Bank Julius Baer & Co
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Bank Julius Baer & Co’s Vertex VERX Stock Holding History

Bank Julius Baer & 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
-80,893
Closed -$2.01M – 713
2025
Q3 		$2.01M Sell
80,893
-19,945
-20% -$578K 0.01% 327
2025
Q2 		$3.56M Sell
100,838
-50,446
-33% -$1.92M 0.01% 280
2025
Q1 		$5.37M Sell
151,284
-63,818
-30% -$2.91M 0.02% 244
2024
Q4 		$11.5M Buy
215,102
+24,383
+13% +$1.18M 0.04% 195
2024
Q3 		$7.44M Buy
+190,719
New +$7.03M 0.03% 211

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

Bank Julius Baer & Co's VERX Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Vertex (VERX) in Q4 2025, closing a stake of 80,893 shares — an estimated $2.01M sold.

Bank Julius Baer & Co first reported a position in VERX in Q3 2024 and held it in 5 quarters. The position peaked at $11.5M in Q4 2024. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 80,893 Vertex shares in Q4 2025, an estimated $2.01M.
  • Bank Julius Baer & Co first reported a position in Vertex in Q3 2024 and held it in 5 quarters.
  • Bank Julius Baer & Co's Vertex position peaked at $11.5M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.