272 Capital’s Vertex VERX Stock Holding History

272 Capital’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,300	Closed	-$361K	–	35
2025 Q1	$361K	Buy	+10,300	New	+$470K	0.95%	18

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

272 Capital's VERX Position: Q2 2025 in Review

272 Capital sold out of Vertex (VERX) in Q2 2025, closing a stake of 10,300 shares — an estimated $361K sold.

272 Capital first reported a position in VERX in Q1 2025 and held it in 1 quarter. The position peaked at $361K in Q1 2025. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

272 Capital reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
272 Capital sold 10,300 Vertex shares in Q2 2025, an estimated $361K.
272 Capital first reported a position in Vertex in Q1 2025 and held it in 1 quarter.
272 Capital's Vertex position peaked at $361K in Q1 2025.
270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on 272 Capital's 13F filing for Q2 2025, filed 14 Aug 2025.