Bosman Wealth Management, LLC / VERX
Bosman Wealth Management, LLC’s Vertex Inc Position
Does Bosman Wealth Management, LLC own Vertex Inc (VERX)? Not currently — the last reported position was 22.7K shares worth $1M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$1M
Q1 2025
Shares
22.7K
% of Portfolio
+1.17%
Quarters Held
1
position exited
Position History VERX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 22.7K | $1M | +1.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bosman Wealth Management, LLC’s full portfolio or all institutional holders of VERX.