Capital International Investors
VERX icon

Capital International Investors’s Vertex VERX Stock Holding History

Capital International 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
2021
Q4 		– Sell
-1,421,080
Closed -$27.3M – 477
2021
Q3 		$27.3M Sell
1,421,080
-98,964
-7% -$1.91M 0.01% 389
2021
Q2 		$33.4M Buy
1,520,044
+2,489
+0.2% +$50.6K 0.01% 386
2021
Q1 		$33.4M Buy
1,517,555
+249
+0% +$7.77K 0.01% 370
2020
Q4 		$52.9M Buy
1,517,306
+660
+0% +$18K 0.01% 328
2020
Q3 		$34.9M Buy
+1,516,646
New +$36.9M 0.01% 337

Other funds holding VERX

FAM
Fred Alger Management New York $22.8B AUM 64.63% 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 $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors's VERX Position: Q4 2021 in Review

Capital International Investors sold out of Vertex (VERX) in Q4 2021, closing a stake of 1,421,080 shares — an estimated $27.3M sold.

Capital International Investors first reported a position in VERX in Q3 2020 and held it in 5 quarters. The position peaked at $52.9M in Q4 2020. 88 funds tracked by Wall St. Rank hold VERX as of Q4 2021.

  • Capital International Investors reported no remaining Vertex position as of Q4 2021 after selling out during the quarter.
  • Capital International Investors sold 1,421,080 Vertex shares in Q4 2021, an estimated $27.3M.
  • Capital International Investors first reported a position in Vertex in Q3 2020 and held it in 5 quarters.
  • Capital International Investors's Vertex position peaked at $52.9M in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Vertex as of Q4 2021.

Based on Capital International Investors's 13F filing for Q4 2021, filed 14 Feb 2022.