Chuck Royce's VERX Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 136,032 shares of Vertex, Inc. (VERX) worth $2.72 M, representing 0.03% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in VERX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 40,003 shares. Largest reduction occurred in Q4 2023, reducing 73,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Vertex (VERX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vertex (VERX) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +25,507 | Add 23.08% | 136,032 | $19.97 |
| Q3 2025 | +40,003 | Add 56.72% | 110,525 | $24.79 |
| Q2 2025 | -2,750 | Reduce 3.75% | 70,522 | $35.34 |
| Q1 2025 | +38,272 | Add 109.35% | 73,272 | $35.01 |
| Q1 2024 | +13,000 | Add 59.09% | 35,000 | $31.76 |
| Q4 2023 | -73,000 | Reduce 76.84% | 22,000 | $26.94 |
| Q3 2023 | +24,000 | Add 33.80% | 95,000 | $23.10 |
| Q1 2023 | +71,000 | New Buy | 71,000 | $20.69 |
Chuck Royce's Vertex Investment FAQs
Chuck Royce first purchased Vertex, Inc. (VERX) in Q1 2023, acquiring 71,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Vertex, Inc. (VERX) for 12 quarters since Q1 2023.
Chuck Royce's largest addition to Vertex, Inc. (VERX) was in Q1 2023, adding 71,000 shares worth $1.47 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 136,032 shares of Vertex, Inc. (VERX), valued at approximately $2.72 M.
As of the Q4 2025 filing, Vertex, Inc. (VERX) represents approximately 0.03% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Vertex, Inc. (VERX) was 136,032 shares, as reported at the end of Q4 2025.