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Fortress Investment Group’s Vertex VERX Stock Holding History

Fortress Investment Group’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
-40,000
Closed -$1.41M – 68
2025
Q2 		$1.41M Buy
+40,000
New +$1.52M 0.2% 46

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 $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

Fortress Investment Group's VERX Position: Q3 2025 in Review

Fortress Investment Group sold out of Vertex (VERX) in Q3 2025, closing a stake of 40,000 shares — an estimated $1.41M sold.

Fortress Investment Group first reported a position in VERX in Q2 2025 and held it in 1 quarter. The position peaked at $1.41M in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Fortress Investment Group reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Fortress Investment Group sold 40,000 Vertex shares in Q3 2025, an estimated $1.41M.
  • Fortress Investment Group first reported a position in Vertex in Q2 2025 and held it in 1 quarter.
  • Fortress Investment Group's Vertex position peaked at $1.41M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Fortress Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.