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Freestone Grove Partners’s Vertex VERX Stock Holding History

Freestone Grove Partners’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
-13,991
Closed -$494K – 910
2025
Q2 		$494K Buy
+13,991
New +$532K ﹤0.01% 528

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Neuberger Berman Group
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
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CCA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freestone Grove Partners's VERX Position: Q3 2025 in Review

Freestone Grove Partners sold out of Vertex (VERX) in Q3 2025, closing a stake of 13,991 shares — an estimated $494K sold.

Freestone Grove Partners first reported a position in VERX in Q2 2025 and held it in 1 quarter. The position peaked at $494K in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Freestone Grove Partners reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 13,991 Vertex shares in Q3 2025, an estimated $494K.
  • Freestone Grove Partners first reported a position in Vertex in Q2 2025 and held it in 1 quarter.
  • Freestone Grove Partners's Vertex position peaked at $494K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.