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Nebula Research & Development’s Vertex VERX Stock Holding History

Nebula Research & Development’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
2024
Q4 		– Sell
-9,158
Closed -$353K – 1138
2024
Q3 		$353K Buy
9,158
+2,328
+34% +$85.8K 0.04% 662
2024
Q2 		$246K Buy
+6,830
New +$220K 0.04% 669

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nebula Research & Development's VERX Position: Q4 2024 in Review

Nebula Research & Development sold out of Vertex (VERX) in Q4 2024, closing a stake of 9,158 shares — an estimated $353K sold.

Nebula Research & Development first reported a position in VERX in Q2 2024 and held it in 2 quarters. The position peaked at $353K in Q3 2024. 253 funds tracked by Wall St. Rank hold VERX as of Q4 2024.

  • Nebula Research & Development reported no remaining Vertex position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 9,158 Vertex shares in Q4 2024, an estimated $353K.
  • Nebula Research & Development first reported a position in Vertex in Q2 2024 and held it in 2 quarters.
  • Nebula Research & Development's Vertex position peaked at $353K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Vertex as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.