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Covestor Ltd

Position in VERX — Vertex, Inc.

CIK 1909846 LONDON, X0

Position in VERX

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$367
+$284 QoQ
Shares Held
32
+357.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 226 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VERX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Covestor Ltd holds $4,664,556 across 105 Software - Application names. VERX ranks #85 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in VERX

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $367 32
2026-03-31 $83 7
2025-12-31 $79 4
2025-09-30 $99 4
2025-06-30 $141 4
2025-03-31 $31,263 893
2024-12-31 $3 49
2024-09-30 $1 17