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Petrus Trust Company’s Vertex VERX Stock Holding History

Petrus Trust Company’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
-7,194
Closed -$254K – 529
2025
Q2 		$254K Buy
+7,194
New +$274K 0.03% 383
2025
Q1 		– Sell
-4,741
Closed -$253K – 791
2024
Q4 		$253K Sell
4,741
-10,152
-68% -$492K 0.02% 488
2024
Q3 		$574K Buy
14,893
+5,041
+51% +$186K 0.06% 166
2024
Q2 		$355K Sell
9,852
-391
-4% -$12.6K 0.03% 371
2024
Q1 		$325K Buy
+10,243
New +$276K 0.03% 400

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

Petrus Trust Company's VERX Position: Q3 2025 in Review

Petrus Trust Company sold out of Vertex (VERX) in Q3 2025, closing a stake of 7,194 shares — an estimated $254K sold.

Petrus Trust Company first reported a position in VERX in Q1 2024 and held it in 5 quarters. The position peaked at $574K in Q3 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Petrus Trust Company reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,194 Vertex shares in Q3 2025, an estimated $254K.
  • Petrus Trust Company first reported a position in Vertex in Q1 2024 and held it in 5 quarters.
  • Petrus Trust Company's Vertex position peaked at $574K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.