ShawSpring Partners’s Vertex VERX Stock Holding History

ShawSpring Partners’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 Q4	–	Sell	-1,081,446	Closed	-$26.8M	–	13
2025 Q3	$26.8M	Buy	1,081,446 +369,001	+52%	+$10.7M	3.99%	10
2025 Q2	$25.2M	Buy	712,445 +222,283	+45%	+$8.46M	3.18%	10
2025 Q1	$17.2M	Buy	+490,162	New	+$22.4M	2.36%	10

Other funds holding VERX

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

ShawSpring Partners's VERX Position: Q4 2025 in Review

ShawSpring Partners sold out of Vertex (VERX) in Q4 2025, closing a stake of 1,081,446 shares — an estimated $26.8M sold.

ShawSpring Partners first reported a position in VERX in Q1 2025 and held it in 3 quarters. The position peaked at $26.8M in Q3 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

ShawSpring Partners reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
ShawSpring Partners sold 1,081,446 Vertex shares in Q4 2025, an estimated $26.8M.
ShawSpring Partners first reported a position in Vertex in Q1 2025 and held it in 3 quarters.
ShawSpring Partners's Vertex position peaked at $26.8M in Q3 2025.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on ShawSpring Partners's 13F filing for Q4 2025, filed 13 Feb 2026.