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IFP Advisors’s Vertex VERX Stock Holding History

IFP 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
-2,703
Closed -$111K – 4947
2025
Q2 		$111K Sell
2,703
-1,087
-29% -$41.4K ﹤0.01% 1571
2025
Q1 		$133K Buy
+3,790
New +$173K ﹤0.01% 1376
2024
Q4 		– Hold
0
– – – 3844
2021
Q2 		– Sell
-100
Closed -$2.03K – 3250
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2722
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2535
2020
Q3 		$2K Buy
+100
New +$2.43K ﹤0.01% 2525

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $580B AUM 38.23% 1-Year Est. Return

IFP Advisors's VERX Position: Q3 2025 in Review

IFP Advisors sold out of Vertex (VERX) in Q3 2025, closing a stake of 2,703 shares — an estimated $111K sold.

IFP Advisors first reported a position in VERX in Q3 2020 and held it in 5 quarters. The position peaked at $133K in Q1 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • IFP Advisors reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 2,703 Vertex shares in Q3 2025, an estimated $111K.
  • IFP Advisors first reported a position in Vertex in Q3 2020 and held it in 5 quarters.
  • IFP Advisors's Vertex position peaked at $133K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.