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Aperture Investors’s Vertex VERX Stock Holding History

Aperture Investors’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
Q4 		– Sell
-752,431
Closed -$18.7M – 101
2025
Q3 		$18.7M Buy
752,431
+31,993
+4% +$927K 2.56% 17
2025
Q2 		$25.5M Buy
720,438
+76,223
+12% +$2.9M 3.32% 4
2025
Q1 		$22.6M Buy
644,215
+11,517
+2% +$526K 2.88% 9
2024
Q4 		$33.8M Sell
632,698
-221,881
-26% -$10.8M 4.24% 1
2024
Q3 		$32.9M Buy
854,579
+36,242
+4% +$1.34M 4.18% 1
2024
Q2 		$29.5M Buy
818,337
+112
+0% +$3.6K 4.31% 2
2024
Q1 		$26M Buy
818,225
+355,581
+77% +$9.59M 3.33% 5
2023
Q4 		$12.5M Buy
+462,644
New +$11.9M 2.19% 21

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return