Continuum Advisory’s Vertex VERX Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-45	Closed	-$1.57K	–	1530
2025 Q1	$1.57K	Buy	+45	New	+$2.06K	﹤0.01%	1428

Other funds holding VERX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Continuum Advisory's VERX Position: Q2 2025 in Review

Continuum Advisory sold out of Vertex (VERX) in Q2 2025, closing a stake of 45 shares — an estimated $1.57K sold.

Continuum Advisory first reported a position in VERX in Q1 2025 and held it in 1 quarter. The position peaked at $1.57K in Q1 2025. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

Continuum Advisory reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 45 Vertex shares in Q2 2025, an estimated $1.57K.
Continuum Advisory first reported a position in Vertex in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Vertex position peaked at $1.57K in Q1 2025.
270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.