FMI
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F/M Investments’s Vertex VERX Stock Holding History

F/M Investments’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
-3,792
Closed -$202K – 412
2024
Q4 		$202K Buy
+3,792
New +$184K 0.01% 395
2024
Q3 		– Sell
-6,578
Closed -$237K – 359
2024
Q2 		$237K Hold
6,578
– – 0.01% 310
2024
Q1 		$209K Buy
+6,578
New +$177K 0.14% 71

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

F/M Investments's VERX Position: Q1 2025 in Review

F/M Investments sold out of Vertex (VERX) in Q1 2025, closing a stake of 3,792 shares — an estimated $202K sold.

F/M Investments first reported a position in VERX in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • F/M Investments reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • F/M Investments sold 3,792 Vertex shares in Q1 2025, an estimated $202K.
  • F/M Investments first reported a position in Vertex in Q1 2024 and held it in 3 quarters.
  • F/M Investments's Vertex position peaked at $237K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on F/M Investments's 13F filing for Q1 2025, filed 14 May 2025.