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Advent International’s Vertex VERX Stock Holding History

Advent International’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
2021
Q1 		– Sell
-414,521
Closed -$14.4M – 18
2020
Q4 		$14.4M Hold
414,521
– – 0.72% 16
2020
Q3 		$9.53M Buy
+414,521
New +$10.1M 0.53% 16

Other funds holding VERX

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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
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Massachusetts Financial Services
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JP Morgan Chase
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return