Ardsley Advisory Partners’s Vertex VERX Stock Holding History

Ardsley Advisory Partners’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	-47,000	Closed	-$1.65M	–	212
2025 Q1	$1.65M	Buy	+47,000	New	+$2.15M	0.32%	88
2023 Q4	–	Sell	-61,000	Closed	-$1.41M	–	178
2023 Q3	$1.41M	Sell	61,000 -39,300	-39%	-$809K	0.31%	73
2023 Q2	$1.96M	Sell	100,300 -10,600	-10%	-$224K	0.33%	62
2023 Q1	$2.29M	Buy	110,900 +23,700	+27%	+$365K	0.5%	44
2022 Q4	$1.27M	Buy	87,200 +10,700	+14%	+$171K	0.26%	64
2022 Q3	$1.05M	Buy	+76,500	New	+$970K	0.23%	66

Other funds holding VERX

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ardsley Advisory Partners's VERX Position: Q2 2025 in Review

Ardsley Advisory Partners sold out of Vertex (VERX) in Q2 2025, closing a stake of 47,000 shares — an estimated $1.65M sold.

Ardsley Advisory Partners first reported a position in VERX in Q3 2022 and held it in 6 quarters. The position peaked at $2.29M in Q1 2023. 269 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

Ardsley Advisory Partners reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
Ardsley Advisory Partners sold 47,000 Vertex shares in Q2 2025, an estimated $1.65M.
Ardsley Advisory Partners first reported a position in Vertex in Q3 2022 and held it in 6 quarters.
Ardsley Advisory Partners's Vertex position peaked at $2.29M in Q1 2023.
269 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Ardsley Advisory Partners's 13F filing for Q2 2025, filed 14 Aug 2025.