Monarch Partners Asset Management’s Vertex VERX Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	$1.38M	Buy	+95,252	New	+$1.52M	0.41%	116

Other funds holding VERX

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

TCM

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Monarch Partners Asset Management's VERX Position: Q4 2022 in Review

Monarch Partners Asset Management opened a new position in Vertex (VERX) in Q4 2022: 95,252 shares worth $1.38M. The stake represents 0.41% of the portfolio and ranks #116 among its holdings.

101 funds tracked by Wall St. Rank hold VERX as of Q4 2022.

Monarch Partners Asset Management held 95,252 shares of Vertex worth $1.38M as of Q4 2022.
Vertex was a new Monarch Partners Asset Management position in Q4 2022.
Vertex made up 0.41% of Monarch Partners Asset Management's portfolio in Q4 2022, its #116 holding.
101 funds tracked by Wall St. Rank held Vertex as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.