Jefferies Group's VERX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 0 shares of Vertex, Inc. (VERX) worth $0, representing 0.00% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in VERX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 35,777 shares. Largest reduction occurred in Q2 2024, reducing 85,397 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Vertex (VERX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vertex (VERX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -13,070 | Sold Out | 0 | $0.00 |
| Q1 2026 | +13,070 | New Buy | 13,070 | $11.89 |
| Q4 2025 | -13,813 | Sold Out | 0 | $0.00 |
| Q3 2025 | +6,313 | Add 84.17% | 13,813 | $24.79 |
| Q2 2025 | -568 | Reduce 7.04% | 7,500 | $35.34 |
| Q1 2025 | -27,709 | Reduce 77.45% | 8,068 | $35.01 |
| Q4 2024 | +35,777 | New Buy | 35,777 | $53.35 |
| Q2 2024 | -85,397 | Sold Out | 0 | $0.00 |
| Q1 2024 | +85,397 | New Buy | 85,397 | $31.76 |
Jefferies Group's Vertex Investment FAQs
Jefferies Group first purchased Vertex, Inc. (VERX) in Q1 2024, acquiring 85,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Vertex, Inc. (VERX) for 9 quarters since Q1 2024.
Jefferies Group's largest addition to Vertex, Inc. (VERX) was in Q1 2024, adding 85,397 shares worth $2.71 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 0 shares of Vertex, Inc. (VERX), valued at approximately $0.
As of the Q2 2026 filing, Vertex, Inc. (VERX) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Vertex, Inc. (VERX) was 85,397 shares, as reported at the end of Q1 2024.