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B. Metzler seel. Sohn & Co’s Vertex VERX Stock Holding History

B. Metzler seel. Sohn & Co’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
-35,565
Closed -$882K – 763
2025
Q3 		$882K Buy
35,565
+3,833
+12% +$111K 0.01% 564
2025
Q2 		$1.12M Buy
+31,732
New +$1.21M 0.01% 516

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

B. Metzler seel. Sohn & Co's VERX Position: Q4 2025 in Review

B. Metzler seel. Sohn & Co sold out of Vertex (VERX) in Q4 2025, closing a stake of 35,565 shares — an estimated $882K sold.

B. Metzler seel. Sohn & Co first reported a position in VERX in Q2 2025 and held it in 2 quarters. The position peaked at $1.12M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • B. Metzler seel. Sohn & Co reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 35,565 Vertex shares in Q4 2025, an estimated $882K.
  • B. Metzler seel. Sohn & Co first reported a position in Vertex in Q2 2025 and held it in 2 quarters.
  • B. Metzler seel. Sohn & Co's Vertex position peaked at $1.12M in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2025, filed 28 Jan 2026.