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Principal Securities’s Vertex VERX Stock Holding History

Principal Securities’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
-10
Closed -$353 – 3854
2025
Q2 		$353 Hold
10
– – ﹤0.01% 3536
2025
Q1 		$534 Hold
10
– – ﹤0.01% 3339
2024
Q4 		$534 Hold
10
– – ﹤0.01% 3333
2024
Q3 		$385 Buy
+10
New +$369 ﹤0.01% 3310

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

Principal Securities's VERX Position: Q3 2025 in Review

Principal Securities sold out of Vertex (VERX) in Q3 2025, closing a stake of 10 shares — an estimated $353 sold.

Principal Securities first reported a position in VERX in Q3 2024 and held it in 4 quarters. The position peaked at $534 in Q1 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Principal Securities reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 10 Vertex shares in Q3 2025, an estimated $353.
  • Principal Securities first reported a position in Vertex in Q3 2024 and held it in 4 quarters.
  • Principal Securities's Vertex position peaked at $534 in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.