CWM
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CIBC World Markets’s Vertex VERX Stock Holding History

CIBC World Markets’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
Q4 		$14.1M Buy
+704,642
New +$15.2M 0.07% 192
2025
Q2 		$283K Sell
8,017
-4,229
-35% -$161K ﹤0.01% 1123
2025
Q1 		$429K Buy
12,246
+7,168
+141% +$327K ﹤0.01% 1079
2024
Q4 		$271K Buy
+5,078
New +$246K ﹤0.01% 979

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

CIBC World Markets's VERX Position: Q4 2025 in Review

CIBC World Markets opened a new position in Vertex (VERX) in Q4 2025: 704,642 shares worth $14.1M. The stake represents 0.07% of the portfolio and ranks #192 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in VERX as recently as Q2 2025.

CIBC World Markets first reported a position in VERX in Q4 2024 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • CIBC World Markets held 704,642 shares of Vertex worth $14.1M as of Q4 2025.
  • Vertex was a new CIBC World Markets position in Q4 2025.
  • Vertex made up 0.07% of CIBC World Markets's portfolio in Q4 2025, its #192 holding.
  • CIBC World Markets first reported a position in Vertex in Q4 2024 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.