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Osterweis Capital Management’s Vertex VERX Stock Holding History

Osterweis Capital Management’s Portfolio VERX Stock Details VERX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.56M Sell
185,640
-64,120
-26% -$2.27M 0.31% 75
2025
Q1 		$8.74M Buy
+249,760
New +$8.74M 0.43% 70