Pier Capital’s Vertex VERX Stock Holding History

Pier Capital’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	$3.71M	Buy	312,227 +67,659	+28%	+$1.05M	0.61%	78
2025 Q4	$4.88M	Sell	244,568 -47,291	-16%	-$1.02M	0.78%	60
2025 Q3	$7.24M	Buy	291,859 +60,230	+26%	+$1.74M	1.13%	36
2025 Q2	$8.18M	Sell	231,629 -17,162	-7%	-$653K	1.25%	31
2025 Q1	$8.71M	Buy	248,791 +92,864	+60%	+$4.24M	1.46%	20
2024 Q4	$8.32M	Sell	155,927 -75,463	-33%	-$3.66M	1.19%	39
2024 Q3	$8.91M	Buy	231,390 +4,195	+2%	+$155K	1.26%	18
2024 Q2	$8.19M	Sell	227,195 -173,717	-43%	-$5.59M	1.22%	31
2024 Q1	$12.7M	Buy	400,912 +13,191	+3%	+$356K	1.75%	2
2023 Q4	$10.4M	Sell	387,721 -3,789	-1%	-$97.1K	1.49%	12
2023 Q3	$9.04M	Buy	391,510 +43,297	+12%	+$891K	1.46%	15
2023 Q2	$6.79M	Sell	348,213 -35,011	-9%	-$739K	0.97%	56
2023 Q1	$7.93M	Buy	+383,224	New	+$5.91M	1.2%	30

Other funds holding VERX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return