Lord, Abbett & Co
VERX icon

Lord, Abbett & Co’s Vertex VERX Stock Holding History

Lord, Abbett & Co’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
Q2 		– Sell
-373,650
Closed -$13.1M – 591
2025
Q1 		$13.1M Sell
373,650
-642,775
-63% -$29.4M 0.05% 333
2024
Q4 		$54.2M Buy
1,016,425
+83,391
+9% +$4.04M 0.17% 155
2024
Q3 		$35.9M Buy
933,034
+211,896
+29% +$7.81M 0.11% 222
2024
Q2 		$26M Buy
+721,138
New +$23.2M 0.09% 280

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lord, Abbett & Co's VERX Position: Q2 2025 in Review

Lord, Abbett & Co sold out of Vertex (VERX) in Q2 2025, closing a stake of 373,650 shares — an estimated $13.1M sold.

Lord, Abbett & Co first reported a position in VERX in Q2 2024 and held it in 4 quarters. The position peaked at $54.2M in Q4 2024. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Lord, Abbett & Co reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 373,650 Vertex shares in Q2 2025, an estimated $13.1M.
  • Lord, Abbett & Co first reported a position in Vertex in Q2 2024 and held it in 4 quarters.
  • Lord, Abbett & Co's Vertex position peaked at $54.2M in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Lord, Abbett & Co's 13F filing for Q2 2025, filed 14 Aug 2025.