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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 $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Aperture Investors's VERX Position: Q4 2025 in Review

Aperture Investors sold out of Vertex (VERX) in Q4 2025, closing a stake of 752,431 shares — an estimated $18.7M sold.

Aperture Investors first reported a position in VERX in Q4 2023 and held it in 8 quarters. The position peaked at $33.8M in Q4 2024. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Aperture Investors reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Aperture Investors sold 752,431 Vertex shares in Q4 2025, an estimated $18.7M.
  • Aperture Investors first reported a position in Vertex in Q4 2023 and held it in 8 quarters.
  • Aperture Investors's Vertex position peaked at $33.8M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Aperture Investors's 13F filing for Q4 2025, filed 17 Feb 2026.