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Sigma Planning Corp’s Vertex VERX Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-10,845
Closed -$380K – 1337
2025
Q1 		$380K Sell
10,845
-63
-0.6% -$2.88K 0.01% 840
2024
Q4 		$582K Buy
10,908
+1,421
+15% +$68.9K 0.02% 682
2024
Q3 		$365K Buy
+9,487
New +$350K 0.01% 873

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Sigma Planning Corp's VERX Position: Q2 2025 in Review

Sigma Planning Corp sold out of Vertex (VERX) in Q2 2025, closing a stake of 10,845 shares — an estimated $380K sold.

Sigma Planning Corp first reported a position in VERX in Q3 2024 and held it in 3 quarters. The position peaked at $582K in Q4 2024. 269 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Sigma Planning Corp reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 10,845 Vertex shares in Q2 2025, an estimated $380K.
  • Sigma Planning Corp first reported a position in Vertex in Q3 2024 and held it in 3 quarters.
  • Sigma Planning Corp's Vertex position peaked at $582K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.