Chase Coleman’s Vertex VERX Stock Holding History

Chase Coleman’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
2022 Q1	–	Sell	-325,000	Closed	-$5.16M	–	143
2021 Q4	$5.16M	Hold	325,000	–	–	0.01%	145
2021 Q3	$6.25M	Hold	325,000	–	–	0.01%	137
2021 Q2	$7.13M	Hold	325,000	–	–	0.01%	123
2021 Q1	$7.14M	Hold	325,000	–	–	0.02%	103
2020 Q4	$11.3M	Hold	325,000	–	–	0.03%	77
2020 Q3	$7.47M	Buy	+325,000	New	+$7.91M	0.02%	70

Other funds holding VERX

FAM

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

CCA

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

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

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

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

TCM

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

PCM

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

TCM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Chase Coleman's VERX Position: Q1 2022 in Review

Chase Coleman sold out of Vertex (VERX) in Q1 2022, closing a stake of 325,000 shares — an estimated $5.16M sold.

Chase Coleman first reported a position in VERX in Q3 2020 and held it in 6 quarters. The position peaked at $11.3M in Q4 2020. 91 funds tracked by Wall St. Rank hold VERX as of Q1 2022.

Chase Coleman reported no remaining Vertex position as of Q1 2022 after selling out during the quarter.
Chase Coleman sold 325,000 Vertex shares in Q1 2022, an estimated $5.16M.
Chase Coleman first reported a position in Vertex in Q3 2020 and held it in 6 quarters.
Chase Coleman's Vertex position peaked at $11.3M in Q4 2020.
91 funds tracked by Wall St. Rank held Vertex as of Q1 2022.

Based on Tiger Global Management's 13F filing for Q1 2022, filed 16 May 2022.