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Redwood Investments’s Vertex VERX Stock Holding History

Redwood Investments’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
Q1 		$1.13M Sell
32,155
-1,276
-4% -$58.3K 0.42% 74
2024
Q4 		$1.78M Buy
+33,431
New +$1.62M 0.48% 60

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 $698M AUM 2.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Investments's VERX Position: Q1 2025 in Review

Redwood Investments reduced its Vertex (VERX) stake by 3.8% in Q1 2025, selling an estimated $58.3K and leaving 32,155 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #74.

Redwood Investments first reported a position in VERX in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Redwood Investments held 32,155 shares of Vertex worth $1.13M as of Q1 2025.
  • Redwood Investments sold 1,276 Vertex shares in Q1 2025, an estimated $58.3K.
  • Vertex made up 0.42% of Redwood Investments's portfolio in Q1 2025, its #74 holding.
  • Redwood Investments first reported a position in Vertex in Q4 2024 and has held it in 2 quarters since.
  • Redwood Investments's Vertex position peaked at $1.78M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.