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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
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