Loomis, Sayles & Company
VERX icon

Loomis, Sayles & Company’s Vertex VERX Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-1,195,140
Closed -$42.2M – 767
2025
Q2 		$42.2M Sell
1,195,140
-295,020
-20% -$11.2M 0.05% 127
2025
Q1 		$52.2M Sell
1,490,160
-31,377
-2% -$1.43M 0.08% 96
2024
Q4 		$81.2M Sell
1,521,537
-44,457
-3% -$2.16M 0.1% 79
2024
Q3 		$60.3M Sell
1,565,994
-35,921
-2% -$1.32M 0.08% 100
2024
Q2 		$57.7M Buy
1,601,915
+72,961
+5% +$2.35M 0.08% 96
2024
Q1 		$48.6M Buy
1,528,954
+145,199
+10% +$3.92M 0.07% 126
2023
Q4 		$37.3M Buy
+1,383,755
New +$35.5M 0.06% 161

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 $724M AUM 3.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company's VERX Position: Q3 2025 in Review

Loomis, Sayles & Company sold out of Vertex (VERX) in Q3 2025, closing a stake of 1,195,140 shares — an estimated $42.2M sold.

Loomis, Sayles & Company first reported a position in VERX in Q4 2023 and held it in 7 quarters. The position peaked at $81.2M in Q4 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Loomis, Sayles & Company reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,195,140 Vertex shares in Q3 2025, an estimated $42.2M.
  • Loomis, Sayles & Company first reported a position in Vertex in Q4 2023 and held it in 7 quarters.
  • Loomis, Sayles & Company's Vertex position peaked at $81.2M in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Loomis, Sayles & Company's 13F filing for Q3 2025, filed 13 Nov 2025.