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EAM Investors’s Vertex VERX Stock Holding History

EAM Investors’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
Q1 		– Sell
-93,254
Closed -$4.98M – 368
2024
Q4 		$4.98M Buy
+93,254
New +$4.52M 0.7% 35
2024
Q1 		– Sell
-124,781
Closed -$3.36M – 337
2023
Q4 		$3.36M Buy
+124,781
New +$3.2M 0.6% 89
2023
Q2 		– Sell
-138,070
Closed -$2.86M – 374
2023
Q1 		$2.86M Buy
+138,070
New +$2.13M 0.56% 46

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EAM Investors's VERX Position: Q1 2025 in Review

EAM Investors sold out of Vertex (VERX) in Q1 2025, closing a stake of 93,254 shares — an estimated $4.98M sold.

EAM Investors first reported a position in VERX in Q1 2023 and held it in 3 quarters. The position peaked at $4.98M in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • EAM Investors reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • EAM Investors sold 93,254 Vertex shares in Q1 2025, an estimated $4.98M.
  • EAM Investors first reported a position in Vertex in Q1 2023 and held it in 3 quarters.
  • EAM Investors's Vertex position peaked at $4.98M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on EAM Investors's 13F filing for Q1 2025, filed 13 May 2025.