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Panagora Asset Management’s Vertex VERX Stock Holding History

Panagora Asset 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
Q3 		– Sell
-15,515
Closed -$548K – 1255
2025
Q2 		$548K Buy
15,515
+19
+0.1% +$723 ﹤0.01% 777
2025
Q1 		$543K Buy
+15,496
New +$708K ﹤0.01% 797

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $580B AUM 38.23% 1-Year Est. Return

Panagora Asset Management's VERX Position: Q3 2025 in Review

Panagora Asset Management sold out of Vertex (VERX) in Q3 2025, closing a stake of 15,515 shares — an estimated $548K sold.

Panagora Asset Management first reported a position in VERX in Q1 2025 and held it in 2 quarters. The position peaked at $548K in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Panagora Asset Management reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Panagora Asset Management sold 15,515 Vertex shares in Q3 2025, an estimated $548K.
  • Panagora Asset Management first reported a position in Vertex in Q1 2025 and held it in 2 quarters.
  • Panagora Asset Management's Vertex position peaked at $548K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Panagora Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.