SEC 13F Intelligence

Westwind Capital / VERX

Westwind Capital’s Vertex Inc Position

Does Westwind Capital own Vertex Inc (VERX)? Not currently — the last reported position was 337.0K shares worth $8M in Q3 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$8M
Q3 2025
Shares
337.0K
% of Portfolio
+1.75%
Quarters Held
5
position exited

Position History VERX

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q4 ’24: $10MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $8MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025337.0K$8M+1.75%
Q2 2025339.3K$12M+2.45%
Q1 2025334.5K$12M+2.91%
Q4 2024186.9K$10M+2.18%
Q3 2024186.4K$7M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwind Capital’s full portfolio or all institutional holders of VERX.