HFM Investment Advisors’s Vertex VERX Stock Holding History

HFM Investment Advisors’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	-3	Closed	-$106	–	1319
2025 Q2	$106	Buy	+3	New	+$114	﹤0.01%	1138

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HFM Investment Advisors's VERX Position: Q3 2025 in Review

HFM Investment Advisors sold out of Vertex (VERX) in Q3 2025, closing a stake of 3 shares — an estimated $106 sold.

HFM Investment Advisors first reported a position in VERX in Q2 2025 and held it in 1 quarter. The position peaked at $106 in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

HFM Investment Advisors reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
HFM Investment Advisors sold 3 Vertex shares in Q3 2025, an estimated $106.
HFM Investment Advisors first reported a position in Vertex in Q2 2025 and held it in 1 quarter.
HFM Investment Advisors's Vertex position peaked at $106 in Q2 2025.
240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.