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Jim Simons's Vertex, Inc. (VERX) position

Yes: as of Q1 2026, Jim Simons holds 290K shares of VERX worth an amount we cannot price (0.0% of the disclosed portfolio). Last quarter the position was increased by 8.1%. First disclosed Q3 2021.
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Current value
an amount we cannot price
Shares held
290K
% of portfolio
0.0%
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

VERX price vs Simons's position

Dates
$12$12.5$13← Earlier —13 purchases, 4 sells
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +22K +8.1% 290K May 14, 2026
Q4 2025 New +269K 269K Feb 12, 2026
Q2 2025 New +10K 10K Aug 13, 2025
Q4 2024 Reduced −215K −69.4% 95K Feb 13, 2025
Q3 2024 Reduced −68K −17.9% 310K Nov 13, 2024
Q2 2024 Added +100K +36.2% 377K Aug 9, 2024
Q1 2024 Reduced −66K −19.2% 277K May 13, 2024
Q4 2023 Added +62K +22.2% 343K Feb 13, 2024
Q3 2023 Added +52K +22.7% 280K Nov 14, 2023
Q2 2023 Added +66K +40.9% 229K Aug 11, 2023
Q1 2023 Added +46K +40.1% 162K May 12, 2023
Q4 2022 Added +8K +7.2% 116K Feb 13, 2023
Q3 2022 Added +7K +6.6% 108K Nov 14, 2022
Q2 2022 Reduced −16K −13.6% 101K Aug 12, 2022
Q1 2022 Added +67K +133.5% 117K May 13, 2022
Q4 2021 Added +19K +59.4% 50K Feb 11, 2022
Q3 2021 New +32K 32K Nov 12, 2021
Data through Q1 2026 · filed May 14, 2026
17 grouped rows from 17 quarters

More Simons positions

Common questions

Does Jim Simons own VERX?

Yes. As of Q1 2026, Jim Simons disclosed 290K shares of VERX, worth an amount we cannot price. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy VERX?

Jim Simons first disclosed a VERX position in Q3 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell VERX?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in VERX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of VERX does Jim Simons own?

Jim Simons disclosed 290K shares of VERX as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for VERX?

Jim Simons began building the VERX position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.