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Champlain Investment Partners’s Vertex VERX Stock Holding History

Champlain Investment 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
2026
Q1 		– Sell
-739,673
Closed -$14.8M – 145
2025
Q4 		$14.8M Sell
739,673
-1,309,817
-64% -$28.3M 0.15% 126
2025
Q3 		$50.8M Buy
2,049,490
+340,680
+20% +$9.87M 0.38% 104
2025
Q2 		$60.4M Buy
+1,708,810
New +$65M 0.42% 98

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Champlain Investment Partners's VERX Position: Q1 2026 in Review

Champlain Investment Partners sold out of Vertex (VERX) in Q1 2026, closing a stake of 739,673 shares — an estimated $14.8M sold.

Champlain Investment Partners first reported a position in VERX in Q2 2025 and held it in 3 quarters. The position peaked at $60.4M in Q2 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Champlain Investment Partners reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Champlain Investment Partners sold 739,673 Vertex shares in Q1 2026, an estimated $14.8M.
  • Champlain Investment Partners first reported a position in Vertex in Q2 2025 and held it in 3 quarters.
  • Champlain Investment Partners's Vertex position peaked at $60.4M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Champlain Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.