RA
VERX icon

RiverPark Advisors’s Vertex VERX Stock Holding History

RiverPark Advisors’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
-5,562
Closed -$197K – 158
2025
Q2 		$197K Sell
5,562
-1,294
-19% -$49.2K 0.12% 77
2025
Q1 		$240K Sell
6,856
-816
-11% -$37.3K 0.19% 73
2024
Q4 		$409K Sell
7,672
-1,491
-16% -$72.3K 0.33% 56
2024
Q3 		$353K Sell
9,163
-3,208
-26% -$118K 0.29% 63
2024
Q2 		$446K Sell
12,371
-2,938
-19% -$94.5K 0.37% 58
2024
Q1 		$486K Buy
15,309
+11,990
+361% +$323K 0.4% 53
2023
Q4 		$89.4K Buy
3,319
+735
+28% +$18.8K 0.08% 59
2023
Q3 		$59.7K Buy
+2,584
New +$53.2K 0.05% 64

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

RiverPark Advisors's VERX Position: Q3 2025 in Review

RiverPark Advisors sold out of Vertex (VERX) in Q3 2025, closing a stake of 5,562 shares — an estimated $197K sold.

RiverPark Advisors first reported a position in VERX in Q3 2023 and held it in 8 quarters. The position peaked at $486K in Q1 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • RiverPark Advisors reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • RiverPark Advisors sold 5,562 Vertex shares in Q3 2025, an estimated $197K.
  • RiverPark Advisors first reported a position in Vertex in Q3 2023 and held it in 8 quarters.
  • RiverPark Advisors's Vertex position peaked at $486K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on RiverPark Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.