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Credit Suisse’s Vertex VERX Stock Holding History

Credit Suisse’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
2024
Q1 		$1.87M Buy
58,978
+872
+2% +$23.5K ﹤0.01% 1898
2023
Q4 		$1.57M Buy
58,106
+4,438
+8% +$114K ﹤0.01% 2044
2023
Q3 		$1.24M Buy
53,668
+50
+0.1% +$1.03K ﹤0.01% 2151
2023
Q2 		$1.05M Buy
53,618
+8,662
+19% +$183K ﹤0.01% 2349
2023
Q1 		$930K Buy
44,956
+1,248
+3% +$19.2K ﹤0.01% 2374
2022
Q4 		$634K Buy
43,708
+10,728
+33% +$171K ﹤0.01% 2630
2022
Q3 		$451K Buy
32,980
+11,193
+51% +$142K ﹤0.01% 2844
2022
Q2 		$247K Buy
21,787
+2,357
+12% +$29.8K ﹤0.01% 3248
2022
Q1 		$298K Buy
19,430
+2,037
+12% +$28.5K ﹤0.01% 3233
2021
Q4 		$276K Sell
17,393
-177
-1% -$3.35K ﹤0.01% 4152
2021
Q3 		$338K Buy
17,570
+6
+0% +$116 ﹤0.01% 4039
2021
Q2 		$385K Sell
17,564
-4,149
-19% -$84.3K ﹤0.01% 3991
2021
Q1 		$477K Buy
21,713
+4,728
+28% +$148K ﹤0.01% 3803
2020
Q4 		$591K Buy
+16,985
New +$462K ﹤0.01% 3704

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Credit Suisse's VERX Position: Q1 2024 in Review

Credit Suisse increased its Vertex (VERX) stake by 1.5% in Q1 2024, buying an estimated $23.5K and bringing the position to 58,978 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Credit Suisse first reported a position in VERX in Q4 2020 and has held it in 14 quarters since. 178 funds tracked by Wall St. Rank hold VERX as of Q1 2024.

  • Credit Suisse held 58,978 shares of Vertex worth $1.87M as of Q1 2024.
  • Credit Suisse bought 872 Vertex shares in Q1 2024, an estimated $23.5K.
  • Vertex made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1898 holding.
  • Credit Suisse first reported a position in Vertex in Q4 2020 and has held it in 14 quarters since.
  • 178 funds tracked by Wall St. Rank held Vertex as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.