Position
SUMMITRY LLC in Vertex, Inc.
Back to the book · All holders of VERX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$92K$19.97 → $11.89
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 11.4K | $227.9K | — | — | — | 0.0% |
| Q1 2026 | 11.4K | $135.5K | $11.89 | −$92K | −$399 | 0.0% |