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Cannon Global Investment Management’s Vertex VERX Stock Holding History

Cannon Global Investment Management’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
Q1 		– Sell
-12,704
Closed -$678K – 112
2024
Q4 		$678K Sell
12,704
-5,296
-29% -$257K 1.47% 20
2024
Q3 		$693K Buy
+18,000
New +$663K 1.11% 25
2024
Q2 		– Sell
-21,200
Closed -$673K – 76
2024
Q1 		$673K Buy
+21,200
New +$572K 1.81% 14

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cannon Global Investment Management's VERX Position: Q1 2025 in Review

Cannon Global Investment Management sold out of Vertex (VERX) in Q1 2025, closing a stake of 12,704 shares — an estimated $678K sold.

Cannon Global Investment Management first reported a position in VERX in Q1 2024 and held it in 3 quarters. The position peaked at $693K in Q3 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Cannon Global Investment Management reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • Cannon Global Investment Management sold 12,704 Vertex shares in Q1 2025, an estimated $678K.
  • Cannon Global Investment Management first reported a position in Vertex in Q1 2024 and held it in 3 quarters.
  • Cannon Global Investment Management's Vertex position peaked at $693K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Cannon Global Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.