Granahan Investment Management’s Vertex VERX Stock Holding History

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