GIM
VERX icon

Granahan Investment Management’s Vertex VERX Stock Holding History

Granahan 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
2026
Q1 		– Sell
-150,299
Closed -$3M – 169
2025
Q4 		$3M Sell
150,299
-139,010
-48% -$3.01M 0.13% 131
2025
Q3 		$7.17M Buy
289,309
+234,881
+432% +$6.8M 0.29% 76
2025
Q2 		$1.92M Sell
54,428
-306,521
-85% -$11.7M 0.08% 136
2025
Q1 		$12.6M Sell
360,949
-1,649
-0.5% -$75.3K 0.63% 53
2024
Q4 		$19.3M Sell
362,598
-186,815
-34% -$9.06M 0.81% 41
2024
Q3 		$21.2M Sell
549,413
-229,247
-29% -$8.45M 0.83% 33
2024
Q2 		$28.1M Buy
778,660
+39,357
+5% +$1.27M 1.12% 20
2024
Q1 		$23.5M Buy
739,303
+75,697
+11% +$2.04M 0.82% 34
2023
Q4 		$17.9M Buy
663,606
+219,301
+49% +$5.62M 0.59% 52
2023
Q3 		$10.3M Buy
+444,305
New +$9.14M 0.37% 84

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Granahan Investment Management's VERX Position: Q1 2026 in Review

Granahan Investment Management sold out of Vertex (VERX) in Q1 2026, closing a stake of 150,299 shares — an estimated $3M sold.

Granahan Investment Management first reported a position in VERX in Q3 2023 and held it in 10 quarters. The position peaked at $28.1M in Q2 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Granahan Investment Management reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Granahan Investment Management sold 150,299 Vertex shares in Q1 2026, an estimated $3M.
  • Granahan Investment Management first reported a position in Vertex in Q3 2023 and held it in 10 quarters.
  • Granahan Investment Management's Vertex position peaked at $28.1M in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Granahan Investment Management's 13F filing for Q1 2026, filed 15 May 2026.