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Lindbrook Capital’s Vertex VERX Stock Holding History

Lindbrook Capital’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
Q1 		$735 Hold
21
– – ﹤0.01% 2534
2024
Q4 		$1.12K Buy
21
+3
+17% +$145 ﹤0.01% 2458
2024
Q3 		$693 Buy
18
+7
+64% +$258 ﹤0.01% 2584
2024
Q2 		$397 Hold
11
– – ﹤0.01% 2668
2024
Q1 		$349 Buy
+11
New +$297 ﹤0.01% 2555
2023
Q1 		– Sell
-67
Closed -$972 – 2922
2022
Q4 		$972 Buy
+67
New +$1.07K ﹤0.01% 2475

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 $698M AUM 2.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's VERX Position: Q1 2025 in Review

Lindbrook Capital held its Vertex (VERX) position steady in Q1 2025 at 21 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Lindbrook Capital first reported a position in VERX in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.12K in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Lindbrook Capital held 21 shares of Vertex worth $735 as of Q1 2025.
  • Lindbrook Capital left its Vertex share count unchanged in Q1 2025.
  • Vertex made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2534 holding.
  • Lindbrook Capital first reported a position in Vertex in Q4 2022 and has held it in 6 quarters since.
  • Lindbrook Capital's Vertex position peaked at $1.12K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.