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Essex Investment Management’s Vertex VERX Stock Holding History

Essex Investment 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 		– Sell
-929
Closed -$32.8K – 325
2025
Q2 		$32.8K Hold
929
– – 0.01% 266
2025
Q1 		$32.5K Hold
929
– – 0.01% 268
2024
Q4 		$49.6K Sell
929
-1,260
-58% -$61.1K 0.01% 245
2024
Q3 		$84.3K Hold
2,189
– – 0.01% 237
2024
Q2 		$78.9K Buy
+2,189
New +$70.4K 0.01% 237

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 $698M AUM 2.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $4.36B AUM 17.81% 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 $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Investment Management's VERX Position: Q3 2025 in Review

Essex Investment Management sold out of Vertex (VERX) in Q3 2025, closing a stake of 929 shares — an estimated $32.8K sold.

Essex Investment Management first reported a position in VERX in Q2 2024 and held it in 5 quarters. The position peaked at $84.3K in Q3 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Essex Investment Management reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Essex Investment Management sold 929 Vertex shares in Q3 2025, an estimated $32.8K.
  • Essex Investment Management first reported a position in Vertex in Q2 2024 and held it in 5 quarters.
  • Essex Investment Management's Vertex position peaked at $84.3K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.