KeyBank National Association
VERX icon

KeyBank National Association’s Vertex VERX Stock Holding History

KeyBank National Association’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
Q4 		– Sell
-11,762
Closed -$292K – 1247
2025
Q3 		$292K Buy
11,762
+3,895
+50% +$113K ﹤0.01% 1008
2025
Q2 		$278K Buy
7,867
+1,250
+19% +$47.6K ﹤0.01% 1011
2025
Q1 		$232K Sell
6,617
-214
-3% -$9.78K ﹤0.01% 1057
2024
Q4 		$364K Hold
6,831
– – ﹤0.01% 923
2024
Q3 		$263K Buy
+6,831
New +$252K ﹤0.01% 1017

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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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

KeyBank National Association's VERX Position: Q4 2025 in Review

KeyBank National Association sold out of Vertex (VERX) in Q4 2025, closing a stake of 11,762 shares — an estimated $292K sold.

KeyBank National Association first reported a position in VERX in Q3 2024 and held it in 5 quarters. The position peaked at $364K in Q4 2024. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • KeyBank National Association reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • KeyBank National Association sold 11,762 Vertex shares in Q4 2025, an estimated $292K.
  • KeyBank National Association first reported a position in Vertex in Q3 2024 and held it in 5 quarters.
  • KeyBank National Association's Vertex position peaked at $364K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on KeyBank National Association's 13F filing for Q4 2025, filed 30 Jan 2026.