Cliff Asness's VERX Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 149,317 shares of Vertex, Inc. (VERX) worth $1.71 M, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in VERX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 82,077 shares. Largest reduction occurred in Q3 2023, reducing 38,818 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Vertex (VERX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vertex (VERX) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +82,077 | Add 122.07% | 149,317 | $11.48 |
| Q1 2026 | +67,240 | New Buy | 67,240 | $11.89 |
| Q2 2025 | -12,604 | Sold Out | 0 | $0.00 |
| Q1 2025 | -446 | Reduce 3.42% | 12,604 | $35.01 |
| Q4 2024 | +171 | Add 1.33% | 13,050 | $53.35 |
| Q3 2024 | +12,879 | New Buy | 12,879 | $38.51 |
| Q4 2023 | -10,435 | Sold Out | 0 | $0.00 |
| Q3 2023 | -38,818 | Reduce 78.81% | 10,435 | $23.10 |
| Q2 2023 | +24,778 | Add 101.24% | 49,253 | $19.50 |
| Q1 2023 | +24,475 | New Buy | 24,475 | $20.69 |
| Q3 2022 | -15,200 | Sold Out | 0 | $0.00 |
| Q2 2022 | +15,200 | New Buy | 15,200 | $11.32 |
Cliff Asness's Vertex Investment FAQs
Cliff Asness first purchased Vertex, Inc. (VERX) in Q2 2022, acquiring 15,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Vertex, Inc. (VERX) for 12 quarters since Q2 2022.
Cliff Asness's largest addition to Vertex, Inc. (VERX) was in Q2 2026, adding 149,317 shares worth $1.71 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 149,317 shares of Vertex, Inc. (VERX), valued at approximately $1.71 M.
As of the Q2 2026 filing, Vertex, Inc. (VERX) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Vertex, Inc. (VERX) was 149,317 shares, as reported at the end of Q2 2026.