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Next Century Growth Investors’s Vertex VERX Stock Holding History

Next Century Growth Investors’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
Q3 		– Sell
-331,383
Closed -$11.7M – 153
2025
Q2 		$11.7M Sell
331,383
-2,462
-0.7% -$93.7K 0.9% 38
2025
Q1 		$11.7M Buy
333,845
+6,848
+2% +$313K 1.04% 34
2024
Q4 		$17.4M Sell
326,997
-177,194
-35% -$8.59M 1.31% 26
2024
Q3 		$19.4M Sell
504,191
-344,203
-41% -$12.7M 1.57% 18
2024
Q2 		$30.6M Sell
848,394
-426,693
-33% -$13.7M 2.54% 9
2024
Q1 		$40.5M Sell
1,275,087
-21,681
-2% -$585K 3.52% 2
2023
Q4 		$34.9M Buy
1,296,768
+20,792
+2% +$533K 3.4% 5
2023
Q3 		$29.5M Buy
1,275,976
+157,883
+14% +$3.25M 3.21% 4
2023
Q2 		$21.8M Buy
1,118,093
+25,482
+2% +$538K 2.1% 17
2023
Q1 		$22.6M Buy
1,092,611
+319,126
+41% +$4.92M 2.49% 10
2022
Q4 		$11.2M Buy
773,485
+194,227
+34% +$3.1M 1.35% 25
2022
Q3 		$7.92M Buy
+579,258
New +$7.34M 0.97% 37
2020
Q4 		– Sell
-87,058
Closed -$2M – 139
2020
Q3 		$2M Buy
+87,058
New +$2.12M 0.21% 106

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Century Growth Investors's VERX Position: Q3 2025 in Review

Next Century Growth Investors sold out of Vertex (VERX) in Q3 2025, closing a stake of 331,383 shares — an estimated $11.7M sold.

Next Century Growth Investors first reported a position in VERX in Q3 2020 and held it in 13 quarters. The position peaked at $40.5M in Q1 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Next Century Growth Investors reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Next Century Growth Investors sold 331,383 Vertex shares in Q3 2025, an estimated $11.7M.
  • Next Century Growth Investors first reported a position in Vertex in Q3 2020 and held it in 13 quarters.
  • Next Century Growth Investors's Vertex position peaked at $40.5M in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Next Century Growth Investors's 13F filing for Q3 2025, filed 14 Nov 2025.