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Neo Ivy Capital Management’s Vertex VERX Stock Holding History

Neo Ivy Capital 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
2025
Q4 		– Sell
-14,174
Closed -$351K – 533
2025
Q3 		$351K Buy
+14,174
New +$411K 0.09% 265
2025
Q2 		– Sell
-2,772
Closed -$97K – 486
2025
Q1 		$97K Buy
+2,772
New +$127K 0.03% 240
2024
Q4 		– Sell
-61,136
Closed -$2.35M – 411
2024
Q3 		$2.35M Buy
+61,136
New +$2.25M 0.76% 45

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neo Ivy Capital Management's VERX Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Vertex (VERX) in Q4 2025, closing a stake of 14,174 shares — an estimated $351K sold.

Neo Ivy Capital Management first reported a position in VERX in Q3 2024 and held it in 3 quarters. The position peaked at $2.35M in Q3 2024. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 14,174 Vertex shares in Q4 2025, an estimated $351K.
  • Neo Ivy Capital Management first reported a position in Vertex in Q3 2024 and held it in 3 quarters.
  • Neo Ivy Capital Management's Vertex position peaked at $2.35M in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.