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Axiom Investors’s Vertex VERX Stock Holding History

Axiom 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
Q3 		– Sell
-86,492
Closed -$3.06M – 153
2025
Q2 		$3.06M Sell
86,492
-102,148
-54% -$3.89M 0.03% 110
2025
Q1 		$6.6M Sell
188,640
-314,938
-63% -$14.4M 0.06% 91
2024
Q4 		$26.9M Buy
503,578
+28,568
+6% +$1.39M 0.2% 53
2024
Q3 		$18.3M Sell
475,010
-250
-0.1% -$9.21K 0.16% 61
2024
Q2 		$17.1M Buy
475,260
+76,387
+19% +$2.46M 0.15% 66
2024
Q1 		$12.7M Buy
398,873
+55,403
+16% +$1.49M 0.11% 80
2023
Q4 		$9.25M Buy
+343,470
New +$8.8M 0.09% 90

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Axiom Investors's VERX Position: Q3 2025 in Review

Axiom Investors sold out of Vertex (VERX) in Q3 2025, closing a stake of 86,492 shares — an estimated $3.06M sold.

Axiom Investors first reported a position in VERX in Q4 2023 and held it in 7 quarters. The position peaked at $26.9M in Q4 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Axiom Investors reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Axiom Investors sold 86,492 Vertex shares in Q3 2025, an estimated $3.06M.
  • Axiom Investors first reported a position in Vertex in Q4 2023 and held it in 7 quarters.
  • Axiom Investors's Vertex position peaked at $26.9M in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Axiom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.