KCM
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Kennedy Capital Management’s Vertex VERX Stock Holding History

Kennedy 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
2026
Q1 		$2.45M Buy
206,165
+70,167
+52% +$1.09M 0.05% 398
2025
Q4 		$2.72M Buy
135,998
+708
+0.5% +$15.3K 0.06% 390
2025
Q3 		$3.35M Sell
135,290
-31,643
-19% -$917K 0.07% 362
2025
Q2 		$5.9M Buy
166,933
+2,791
+2% +$106K 0.14% 253
2025
Q1 		$5.75M Sell
164,142
-6,906
-4% -$315K 0.14% 261
2024
Q4 		$9.13M Sell
171,048
-34,832
-17% -$1.69M 0.2% 153
2024
Q3 		$7.93M Sell
205,880
-45,014
-18% -$1.66M 0.18% 200
2024
Q2 		$9.04M Buy
250,894
+5,753
+2% +$185K 0.19% 176
2024
Q1 		$7.79M Sell
245,141
-138,189
-36% -$3.73M 0.16% 226
2023
Q4 		$10.3M Buy
383,330
+86,022
+29% +$2.21M 0.23% 150
2023
Q3 		$6.87M Buy
+297,308
New +$6.12M 0.17% 221

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.47T 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 $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return