Sandy Spring Bank’s Vertex VERX Stock Holding History

Sandy Spring Bank’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	$526	Buy	+15	New	+$685	﹤0.01%	1124

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sandy Spring Bank's VERX Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Vertex (VERX) in Q1 2025: 15 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

Sandy Spring Bank held 15 shares of Vertex worth $526 as of Q1 2025.
Vertex was a new Sandy Spring Bank position in Q1 2025.
Vertex made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1124 holding.
264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.