Moody Aldrich Partners’s Vertex VERX Stock Holding History

Moody Aldrich 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
2021 Q2	–	Sell	-231,096	Closed	-$5.08M	–	194
2021 Q1	$5.08M	Buy	231,096 +3,683	+2%	+$115K	0.73%	57
2020 Q4	$7.92M	Buy	227,413 +79,422	+54%	+$2.16M	1.28%	18
2020 Q3	$3.4M	Buy	+147,991	New	+$3.6M	0.71%	65

Other funds holding VERX

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Moody Aldrich Partners's VERX Position: Q2 2021 in Review

Moody Aldrich Partners sold out of Vertex (VERX) in Q2 2021, closing a stake of 231,096 shares — an estimated $5.08M sold.

Moody Aldrich Partners first reported a position in VERX in Q3 2020 and held it in 3 quarters. The position peaked at $7.92M in Q4 2020. 76 funds tracked by Wall St. Rank hold VERX as of Q2 2021.

Moody Aldrich Partners reported no remaining Vertex position as of Q2 2021 after selling out during the quarter.
Moody Aldrich Partners sold 231,096 Vertex shares in Q2 2021, an estimated $5.08M.
Moody Aldrich Partners first reported a position in Vertex in Q3 2020 and held it in 3 quarters.
Moody Aldrich Partners's Vertex position peaked at $7.92M in Q4 2020.
76 funds tracked by Wall St. Rank held Vertex as of Q2 2021.

Based on Moody Aldrich Partners's 13F filing for Q2 2021, filed 4 Aug 2021.