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Avantax Advisory Services’s Vertex VERX Stock Holding History

Avantax Advisory Services’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 		$946K Buy
26,784
+7,200
+37% +$274K 0.01% 1202
2025
Q1 		$686K Buy
19,584
+4,625
+31% +$211K ﹤0.01% 1318
2024
Q4 		$798K Buy
14,959
+929
+7% +$45K 0.01% 1157
2024
Q3 		$540K Sell
14,030
-2,615
-16% -$96.4K ﹤0.01% 1358
2024
Q2 		$600K Buy
+16,645
New +$536K ﹤0.01% 1257

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 $4.6B AUM 16.08% 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

Avantax Advisory Services's VERX Position: Q2 2025 in Review

Avantax Advisory Services increased its Vertex (VERX) stake by 37% in Q2 2025, buying an estimated $274K and bringing the position to 26,784 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #1202.

Avantax Advisory Services first reported a position in VERX in Q2 2024 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Avantax Advisory Services held 26,784 shares of Vertex worth $946K as of Q2 2025.
  • Avantax Advisory Services bought 7,200 Vertex shares in Q2 2025, an estimated $274K.
  • Vertex made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1202 holding.
  • Avantax Advisory Services first reported a position in Vertex in Q2 2024 and has held it in 5 quarters since.
  • 270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.