Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Vertex VERX Stock Holding History

Kayne Anderson Rudnick 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
2026
Q1 		$9.58M Sell
805,861
-199,234
-20% -$3.1M 0.03% 228
2025
Q4 		$20.1M Sell
1,005,095
-295,949
-23% -$6.4M 0.05% 192
2025
Q3 		$32.3M Sell
1,301,044
-116,853
-8% -$3.39M 0.08% 167
2025
Q2 		$50.1M Sell
1,417,897
-114,042
-7% -$4.34M 0.12% 137
2025
Q1 		$53.6M Buy
1,531,939
+373,090
+32% +$17M 0.13% 131
2024
Q4 		$61.8M Buy
+1,158,849
New +$56.2M 0.14% 127

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VERX Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Vertex (VERX) stake by 20% in Q1 2026, selling an estimated $3.1M and leaving 805,861 shares worth $9.58M. The position accounts for 0.03% of the portfolio, ranked #228.

Kayne Anderson Rudnick Investment Management first reported a position in VERX in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.8M in Q4 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 805,861 shares of Vertex worth $9.58M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 199,234 Vertex shares in Q1 2026, an estimated $3.1M.
  • Vertex made up 0.03% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #228 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vertex in Q4 2024 and has held it in 6 quarters since.
  • Kayne Anderson Rudnick Investment Management's Vertex position peaked at $61.8M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.