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EFG Asset Management’s Vertex VERX Stock Holding History

EFG Asset Management’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
Q3 		$3.71M Buy
149,475
+42,647
+40% +$1.24M 0.48% 91
2025
Q2 		$3.77M Buy
106,828
+52,695
+97% +$2.01M 0.53% 79
2025
Q1 		$1.89M Buy
+54,133
New +$2.47M 0.31% 136

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EFG Asset Management's VERX Position: Q3 2025 in Review

EFG Asset Management increased its Vertex (VERX) stake by 40% in Q3 2025, buying an estimated $1.24M and bringing the position to 149,475 shares worth $3.71M. The position accounts for 0.48% of the portfolio, ranked #91.

EFG Asset Management first reported a position in VERX in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.77M in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • EFG Asset Management held 149,475 shares of Vertex worth $3.71M as of Q3 2025.
  • EFG Asset Management bought 42,647 Vertex shares in Q3 2025, an estimated $1.24M.
  • Vertex made up 0.48% of EFG Asset Management's portfolio in Q3 2025, its #91 holding.
  • EFG Asset Management first reported a position in Vertex in Q1 2025 and has held it in 3 quarters since.
  • EFG Asset Management's Vertex position peaked at $3.77M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.