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Glenmede Investment Management’s Vertex VERX Stock Holding History

Glenmede 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 		$588K Sell
23,724
-966
-4% -$28K ﹤0.01% 868
2025
Q2 		$872K Buy
+24,690
New +$939K ﹤0.01% 757

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

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

Glenmede Investment Management reduced its Vertex (VERX) stake by 3.9% in Q3 2025, selling an estimated $28K and leaving 23,724 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Glenmede Investment Management first reported a position in VERX in Q2 2025 and has held it in 2 quarters since. The position peaked at $872K in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Glenmede Investment Management held 23,724 shares of Vertex worth $588K as of Q3 2025.
  • Glenmede Investment Management sold 966 Vertex shares in Q3 2025, an estimated $28K.
  • Vertex made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #868 holding.
  • Glenmede Investment Management first reported a position in Vertex in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's Vertex position peaked at $872K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

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