IECM
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Intrinsic Edge Capital Management’s Vertex VERX Stock Holding History

Intrinsic Edge Capital 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
2023
Q1 		– Sell
-123,235
Closed -$1.79M – 197
2022
Q4 		$1.79M Buy
123,235
+3,235
+3% +$51.7K 0.18% 117
2022
Q3 		$1.64M Buy
120,000
+90,000
+300% +$1.14M 0.18% 111
2022
Q2 		$340K Buy
+30,000
New +$379K 0.03% 154
2022
Q1 		– Sell
-145,331
Closed -$2.31M – 234
2021
Q4 		$2.31M Buy
145,331
+100,000
+221% +$1.89M 0.15% 158
2021
Q3 		$871K Buy
+45,331
New +$877K 0.06% 200

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FAM
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Vanguard Group
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CCA
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TCM
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William Blair Investment Management
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NCGI
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PCM
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