PCM
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Palisade Capital Management’s Vertex VERX Stock Holding History

Palisade 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
2026
Q1 		$13.6M Buy
1,141,948
+395,591
+53% +$6.16M 0.45% 83
2025
Q4 		$14.9M Buy
746,357
+128,224
+21% +$2.77M 0.44% 82
2025
Q3 		$15.3M Sell
618,133
-6,488
-1% -$188K 0.42% 85
2025
Q2 		$22.1M Buy
624,621
+44,676
+8% +$1.7M 0.63% 62
2025
Q1 		$20.3M Sell
579,945
-170,658
-23% -$7.79M 0.58% 68
2024
Q4 		$40M Sell
750,603
-379,087
-34% -$18.4M 1.07% 21
2024
Q3 		$43.5M Sell
1,129,690
-78,522
-6% -$2.89M 1.15% 14
2024
Q2 		$43.6M Buy
1,208,212
+25,872
+2% +$833K 1.18% 17
2024
Q1 		$37.6M Buy
1,182,340
+5,532
+0.5% +$149K 0.99% 30
2023
Q4 		$31.7M Sell
1,176,808
-87,541
-7% -$2.24M 0.84% 36
2023
Q3 		$29.2M Buy
1,264,349
+129,974
+11% +$2.67M 0.82% 37
2023
Q2 		$22.1M Buy
1,134,375
+54,075
+5% +$1.14M 0.59% 61
2023
Q1 		$22.4M Buy
1,080,300
+24,481
+2% +$377K 0.6% 55
2022
Q4 		$15.3M Buy
1,055,819
+60,243
+6% +$963K 0.41% 83
2022
Q3 		$13.6M Buy
995,576
+204,554
+26% +$2.59M 0.39% 87
2022
Q2 		$8.96M Buy
791,022
+10,984
+1% +$139K 0.24% 121
2022
Q1 		$12M Buy
780,038
+251,756
+48% +$3.52M 0.28% 116
2021
Q4 		$8.38M Buy
+528,282
New +$10M 0.17% 164

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