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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

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

PDT Partners's VERX Position: Q3 2025 in Review

PDT Partners sold out of Vertex (VERX) in Q3 2025, closing a stake of 21,703 shares — an estimated $767K sold.

PDT Partners first reported a position in VERX in Q3 2021 and held it in 7 quarters. The position peaked at $3.38M in Q1 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • PDT Partners reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • PDT Partners sold 21,703 Vertex shares in Q3 2025, an estimated $767K.
  • PDT Partners first reported a position in Vertex in Q3 2021 and held it in 7 quarters.
  • PDT Partners's Vertex position peaked at $3.38M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on PDT Partners's 13F filing for Q3 2025, filed 17 Nov 2025.