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Hillsdale Investment Management’s Vertex VERX Stock Holding History

Hillsdale 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
2024
Q4 		– Sell
-139,082
Closed -$5.36M – 687
2024
Q3 		$5.36M Buy
139,082
+1,100
+0.8% +$40.5K 0.41% 58
2024
Q2 		$4.97M Sell
137,982
-4,700
-3% -$151K 0.39% 63
2024
Q1 		$4.53M Buy
142,682
+11,300
+9% +$305K 0.36% 90
2023
Q4 		$3.54M Sell
131,382
-200
-0.2% -$5.13K 0.29% 136
2023
Q3 		$3.04M Hold
131,582
– – 0.28% 142
2023
Q2 		$2.57M Buy
+131,582
New +$2.78M 0.24% 153

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's VERX Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Vertex (VERX) in Q4 2024, closing a stake of 139,082 shares — an estimated $5.36M sold.

Hillsdale Investment Management first reported a position in VERX in Q2 2023 and held it in 6 quarters. The position peaked at $5.36M in Q3 2024. 253 funds tracked by Wall St. Rank hold VERX as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Vertex position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 139,082 Vertex shares in Q4 2024, an estimated $5.36M.
  • Hillsdale Investment Management first reported a position in Vertex in Q2 2023 and held it in 6 quarters.
  • Hillsdale Investment Management's Vertex position peaked at $5.36M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Vertex as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.