SEC 13F Intelligence

Vista Equity Partners Management, LLC / VERX

Vista Equity Partners Management, LLC’s Vertex Inc Position

Does Vista Equity Partners Management, LLC own Vertex Inc (VERX)? Not currently — the last reported position was 474.0K shares worth $15M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q1 2024
Shares
474.0K
% of Portfolio
+0.40%
Quarters Held
2
position exited

Position History VERX

Reported value by quarter
Q4 ’23: $14MQ4 ’23Q1 ’24: $15MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024474.0K$15M+0.40%
Q4 2023522.1K$14M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Equity Partners Management, LLC’s full portfolio or all institutional holders of VERX.