Liontrust Investment Partners’s Vertex VERX Stock Holding History

Liontrust Investment Partners’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
2020 Q4	$819K	Buy	+23,500	New	+$640K	0.02%	176

Other funds holding VERX

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Liontrust Investment Partners's VERX Position: Q4 2020 in Review

Liontrust Investment Partners opened a new position in Vertex (VERX) in Q4 2020: 23,500 shares worth $819K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

100 funds tracked by Wall St. Rank hold VERX as of Q4 2020.

Liontrust Investment Partners held 23,500 shares of Vertex worth $819K as of Q4 2020.
Vertex was a new Liontrust Investment Partners position in Q4 2020.
Vertex made up 0.02% of Liontrust Investment Partners's portfolio in Q4 2020, its #176 holding.
100 funds tracked by Wall St. Rank held Vertex as of Q4 2020.

Based on Liontrust Investment Partners's 13F filing for Q4 2020, filed 10 Feb 2021.