg Close $20.31 Range $16.06 - $23.85
Q1 2021
Shares 105,824 Value ($000) $2,326 Avg Close $31.22 Range $21.65 - $39.71
Q4 2020
Shares 21,328 Value ($000) $743 Avg Close $27.23 Range $22.98 - $37.68
Q3 2020
Shares 15,380 Value ($000) $354 Avg Close $24.34 Range $21.11 - $29.69