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PDT Partners’s Vertex VERX Stock Holding History

PDT Partners’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
-21,703
Closed -$767K – 737
2025
Q2 		$767K Sell
21,703
-74,762
-78% -$2.84M 0.04% 464
2025
Q1 		$3.38M Buy
96,465
+69,565
+259% +$3.18M 0.24% 134
2024
Q4 		$1.44M Buy
+26,900
New +$1.3M 0.13% 268
2022
Q3 		– Sell
-34,284
Closed -$388K – 1105
2022
Q2 		$388K Sell
34,284
-7,161
-17% -$90.6K 0.03% 676
2022
Q1 		$636K Buy
41,445
+9,940
+32% +$139K 0.05% 512
2021
Q4 		$500K Sell
31,505
-12,066
-28% -$229K 0.04% 525
2021
Q3 		$837K Buy
+43,571
New +$843K 0.06% 383

Other funds holding VERX

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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 $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return