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Orion Portfolio Solutions’s Vertex VERX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$867K Buy
+24,758
New +$1.13M 0.01% 1160

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's VERX Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Vertex (VERX) in Q1 2025: 24,758 shares worth $867K. The stake represents 0.01% of the portfolio and ranks #1160 among its holdings.

264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Orion Portfolio Solutions held 24,758 shares of Vertex worth $867K as of Q1 2025.
  • Vertex was a new Orion Portfolio Solutions position in Q1 2025.
  • Vertex made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1160 holding.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.