Cerity Partners’s Vertex VERX Stock Holding History

Cerity Partners’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
2023 Q2	–	Sell	-500,000	Closed	-$10.3M	–	1961
2023 Q1	$10.3M	Buy	+500,000	New	+$7.71M	0.02%	350

Other funds holding VERX

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

Cerity Partners's VERX Position: Q2 2023 in Review

Cerity Partners sold out of Vertex (VERX) in Q2 2023, closing a stake of 500,000 shares — an estimated $10.3M sold.

Cerity Partners first reported a position in VERX in Q1 2023 and held it in 1 quarter. The position peaked at $10.3M in Q1 2023. 121 funds tracked by Wall St. Rank hold VERX as of Q2 2023.

Cerity Partners reported no remaining Vertex position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 500,000 Vertex shares in Q2 2023, an estimated $10.3M.
Cerity Partners first reported a position in Vertex in Q1 2023 and held it in 1 quarter.
Cerity Partners's Vertex position peaked at $10.3M in Q1 2023.
121 funds tracked by Wall St. Rank held Vertex as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.